Managing Partner

• Jun 2019 - Present

Attorney

• Jun 2019 - Jun 2019

Attorney at Law

• Nov 2014 - Jun 2019

• Supervising Attorney—Administration of Trusts and Estates Department: Intake and advise all clients; prepare and file petitions for probate, petitions for reformation of trusts, Heggstad petitions, Spousal Property Petitions; notify appropriate parties of administration, including coordination of required publication of notice and notice to creditors; assist fiduciaries with marshaling assets; advise on tax matters, such as preparation and filing of federal Estate Tax Returns, disclaimer of assets, portability of estate tax exemption, income and property tax basis for bequests to beneficiaries; advise on allocation of assets among beneficiaries and/or survivor’s, QTIP and bypass trusts; assist with retitling, transfer, and sale of assets, including real property, business entities, intellectual property, and non-trust assets such as retirement accounts, pensions, annuities, etc.; prepare, file and disseminate fiduciary accountings; supervise paralegals; communicate and resolve issues with counsel for beneficiaries; communicate and coordinate with other counsel, financial advisors, accountants, life insurance brokers, real estate agents, financial institution personnel, and retirement asset custodians; and prepare trust administration documents such as trust certificates, IRS Forms SS-4, exercises of powers of appointment, affidavits, deeds, county assessor Preliminary Change of Ownership Reports and Claims for Reassessment Exclusion for Transfer Between Parent and Child.• Estate Planning: Advise clients using expansive trust administration knowledge; prepare comprehensive estate plans, including revocable living trusts, irrevocable life insurance trusts, qualified personal residence trusts, intentionally defective grantor trusts, dynastic trusts, wills, powers of attorney for asset management and health care, assignments of assets, real property transfer documents, including county assessor documents; supervise and review paralegal document drafting.

Research Assistant to Professor Danielle Kie Hart

• Sep 2014 - Dec 2014

Research various Contract doctrines; check citations; academic writing

Cite Checker - Journal of Legal Education

• Jun 2012 - Oct 2014

Read and review articles selected for publication in the Journal of Legal Education for accuracy of citations and quotes; check format of citations using the Bluebook system; verify Internet links within articles; meet deadlines for publication.

Teaching Assistant - Criminal Law

• Aug 2012 - Nov 2012

Lead class reviews for Criminal Law students, including analyzing different hypothetical scenarios with students to apply doctrines learned in class; holding office hours for more focused assistance; clarifying areas of doubt or confusion in class; working with the Professor to meet his teaching objectives.

Research Assistant

• Jun 2012 - Aug 2012

Research assistant for professor working on policy issues and health care; independent, in-depth database and Internet research, in legal field and in allied fields; preparation of resource lists for professor’s research objectives.

Judicial Extern

• May 2014 - Aug 2014

Draft motions; review pleadings; observe court, hearings and other related activities; discuss legal issues with Judge and clerks; draft memoranda. Draft motions; review pleadings; observe court, hearings and other related activities; discuss legal issues with Judge and clerks; draft memoranda.

Legal Extern

• Aug 2013 - Dec 2013

Draft Statements of Tentative Decision; research legal issues in probate, trust administration, and wills; review all court filings; draft legal memoranda for the court; observe calendars, hearings, and trials; observe other judges; prepare presentations on probate law; review and research legal publications for relevant legal issues. Draft Statements of Tentative Decision; research legal issues in probate, trust administration, and wills; review all court filings; draft legal memoranda for the court; observe calendars, hearings, and trials; observe other judges; prepare presentations on probate law; review and research legal publications for relevant legal issues.

Summer for Justice Law Clerk

• May 2013 - Aug 2013

Handle client intake in Elder Abuse and Caregiver units; prepare and file petitions for limited conservatorships of the person; represent clients at administrative hearings for appeals to government benefits decisions; perform outreach to special education schools in Los Angeles to assist with conservatorship petitions; assist clients in both English and Spanish; draft internal memoranda and documents for clientele of varying education and expertise. Handle client intake in Elder Abuse and Caregiver units; prepare and file petitions for limited conservatorships of the person; represent clients at administrative hearings for appeals to government benefits decisions; perform outreach to special education schools in Los Angeles to assist with conservatorship petitions; assist clients in both English and Spanish; draft internal memoranda and documents for clientele of varying education and expertise.

Law Clerk

• May 2012 - Jul 2013

Summarize trial transcripts of serious crimes for criminal defense appellate attorney; review transcripts for potential appeal issues; review of probation records for credit errors; use of California Style Manual method of citation; self-regulated hours. Summarize trial transcripts of serious crimes for criminal defense appellate attorney; review transcripts for potential appeal issues; review of probation records for credit errors; use of California Style Manual method of citation; self-regulated hours.

Youth Services Librarian

• Jan 2010 - Aug 2010

Developed library programs for children, and teens; performed outreach to all community organizations; wrote and edited book reviews, booklists, programs, and other information access aids, as well as library publicity; developed and maintained library collection including: collection profiling, book selection, and inventory; performed all aspects of reference service including telephone and email reference, research, and database queries; maintained library equipment including public computers, printers and copy machines.

Interim Youth Services Librarian

• Sep 2009 - Jan 2010

Developed library programs for children, and teens; performed outreach to all community organizations; wrote and edited book reviews, booklists, programs, and other information access aids, as well as library publicity; developed and maintained library collection including: collection profiling, book selection, and inventory; performed all aspects of reference service including telephone and email reference, research, and database queries; acted as librarian in charge, maintained library equipment including public computers, printers and copy machines.

Senior Young Adult Librarian

• May 2007 - Jul 2009

Developed library programs for children, teens, and adults; performed outreach to all community organizations, Spanish speakers, and the incarcerated; wrote and edited book reviews, booklists, programs, and other information access aids, as well as library publicity; developed and maintained library collection including: collection profiling, book selection, and inventory; performed all aspects of reference service including telephone and email reference, research, and database queries; acted as librarian in charge, assisted in budget planning; maintained library equipment including public computers, printers and copy machines.

College Intern - Catalog We Can Trust

• Jan 2007 - May 2007

• Branch inventory: item searches, shelfreading and weeding• Edit item records• Item record creation. • Branch inventory: item searches, shelfreading and weeding• Edit item records• Item record creation.

Categorization Intern

• Sep 2006 - Jan 2007

• Data entry• In-depth internet data mining; • Organization and upkeep of internal databases • Data entry• In-depth internet data mining; • Organization and upkeep of internal databases

Evening Circulation Supervisor - W.W. Clark Library

• Aug 2003 - Jul 2006

Hiring, supervision, and training of 35+ student employees; electronic reserves cataloging, including scanning, linking to databases, copyright clearance, copyright database maintenance, and correspondence with faculty; serials binding, including physical preparation & record maintenance; daily holds processing for 32 consortial libraries; backup ILL department; maintenance of patron records; developed and updated circulation training and instructional materials in print and electronic format; stacks maintenance supervision