Admitted: 1978, California and U.S. Tax Court
Law School: Southwestern Law School, J.D.
Biography: Publications: "A Practice Guide to Charitable Lead Trusts," Journal of Financial Planning, December 1995; "Asset and Lawsuit Protection Planning," Journal of Financial Planning, April 1995; "Asset and Lawsuit Protection Planning - A Form of Wealth Transfer Planning," Journal of the American Society of CLU & ChFC, November 1994; "Designing Trusts That Will Preserve the S Election," The Journal of Taxation, September 1987; "Using Insurance Trusts to Increase Unified Credit, Avoid Kiddie Tax and Fund Education," Taxation For Accountants, July 1987; "Use of Trust as Part of Estate Plan Need Not Void S Corporation Election," Taxation for Lawyers, July/August 1987 and Taxation for Accountants, August 1987; "Privilege and the Internal Revenue Code," Los Angeles Lawyer, June 1988; and The Monthly Digest of Tax Articles, August 1989; "Restructuring a Partnership as a Tenancy in Common Allows Partners to Make Tax-Free Exchanges of Property," Taxation for Accountants, March, 1988 and Taxation for Lawyers, January/February 1988; "How to Establish That an Advance to a Shareholder Was a Loan," Taxation for Accountants, February 1988.
Born: Los Angeles, California, April 6, 1948