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
| Degree | Subject | Institution | ||||
|---|---|---|---|---|---|---|
| LL.M. | Taxation Law | Georgetown University Law Center | Washington | District of Columbia | ||
| J.D. | Law | Harvard University Law School | Cambridge | Massachusetts | ||
| A.B. | English | University 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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