Expert 369729 - CA(S)


Expertise Description

I have more than 45 years experience as a State Tax Attorney. I have experience advising clients on estate planning considerations involving property tax, income tax, pension plans, tax court, charitable giving, gift taxation, insurance trusts, special needs trusts, dynasty trusts and other tax and family concerns. I have additional experience providing counsel for businesses and non-profit organizations in business formation and tax-related matters. I have over 5 years expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise


Expert Witness

My expert witness experience includes working on tax-related cases.


Professional Experiences

My professional experience includes working as an Attorney in a private practice, a Law Clerk for a state Supreme Court, and working in the Office of Chief Counsel to Internal Revenue Service


Education

DegreeSubjectInstitution
LL.M.Taxation LawGeorgetown University Law Center Washington District of Columbia
J.D.LawHarvard University Law School Cambridge Massachusetts
A.B.EnglishUniversity of Pennsylvania Philadelphia Pennsylvania

Licenses Certifications

Taxation Law
California State Bar Board of Legal Specialization

Awards & Affiliation

Los Angeles Super Lawyer – Taxation
California State Bar
Taxation Section
Los Angeles County Bar
Taxation Section

Primary Affiliation

California State Bar, Taxation Section


Partial List of Consulting Expert Witness Cases



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