Over a decade (10+) of experience specializing in trusts and estates law.
Proven expertise in drafting both straightforward and complex estate planning documents, with a focus on integrating estate and income tax strategies, including irrevocable trusts.
Track record of addressing the sophisticated planning needs of high-net-worth individuals.
Strong client relationship management skills, including experience leading face-to-face client consultations.
Admitted to practice law in California.