Publications

Author:  “Planning Through Chaos Redux:  Planning for the Client With an Estate Over the Gift, Estate and GST Exemption Amounts (Whatever They May Be)”
USC Gould School of Law Tax Institute (2012)

Author:  “Building a Lasting Legacy – How to Plan When Your Successors Don’t Want to Work in the Family Business”
Wine Business Monthly (August 2012)

Contributor:  “Schedule P:  Foreign Death Tax Credit Traveling Men (And Women)”
Estate Planning at the Movies:  Art of the Estate Tax Return (First Edition, August 2010)

Author:  “Transfer Taxation of Non-Resident Aliens”
ALI-ABA Estate Planning Course Materials (October 2011)

Co-Author:  “Family Law and Estate Planning:  Transmutations, Tax and Malpractice Prevention”
California Trusts & Estates Quarterly (July 2007)