Admitted
1974, California; 1976, U.S. Tax Court; 1978, U.S. Court of Appeals, Ninth Circuit; 1986, U.S. Court of Federal Claims
Law School
Loyola University of Los Angeles, J.D., 1973; New York University, LL.M., 1974
Law School Graduation Year
1974
College
University of California at Los Angeles, B.A., 1966; University of California at Los Angeles, M.B.A.
Memberships
Santa Barbara County Bar Association (Member and Chair, Tax Section, 1979-1983; Member, Board of Directors, 1989); State Bar of California (Member, Tax Section); Association for Psychological Type
Biographical
Beta Gamma Sigma (Business Honorary). Member, Loyola Law Review, 1972-1973. Instructor, University of California Financial Planning Certification Program, 1983-1987. Lecturer: Golden Gate University, Graduate Tax Program, 1987-1988; California Society of Certified Public Accountants, Education Division, 1992-1994; California Continuing Education to the Bar (1995); University of California at Santa Barbara, Extension (1995). Chair, Estate and Gift Tax Section of the California State Bar Taxation Section, 1990-1992. Member, Executive Committee, California State Bar Taxation Section, 1993-1994. Author: Private Wealth Advisor, Successful Estate Planning: What Works and What Doesn't, Campden Publishing Ltd., Vol. 3, No.9, May 2001; California Transaction Forms: Estate Planning, Generation Skipping Transfer Tax, Chapter 4; Real Property Tax, Chapter 5, West Group, 1999; California Trusts and Estates Quarterly, Family Enterprise Planning, The Forgotten Components in the Family business Succession Plan, California State Bar, Vol. 4, No. 3, Fall 1998; Major Tax Planning, Chapter on: The Value of Sustaining the Values, Published by University of Southern California Law Center, 1994, as Presented to the Forty-Sixth Annual Institute on Federal Taxation, January, 1994; California Tax Lawyer, Article on: Selected Solutions for Coping with the Generation Skipping Transfer Tax Rules, Published by the California State Bar, Vol. 1, No. 2, Spring 1990; Estate Planning Trust and Probate News, Co-Author Article on: Family Limited Partnerships: A Client Primer, Published by the California State Bar Estate Planning Trust and Probate Section, Vol. 13, No. 1, Spring 1993; California Tax Lawyer Article on: Bad Dreams May Be Real; The Generation, Skipping Tax Indecision Ratio (And Other Troublesome Issues), published by the California State Bar, Volume 5, No. 1, Spring, 1995; Handling Postmortem Trust Administration: A Checklist, (Cal CEB Action Guide Spring, 1996); California Tax Lawyer Article on Bad Dreams May Be Real