University of Southern California
(B.S. in Business)
Pepperdine University School of Law
State Bar of California (Trusts & Estates Section)
Orange County Bar Association (Trusts & Estates Section and Elder Law Section)
San Clemente Beaches, Parks & Recreation Foundation Board of Directors
Estate Planning: including the preparation of wills, living trusts, durable powers of attorney, charitable trusts, insurance trusts, and other more sophisticated tax instruments.
Formal and Informal Administration of Estates of all sizes (probate and trust administration).
Medi-Cal Planning for families when an individual requires nursing home placement.
Formation of Business Entities such as corporations, limited liability companies and limited partnerships
Preparation of Legal Business Documents such as contracts, agreements, and corporate and maintenance documentation