Business, taxation, and estate planning.
Forensic expert in estate planning and estate tax matters.
Forensic expert in family law matters, in the areas of business valuation, income analysis, stock option analysis, and cash tracing.
Judge Pro Tem, Special Master, Court Appointed Neutral Forensic Expert, and/or Receiver in family law matters.


Corporations: Incorporations, employment agreements, buy-out agreements, minutes for Board of Directors and shareholders meetings, stock sale agreements, purchase and sale agreements related to the sale of the business entity or its assets, corporate dissolutions, ongoing officer and director duty issues, employment issues, general corporate counseling, and corporate tax related issues.
Partnerships: Formation, partnership agreements, employment agreements, buy-out agreements, purchase and sale agreements related to the sale of the business, partner withdrawals, partnership dissolutions, ongoing partner duty issues, employee issues, general partnership counseling, and tax related matters.


Counseling, analysis and planning in the areas of income, estate, and gift taxes, including the preparation of personal federal and California income tax returns for selected clients, preparation of estate and gift tax returns, preparation of fiduciary income tax returns, and representation before the Internal Revenue Service and Franchise Tax Board in audit related matters.


Wills, living trusts, bypass trusts, generation skipping transfer trusts, life insurance trusts, property agreements, durable powers of attorney, health care powers, community property set asides, probates, trust estate settlement, asset allocation analysis, real property transfers with attendant documentation, federal and California estate tax returns, federal gift tax returns, fiduciary income tax returns, estate tax analysis and planning, and general estate planning consulting.


Act as an expert in estate planning and federal estate tax matters, including analyzing the standard of care relative to estate planning and estate tax issues, rendering an opinion thereon, and testifying at trial, if necessary.


Business Valuation: Value closely held businesses in family law matters.
Income Analysis: Analyze income of divorcing parties to determine income for purposes of spousal and child support. These services are normally performed as a part of the analysis of a closely held business, but may include other situations such as rental income issues, and sophisticated compensation issues.
Stock Option Analysis: Analyze qualified and non-qualified stock options to determine their current value and character, as separate and/or community property, for purposes of asset allocation and division in divorce proceedings.
Cash Tracing: Prepare cash tracing analyses in divorce proceedings for purposes of determining separate and community interests in assets. based on mixed or commingled funding issues
Qualified Domestic Relations Orders: Prepare Qualified Domestic Relations Orders (QDRO's) relating to the allocation of interests in qualified pension and/or profit-sharing plans to non-participant spouses in divorce proceedings.
Forensic In Family Law Matters: Perform the services described above, prepare the workpapers and/or reports necessary to give an opinion relating to the issues for which services were performed, aid the parties to negotiate settlements, and appear and testify at Court hearings and trial, as necessary.
Judge Pro Tem, Special Master, Court Appointed Neutral Expert, or Receiver: Act as a Judge Pro Tem to hear family law matters; Act as Special Master to review and determine the resolution of certain family law issues assigned by the Court, and to report back to the Court as to the resolution of those issues; Act as a Court appointed neutral expert on family law issues assigned by the Court; Act as a receiver relating to assets of one or both parties in a divorce proceeding.
 
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