Our clients come from the Bay Area and across the globe seeking advice in personal estate planning, tax planning, tax litigation, international tax matters, and real estate tax matters
I have practiced tax and trust and estate law since 1979 as an attorney and as a certified public accountant prior to that. I assist clients with all aspects of tax matters as well as trust and estate matters.Example cases
I have successfully represented taxpayers before various tax authorities. I have also represented clients with respect to their sophisticated and complex estate and trust matters.
101 Montgomery Street 27th Floor
San Francisco CA 94104
I generally meet with potential clients for a free half-hour consultation.
Occasionally, I will quote a flat fee if the task is readily defined so that I can estimate what a fee should be.
Monday through Friday
8:30 a.m. to 5:00 p.m.
Cantonese is spoken by my staff.
Just plain luck!
I believe that it is beneficial for clients to educate themselves with respect to legal and other matters relating to their activities. It is my goal to help my clients with respect to various legal matters whether they are knowledgeable about the subject matter or not.
I often review documents prepared by other professionals, and occasionally documents prepared by clients.
I assist clients in whatever way they request, as long as it is legal. I particularly enjoy coaching clients in learning to represent themselves with respect to various issues.
I began working with the Internal Revenue Service in the early 70s, and worked for Big Eight accounting firms before commencing the practice of law.
All my work experience and education is directly in the areas that I practice presently. That results in informal continuing education.
My strength is my unique conceptual understanding of the law of my practice - tax, trust and estate law.
I am easy-going and sincere but driven to provide my clients with a timely solution.
My personal interests include family, friends and fishing.
Bar Number: 88023
San Francisco Law School
Golden Gate University
San Jose State University
* Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers. Any past disbarments and suspensions (with possible exceptions for minor violations or nonpayment of dues, in our discretion) will be indicated accordingly in the badge. Member attorneys are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.