Areas of Practice

Estate Planning; Trust and Estate Administration

Admitted: 1969, California; 1984, U.S. Tax Court

Law School: University of California, Hastings College of the Law, J.D., 1969

College: University of California at Santa Barbara, B.A., 1966

Member: Bar Association of San Francisco (Chair, Probate and Trust Section, 1998); State Bar of California (Member, Estate Planning, Trust and Probate Section); American Bar Association (Member: Real Property, Probate and Trust Law Section).

Biography

Member, Thurston Scholastic Honor Society; Order of the Coif. Author: "Charitable Remainder Trusts", Tax Management Memorandum 1977. Co-Author: "Testamentary Gifts to Charity," California C.E.B. Will Drafting Practice, 1982; "Outright Gifts to Charity"; "Charitable Split-Interest Trusts, California C.E.B. Will Drafting 3rd Edition, 1992; "Overview of Trustee Duties and Powers"; "Investment Duties and Powers"; "Management Powers"; "Powers Relating to Principal and Income, Allocation and Accounting"; "Administrative Clauses", California C.E.B. Drafting California Revocable Trusts 3rd Edition, 1994. Lecturer: C.E.B., "Planning for Charitable Giving: Outright Gifts, Split-Interest Trusts and Private Foundations", 1993; California C.E.B., "Enhancing Communication in Estate Planning", 1995. Fellow: American College of Trust and Estate Counsel; American Bar Foundation (Life Member).