Member Biographical Information
CALDA Estate Planning Certified Specialist. Registered and bonded California Legal Document Assistant (LDA). Extensive legal experience in all phases of Estate Planning, Trust Administration, Probate, Property Transfers, Trust Funding and County Recorder/Assessor procedures since 2005. Extensive experience with complex trusts, post death administration, gift tax and death tax returns.
Bachelor’s Degree in English from UCLA, as well as an American Bar Association accredited Paralegal Degree. Notary Public.
In compliance with qualifications established for Paralegals by California Business & Professions Code §6450.
