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Practice Areas

Alternative Dispute Resolution   Arbitration  •   Early Neutral Evaluation  •   Mediation  •   Settlement Conference  •  

Business   Buy-Sell Agreements  •   Succession Planning  •  

Litigation   Trust | Probate | Conservatorship  •  

Trusts & Estates   Conservatorships  •   Estate Planning  •   Family Wealth Preservation  •   Planned Charitable Giving  •   Probate | Trust Administration  •   Succession Planning  •   Tax  •   Wills | Trusts

Professional Affiliations

  • Fellow, American College of Trust and Estate Counsel
  • Member and Former Chair, Community Foundation Sonoma County Board of Directors
  • Member and Past President, Redwood Empire Estate Planning Council
  • Accredited Estate Planner, National Association of Estate Planners and Councils
  • Former Member, Executive Committee, State Bar of California Trusts and Estates Sec

Publications

Representative Presentations

Representative Client Matters

Publications & Presentations

  • Speaker, Community Foundation Sonoma County Professional Advisory Gorup , "Different Year, Different Tax Laws – Really? Planning in Light of New (ish) Tax Laws," 2013.
  • Author, Estate Planning Under The 2010 Tax Relief Act, SMT Newsletter 2012 No. 2 January.
  • Consultant and Author, LexisNexis (Matthew Bender & Co.), California Wills and Trusts (six-volume treatise published September, 1991) (1989 - Present).
  • Consultant, LexisNexis (Matthew Bender & Co.), California Legal Forms (1994 - Present).
  • Speaker, Sixteenth Annual Estate and Gift Tax Conference, Estate and Gift Tax Committee of the Taxation Section of the State Bar of California, "Breathing New Life Into a Stale Trust," 2008.
  • Panelist, State Bar of California Trusts and Estates Section, "Preparation of the Form 706," 2004-2006.
  • Coauthor, "No Contest Clauses Need to Be Reformed, Not Abolished," California Trusts and Estates Quarterly, 2004.
  • Speaker, Redwood Empire Estate Planning Council, "Estate Planning For Domestic Partners in California: Navigating the Changing Landscape," 2004.
  • Coauthor, "Trust Accounting Alert: Recent Cases re Accounting Requirements for Revocable Trusts and a Proposed Legislative Response," California Trusts and Estates Quarterly, 2001.
  • Author, "Will a Probate Court Order for Modification of a Trust Determine Federal Estate Tax Results?" California Trusts and Estates Quarterly, 1999.

Significant Recent Cases

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