Certified Legal Specialty

Estate Planning, Trust and Probate Law (State Bar of California, Board of Legal Specialization)

 

Noteworthy

Attorney, Hartnell, Lister & Moore, APC (2003-2010); Teacher, Central School District, Rancho Cucamonga, California (1995-2003); Director of Study Abroad, The Claremont Colleges – Scripps College (1986-1995); National Academic Director, The School for International Training/The Experiment in International Living (Consultant, UNESCO), Denmark (1980-1985).

 

Education

Southwestern University School of Law, Los Angeles (J.D., 2000); The Claremont Graduate School, Claremont, California (A.B.D., International Relations & Economics, 1982); Lewis and Clark College (B.A., International Affairs, 1978).

 

Professional Associations

American Bar Association; State Bar of California Conference of Bar Associations (Board Regional Director, 2009-present, San Bernardino County Delegation Chair, 2006-2009); San Bernardino County Bar Association, Board Director (2010-present), Co-Chair, Probate Section (2007-present), Bench/Bar Committee (2009-present), Conservator Training Co-Chair (2009-present); Riverside County Bar Association; Joseph B. Campbell American Inn of Court Board Member (2008-present), Inn Historian, and former Secretary.

 

Bar Admissions

California (2004); United States District Court, Central District of California.

 

Community Affiliations

Upland Region 32 American Youth Soccer Organization (AYSO), Member of Board (2005-present), Director of Special Programs, U29 league, and FLEX program.

Sampling of Representative Cases:

 

  • Successfully prosecuted unscrupulous financial planner and real estate investor who convinced several elderly homeowners to transfer title to their home in exchange for financial planning.
  • Represented beneficiaries of a multi-million dollar trust against an incompetent trustee resulting in a substantial monetary settlement and reimbursement of attorneys’ fees incurred.
  • Represented elderly woman in conservatorship action where family members attempted to impose conservatorship in order to gain control of her estate.
  • Frequently represent the elderly in capacity hearings, such as in conservatorship proceedings.
  • Frequently represent family members seeking mental health conservatorships for loved ones, and represent individuals facing mental health issues.
  • Represent banks, financial institutions, and professionals in the administration of special needs trusts, conservatorships, and probate estates.
  • Represented successor trustee and beneficiary prosecute former Trustee for mismanagement and personal enrichment through complex multi-million dollar real estate development.
  • Successfully defended beneficiaries of estate against wrongful death action.
  • Represented administrator of intestate probate estate involving more than 50 beneficiaries located throughout the United States.
  • Represented administrator in probate estate where note handwritten in family Bible was deemed a Will of the decedent.
  • Represented an out of state bank as a creditor in probate proceeding where main assets of estate were shares in corporation which were the subject of California bankruptcy proceeding.
  • Represented successor trustee in recovering assets that were outside of the United States in foreign held corporations.
  • Successfully represented a minor in appointing a guardian of the person and creating a multi-million dollar special needs trust to provide for the care of the minor.
  • Successfully represented a father in a custody battle that resulted in obtaining a heart transplant for a new born baby.
  • Represented an administrator in a probate estate in locating more than $3 million in missing assets held in various names going back three generations.
  • Represented numerous administrators in probate estates involving the wrap-up and sale of professional practices and large business enterprises.
  • Represented numerous clients with complex estate planning issues including: Limited Liability Corporations (LLC); Family Limited Partnerships (FLP); Charitable Remainder Trusts (CRT); and Qualified Personal Residence Trusts (QPRT).
  • Represented administrator of intestate probate estate involving high-profile construction business that was the subject of bankruptcy proceedings. Case also involved a guardianship of dependent minors.
  • Redrafted annually sub-trusts to accommodate gifting and re-allocation of stock in various offshore companies.
  • Represented Trustors in a multi-million dollar transfer of wealth over a 10 year period.