I have an undergraduate degree in Political Science and History from the University of California – San Diego and earned my Juris Doctor degree, with a Tax Concentration, from the University of Pacific McGeorge School of Law. I was honored to receive the Witkin Award for Academic Excellence in Federal Estate and Gift Tax and I am a member of the McGeorge School of Law Honor Society.
I am certified by the California State Bar Board of Legal Specialization as a Legal Specialist in Estate Planning, Trust and Probate Law.
I am a member of the California State Bar Association, Silicon Valley Bar Association, American Academy of Estate Planning Attorneys, and the National Academy of Elder Law Attorneys. In 2019, I received the honor of becoming a Fellow of the American Academy of Estate Planning Attorneys, and I was appointed to the Board of Governors of the American Academy of Estate Planning Attorneys in 2022.
I am on the Executive Leadership Team of the 2024 Walk to End Alzheimer’s – Silicon Valley. I am passionate in my support of the Alzheimer’s Association and walk each year for all of my clients, family members, and friends who have been affected by this unforgiving disease. I also serve on the Planned Giving Committee of Sunnyvale Community Services, an independent, nonprofit emergency assistance agency in the heart of Silicon Valley with the mission that all residents are safely and stably housed with food on the table, and with access to medical care and services.
I reside in Morgan Hill with my wife, Holly, where we are raising our son. I enjoy hiking in Yosemite Valley and around Northern California.
I assist our clients with all aspects of the estate planning process, including: the creation and/or modification of an estate plan, providing guidance upon the incapacity of a client, engaging in Medi-Cal planning, and helping the client’s trusted loved ones through the process of administering the estate plan upon the client’s passing. When I meet with clients, I make an effort to provide an open and friendly space where the clients may ask their questions and feel that their concerns are being heard – I am proud that our law firm values our clients’ peace of mind.
I have co-authored a book with American Academy of Estate Planning Attorneys founders Robert Armstrong and Sanford Fisch, titled, Yes, You Need an Estate Plan!
