Admitted: 1966, California and U.S. District Court, Central District of California; 1972, U.S. Court of Appeals, Ninth Circuit; 1973, U.S. Supreme Court; 2001, U.S. Tax Court
Law School: Boalt Hall School of Law, University of California at Berkeley, J.D.
Member: State Bar of California (Member, Executive Committee, Taxation Section, 1979-1983; Chair, Inheritance and Gift Tax Committee, 1980-1983; Member, Executive Committee, Trusts and Estates Section, 1991-1997; Chair, Legislation Committee, 1991-1997); Los Angeles County (Member, Executive Committee, Trusts and Estates Section, 1988-1993, 1997; Member, Legislative Activities Committee, 1985-1991; Member, Bio-Ethics Committee, 1984-1985; Taxation Section, 1978) and Beverly Hills (Member, Trusts and Estates Section, 2001) Bar Associations Member, Probate and Mental Health Advisory Committee to State Judicial Council, 2002; Legislative Chair, 2006.
Biography: Phi Beta Kappa. Recipient: Woodrow Wilson Fellowship, 1961-1962; V. Judson Klein Award, State Bar Taxation Section, 1986; Arthur K. Marshall Award, Los Angeles County Trusts and Estates Section, 2000; Timothy A. Whitehouse Award, Beverly Hills Bar Trusts and Estates Section, 2008. Author: "California Legislation Affecting Estate Planning, Trusts, Probate, Conservatorships and Guardianships," California Continuing Education of the Bar, California State Bar, Trusts and Estates Section, 1992; "Current Developments in California Inheritance Taxation," 33 USC Major Tax Planning, ch. 33 (1981); "State Death Taxes," California Estate Planning, ch. 14, CEB, 2002. Co-Author: with Robert D. Bannon, "Estate Freezing - What is Left After Section 2036(c)," 41 USC Major Tax Planning, ch. 15, 1989; with Andrew S. Garb, USC Probate Institute, 1980; Marshall & Garb on Probate 1985-1986; with Terence Nunan, "Charitable Organizations as Trustees," Estate Planning, Trust and Probate Law Section News, Fall, 1992. Lecturer: "Inheritance Estate and Gift Tax Recent Developments," California Continuing Education of the Bar, 1978; "Legislative Developments," Los Angeles County Bar Association, Taxation Section 1983-1989; Los Angeles County Bar Association, Trusts and Estates Section 1991; State Bar of California, Trusts and Estates Section 1989; Pasadena Bar Association, Probate Section, 1992; San Fernando Valley Bar Association, Probate Section, 1996; Eastern (Los Angeles) Bar Association, Probate Section, 1999-2002; Courses in Inheritance and Gift Taxation; University of Southern California Business School, 1978-1981.
Born: New York, N.Y., January 15, 1939
Cases: California v. Texas, 437 U.S. 601, 98 S.Ct. 3107, 57 L.Ed.2d 464 (1978); Estate of Howard Hughes); Estate of Banerjee, 18 Cal. 3d 102, 580 P.2d 147 Cal. Rptr 157 (1978); Estate of Schmalenbach, 15 Cal. 3d 102, 539 P.2d 58, 123 Cal. Rptr. 490 (1975); Estate of Rosecrans, 4 Cal. 3d 34, 480 P.2d 296, 92 Cal. Rptr. 680 (1971); Estate of Cohen, 4 Cal. 3d 41, 490 P.2d 296, 91 Cal. Rptr. 684 (1971); Estate of Ferber, 66 Cal.App. 4th 244, 77 Cal. Rptr. 2d 774 (1998); Estate of Hilton, 199 Cal. App.3d 1145, 245 Cal. Rptr. 491 (1988); Cory v. Ward, 106 Cal. App. 3d 631, 165 Cal. Rptr. 330 1980); Estate of Huntzinger, 39 Cal. App.3d 569, 113 Cal. Rptr. 227 (1974).