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EXPERIENCE Certified Estate Planning, Trusts & Probate Law Specialist, State Bar of California Board of Legal Specialization. Practice emphasizes estate planning, estate taxes, trusts and probate. Practice has included the preparation of numerous U.S. and California estate and gift tax returns and audits thereof; preparation of numerous inter vivos trusts including charitable trusts, various tax sensitive trusts, life insurance trusts, and various other related devices designed to minimize estate and gift tax consequences to family members; preparation of limited partnership agreements and various valuation techniques to minimize transfer tax consequences. Practice also includes administration of trusts and transfer of assets pursuant to trust provisions and various probate proceedings when appropriate and necessary. MEMBERSHIPS Davis Rotary, Member California Board of Legal Specialization, Estate Planning, Trust Law and Probate Advisory Commission, Former Chairman Estate Planning, Trust and Probate Law Section, Executive Committee, Former Committee Member and Past Chairman American College of Trust and Estate Counsel, Fellow; California Membership Committee, Member Sacramento County Bar Association, Member International Academy of Estate and Trust Law, Former Member Sacramento Estate Planning Council, Member and Past President EDUCATION University of California, Berkeley, School of Law (Boalt Hall) (L.L.B., 1960) University of California, Berkeley (A.B., 1955) PRESENTATIONS Presentations to Continuing Education of the Bar of the State of California on various subjects including recent legislation, probate administration, estate planning, conservatorships, and various taxation issues. Recent Developments, 1984-2002, Lecturer Fundamentals of Estate Administration, 1984, 1986, 1988, 1990, 1996 and 2004, Lecturer Fundamentals of Decedent Estate Practice, 1995, Lecturer Society of California Accounts presentation, Probate Administration What Accountants Should Know and Do, Sacramento, 1999, Co-Speaker CHARITABLE UC Davis Foundation, Board of Trustees, Past Chair and Former Member (named Distinguished Honoree, National Philanthropy Day, 1993) Sutter Davis Hospital, Board of Trustees, Former Member and Past Chairman KVIE Channel 6 (public television), Board of Directors; Former Member and Past Chairman Grandfathers Club of America, Sacramento, Board of Directors, Member University Covenant Church, Davis, Stewardship Board, Past Chairman; New Church fund-raising campaign, Past Chairman Cal-Aggie Boosters, Board of Directors, Past President and Former Member Sacramento Ballet Association, Board of Directors, Former Vice Chair and Member City of Davis, Planning Commission, Former Member and Past Chairman.
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