Wealth Transfer

In the News

The Sacramento Bee
February 2014
Family Farms: How to pass on - or sell off - the family business
The Sacramento Bee

Speaking Engagements / Events

Continuing Education of the Bar, California: Estate Planning MCLE Webinar
January 17, 2019
Key Developments in Estate Planning 2018
Continuing Education of the Bar, California: Estate Planning MCLE Webinar
Presenter, California Lawyers Association Taxation Section Washington DC Delegation
May 7-8, 2018
An Uncertain Future: How the Potential Clawback Muddies the Estate and Gift Tax Waters
Presenter, California Lawyers Association Taxation Section Washington DC Delegation
Co-Presenter, Capital Region Family Business Center's 2018 Annual Generations Conference
January 29-30, 2018
Death and Taxes are Certain, Divorce is Possible, and Business is Unpredictable - Are You Prepared?
Co-Presenter, Capital Region Family Business Center's 2018 Annual Generations Conference

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