Certified Public Accountant, Certified Fraud Examiner, Calif. Licensed Professional Fiduciary and National Certified Guardian with 32 plus years accounting experience combined with 25 plus years of estate and trust administration.
Experienced in estate & trust tax matters, forensic accountings, court accountings and trust administration in litigious environments. Frequently serving as a qualified expert witness in multiple counties on estate and trust tax and administration matters, including fiduciary responsibilities. Continuing educational instructor for estate attorneys and professional fiduciaries with a focus on providing consulting to attorneys and professional fiduciaries in their duties and responsibilities.