Law School: Harvard Law School
Other Graduate School: University of Southern California, post-doctoral training, psychiatric – legal training in criminal law
College: Yale University
I have been the planning attorney for a number of high-profile citizens in San Diego, California and Montana. For those clients who have substantial estate tax exposure, I have successfully transferred numerous operating and passive business interests to heirs, while reducing or eliminating the anticipated estate taxes on the transfer. We specialize in advising clients regarding the transfer of their business assets when we are confronted with both participating and non-participating heirs, to create distributions which satisfy the client and the receiving heirs.
After graduating from Harvard Law School, I passed the California bar in 1972. I was a public defender in Contra Costa County from 1972 to 1978. I left and moved to Coronado in 1978, and initially commenced a practice creating partnerships to purchase real estate in San Diego. In 1990, I stopped forming partnerships and began specializing in the area of estate planning. By 1994, I restricted my practice to estate planning issues. The practice has continued to flourish. In 2009, I became an adjunct professor at USD in estate planning and in 2014 formed the partnership Anderson Reynard LLP.
Admitted to the California and Montana bar associations. Member of the San Diego County Bar Association and the sections on estate planning, trusts and probate. Member of the San Diego Estate Planning Council. Member of the Planned Giving Council of the La Jolla Institute of Allergy and Immunology. Past member of the UCSD Planned Giving Executive Council.
I was a naval aviator before I went to law school, flying the F-4 Phantom in Vietnam (1966 to '67). I flew 215 combat missions and received the Distinguished Flying Cross, 22 Air Medals and the Navy Commendation. After combat, I was an LSO instructor pilot teaching new pilots to land the F-4 on aircraft carriers both day and night. I enjoy fly-fishing and backpacking and have flown my personal aircraft throughout the West.