Certification |
Board Certified under the California Board of Legal Specialization for Probate, Estate Planning and Trust Law.
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| Significant Cases |
Successfully argued and set State Law in the Estate of Pittman 104
CAL.APP 3d 288. As of January 1, 1985, California Probate Law was
amended to reflect decision in Pittman supra.
Defended a reverse Marvin case in the Estate of Bernice Vitullo. Was
the attorney in the first right to die case in Orange County in the
Conservatorship of Norman Nichols.
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| Chairman and Vice Chairman |
Chairman of the Orange County Bar Association Estate Planning Probate and Trust Law Section for 1977-78, and Vice Chairman,
1976-77.
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| Membership |
A member of the Estate Planning, Probate and Trust Law Section of
the Orange County Bar. Member of the State Bar of California Estate
Planning Section. Member of the American Bar Association Probate and
Real Property Section. Member of the Orange Coast Estate Planning
Council. A panel member of the OCBA "Helpline"
Program to assist inexperienced OCBA attorneys in specific areas of the law.
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| Activities in Sections Updating Probate Policy |
Actively participates from time to time in Estate Planning, Probate
and Trust Section project on updating Orange County Probate Policy.
Worked on State Bar Legislation for Probate matters and had legislation proposed and approved at the State Bar Convention.
|
| Education |
Undergraduate degree form University of Illinois at Champaign,
Illinois, in accounting and received Doctor of Jurisprudence from John
Marshall School of Law (night school) while employed by the Internal
Revenue Service.
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| Speaking and Articles |
Lectures for the Orange County Bar Association (OCBA).
Speeches for the OCBA Estate Planning Probate and
Trust Law Section in 1996 "Arbitrate - Do Not Litigate"; on
7/8/98 "Plan and Draft for Retirement Plan and IRA Distributions to
Bypass and QTIP Trusts"; on 3/8/2000 "Probate and Trust Litigation
Including Capacity and Undue Influence"; on 1/10/2001 "Total Return
Trusts". Instructor in the Probate Clinic and speaker
for selected problems in Substantive Law for the Orange County Bar
Association. Expanded public forums on "Probate" as Chairman of the
Estate Planning, Probate and Trust Law Section. Prepared booklet for
"CEB" on tax aspects of Dissolution and Estate Tax information.
Chairperson and panelist on CEB programs on Probate and Death Taxes;
panelist on CEB program on Wills and Dissolution. Planned,
moderated and spoke on California Probate and Trust Litigation in 1999.
Planned, moderated and spoke on CEB Probate and Trust Litigation
Program in 2001; planned, moderated and spoke at a two-day program for
CEB on "Postmortem Estate Planning" in November and December 2001;
planned, moderated and spoke at a similar program in April, 2004 for
CEB on Postmortem Estate
Planning; planned,
moderated and spoke at a program at a CEB program in March 2007 on Trust Administration; planned,
moderated and spoke at a program for CEB on Assessing Capacity and
Undue Influence; Avoiding Will Contests, Litigating Will Contests/Undue
Influence and Capacity Case in March 2002 and March 2004; moderated and
spoke at the CEB program on Probate & Trust
Litigation program. On 10/29/05 participated in Orange County Bar Elder
Law Section on Durable Power of Attorney Seminar and spoke on
Ligation issues; November, 2005 again planned, moderated and spoke at
the CEB program on Estate Litigation. Nationally published in Prentice-Hall Successful
Estate Planning Ideas and Methods Service. Published in American Bar
Association Young Attorney's Section on Estate Taxes. Published in
Orange County Bar Journal concerning Estate Planning. Two articles
published in the Journal of the American Society of CLU and ChFC
("CRUMMEY RULES HAVE CHANGED" and "ESTATE TAX FREE LIFE INSURANCE"), an
article published in the CEB, California Business Law Practitioner, in
October, 1996, entitled "PROTECTING SPOUSES FROM TAX PROBLEMS" and a
number of articles published in the Long Beach and Orange County CLU
newsletter concerning estate planning.
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| Professional License |
Licensed to practice law in California and Illinois. Admitted to
the U.S. Tax Court, U.S. Supreme Court, Court of Claims and Federal
District Courts of California as well as the United States Court of
Appeals in the Seventh and Ninth Circuit.
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| CEB and Orange |
Chairman and Co-Chairman of "CEB" in Orange County from 1975
through 1993, when the position on a State-wide basis was eliminated.
Former member of the State Bar "CEB" Joint Advisory Committee as well
as its Probate and Estate Planning Sub-Committee. Presently an advisor
to "CEB" on Estate Planning. |
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