I am an associate in the Taxation, Trusts & Estates Department at Jeffer Mangels Butler & Mitchell LLP (JMBM). My practice is centered around estate planning, trust and estate administration, and probate matters.
I provide guidance to clients on advanced estate planning strategies aimed at reducing estate and gift tax liabilities and facilitating the seamless transfer of wealth across generations. I develop comprehensive estate plans for a diverse range of clients, from those with modest estates to high-net-worth individuals, including those requiring special planning considerations. Additionally, I represent professional fiduciaries and beneficiaries in trust administration and have experience in managing both uncontested and contested probate and trust proceedings.
Clients value my commitment to fostering strong client relationships through clear communication, empathy, and a responsive approach. I am dedicated to delivering practical solutions and take the time to thoroughly understand each client’s unique needs to secure the most favorable outcomes.
Before my tenure at JMBM, I worked as an associate at law firms in Irvine and San Francisco, focusing on special needs planning, conservatorships, and guardianships, and representing clients in post-death administration matters. Earlier in my career, I served as a Staff Litigation Attorney for the U.S. Department of Veterans Affairs in San Francisco.
Outside of my legal career, I was a professional golfer on the Symetra Golf Tour.
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- California
- State Bar of California
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- Hawaii
- Hawaii State Bar Association
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- English: Spoken, Written
- Associate
- Jeffer Mangels Butler & Mitchell LLP
- Current
- University of Hawai'i at Manoa William S. Richardson School of Law
- J.D.
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- The State Bar Of California
- Member
- Current
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- Hawaii State Bar Association
- Member
- Current
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