I am an attorney focused on Estate Planning, Probate, and Trust Administration, practicing in Manhattan Beach, California. I have been licensed to practice law in California for 30 years.
I was the Chief Information Officer (CIO) for Sony Pictures Entertainment. Prior to Sony, I was a partner at PricewaterhouseCoopers (PwC) advising global clients in the entertainment industry for over 18 years.
I earned a bachelor of science degree in Physics from St. Mary’s College, California; a masters of business administration (MBA) from University of California at Los Angeles, and a JD from Loyola Law School. In 1985, I became a Certified Public Accountant (Illinois) and have been a member of the California State Bar since 1984. I proudly served as a Naval Aviator flying the A-6 Intruder deployed aboard USS Midway during the Vietnam conflict. Or if you are interested and have 20 minutes, see the movie.
As part of the estate planning process, I prepare documents for clients and work to educate them on the importance of titling assets to ensure their estate planning documents work the way they intend. My goal is to make this process as accessible, efficient and streamlined as possible so that individuals are more motivated to develop and complete their plan, and families do not have to deal with the fallout from a lack of planning.
In addition to creating estate plans, I work in the probate arena and assist families in implementing plans when loved ones pass away, and in setting up guardianships for minors, individuals with special needs, and individuals who can no longer manage their own affairs. I treat my clients like family, protecting their interests as if they were my own, and making sound recommendations to help them accomplish their planning goals.
In order to stay in-tune with the latest trends and developments in Estate Planning, I became an active member of WealthCounsel, a national community of top estate planning professionals committed to the highest standard of practice excellence. This collaborative organization, along with attending seminars taught by nationally recognized thought leaders, keeps me on the leading edge of the newest estate planning ideas and approaches.
I believe that effective estate planning is critical to the financial and physical well-being of my clients and am grateful for the opportunity to be involved in the process.