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Experience
Certified Estate Planning, Trusts & Probate Law Specialist, State Bar of California Board of Legal Specialization.
Certified Public Accountant.
Corporate and Real Estate
Act as general counsel for several private companies, advising management regarding various legal issues.
Advised start-up company owners regarding the proper choice of operating entity, and formed various entities, such as corporations, partnerships and limited liability companies.
Negotiated and drafted documents relating to taxable and nontaxable corporate and other entity acquisitions.
Negotiated and drafted real property leases (including cell site review and Verizon Wireless retail leases), purchases, options and other real property transactions.
Estate Planning and Administration
Prepared over one hundred estate plans (many of which were tax sensitive), including analysis of financial situation and planning objectives, and drafting of documents (such as wills, revocable trusts, irrevocable trusts, and general and healthcare powers of attorney).
Planned several estate freeze transactions for owners of large, privately-held company. | 