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Probate Estate Planning Expert Witness

Provides Opinion & Testimony In:

Probate Estate Planning, Accounting of Trusts, Accounting of Estates, Estates, Administration of Estates, Administration of Trusts, Advance Health Care Directives, Ancillary Estates, Ancillary Administration, Amendment Trust, Ancillary Proceedings, Appointment Power, Beneficiaries, Beneficiary, Co Beneficiaries, Codicils, Co Trustees, Complete Restatement of Trust, Declaration of Trust, Fiduciaries, Heirs, ILIT, Irrevocable Trusts, Irrevocable Life Insurance Trusts, Limited Power of Appointment, Limited Power of Attorney, Power of Appointment, Power of Attorney, Powers of Attorney for Health Care, Powers of Attorney for Managing Assets Finances, Private Professional Fiduciaries, Probate, Probate Proceedings, Prudent Investor Rule of UPIA, Prudent Person Rule, Removal of Trustees, Restatement of Trust, Trust Administration, Trust Agreement, Trust Amendment, Trust Declaration, Trustees, Trusts, Uniform Prudent Investor Act, UPIA, Will Contest, Will Dispute, Wills,

 

 

 

Expert Witness No.2537

 

Qualifications

Admitted to practice law in California (1992) and Indiana (1995), & before state and federal courts in both states, including the U.S. Supreme Court. Over 15 years’ tenure in various civil law areas, of which the last six years and more have consisted of a solo practice involving:

Probate representation of petitioners/personal representatives and contestants;

Reviewing and drafting over 200 wills and trusts;

Advising on and drafting integrated estate plans for modest to multi-million dollar estates, including advise and draft: comprehensive trust plans, including health care directives/powers of attorney for health care and powers of attorney for financial management; formation and management of family LPs and LLCs, including deed work and other funding issues; integrating business succession planning into estate plan; charitable remainder trusts and other irrevocable trusts, including third-party SNTs (special needs trusts) and ILITs (Irrevocable Life Insurance Trusts); advise parties on medical decision making issues;

Funding of trusts with real property and other assets, and advising trustees and personal representatives regarding management and investment of assets and accounting and reporting duties;

Representing survivors, administrators, heirs, beneficiaries, and trustees in trust administration and probate and nonprobate estate administration and disputes;

Advising on business transactions involving all types of contracts (promissory notes, secured and unsecured, employment contracts,); advise on and draft and file documents regarding entity formation, buy-sell agreements and sale-purchase agreements of professional services and retail establishments, including medical and dental practices, chiropractic practices, restaurants, and print/copy shops; and advising nonprofit organizations, including drafting and filing articles and formation; advise, compile and manage application for nonprofit status; advise on fundraising and governance issues overall.

Education

University of San Diego School of Law, Juris Doctor, May 1991.

University of California, San Diego (Revelle College), B.A., Literature, August 1983; Dean’s List; Minors in Chemistry and Mathematics.

Experience

Law Firm, Chula Vista, California. April 2001 – Present.
Solo practice concentrating on: Wills, Trusts and Estate Planning; Probate and Nonprobate Estate and Trust Administration and Disputes; Medical Decisionmaking Issues; Entity Formation and Business Transactions; advise nonprofits; and provide other law firms litigation assistance or advisement on contract basis.

Law Firm of Zampi & Associates, San Diego, California. Associate Attorney, Feb. 1998 – March 2001.
Primarily represent public school and community college districts on all matters, including consultation and litigation regarding employee relations, labor and employment issues, public policy, contracts, construction disputes, insurance coverage, administrative law.

Dickenson & Abel, P.C. (now Lantis & Abel), Indianapolis, Indiana. Assoc. Atty., Mar 1997 – Jan. ‘98.
Administrative, civil and appellate representation of health and life insurers in several jurisdictions, regarding regulatory compliance.

Attorney at Law, Indianapolis, Indiana. Private Practice/Contract Attorney, January 1996 – March 1997.
Co-draft appeals, home construction contracts; assist solo practitioners.

National Legal Center for the Medically Dependent & Disabled, Inc., Indianapolis, Indiana. Staff
Counsel, October 1992 – December 1995.
Draft appeals and advise attorneys nationwide on withdrawal/refusal of vital health care, disability and elder care issues; advise on policy and draft policy analyses at request of state and federal legislators; plan and manage multidisciplinary medical-legal ethics conferences (1993, 1994 & 1995) featuring nationally and internationally regarded practitioners, academics and policymakers; conferences provided continuing legal education and continuing education for physicians, nurses and psychologists/counselors and generated significant scholarly articles in the field published in Issues in Law & Medicine.

Publications

Available upon request

Affiliations

California State Bar. Member, Trust & Estate Section and Business Section.

Indiana State Bar (inactive status since 2006).
(Past member, Marion County and Indianapolis Bar Associations.)

San Diego County Bar Association (1998 – present). Member, Estate Planning Trust & Probate Section and Business/Corporate Law Section.

South Bay Bar Association (2001 – present).

Thomas More Society of San Diego County, CA (1998 – present); Past President (2004).

Bonita Business & Professional Association (2007 – present).
Chula Vista Downtown Business Association dba Third Avenue Village Association or “TAVA” (2003 – present); past member, Organization Committee (2004-2005) and Board of Trustees (2005).

Catholic Business Directory Network (“CBDN”) (2004 – present); Past Chairman (2004-2005).

Culture of Life Family Services, Inc. (“COLFS”), a CA nonprofit, public benefit corp. & IRC Section 501(c)(3) entity, www.colfs.org: Chairman, Board of Trustees (2006 – present); Trustee since Mar. 2005.

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