Primary Office
Professional Involvement
- Los Angeles Council of Charitable Gift Planners
- Los Angeles County Bar Association
- Taxation Section
- Exempt Organizations Section
- Editorial Review Board, Journal of Gift Planning, 2002-2010
- Editorial Review Board, Planned Giving Design Center 2002-2010
- Chairman, Leave a Legacy Southern California, 2001
- President, Planned Giving Round Table of Southern California, 2000
Community Connections
- National Association of Charitable Gift Planners
- Pacific Oaks College
- Vice Chair of the Board, 2021-2023
- Chair of the Board, 2018-2020
- Board of Directors, 2004-2010, 2015 to present
- Chairman, Wise Senior Services Endowment Committee, 1992- 2005