Experience

Klosek Law Offices

• United States
• Legal Services
• 1 - 100 Employee

• Business Owner

  • Sep 2018 - Present



Gaw Van Male, LLP

• United States
• Legal Services
• 1 - 100 Employee

• Attorney

  • Aug 2017 - Sep 2018

  -Draft estate plans for high net worth clients, including formation of family limited partnerships, gifting of entity interests, GST planning -research income, gift, estate, and property tax issues -assist with business entity formation and governance -Draft estate plans for high net worth clients, including formation of family limited partnerships, gifting of entity interests, GST planning -research income, gift, estate, and property tax issues -assist with business entity formation and governance



WealthPLAN

• United States
• Law Practice
• 1 - 100 Employee

• Associate Lawyer

  • Jul 2016 - Jul 2017

  Assist clients with business & succession planning, which includes the formation of limited partnerships, corporations, limited liability companies, and family limited partnerships • Implement advanced estate planning strategies for ultra high net worth clients, including IDITs, IDGTs, ILITs, GRATs, and various types of irrevocable trusts • Advise clients on property tax issues, estate tax issues, gift tax issues, and GST issues • Draft, negotiate, and interpret real estate leases, 1031 exchange agreements, purchase and sale agreements, option agreements, and other real estate contracts. • Assist clients with lifetime gifting strategies, including the preparation of 709 gift tax returns Show less



Watson & Machado LLP

• United States
• Law Practice
• 1 - 100 Employee

• Associate Attorney

  • Nov 2014 - Jul 2016

  • Implemented advanced estate planning strategies for high net worth clients, including GST planning, and the drafting of ILITs, QDOTs, ABCs, GRATs, and Crummey trusts • Assisted clients with simple and complex trust administrations, including the preparation of 706 tax returns, the drafting and filing of petitions for the termination and modification of irrevocable trusts, and the allocation and funding of sub-trusts • Handled simple and complex probate matters, including ancillary probates, regular probate administrations, special administrations, conservatorship accountings and reports, and substituted judgments Show less



Santa Clara Superior Court - Probate

• San Jose

• Research Attorney

  • Feb 2014 - Nov 2014

  •Review and edit motions, declarations, and Judicial Council forms related to trust and estate administration •Assist probate examiners in the daily preparation of files and case summaries, involving conservatorships, wills, trusts, accountings, and other probate matters •Prepare bench memorandums on contested matters for probate Judge Aaron Persky, including trust and estate litigation, and help draft proposed orders •Review and edit motions, declarations, and Judicial Council forms related to trust and estate administration •Assist probate examiners in the daily preparation of files and case summaries, involving conservatorships, wills, trusts, accountings, and other probate matters •Prepare bench memorandums on contested matters for probate Judge Aaron Persky, including trust and estate litigation, and help draft proposed orders



UC Davis Law School

• UC Davis

• Graduate Assistant

  • Feb 2014 - Apr 2014

  •Assist assistant director of career services with development of career resources for LLM students and resources concerning international legal careers. •Assist assistant director of career services with development of career resources for LLM students and resources concerning international legal careers.



University of California, Davis

• United States
• Higher Education
• 700 & Above Employee

• JD Degree

  • Aug 2010 - May 2013



Law Offices of M. Pamela Lauser

• Martinez

• Law Clerk

  • Jun 2012 - Aug 2012

  •Drafted and prepared motions, declarations, and Judicial Council forms •Conducted extensive research and drafted Points and Authorities, and memos for attorneys at the firm •Interviewed and worked closely with clients •Communicated with clients, opposing parties, opposing counsels, and the court on a regular basis •Drafted and prepared motions, declarations, and Judicial Council forms •Conducted extensive research and drafted Points and Authorities, and memos for attorneys at the firm •Interviewed and worked closely with clients •Communicated with clients, opposing parties, opposing counsels, and the court on a regular basis



Sierra Circuits

• United States
• Computers and Electronics Manufacturing
• 300 - 400 Employee

• Web Account Manager

  • Oct 2009 - Jul 2010

  •Member of the web inside sales team; generated leads and closed sales •Negotiated price terms and assisted customers with quotes and orders •Participated in month long training session regarding technology underlying PCBs •Member of the web inside sales team; generated leads and closed sales •Negotiated price terms and assisted customers with quotes and orders •Participated in month long training session regarding technology underlying PCBs



Pacific Office Automation

• United States
• Business Supplies & Equipment
• 700 & Above Employee

• Account Manager

  • Jun 2009 - Dec 2009



Law Offices of Kerosky & Associates

• Legal Intern

  • 2008 - 2008

  •Drafted briefs in support of asylum applicants; assisted with H1B Visa Claims •Drafted briefs in support of asylum applicants; assisted with H1B Visa Claims