Certified Specialist in Estate, Trust and Probate

​California Board of Legal Specialization 

 

Member, Los Angeles County Bar Association 

Trust and Estate Section 

 

Member, California State Bar Association 

​Trust and Estate Section 

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Member, Academy of Special Needs Planners 
 

Member, Law Review

University of La Verne College of Law 
 

Recipient, American Jurisprudence Award in Contracts,

Civil Procedure, Constitutional Law, and Insurance Law courses

Speaker, "Conservatorships in Action"
27th Annual PFAC Educational Conference

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Speaker, "Evolution and Purpose of the Special Needs Trust" 

2022 Special Needs Trust Symposium, Napa, California

 

Speaker, "Special Needs Trust Administration: How California Judges Evaluate SNT Trustee’s Performance" 

26th Annual PFAC Educational Conference

 

Co-Author, "Special Needs Trust Planning, Drafting and Administration"

Published by California Continuing Education of the Bar 
 

Author, "Special Needs Trusts 101 and Their Ethical Considerations"

Published by Consumer Attorneys Association of Los Angeles 

 

Speaker, "Special Needs Trusts"

26th Annual Convention for the Consumer Attorneys Association of Los Angeles 
 

Speaker, "Conservatorships, Guardianships, Powers of Attorney, Advance Health Care Directives and Custodianships"

The San Fernando Valley Estate Planning Council, December 2020 

 

Speaker, "Answers to Common Problems in Conservatorships" 

Professional Fiduciary Association of California San Fernando Valley Chapter Inaugural Meeting, February 4, 2020 

 

Speaker, "​Lessons from the Front Lines: How Court’s Evaluate Special Needs Trusts Establishment and Administration"

Special Needs Planning Symposium, February, 2020

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Instruction for California Continuing Education of the Bar

For those candidates preparing for the specialist exam in: 1. Conservatorship and Guardianships,
and 2. Modification of Irrevocable Trust/Trust Administration​, 2019

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Author, "Settling the Disputed Claim or Pending Action of a Minor or Adult Person with a Disability" 

Consumer Attorneys of California, Forum, September/October 2019 issue

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Speaker, "Transferring Property Without Probate", Trusts and Estates Administration and Litigation 

The Basics Conference for Continuing Education of the Bar, 2018

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Keynote Speaker, "Dealing with the Elderly Client with Diminished Capacity and Planning for Those with Special Needs" 

Pacific Southwest Financial’s Annual Compliance Meeting , 2017, Palm Springs, California

 

Speaker, "Special Needs Trusts" 

The Basics Conference for Continuing Education of the Bar, 2017

​

Instruction for California Continuing Education of the Bar

For those candidates preparing for the specialist exam in: 1. Conservatorship and Guardianships,

and 2. Modification of Irrevocable Trust/Trust Administration, 2017

​

Speaker, "Transferring Property without Probate" 

The Basics Conference for Continuing Education of the Bar, 2016