Admitted
1978, Illinois; 1983, California; 1987, U.S. Tax Court
Law School
University of Illinois, J.D., 1978
Law School Graduation Year
1978
College
University of Illinois, B.S., 1974; University of Illinois, M.B.A., 1978
Memberships
Glendale, San Fernando Valley, Pasadena and Los Angeles County (Member, Sections on: Taxation; Estate and Trust) and American (Member, Sections on: Taxation; Real Property; Probate and Trust Law; Law Practice Management) Bar Associations; State Bar of California (Member, Sections on: Taxation; Estate Planning Trust and Probate); American Institute of CPAs; California Society of CPAs; Illinois Society of CPAs
Biographical
C.P.A., State of Illinois, 1979. Author: The Economics of Inherited IRAs, Trust and Estates Magazine, September 2002; Integrating Retirement Plans Into the Estate Plan, 24th UCLA-CEB Estate Planning Institute, 2002. Co-Author: The QTIP Trust as Retirement Plan Beneficiary, ALI-ABA Course Materials Journal, 2000 and Estate Planning Trust and Probate News, Spring 2000; Estate Planning for Retirement Plans: The Heir With the Biggest Pile of Money Wins, 52nd USC Tax Institute On Federal Taxation, 2000; Aggregate Theory Agreements: Don't Get 'Bogg'ed' Down, Estate Planning Trust and Probate News, Fall 1999; Tax and Investment Planning for the Individual, 57th NYU Institute on Federal Taxation, 1998; Grantor Trusts, 18th Annual UCLA-CEB Estate Planning Institute, 1996; Turning Sand Into Glass: Clarifying Retirement Benefits in The Estate Plan, 47th USC Tax Institute on Federal Taxation, 1995; A Second Look At Spousal Rights in an IRA, Estate Planning Trust and Probate News, Fall 1994. Chair, Taxation Section, Committee on Estate and Gift Tax, State Bar of California, 1996-1998. Fellow, American College of Trust and Estate Counsel (Active Member, Employee Benefits Committee). (Certified Specialist, Taxation Law, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization)