Education: (1) UCLA School of Law, Master of Laws (LL.M.), Business Law - Tax Law Concentration, 2007-2008 (2) Notre Dame Law School, Doctor of Law (J.D.), 2004-2007
Experience: (1) Estate planning experience includes drafting revocable and irrevocable trusts and corresponding ancillary documents. (2) Tax experience includes preparing tax returns at a national accounting firm on behalf of high-net-worth clients and business owners. (3) Business succession planning experience includes consulting with business owners regarding their family estate plan and business succession needs using a variety of strategies, including the creation of family limited partnerships, limited liability companies, gifts of discounted business interests, and grantor trusts. (4) Probate and trust administration experience includes representing clients in probate courts involving post-death administration, court approval of accountings, and settling trust and will contests.
(1) State Bar of California, Trusts and Estates Section & Taxation Section (2) Beverly Hills Bar Association (3) Beverly Hills Estate Planning Council (4) Partnership for Philanthropic Planning of Los Angeles (5) Pepperdine Estate Planning Network (6) Philippine American Bar Association (7) Rotary Club of Los Angeles (8) KAYA Filipino Americans for Progress (9) Filipina Women's Network (10) Advancing Justice (Los Angeles) (11) Los Angeles World Affairs Council
I specialize in trusts and estates, tax, and business law. My practice involves advising high-net-worth individuals and families, and their closely-held businesses in the areas of advanced estate planning, tax planning, business succession planning, post-death probate and trust administration, business transactional work, and trust and probate disputes and dispute resolution.