Client Service Philosophy

There is a solution for every challenge.

I help widely diverse clients accomplish their specific estate planning goals, including:

• protection of vulnerable beneficiaries

• family legacy protection

• tax burden minimization

• health care choice and end of life planning

• child care and guardianship planning

Estate planning strategies can be carefully designed to serve the needs of not only married couples and traditional families, but also individuals, unmarried partners, families with children from prior relationships, special needs individuals, and others.

Background and Education

I’m proud to be a U.S. Navy veteran, a U.C. Davis Aggie, and a Northern California native.

I received my Juris Doctor from the University of California, Davis School of Law in 2002. Following admission to the California Bar, I served as a lieutenant and Legal Assistance Department Head in the United States Navy Judge Advocate General’s Corps, providing legal representation in estate planning and other civil and criminal matters to sailors, Marines, and Coastguardsmen. Completing a a post-graduate LL.M. (Master of Laws) degree in Estate Planning, Trust, and Probate strengthened and updated my expertise in trusts, wills, estates, and taxation.

Affiliations

As a solo practitioner, I thoroughly enjoy the challenges inherent in being both a thoughtful and thorough advocate for my clients and a small business owner.

In addition to the State Bar of California, I'm a member of the California Lawyers Association Solo and Small Firm Executive Committee, helping small firm attorneys provide an unparalleled client service experience.

Through my membership in WealthCounsel, a lawyer-led organization providing continuing legal education to estate planning practitioners, I stay abreast of the latest estate planning, probate, and trust administration techniques, case law, and ethical requirements. This ensures I have the resources to provide my clients with the up-to-date advice and effective tools they need to accomplish their goals.