Kenneth’s practice focuses on estate planning, business, and real estate. Kenneth is certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust and probate law. Kenneth counsels individuals, families and businesses regarding estate and business planning by providing clients with options most suitable to their specific needs. Kenneth has extensive experience in estate planning, which has been a primary area of focus for him since he began practicing in 2008. Kenneth also assists clients with forming entities, structuring business and real estate transactions, as well as business succession planning to ensure family businesses are continued through generations. Kenneth clearly and effectively communicates estate planning concepts to his clients while providing advice tailored to improve their financial security and minimize risk of future disputes. Kenneth handles probate and trust administrations and represents clients in probate and trust dispute matters that require court intervention. Kenneth also assists his clients with sophisticated tax planning and represents clients with business, income and property tax controversies involving the Internal Revenue Service, Franchise Tax Board, Board of Equalization, and County Assessor. A Carmel native, Kenneth enjoys working with individuals, families, and businesses in the community in which he grew up.

Principal Areas of Practice

Estate planning, trust administration and probate disputes, business and real estate transactions.

Education

  • University of California, Santa Barbara, B.A., 2005
  • Thomas Jefferson School of Law, J.D., 2008, American Jurisprudence Award for Community Property Law
  • University of San Diego School of Law, LL.M.. in Taxation, 2012 (Graduate Law Merit Scholar)

Professional Qualifications and Activities

  • Admitted to the California Bar in 2008
  • Certified Specialist in Estate planning, Trust and Probate law

Memberships

  • Monterey County Bar Association (Trusts & Estate Section)
  • California State Bar (Sections on Taxation, Trust and Estates)

Contact Information

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