• California

• Indiana University School of Law  (J.D., magna cum laude, 1991)
  • Order of the Coif
• Washington University in St. Louis  (B.A., cum laude, 1988)
  • History

Estate Planning Experience

• Counsels high net worth families regarding the creation of estate planning structures that not only minimize transfer taxes but that also reflect the values of the family with respect to education, charitable giving and community involvement
• Provides United States transfer tax planning for multinational families, including pre-immigration planning, lifetime planning with domestic securities, life insurance and real property, and planning, preparation and establishment of offshore and onshore multi-generational trust and corporate structures
• Provides counseling to families with closely held business interests regarding business succession planning, estate tax planning and tax planning prior to the sale or public offering of the closely held business
• Counsels hedge fund managers on advanced planning techniques for carried interests
• Represent founders of popular tech startups in pre-liquidity GRAT planning
• Represent leading dairy farm families in structuring ownership and planning business succession
• Counsels multi-branched extended families on unified family business management and wealth transfer structures
• Counsels A-list celebrities on US-UK tax planning structures
• Counsels A-list celebrities on estate planning and tax implications of structured divorce settlements