Admitted
1994, California; 1995, Nevada
Law School
McGeorge School of Law, University of the Pacific, J.D., 1994
Law School Graduation Year
1994
College
University of California at Santa Barbara, B.S., in Actuarial Statistics, 1991
Memberships
State Bar of California; State Bar of Nevada.
Biographical
Recipient, Trusts and Estates Magazine 1998 Best Young Author EPIC Award. Special Tax Counsel for Estates above $10 Million at law firm of Paleveda & Fantini, 2000—. Frequent lecturer, numerous national estate planning conferences all listed at www.oshins.com. Author or Co-Author: Sale to a Defective Trust: A Life Insurance Technique, Trusts and Estates (April 1998); Sale to a Defective South Dakota Dynasty Trust: Leveraging Your Trust into Perpetuity, Communique (April 1998); Protecting and Preserving Wealth into the Next Millennium, Trusts and Estates (Sept/Oct 1998); Sales to Grantor Trusts: Exponential Leverage Using Multiple Installment Sales, Probate and Property (Jan/Feb 1999); Opportunity Shifting: A Life Insurance and Estate Planning Technique, Journal of Financial Service Professionals (May 1999); Interview, Creative Life Insurance Funding Techniques for the Large Policy, CCH - Estate Planning Review (September 20, 1999); GRAT Remainder Sale to a Dynasty Trust, Trusts and Estates (Dec. 1999); Scheffel v. Krueger: The Effectiveness of Statutory Spendthrift Protection, Trusts and Estates (Oct. 2001); The Nevada Asset Protection Trust, Lawyers Weekly USA (Jan. 2003). Numerous other published articles. Member, Southern Nevada Estate Planning Council, 1994—. President, Southern Nevada Estate Planning Council, 1998-1999. Technical Consultant, NumberCruncher Software.