Law School/Year: J. Reuben Clark Law School, Brigham Young University, 1980
College/Year: University of Utah, 1973
Estate Planning, Probate & Trust, Taxation
I have practiced trusts and estates law and tax-exempt organizations law since 1980 and am partner in charge of Luce Forward’s Rancho Santa Fe office. I have significant experience in all areas of estate planning and probate/trust administration, including planning for large and sophisticated estates, planning international estates, handling complex probate and trust matters, and advising clients on all aspects of charitable planned giving. I have also represented numerous tax-exempt organizations, including private foundations.
I am currently a fellow in the American College of Trust and Estate Counsel and a member of both the San Diego Estate Planning Council and the Scripps Gift Planning Advisory Council. I am also involved with the San Diego Planned Giving Roundtable (Partnership for Philanthropic Planning).