<div><strong>ERROR: Undefined tag 'caption' with attributes {}</strong> (<a href='/admin/pages/280005/edit'>Edit Page</a>)</div>
View information about SMT's attorneys

Practice Areas

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  •  

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

Professional Affiliations

  • Fellow, American College of Trust and Estate Counsel
  • Certified Specialist in Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization
  • 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 Section


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

If you are not a current client of SMT, please do not include any confidential, secret, or otherwise sensitive information in this email message. Unsolicited emails from non-clients do not create a client-attorney relationship. As a result, any information disclosed by you cannot be protected from disclosure and will not be treated as confidential information. Non-clients please limit the information you provide to your name, contact information and a statement of the general nature of your matter.

By clicking "OK," you acknowledge your understanding and acceptance of this notice and will be able to complete your email. If you have any questions or concerns about this notice, please click "CANCEL" and contact us by telephone at 707 524 1900.