Prepare estate plans for high net worth families and individuals.

Represented trustee and personal representative clients in both contested and non-contested trust and estate administrations for estates ranging from $5,000,000 to $300,000,000. Drafted advanced-planning trust instruments including generation skipping trusts, irrevocable life insurance trusts, charitable remainder trusts, and qualified personal residences trusts. Engaged in discovery and pre-trial motion practice, and regularly appeared in probate courts throughout the State of California.

Prepared estate plans for blended families, married couples, and single individuals. Managed 20 trust administration matters from intake to closing for estates ranging from $100,000 to $12,000,000. Advised clients on California residential property tax exemptions, SECURE Act required minimum distribution rules, deceased spouse unused exemption portability elections, and triggering events for gift and estate taxes.

Drafted employment-based visa (EB-1 and EB-2) and intra-company transfer visa (L1-A and L1-B) petitions, support letters, and rebuttal letters. Researched changes to U.S. Citizenship and Immigration Services regulations, decisional changes to the Immigration Nationality Act and executive orders, and update forms accordingly. Communicate with clients to update files and records to complete immigration and nonimmigration visa petitions.

Prepared memorandum for motions for directed verdict and mistrial, and tentative rulings. Conducted legal research on state civil procedure, evidence, probate, ethics, and consumer protection laws. Observed jury trials, bench trials, jury selection, mandatory settlement conferences, and motion hearings.

Prepared pleadings, motions, and briefs. Attended court appearances and client appointments. Interacted with attorneys, clients, opponents, and witnesses. Conducted legal research in both California and federal tax laws, as well as codes of civil procedure.

Drafted and prepared 15 different estate plans for clientele with net worths ranging between $1 million and $50 million. Researched and wrote memoranda regarding legal issues related to California trusts, estates, and tax law. Maintained correspondences with over 20 clients and attended signing meetings with clients by acting as witness and notary.

Conducted internet research to identify websites that may be selling or advertising counterfeit products and/or infringing on the company's intellectual property rights. Prevented $5,000 in fraudulent global retail sales per week with cease and desist letters, and notices of claimed infringement. Supported the legal department in document control, correspondences, and drafting.

Shadowed deputy district attorneys in various legal proceedings. Contributed to case building by transcribing recorded interviews and telephone calls.

Initiated and managed long-term physical file digitization project for business accounts from 1984 to 2014. Supported eight attorneys by ensuring the accuracy of key documents including finalized agreements, corporate governance documents, real property documents, and correspondences. Trained three file clerks to support a rapidly expanding mergers and acquisitions department.

Interviewed clients with issues relating to probate, administrative, family, bankruptcy, and landlord/tenant law. Trained 6 volunteers on interview techniques and best practices on a weekly basis.