Education

JD School of Law, University of California Los Angeles (1970)
MBA University of Cincinnati (1967)
BBA University of Cincinnati (1966)

Background Information

I am admitted to practice before all of the Courts of the State of California, the United States District Court, the United States Court of Appeals and the United States Tax Court.

My professional experience includes transactional and litigation experience with business and securities related matters from 1971 to the present. I have served as a Financial Industry Regulatory Authority (FINRA) Arbitrator and Chairperson from 1988 to the present.

My practice emphasizes Estate Planning and Trust Administration from the preparation of the initial Wills, Trusts, Health Care Directives, Life Insurance Trusts and Charitable Trusts, Succession Agreements, and other important related estate planning documents, through the administration and distribution of the Estate.

When needed, I engage the services of other professionals including Probate counsel, Litigation counsel, Appraisers, Real Estate Agents, Trust Officers, Investment Advisors, and CPA firms for the preparation of Estate Tax (706) and Gift Tax (709) returns, and coordinate the activities of these professionals for the benefit of my client.