Experience

Hopkins & Carley

• United States
• Law Practice
• 100 - 200 Employee

• Family Wealth & Tax Planning Associate at Hopkins & Carley

  • Jul 2021 - Present

  - Customize estate and wealth transfer plans to create the most appropriate and tax-effective plan for asset management, exit strategy, business succession, family philanthropy, and the transfer of wealth to subsequent generations. - Estate planning and implementation of sophisticated wealth transfer techniques to develop long-term strategies that are beneficial to a client’s tax and financial goals while ensuring personal values and needs are met. - Customize estate and wealth transfer plans to create the most appropriate and tax-effective plan for asset management, exit strategy, business succession, family philanthropy, and the transfer of wealth to subsequent generations. - Estate planning and implementation of sophisticated wealth transfer techniques to develop long-term strategies that are beneficial to a client’s tax and financial goals while ensuring personal values and needs are met.



Chauvel & Glatt, LLP

• United States
• Law Practice
• 1 - 100 Employee

• Associate

  • Oct 2013 - Jul 2021

  - Draft revocable trusts and wills for individuals, business owners, and families with special needs children. Advise clients on proper estate planning, federal and state tax issues on gifts and inheritance. Appear in San Mateo County Superior Court for probate and trust administration. - Facilitate acquisitions of commercial businesses. Account for business, revenue, and accounting disclosures. - Provide Mandarin Chinese translation for clients. Article submissions for the California Property Guide. Featured attorney in the Chinese World Journal, October 2014 and December 2014. Show less



Skyline College

• United States
• Higher Education
• 300 - 400 Employee

• Adjunct Professor

  • Aug 2014 - May 2018

  - Teach the foundational concepts of business law. Assist students to develop values, cognitive skills in decision making, and gain competence in understanding how the law applies to business operation and ethics. - Teach the foundational concepts of business law. Assist students to develop values, cognitive skills in decision making, and gain competence in understanding how the law applies to business operation and ethics.



LNG Consulting, Inc

• Interpreter

  • May 2013 - Aug 2015

  - Chinese/English language interpretation for medical institutions. - Chinese/English language interpretation for medical institutions.



Punzalan Law

• Legal intern

  • Jan 2013 - May 2013

  - Researched and completed trademark registration. - Researched and summarized the requirements to maintain a corporation. - Researched and drafted an opposition to a motion to demurrer in a breach of contract case. - Researched and completed trademark registration. - Researched and summarized the requirements to maintain a corporation. - Researched and drafted an opposition to a motion to demurrer in a breach of contract case.


Teacher's Assistant- Tort Law
• Teacher's Assistant

  • Aug 2012 - Dec 2012


Ribera Law Firm, A Professional Corporation

• Law Practice

• Intern

  • Jun 2012 - Aug 2012

  - Reviewed files and prepared demand letters in personal injury cases. - Drafted discovery requests and responses to discovery requests. - Reviewed files and prepared demand letters in personal injury cases. - Drafted discovery requests and responses to discovery requests.



Prisoner Legal Services

• United States
• Legal Services

• Intern

  • Jan 2012 - May 2012

  - Conducted legal research in response to inmate requests. - Interviewed inmates to get information regarding their issues or requests. - Conducted legal research in response to inmate requests. - Interviewed inmates to get information regarding their issues or requests.



United States Army Reserve

• United States
• Armed Forces
• 700 & Above Employee

• Pianist and Assistant Operations

  • May 2006 - May 2012

  - Coordinated and planned mandatory missions for music performance and soldier skills. - Promoted to Sergeant in 2008. - Coordinated and planned mandatory missions for music performance and soldier skills. - Promoted to Sergeant in 2008.



Solano County Public Defender

• Intern

  • May 2011 - Jul 2011

  - Researched and drafted Pitchess motions, motion to set aside information, and motion to suppress evidence. - Participated in onsite investigation and assisted supervisor through research, jail visits and witness contact for a trial. - Researched and drafted Pitchess motions, motion to set aside information, and motion to suppress evidence. - Participated in onsite investigation and assisted supervisor through research, jail visits and witness contact for a trial.



Harold A. Justman, Esq.

• Intern

  • Jul 2010 - Aug 2010

  - Reviewed and analyzed Supreme Court cases in property law and drafted summaries of the decisions. - Reviewed and analyzed Supreme Court cases in property law and drafted summaries of the decisions.