Education

Law School/Year: Indiana University SOL, 1977 

Other Graduate School/Year: MBA, Indiana University Graduate School of Business, 1977

College/Year: Indiana University, 1974

Bar Admissions

Indiana; California; U.S. District Court, Southern District of California; U.S. Tax Court

Practice Areas

Estate Planning, Probate & Trust, Taxation

Major Cases

Plaintiff, Armstrong v. United States, 759 F.2d 1378 (Ninth Circuit, 1985)

Professional Background

After law school, I began my professional career as a tax accountant with the San Diego office of Haskins & Sells and, later, Deloitte Haskins + Sells. After passing the California bar and waiting out that recession, I began practicing tax and estate planning law with Lawrence S. Branton APC, which later became Branton, Wilson & Armstrong APC. Then, 25 years ago, I set up my practice as a sole practitioner.

Professional Affiliations

I hold inactive CPA licenses in California and Indiana. I am a California State Bar Certified Legal Specialist in both estate planning, trust and probate law and taxation law. I belong to the Taxation Law and Estate Planning Sections of the State and San Diego County Bar Associations, and have served as chair of the local bar’s Taxation Law Section. I am a director of the San Diego Chapter of the Western Pension & Benefits Conference. I have, at various times, taught tax and estate planning courses for SDSU, UCSD Extension, Golden Gate University Graduate Taxation Program, SDCBA and CEB.