Member at the firm Lerner, Veit & Stanaland, LLP
Areas of Practice
Estate Planning; Taxation; Tax Controversies; Probate; Business Transactions
Admitted
2001, California; 2003, U.S. Tax Court
Law School
Golden Gate University, J.D., 2001; New York University School of Law, LL.M., Taxation
College
University of Florida, B.A., 1977; Golden Gate University, M.S., Taxation, 1991
Membership
American Association of Attorneys and CPA.
Biography
Certified Public Accountant, California, 1993. Author: "Valuation Discounts After Estate of Nowell v. Commissioner: A Clear Formula for Reducing Estate Taxes," 30 Golden Gate U.L. Rev. 679, 2000; "Employee's Use of a Vehicle," LexisNexis Tnx Advisor; "Estate and Trust Residency for California Income Tax Purposes," Matthew Bender Tax Insight Series; "California Property Tax Reassessment in a Declining Market," Matthew Bender Tax Insight; "California Income Taxation of nonresidents, Source of Income," Matthew Bender Tax Insight Series. Adjunct Professor, Law, Golden Gate University, 2002.
Born
Ocala, Florida, July 27, 1955
LexisNexis Analyzer