AREAS OF PRACTICE:

• Corporate transactions
• Estate planning
• Advising on legal ethics

BAR ADMISSIONS:

• State Bar of California
• Los Angeles County

EDUCATION:

• Cornell University, BS Business Management, 1997
• University of California Los Angeles School of Law, J.D., 2001

PUBLICATIONS:

• Update Author of CEB 3rd Edition of Advising California Partnerships;
• Summer Vacation Planning for Attorneys, California Lawyers Association eNews, May 2, 2022;
• “Informal Consultations with Outside Lawyers: How Much Can Be Shared?”, The Practitioner, California Lawyers Association, March 1, 2021;
• “Rule 7.3 examined: texts and messaging as solicitations”, Los Angeles Daily Journal, February 28, 2020.
• Litigation Financing: A Focus on the Lawyer’s Duty of Confidentiality, Los Angeles Count Bar Association Update, October 1, 2019;
• California Court of Appeals Opinion – Statutory California Partner Buy-Out Rights Do Not Apply to Foreign LLCs and LPs, CLA Partnerships and LLCs Committee E-Bulletin, April 4, 2019;
• Court Holds Reverse Triangular Merger Does Not Change Title To Real Estate, CLA Corporations Committee E-Bulleting, October 11, 2018.
• New Rules of Professional Conduct Changes Requiring Reporting Up of Illegal Conduct in Representing Organizations, CLA Partnerships and LLCs Committee E-Bulletin, October 3, 2018;
• “California’s New LLC Law is Coming: Prepare for its Arrival” State bar Business Law Committee – distributed at various presentations;
• “All Grown Up: The New LLC Law and Fiduciary Duties” State Bar Business Law News, Issue 2, 2013;
• “Law Firm Dissolutions: Who Gets the Results of Unfinished Business?” State bar Business Law Section, E-news, July 9, 2012

MEMBERSHIPS:

• State Bar of California, Business Law Section; Chair of Partnerships and LLC Committee, 2014 – 2015
• California Lawyers Association, Business Law Section: Co-Chair of Corporations Committee, 2020-2021.
• California Lawyers Association, Ethics Committee, Member, 2019-present
• Los Angeles County Bar Association, Professional Responsibility and Ethics Committee, Vice Chair 2020-21
• Century City Bar Association, Board Member, 2018-present

PROFESSIONAL ACTIVITIES:

• Co-Chair of the California Lawyers Association (CLA) Corporations Committee, 2020-2021
• Vice Chair of the Los Angeles County Bar Association Ethics Committees, current
• Member, CLA Civics Engagement and Ethics Committees
• Board member, Century City Bar Association

SPEAKING ENGAGEMENTS:

• “Practical Discussion of Ethics Odds and Ends”, Los Angeles County Bar Association Ethics Symposium, June 14, 2022;
• “Practical Discussion of Ethics Odds and Ends”, Los Angeles County Bar Association Ethics Symposium, June 14, 2022;
• “Legal Ethics Briefing: A Look Back at 2021”, California Lawyers Association and Beverly Hills Bar Association webinar, January 2022;
• “You’re Fired! Thinking Through a Corporate Client’s Firing of a Business Litigator”, co-presenter, CLA Solo and Small Firm Summit, June 2021;
• “Communicating with Clients, Potential Clients, and the Nonclients Under the Rules of Professional Conduct”, co-presenter, Mexican-American Bar Association MCLE Day, January 25, 2020;
• “Professional Responsibility in California: Past, Present & Future”, co-presenter, CLA Annual Meeting, October 2019;
• “Overview of California’s New Rules of Professional Conduct: What Every Lawyer Should Know”, co-presenter, Century City Bar Association, January 2019.
• “Avoiding and Managing Conflicts Under California’s Ethics Rules”, Lawline.com, January 2019;
• “Why Delaware? A Spirited Conversation about LLC Formation”, co-presenter, CLA Partnerships and Limited Liability Program, January 2018;
• State Bar Solo and Small Firm Summit – Employment / Independent Contractor Distinctions, California State Bar Annual Meeting, 2013 and 2014;
• USC Gould School of Law, Course 710, Contract Drafting and Strategy (Summer, 2015)