I focus on the areas of estate planning, long-term trust design & implementation, asset protection – both domestic and international – and strategic international tax planning, and I have an extensive clientele of . individuals, professional athletes, and other individuals and families with extensive international interests. I am a frequent author and national speaker, past Adjunct Faculty at the Chapman University Fowler School of Law, and Past Chair of STEP-Orange County.

He is a member of the California Bar Association, the Society of Trust & Estate Practitioners, WealthCounsel, and ElderCounsel.

When I'm not assisting clients and colleagues, I enjoy spending time with my wife and two daughters, and I am an avid cyclist (I've ridden the infamous Tour de France mountains of Alpe d'Huez, Mt. Ventoux, the Col du Galibier, and the Col du Tourmalet, among others).