Practice Areas:

Estate Planning (Trusts and Last Wills and Testaments) and Funding
Business Structures, Maintenance and Planning
Non-Profit Organization and Maintenance
Federal Income, Gift and Estate Tax Planning
Charitable Planning
Probate and Trust Administration
Probate and Trust Litigation (Enforcing Grantor desires / Beneficiary rights)
FBAR and FATCA reporting
Healthcare Directives
Powers of Attorney
U.S. Tax Controversies
IRS Representation

Education:

Thomas M. Cooley Law School, J.D., cum laude, 1996
Regis University, Double B.S. in Accounting and Business Administration, cum laude, 1986

Licenses:

Attorney at Law – Nevada (1996)
Attorney at Law – Colorado (1997)
U.S. District Court, Southern District of Nevada (1997)
U.S. Supreme Court (2003)
U.S. Tax Court (2007)

Certified Public Accountant – Nevada (1990)

Community Service:

Board Member, Lutheran Social Services of Nevada (2004-Present) – President 2008
Board Member, Nevada Legal Services (2011-Present) – Chair of Finance Committee
Nevada Legal Services – Advocate for Low Income Individuals in U.S. Tax Court
Commissioner, Clark County Housing Authority (2008-2009)

Memberships:

Clark County Bar Association
Colorado Bar Association
American Institute of Certified Public Accountants
Nevada Society of Certified Public Accountants (Member, Litigation Support Committee; Chairman, Legislation and Political Action Committee, 1998-1999)

Publications – Contributing Author:

‘Changes to the Probate Code that Affect CPA’s Payment of Professional Fees’,” Vol. 38, 2 The Silver State CPA 9 (1998); ‘Generation Skipping Transfer Tax: Sophisticated Estate Planning Strategies for the Advanced Practitioner in Nevada’,” National Business Institute (1998); ‘Litigation Support: When an Expert’s Opinion is Discoverable’,” Vol. 37, 4 The Silver State CPA 12 (1997); ‘Delaying Income Tax When Selling Property’,” The Apartment Insider (1997). Speaker: Nevada Rules of Civil Procedure-Expert Witness, 1998 and Nevada Discovery and Evidence Rules, 1996, Litigation Support Committee, Nevada Society of Certified Public Accountants, Pro Bono Training; ‘Preserving your Job Through your Employer’s Wealth’,” Internal Management Accountants, 1997; ‘CPAs in Court: Court Rules that Affect Expert Testimony’,” CPA Education Association, 1997.

Hobbies:

Close-up Magic
Running
Cooking
Snow Skiing