American Academy of Estate Planning Attorneys
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American Academy of Estate Planning Attorneys Employees
Business On Market St November 2010 - Present
Creating Marketing Success for Businesses 2006 - Present
Oceaneering June 2014 - August 2014
PortVision February 2013 - August 2014
AIRSIS February 2013 - June 2014
Pacific Sotheby`s International Realty November 2011 - January 2013
American Academy of Estate Planning Attorneys August 2010 - November 2011
The San Diego Union-Tribune November 2008 - July 2009
Various Direct Sales Companies 2001 - 2008
City of San Diego 2002 - 2006
Skills
HubSpot, Inbound Marketing, Marketing Automation, Inbound Lead Generation, Marketing Strategy, Event Marketing Strategy, Start-ups, Entrepreneurship, Web Design, Market Research, SEO, Online Marketing, Social Media Marketing, Email Marketing, Google Analytics, Lead Generation, E-commerce, Marketing, WordPress, Digital Marketing, Social Networking, Blogging, CRM, Salesforce.com, Business Development, Blog Marketing, Content Management, Analytics, Social Media Measurement, Web Development, Online Research, Information Technology, Affiliate Marketing, Copywriting, Technical Training, Web 2.0, Google Adwords, Mobile Marketing, CMS, Usability Testing, Blogging Software, Website Development, Technical Analysis, Emerging Technologies, Technical Operations, Promotions, Technical Marketing
Education
San Diego State University-California State University 2000 — 2006
Bachelor of Arts, Latin American Studies
Pontifícia Universidade Católica do Rio de Janeiro 2004 — 2004
Study Abroad
Adjunct Professor May 2014 - Present
Special Needs Alliance October 2013 - Present
University of Redlands June 2013 - Present
Riverside Estate Planning Council June 2013 - Present
Southern California Chapter National Academy of Elder Law Attorneys June 2013 - Present
Special Needs Alliance January 2009 - Present
Chapman University School of Law January 2006 - Present
American Academy of Estate Planning Attorneys January 2000 - Present
Dennis M. Sandoval, A Professional Law Corporation January 1998 - Present
National Elder Law Foundation January 2006 - June 2013
Skills
Elder Law, Estate Planning, Tax Law, Probate, Elder Care, Special Needs Planning, Trusts, Estate Administration, Probation, Special Education, Wills, Mediation, Plannning, Guardianship, Asset Protection, Special Needs Trusts, Corporate Law, Estate Tax Planning, Powers of Attorney, Legal Writing, Business Formation, LLC, Civil Litigation, Estate Law, Tax, Medicaid, Appeals, Legal Research, Long-term Care, Conservatorships, Legal Issues, Hearings, Fiduciary, Gift Tax, Litigation, Courts, Legal Assistance, Attorneys, Nonprofits, Trials, Alternative Dispute...
Education
Golden Gate University, School of Law 1997 — 1999
LL.M. Tax, Tax Law
Western State University College of Law 1993 — 1996
J.D., Tax Law/Taxation
California State University-Fullerton 1980 — 1983
BA, Business Administration / Finance
The Mendel Law Firm, L.P. March 1995 - Present
American Academy of Estate Planning Attorneys 1997 - 2010
University of Houston January 1982 - May 1987
Skills
Asset Protection, Civil Litigation, Construction Law, Negotiation, Contract Review, Estate Planning, Probate, Trusts, Litigation, Real Estate, Licensing, Wills, Guardianship, Elder Law, Estate Administration, LLC, Business Formation, Real Estate Transactions, Living Trusts, Powers of Attorney, Living Wills, Commercial Litigation, Special Needs Planning, Corporate Law, Mediation, Contract Negotiation, Negotiating Contracts, Estate Tax Planning, Business Transactions, Leases, Arbitration, Medicaid, Dispute Resolution, Alternative Dispute...
Education
South Texas College of Law 1982 — 1986
JD, Law
The University of Texas at Austin 1974 — 1977
Bachelor of Architecture (B.Arch.), Architecture
Internet Content Providers January 2007 - Present
American Academy of Estate Planning Attorneys September 2010 - August 2013
Skills
SEO, Marketing, Blogging, Leadership, Online Marketing, Social Networking, Strategy, Business Strategy, Email Marketing, Social Media, Social Media Marketing, Online Advertising, Legal Research, Small Business, Public Speaking, Litigation, Mediation, Legal Writing, Management, Marketing Strategy, Writing, Business
Education
Naropa University 1984 — 1985
Poetics
Northeastern University 1978 — 1982
English
Cisco Systems 2014 - Present
Cisco Systems 2012 - 2014
Sony Network Entertainment 2012 - 2012
California Clean Innovation (CACI) 2010 - 2012
Cisco Systems 2011 - 2011
Mitchell International 2011 - 2011
Red 5 Studios 2011 - 2011
Disney Consumer Products 2010 - 2010
American Academy of Estate Planning Attorneys 2009 - 2010
FanBox 2009 - 2009
Skills
Cross-functional Team..., Project Management, Business Intelligence, Program Management, Product Management, Strategy, Business Strategy, IT Strategy, Process Improvement, New Business Models, Portfolio Management, Executive Management, Systems Analysis, Leadership, Management, Data Analysis, Marketing Strategy, Analytics, Cloud Computing, SDLC, Organization Leadership..., Vendor Management, Software Development, Business Development, Market Research, Start-ups, SPSS, Data Warehousing, Strategic Planning, SaaS, CRM, Business Analysis, Enterprise Architecture, Large Systems..., Visio, Designs, SQL, Requirements Analysis, Integration, Agile Methodologies, Business Process..., Business Process
Education
Stanford University 2012 — 2014
Stanford Advanced Project Management (SAPM)
University of California, San Diego - The Rady School of Management 2010 — 2012
MBA
Cameron School of Business at UNC Wilmington 2004 — 2008
Bachelor of Science
American Academy of Estate Planning Attorneys May 2007 - Present
SMS.ac October 2006 - March 2007
SMS.ac September 2005 - October 2006
Skills
Blogging, Marketing Communications, Event Planning, Facebook, Social Media Marketing, Email Marketing, Social Media, Organization, Estate Planning, Public Relations, Marketing, Fundraising, Editing, Small Business, Event Management, Social Networking, Newsletters, Outlook
Education
University of San Diego 2001 — 2005
Bachelor of Arts (BA), Communication and Media Studies
American Academy of Estate Planning Attorneys 1993 - Present
Law Offices of Kobrick & Moccia January 1992 - Present
Sole Practioner November 1968 - January 1992
Skills
Estate Planning, Elder Law, Wills, Living Trusts, Estate Tax Planning, Powers of Attorney, Estate Law, Trusts, Special Needs Trusts, Guardianship, Estate Administration, Trust, Courts, Commercial Litigation, Charities, Gift Tax, Wealth, Business Formation, Medicaid, LLC
Education
Brooklyn Law School
J.D., Law
New York University School of Law
MBA, Tax Law
Syracuse University
B.A., Economics
American Academy of Estate Planning Attorneys September 2005 - Present
SinclairProsser Law, LLC September 2004 - Present
Anne Arundel County Bar Association 2004 - 2011
maryland bar association elder law section 2003 - 2011
Anne Arundel Senior Providers Group 2004 - 2010
Anne Arundel County Circuit Court August 2003 - August 2004
Genesis Rehabilitation Services February 1997 - April 2000
Skills
Business Planning, Estate Planning, Elder Law, Estate Tax Planning, LLC, Guardianship, Medicaid, Estate Law, Special Needs Trusts, Estate Administration, Business Formation, Powers of Attorney, Trusts, Asset Protection, Courts, Conservatorships, Wills, Long-term Care
Education
University of Baltimore School of Law 2000 — 2003
J.D., Estate Planning
University of Maryland College Park 1993 — 1995
M.A., Speech Pathology
Indiana University of Pennsylvania 1989 — 1993
B.S., Speech Pathology
Wearable Intelligence March 2015 - Present
Cisco September 2014 - April 2015
American Academy of Estate Planning Attorneys February 2013 - August 2013
Brand SEO January 2011 - June 2011
Universal Class September 2009 - January 2010
Skills
Human Computer..., User Experience, User Interface Design, Web Design, Microsoft Word, Microsoft Excel, Microsoft Office, Flash, Dreamweaver, HTML 5, HTML scripting, xhtml, CSS, CSS Javascript, CSS3, Java, JavaScript, Processing, PHP, Visual Basic, Photoshop, Photo Touch-up, Illustrator, Digital Illustration, InDesign, Premiere, Final Cut Pro, Logic Pro, PowerPoint, Woodworking, Graphic Design, Video Editing, HTML
Education
Carnegie Mellon University 2013 — 2014
Masters in Human Computer Interaction (MHCI), Human Computer Interaction
University of San Diego 2010 — 2012
Bachelor of Arts (B.A.), New Media
Anderson, Dorn & Rader, Ltd. October 1997 - Present
American Academy of Estate Planning Attorneys 1997 - Present
Skills
Elder Law, Powers of Attorney, Trusts, Estate Tax Planning, Estate Administration, Asset Protection, Wills, Tax, Guardianship, Estate Planning, Business Formation, High Net Worth..., Estate Law, Probation, Wealth, Succession Planning, Gift Tax, Irrevocable Life..., LLC, Tax Law, Family Law, Litigation, Conservatorships, Financial Planners, Small Business
Education
California Western School of Law 1992 — 1995
Juris Doctor, Law
University of San Diego 1988 — 1992
BBA, Business Administration
Sabin & Associates, PLLC President - AttorneySabin & Associates, PLLCSeptember 2008 - Present
American Academy of Estate Planning Attorneys 2008 - 2010
American Academy of Estate Planning Attorneys 2008 - 2010
Skills
Estate Administration, Elder Law, Estate Tax Planning, Trusts, Estate Law, Estate Planning, Wills, Powers of Attorney, Guardianship, Family Law, Asset Protection, Business Formation, Mediation, Business Planning, LLC, Special Needs Trusts, Tax Law, Conservatorships, Business Transactions, Gift Tax
Education
Regent University School of Law 1991 — 1994
JD
Behlmann Law Firm, LP January 2005 - Present
American Academy of Eastate Planning Attorneys May 2005 - Present
American Academy of Estate Planning Attorneys 2005 - Present
AAEPA 2005 - Present
Amerian Academy of Estate Planning Attorneys 2005 - Present
Behlmann Law Firm lp 2001 - Present
Behlmann Law Firm, LP February 1995 - Present
American Solar Energy Society 2013 - Present
Texas Bar College 2006 - Present
Urban Wind & Alternative Energy Solutions, LLC November 2007 - April 2014
Skills
Estate Planning, Tax, Mergers, Securities, Medical Devices, Probate, Trusts, Wills, Asset Protection, Business Planning, Succession Planning, Elder Law, Powers of Attorney, Business Formation, Special Needs Planning, Estate Administration, Due Diligence, Mergers & Acquisitions, Special Education, Real Estate Transactions, Mediation, Management, LLC, Civil Litigation, Contract Negotiation, Estate Law, Probation, Real Estate, Corporate Law, Venture Capital, Tax Law, Gift Tax, Joint Ventures, Conservatorships, Commercial Litigation, Special Needs Trusts, Business Transactions, Family Law, Litigation, Bankruptcy, Guardianship, Medicaid, Legal Issues, Arbitration, Licensing, Fiduciary, Wealth, Alternative Dispute..., Breach Of Contract, Appeals
Education
St. Mary's University School of Law 1976 — 1979
JD, Taxation, Corporate, Finance
Saint Louis University 1973 — 1976
BS/BA, Accounting-Finance
Smith Barid, LLC November 2006 - Present
Smith Barid, LLC November 2006 - Present
Academy of VA Pension Planners April 2005 - Present
ElderCounsel, LLC March 2005 - Present
BNI: Coastal Business Connections March 2009 - October 2011
Greater Savannah Coalition on Aging 2010 - 2011
Savannah Bar Association 1996 - 2011
Coastal Business Connections BNI 2009 - 2010
American Academy of Estate Planning Attorneys 2006 - 2009
Skills
Estate Planning, Elder Law, Medicaid, VA, Special Needs Planning, Special Needs, Trusts, Wills, Living Wills, Powers of Attorney, Estate Administration, Estate Tax Planning, Asset Protection, Probate, Guardianship, Conservatorships, Living Trusts, Gift Tax, LLC, Business Formation, Estate Law, Special Needs Trusts, Tax Law, Charitable Trusts, Revocable Trusts, Buy-sell Agreements, Appeals, Long-term Care
Education
University of Georgia School of Law 1993 — 1996
J.D., Law
The University of Georgia 1989 — 1993
B.A., Political Science
Stone Mountain High 1984 — 1989
High School Diploma
Minko Law Office August 2010 - Present
American Academy of Estate Planning Attorneys April 2010 - Present
Emeritus March 2010 - January 2011
Heritage Pointe of Teaneck June 2007 - July 2010
Prospect Park Residence November 2003 - June 2007
White Mountain Puzzles June 2002 - June 2003
Skills
Developing Client..., Community Relations, Event Planning, Newsletters, Editing, Microsoft Excel, Microsoft Word, Snail Mail and Email..., Direct Mail Campaign..., Business and Newsletter..., Website Research and..., Network Marketing, Communication, Blog Design and..., Social Media Marketing, Advertising, Database Management, Email Marketing, Outlook, Marketing, SEO, Training, Event Management, Coaching, Social Networking, Management, Marketing Communications, Program Management, Public Speaking, Social Media, Public Relations, Estate Planning
Education
Antioch University New England 2000 — 2004
M.Ed., Dance/Movement Therapy
Keene State College 1997 — 2000
B.A, Dance and Psychology
Walnut School for Performing Arts 1993 — 1995
Major Studies; Theatre and Dance
Wealth Counsel 2001 - Present
Brock Law Office September 1994 - Present
SunBridge Network 2001 - 2012
National Network of Estate Planning Attorneys 1998 - 2001
American Academy of Estate Planning Attorneys 1996 - 1997
Fidler, Bell, Orrick & Watase January 1990 - September 1994
Skills
Civil Litigation, Litigation, Commercial Litigation, Appeals, Tax Law, Business Transactions, Conservatorships, Mediation, Special Needs Trusts, Non-compete Agreements, Legal Research, Entity Extraction, Probate Law, Probate Administration, Trust Administration, Asset Protection, Estate Planning, Estate Administration, Torts, Trusts, Product Liability, Trial Practice, Trials, Personal Injury, Charitable Trusts, Wills, Courts, Hearings, Legal Assistance, Corporate Law, Wrongful Death, Real Estate Transactions, Legal Writing, Bankruptcy, Legal Issues, Family Law, Estate Law
Education
Southwestern University School of Law 1975 — 1979
JD
Cal State Univ LA 1971 — 1975
BA, History & English
John Marshall High School 1963 — 1966
The Zimmer Law Firm June 1993 - Present
Zimmer Law Firm, LLC 1993 - 2010
Member of Law Library 1979 - 2010
American Academy of Estate Planning Attorneys 1993 - 2009
Zimmer, Kapor and Simon 1983 - 1993
Education
University of Cincinnati College of Law 1976 — 1979
JD, Law Degree
University of Cincinnati 1972 — 1976
BA, Economics
Wealth Counsel 2011 - Present
The Chamber Jeffersontown 2009 - Present
Gersh Law Offices, P.S.C. December 1990 - Present
Bridgehaven Mental Health Services 1988 - Present
Gersh Wealth Strategies 2012 - 2014
American Academy of Estate Planning Attorneys 1995 - 2011
Morris Garlove 2000 - 2005
United States Securities & Exchange Commission 1973 - 1978
Skills
Elder Law, Estate Administration, Powers of Attorney, Trusts, Estate Tax Planning, Wills, Guardianship, Estate Planning, Business Formation, Asset Protection, Conservatorships, LLC, Special Needs Trusts, Medicaid, Tax Law, Veterans Benefits, Corporate Law, Mediation, Gift Tax
Education
University of Louisville 1970 — 1973
JD, law
Indiana University Bloomington 1966 — 1969
Bachelor of Science (B.S.), Accounting
Ryan Hicks Cumpton & Cumpton LLP 2001 - Present
American Academy of Estate Planning Attorneys 1996 - Present
National Academy of Elder Law Attorneys 1996 - 2015
Ryan Law Firm 1989 - 2001
Hamilton & Ryan 1987 - 1989
Simpson, Hamilton & Ryan 1984 - 1987
Ryan & Robins 1980 - 1984
Lammons, Bell & Sneed 1979 - 1980
Skills
Probate, Wills, Estate Planning, Powers of Attorney, Trusts, Conservatorships, Guardianships, Elder Law, Elder Abuse, Adoptions, Corporate and Business..., Business Succession..., Probation, Guardianship, Succession Planning, Commercial Litigation, Adoption, Asset Protection, Corporate Law, Medicaid, Retirement Planning, Torts, Prenuptial Agreements, Mediation, Automobile Accidents, Estate Administration, Trial Practice, Estate Tax Planning, Wrongful Death, IRAs, LLC, Business Formation, Criminal Law, Estate Law, Medicare, Tax Law
Education
University of Alabama 1970 — 1978
J.D.; B.S., Law; Psychology/English
University of Alabama 1970 — 1975
B.S., Psychology
Lantz Law, Inc. January 2005 - Present
American Academy of Estate Planning Attorneys 1998 - Present
The Lantz Law Firm, Inc. February 1999 - December 2004
Freedom Equity Group 2002 - November 2004
Skills
Estate Planning, Asset Protection, Trusts, Probate, Estate Administration, Estate Tax Planning, Wills, Elder Law, Tax, Succession Planning, Powers of Attorney, LLC, Tax Law, Retirement Planning, Real Estate, Living Wills, Wealth Management, Real Estate Transactions, Living Trusts, Insurance, Small Business, Wealth Transfer, Retirement, Inheritance Tax Planning, Charitable Giving
Education
Franklin Pierce Law Center 1995 — 1998
JD
University of Massachusetts, Amherst 1991 — 1995
BA, Psychology
Jones Waldo Holbrook & McDonough, P.C. August 2006 - Present
Homecare Assistance (HCA) August 2011 - Present
American Academy of Estate Planning Attorneys October 1995 - Present
Jones Waldo 2006 - Present
Holmgren & Mitton Law Firm October 1985 - August 2006
Shields, Shields & Holmgren Law Firm 1983 - 1985
Skills
Estate Planning, Wills, Estate Administration, Trusts, Estate Tax Planning, Powers of Attorney, Conservatorships, Asset Protection, Estate Law, Guardianship, LLC, Business Formation, Business Transactions, Courts, Mediation, Corporate Law, Committed to..., Influential Communicator, Family Law, Special Needs Trusts
Education
Pepperdine University School of Law 1980 — 1983
Juris Doctorate, Law
Brigham Young University 1976 — 1980
Bachelor of Arts, American Studies - Pre Law
Bear River High School 1971 — 1973
Cerner Corporation April 2012 - Present
Standard Tel Networks 2005 - April 2012
Arcis Networks 2004 - 2005
The Home Service Store, Inc. 2002 - 2004
American Academy of Estate Planning Attorneys 1999 - 2002
Skills
Telecommunications, VoIP, Unified Communications, IP, Managed Services, Cisco Technologies, SIP, VMware, Telephony, Networking, Data Center, WAN, LAN-WAN, TCP/IP, Windows Server, Network Administration, Switches, CCNA, Firewalls, Computer Network..., Routers, Active Directory, IT Management, Cisco IOS, Servers, DNS, IT Operations, Cisco Routers, VMware ESX, Microsoft Certified..., Windows 7, DHCP, Operating Systems, Network Engineering, MPLS, Cloud Computing, Call Center, SaaS, Solution Selling, Cisco Call Manager, Network Design, Network Architecture, Wireless, Wireless Networking, Routing, Disaster Recovery, Avaya, Ethernet, Cabling, Routing Protocols
Education
San Diego State University-California State University 1996 — 2002
Computer Science
Legacy APC August 2006 - Present
American Academy of Estate Planning Attorneys 2004 - Present
San Diego County Bar Association 2003 - Present
State Bar of California November 2002 - Present
Skills
Probate, Wills, Trusts, Estate Planning, Powers of Attorney, Asset Protection, Corporate Law, Succession Planning, Estate Administration, Estate Law, Litigation, Elder Law, Legal Assistance, Guardianship, Estate Tax Planning, Corporations, Conservatorships, Tax, Special Needs Trusts, LLC, Trust, Legal Issues, Tax Law, Legal Writing, Trial Practice, Courts
Education
USC Gould School of Law 1999 — 2002
JD, Law
University of California, Berkeley 1993 — 1998
B.A., Rhetoric & Economics
La Jolla High School 1989 — 1993
High School Diploma
American Academy of Estate Planning Attorneys September 2013 - Present
American Academy of Estate Planning Attorneys January 2003 - Present
Scientific Learning 1998 - 2000
Skills
Strategic Planning, Business Coaching, Practice Management, Marketing, Legal Marketing, Seminar Marketing, Advertising, Hiring Practices, Financial Analysis, Revenue Goal/Growth..., Estate Planning, Trusts, Wills, Business Efficiency, Asset Protection, Elder Law, Medicaid, Special Needs Trusts, Estate Administration, Estate Law, Revocable Trusts, Estate Tax Planning, Powers of Attorney, Business Formation, Veterans Benefits, Wealth, Legal Assistance, Guardianship, Tax Law
Education
University of California, Berkeley 1996 — 2001
BA, Interdisciplinary Field Studies
Holtville High School 1992 — 1996
WealthCounsel, LLC June 2011 - Present
Greenhalgh Legal Services 1984 - Present
American Academy of Estate Planning Attorneys March 1998 - May 2011
Skills
Estate Administration, Elder Law, Medicaid, Powers of Attorney, Estate Planning, Trusts, Estate Tax Planning, Wills, LLC, Mediation, Guardianship, Conservatorships, Legal Assistance, Estate Law, Business Formation, Real Estate, Tax Law, Inheritance Tax Planning, Gift Tax, Asset Protection, Special Needs Trusts
Education
UCLA 1976 — 1979
Juris doctor, Law
Princeton University 1972 — 1976
Bachelors, History
SinclairProsser Law, LLC October 1996 - Present
American Academy of Estate Planning Attorneys April 1995 - Present
Skills
Estate Planning, Elder Law, Estate Administration, Guardianship, Powers of Attorney, Retirement Planning, Estate Law, Medicaid, Wealth, Special Education, Financial Planners, Estate Tax Planning, Wills, Trusts, Business Formation, LLC, Gift Tax, Conservatorships, Asset Protection, Special Needs Trusts, Tax Law, Business Transactions
Education
University of Maryland College Park 1991 — 1995
BS, Textiles and Consumer Economics
The Catholic University of America, Columbus School of Law 1986 — 1990
Doctor of Law (J.D.), Law
American Academy of Estate Planning Attorneys 2001 - Present
Armstrong Teasdale LLP 1997 - 2001
Skills
Elder Law, Trusts, Estate Tax Planning, Estate Planning, Wills, Powers of Attorney, Estate Administration, Tax Law, Medicaid, Public Speaking, Estate Law, Real Estate, Guardianship, Veterans Benefits, Asset Protection, Special Education, Legal Research, LLC, Special Needs Trusts, Conservatorships, Legal Writing, Business Formation, Family Law, Mediation, Corporate Law, Bankruptcy, Alternative Dispute..., Gift Tax, Legal Issues, Appeals, Litigation, Hearings
Education
New York University School of Law 1996 — 1997
LL.M., in Taxation
The Catholic University of America, Columbus School of Law 1983 — 1986
J.D., Law
Grinnell College 1979 — 1983
A.B., Political Science
National Academy of Elder Law Attorneys (NAELA) 2009 - Present
Special Needs Alliance 2003 - Present
National Academy of Elder Law Attorneys 1993 - Present
Reaves Law Firm, PC 1988 - Present
Kansas City Estate Planning Symposium 2012 - 2014
Kansas City Estate Planning Symposium 2012 - 2014
Kansas City Estate Planning Symposium 2012 - 2014
American Academy of Estate Planning Attorneys 1994 - 2011
Skills
Special Needs Planning, Elder Law, Estate Planning, Probate, Trusts, Wills, Estate Administration, Powers of Attorney, Estate Tax Planning, Living Trusts, Living Wills, Long-term Care, Conservatorships, Medicaid, Deeds, Guardianship, Trust, Inheritance Tax Planning, Estate Law, LLC, Veterans Benefits, Disability Insurance, Special Needs Trusts, Litigation, Legal Research, Mediation, Business Formation, Wealth, Courts, Elder Care, Attorneys, Special Education, Disability Law, Civil Litigation, Appeals, Corporate Law, Retirement Planning, Family Law, Asset Protection, Legal Assistance, Gift Tax, Financial Advisory, Tax Law, Commercial Litigation, Charities, Legal Writing
Education
University of Kansas School of Law 1975 — 1978
Juris Doctor, Law
The University of Kansas 1970 — 1975
BS in Business Administration with concentration in Political Science, Business Administration
YMCA of San Diego County June 2014 - Present
Hilton San Diego Bay Resort and Spa January 2012 - June 2014
American Academy of Estate Planning Attorneys January 2011 - December 2011
DR Systems June 2008 - June 2010
Search Optics, Inc. 2010 - 2010
Skills
PPC, SMO, Analytics, Database Admin, Vendor Management, Social Media Marketing, SEO, Social Media, Email Marketing, Online Advertising, Google Adwords, SEM, Google Analytics, Digital Marketing, Marketing Communications, Landing Page..., Search Advertising, Affiliate Marketing, Mobile Marketing, Lead Generation, WordPress, Marketing Strategy, Online Marketing, Advertising, Facebook, Public Relations, Web Marketing, Social Media Measurement, Competitive Analysis, Marketing, Management, Sales, Content Strategy, Strategy
Education
San Diego State University-California State University 2005 — 2009
B.A., Journalism with Specialization in Media Studies
San Diego State University-California State University
Bachelor of Arts (B.A.), Journalism
Independent Contractor January 2015 - Present
American Academy of Estate Planning Attorneys August 2013 - November 2013
Quero Residence November 2012 - June 2013
Cozy Cottage February 2011 - October 2012
Restoration Hardware February 2010 - February 2011
Anderson's Furniture September 2009 - February 2010
Skills
Leadership, Human Resources, Customer Service, Microsoft Office, Facebook, Advertising, Social Media Marketing, Sales Management, Creative Writing, Small Business, Retail, Organization, Self-starter, Communication, Computer Proficiency, QuickBooks, Business Development, Management, Training, Project Management, Sales, Event Planning, Microsoft Excel, Team Building, Employee Training, Time Management, Customer Satisfaction, Microsoft Word, Operations Management, Problem Solving, New Business Development, Public Speaking, Account Management, Management Consulting
Education
Ashford University 2011 — 2013
Bachelor of Arts Degree, Entrepreneurship
University of North Texas 2008 — 2010
Bachelor of Science (BS), Entrepreneurial and Small Business Operations
Azle High School
High School Diploma, General Studies, 4.0
Modern Wealth December 2012 - Present
American Academy of Estate Planning Attorneys January 2010 - Present
The Bonfrisco Law Firm, LLC January 1998 - Present
Skills
Estate Planning, Elder Law, Trusts, Estate Administration, Estate Law, Wills, Powers of Attorney, Estate Tax Planning, Inheritance Tax Planning, Wealth, High Net Worth..., Asset Protection
Education
Widener University School of Law 1994 — 1997
J.D., Law
Rutgers, The State University of New Jersey-Camden 1989 — 1994
B.S, Accounting
Legacy Law Firm: Your Estate Planning & Elder Law Advisors January 2014 - Present
American Academy of Estate Planning Attorneys 2008 - 2015
Haselden Owen Boloyan & Corson LLC July 2002 - December 2013
Skills
Estate Planning, Elder Law, Veterans Benefits, Estate Administration, Wills, Estate Tax Planning, Powers of Attorney, Trusts, Guardianship, Estate Law, Tax Law, Business Formation, Legal Research, Legal Writing
Education
Ohio Northern University—Claude W. Pettit College of Law 1999 — 2002
Doctor of Law (JD), Estate Planning / Elder Law
Winthrop University 1993 — 1995
BA, Philosophy and Religion
Supersuasion Marketing, LLC August 1997 - Present
Advocates for Children 2001 - 2009
American Academy of Estate Planning Attorneys July 1994 - July 1997
Life Partners Group December 1991 - August 1993
E. F. Hutton Life Insurance Co., later known as First Capital Life May 1985 - February 1991
Chaney and Associates January 1984 - May 1985
San Diego Gas & Electric February 1981 - January 1984
Skills
Marketing Communications, Social Media, Public Speaking, Marketing Strategy, Corporate Branding, Public Relations, Community Relations, Promotions, Fundraising, Graphic Design, Writing, Social Media Marketing, Event Management, Media Relations, Advertising, Copywriting, Keynote, Special Events, Press Releases, Newsletters, Event Planning, Photoshop, Illustrator, QuarkXPress, Email Marketing, Strategic Planning, Brand Development, Social Networking, Non-profits, Online Marketing, Art Direction, New Business Development, SEO, Integrated Marketing, Brochures, Internal Communications, Facebook, B2B, Strategic Communications, Corporate Communications, Management, Blogging, Copy Editing, Multimedia Marketing..., Voiceovers, Film Editing, Final Cut Pro, Creative Direction, Marketing
Education
San Diego State University-California State University 1977 — 1983
BA, English, with emphasis in Creative Writing
Grossmont College 1973 — 1977
AS, Graphic Communications
Granite Hills High School
American Academy of Estate Planning Attorneys September 2015 - Present
American Academy of Estate Planning Attorneys November 2013 - October 2015
Autism Comprehensive Educational Services July 2012 - January 2014
American Academy of Estate Planning Attorneys January 2013 - November 2013
Autism Intervention Research Program June 2012 - September 2012
Cafe Ventanas, UCSD August 2011 - August 2012
Lincoln High School January 2010 - April 2010
Skills
Event Planning, Customer Service, Training, Planning & Organizing..., Travel Arrangements, Public Speaking, Scheduling Management, Microsoft Office, Program Development, PowerPoint, Facebook, Teaching, Microsoft Word
Education
University of California, San Diego 2007 — 2012
Bachelor of Arts (B.A.), Psychology; Human Development
UCEAP, UC Center Rome 2010 — 2010
Art History
Cox Business August 2012 - Present
SDG&E Sempra Energy August 2011 - August 2012
Reuben H. Fleet Science Center January 2011 - May 2011
American Academy of Estate Planning Attorneys November 2009 - May 2010
Skills
Press Releases, Facebook, Media Relations, Blogging, Public Relations, Social Media Marketing, Event Planning, Press Kits, Cision, Crisis Communications, Strategic Communications, Ap Style, Copy Editing, Event Management, Editing, Community Outreach, Marketing Communications, Newsletters, Wordpress, Corporate Communications, Internal Communications, Copywriting, Social Networking, Speech Writing, AP Style
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Arts (B.A.), Journalism with an emphasis in Public Relations
Swing Talent, Inc. 2014 - Present
American Academy of Estate Planning Attorneys November 2013 - November 2014
Creative Love January 2013 - November 2013
Sand and Sea Realty May 2011 - July 2012
FUMI, Inc. May 2008 - 2012
Looie's January 2005 - January 2010
Bozeman High School 2007 - 2008
Skills
Customer Service, Training, Team Building, Social Networking, Sales Management, Coaching, Marketing, Strategic Communications, Teaching, Business Systems..., Awesomeness, Training & Development, Account Management, Brand Development, Sales, Strategic Planning, Social Media, Administrative..., Event Planning, Networking, Public Speaking, Recruiting, Talent Acquisition, Strategic Sourcing, Cold Calling, Lead Generation, Interviews, Estate Planning, Business Coaching
Education
Montana State University 2004 — 2006
Social Studies Broadfield (Teaching Cert), Minor History, Emphasis Psychology, Psychology
Northern Illinois University 2003 — 2004
Psychology
Harper College 2001 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
American Academy of Estate Planning Attorneys November 2013 - Present
American Academy of Estate Planning Attorneys November 2012 - November 2013
Skills
Program Management, Public Speaking, Editing, Event Planning, Public Relations, Social Media, Event Management, Newsletters, Marketing Communications, Blogging, Press Releases, Facebook, Email Marketing, Media Relations, Strategic Communications, Wills, Social Media Marketing, Estate Administration, Microsoft Office
Education
Boston University 2005 — 2009
Bachelor of Arts, International Relations
White Clay Consulting June 2012 - Present
Alzheimer's Association July 2010 - Present
Kentucky Shakespeare Festival January 2007 - August 2014
Gersh Law Offices, PSC March 2006 - June 2012
American Academy of Estate Planning Attorneys 2006 - January 2012
D'Ambrosio & Associates, PSC October 2001 - March 2006
Skills
Estate Administration, Trusts, Elder Law, Wills, Irrevocable Life..., Small Business..., Estate Planning, Estate Law, LLC, Asset Protection, Powers of Attorney, Estate Tax Planning, Medicaid, Business Formation, Small Business, Tax, Guardianship, Succession Planning, Nonprofits, Strategic Planning
Education
The George Washington University Law School 1998 — 2001
JD, Law
University of Kentucky 1993 — 1998
BA/BS, History/Accounting
duPont Manual High School 1989 — 1993
MST
The Molever Law Firm 1996 - Present
American Academy of Estate Planning Attorneys 1996 - Present
Parsinen, Bowman, Rosberg and Levy 1995 - 1996
Sanger and Molever 1986 - 1995
Skills
Plannning, Elder Law, Powers of Attorney, Estate Planning, Trusts, Estate Administration, Estate Tax Planning, Asset Protection, Wills, Guardianship, LLC, Retirement Planning, Estate Law, Tax Law, Special Needs Trusts, Medicaid, Wealth, Special Education, Gift Tax, Charities, Tax, Family Law, Business Formation, Veterans Benefits, Strategic Financial..., Probation, Conservatorships
Education
Washington School of Law, Washington Institute 1988 — 1989
LL.M., Taxation
University of California, Los Angeles - School of Law 1979 — 1982
JD, Law
Arizona State University 1969 — 1973
BS, Business Administration/Accounting
BD (CareFusion is now a part of BD) December 2009 - Present
The Hinges April 2001 - May 2009
Real Creative Enterprises April 2005 - April 2009
American Academy of Estate Planning Attorneys June 1993 - March 2005
South Bay Community Services April 2000 - May 2002
TeleMagic April 1989 - March 1992
Skills
Software Documentation, Training, Leadership, Management, Public Speaking, Project Planning, Microsoft Office, Project Management, CRM, Microsoft Excel, Marketing, Coaching, Customer Service, Technical Writing, Team Building, Testing, Program Management, Team Management, Problem Solving, Social Media, Visio, Social Networking, Microsoft Word, Organizational..., Data Analysis, Process Improvement, Databases, Voice Acting, Windows, Business Planning, Quality Assurance, Cross-functional Team..., Sales, Team Leadership, System Administration, Healthcare, Outlook, Leadership Development, E-Learning, Human Resources, Business Analysis, Change Management, Software Development, Camtasia, Instructional Design, Excel, Writing, Voice Over, SharePoint 2010, HTML5 and CSS
Education
Concord Law School - Kaplan University 2006 — 2007
N/A, Law School
University of Phoenix 1994 — 1997
MBA, Technology Management
University of California, San Diego 1979 — 1985
BA, Psychology
AF&T Financial Group January 2002 - Present
Armstrong,Fisch & Tutoli January 1995 - Present
American Academy of Estate Planning Attorneys 1995 - Present
Skills
Trusts, Asset Protection, Probate, Estate Planning, Estate Administration, Wills, Powers of Attorney, Succession Planning, Tax, Estate Tax Planning, Living Trusts, Living Wills, Retirement Planning
Education
Brooklyn Law School 1974 — 1978
Georgetown University
Ambler & Keenan, LLC June 2004 - Present
American Academy of Estate Planning Attorneys 2004 - 2010
Hart's Diamond Jewelers 1993 - 1997
Skills
Conservatorships, Guardianship, Estate Administration, Powers of Attorney, Wills, Trusts, Estate Planning
Education
University of Denver - Sturm College of Law 1997 — 2000
JD
Northern Arizona University 1986 — 1989
BS, Broadcasting Management
Concordia College 1985 — 1986
Gibney, Anthony & Flaherty, LLP 1979 - Present
American Academy of Estate Planning Attorneys 1996 - 2011
Skills
Probate, Estate Planning, Tax, Special Needs Planning, Trusts, Wills, Estate Administration, Powers of Attorney, Living Trusts, Contract Negotiation, Tax Law, Estate Tax Planning, Living Wills, Real Estate Transactions, Asset Protection, Non-profits, Public Speaking, Succession Planning, Civil Litigation, Elder Law, Nonprofits, Estate Law, LLC, Legal Research, Probation
Education
New York University School of Law 1978 — 1979
LLM, Taxation
Fordham University School of Law 1975 — 1978
JD, Law
Niagara University 1966 — 1970
BS
American Academy of Estate Planning Attorneys 2006 - Present
Stephen M. Waltar, PS November 2000 - Present
Cascade Fellows 2014 - 2015
Bellevue Presbyterian Church 1995 - 2015
Bellevue Presbyterian Church 1995 - 2015
Bellevue Breakfast Rotary Club 1998 - February 2014
Evergreen Hospital Medical Center 2001 - 2006
Skills
Estate Planning, Estate Tax Planning, Elder Law, Wills, Trusts, Powers of Attorney, Estate Law, Estate Administration, Medicaid, Business Formation, Prenuptial Agreements, LLC, Tax Law, Public Speaking, Asset Protection, Probation, Mediation, Litigation, Guardianship, Small Business, Strategic Planning, Legal Research, Nonprofits
Education
Seattle University School of Law 1991 — 1993
Juris Doctorate, Law
Princeton Theological Seminary 1984 — 1988
M.Div., Religion and Theology
Seattle Pacific University 1980 — 1984
Parman & Easterday August 2004 - Present
National Academy of Elder Law Attorneys 1999 - Present
American Academy of Estate Planning Attorneys 1993 - Present
Brown & Associates, PLLC December 1998 - August 2004
Skills
Powers of Attorney, Estate Planning, Elder Law, Medicaid, Veterans Benefits, Trust Administration, Estate Administration, Probate, Guardianship, Special Needs Planning, Disability Planning, Trusts, Probation, Estate Tax Planning, Business Formation, Conservatorships, Wills, Wealth, Estate Law, Disabilities, LLC, Asset Protection, Adoption, Entity Extraction, Gift Tax, Business Transactions, Small Business, Revocable Trusts, Prenuptial Agreements, Tax Law, Financial Planners, Charitable Trusts, Preparation of Wills, Family Law, Advance Directives, Mediation, Irrevocable Life..., Social Security..., Disability Law, Fiduciary, Special Education, Living Will, Paternity, Buy-sell Agreements, Domestic Relations, Attorneys, Limited Partnerships, Chapter 7, Wrongful Death, Hearings
Education
U. S. Army War College 1998 — 1999
Masters degree, Military and Strategic Leadership
Judge Advocate General's School, Army 1983 — 1984
Master of Laws (LLM), Military Law
The University of Connecticut 1978 — 1978
Certificate in German, German Language and Literature
University of Utah S.J. Quinney College of Law 1971 — 1974
Doctor of Law (JD), Law
University of Nevada-Las Vegas 1964 — 1971
Bachelor of Science (BS), Business & Economics
Flood & Masiuk, LLP February 1986 - Present
American Academy of Estate Planning Attorneys 2000 - 2010
Skills
Powers of Attorney, Wills, Elder Law, Estate Administration, Estate Law, Courts, Estate Planning, Guardianship, Appeals, Estate Tax Planning, Trusts, Business Formation, Conservatorships, Tax Law
Education
University of Maryland Francis King Carey School of Law 1973 — 1976
JD
The Law Offices of Thomas Rutledge April 2015 - Present
None June 2013 - April 2015
Exp U.S. Services May 2000 - June 2013
American Academy of Estate Planning Attorneys May 1997 - May 2000
Bruno Mack & Barclay March 1996 - May 1997
Skills
Employee Benefits, Taleo, Employee Relations, Performance Management, Recruiting, Microsoft Office, Internal Communications, Strategic Planning, Change Management, Project Management, Training, Leadership, Human Resources, Deferred Compensation, Interviews, Employment Law, Onboarding, Policy, Organizational..., FMLA
Education
San Diego State University-California State University 1992 — 1994
BA, Psychology
American Academy of Estate Planning Attorneys 2001 - Present
Ambler & Keenan, LLC 1997 - Present
Planned Giving Roundtable 2006 - 2010
Colorado Planned GIving Roundtable 2005 - 2010
Skills
Estate Planning, Elder Law, Trusts, Wills, Powers of Attorney, Estate Tax Planning, Guardianship, Business Formation, Conservatorships, LLC, Asset Protection, Medicaid, Gift Tax, Tax Law, Special Needs Trusts, Wealth, Estate Law, Fiduciary, High Net Worth..., Inheritance Tax Planning, Trust Services, Charitable Trusts, Limited Partnerships, Preparation of Wills, Prenuptial Agreements, Trust Management, Estate Administration
Education
University of Denver - Sturm College of Law 1994 — 1997
Juris Doctor, Law
State University of New York - System
BS, Accounting
The University of Kansas
BA, Political Science
American Academy of Estate Planning Attorneys 1999 - Present
Amen, Gantner & Capriano - Attorneys at Law, Your Estate Matters, L.L.C. January 1996 - Present
Skills
Estate Planning, Elder Law, Asset Protection, Guardianship, Veterans Benefits, Medicaid, Plannning, Tax, Estate Law, Wealth, Retirement Planning, Management, Strategic Financial..., Trusts, Powers of Attorney, Wills, Estate Administration, LLC, Business Formation, IRAs, Estate Tax Planning
Education
University of California, Hastings College of the Law 1979 — 1982
Juris Doctrate
US Coast Guard Academy 1970 — 1974
B.S., History, Government
Lindbergh High School 1967 — 1970
Diploma
American Academy of Estate Planning Attorneys July 2012 - Present
Next Proteins June 2010 - August 2012
Roger Dunn Golf Shops - Fresno/Stockton April 2004 - March 2010
Bart J. Carlson, CPA July 2008 - December 2008
State Compensation Insurance Fund May 2003 - July 2008
Professional Exchange Services Corporation March 2002 - July 2003
Sierra Pacific Home Loans November 2000 - December 2001
Heberger & Company November 1993 - November 2000
Skills
Internal Audit, Accounts Receivable, QuickBooks, Payroll, Internal Controls, Budget, Financial Analysis, Mas 90, Customer Service, Bookkeeping, Budgets
Education
California State University, Fresno 1994 — 2000
Bachelor's, Accounting
Fresno City College 1993 — 1994
Accounting
College of the Sequoias 1991 — 1993
Accounting and Business/Management
Hippo, Fleming & Pertile Law Office January 2004 - Present
V.I.P. Tax Matters, LLC January 2013 - Present
American Academy of Estate Planning Attorneys March 2003 - Present
ElderCareChannel.com January 2013 - March 2015
NAIFA-PA 2008 - 2011
Fleming Law Offices January 1992 - December 2003
Skills
Estate Planning, Elder Law, Trusts, LLC, Estate Tax Planning, Asset Protection, Estate Law, Wills, Estate Administration, Guardianship, Powers of Attorney, Corporate Law, Tax, Insurance, Small Business, Business Formation, Medicaid, Special Needs Trusts, Tax Law, Gift Tax, Charitable Trusts
Education
Duquesne University School of Law 1997 — 2000
JD, Law
Washington and Jefferson College 1979 — 1983
BA, Political Science; East European & Russian Affairs
Hi-Z Technology, Inc. April 2011 - August 2012
The Sagres Company July 2006 - March 2010
The Sagres Company May 2003 - March 2006
American Academy of Estate Planning Attorneys December 2002 - May 2003
American Academy of Estate Planning Attorneys July 1999 - July 2002
George G Glenner Alzheimer's Family Centers October 1995 - July 1999
Skills
Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Cash Flow
Education
University of Phoenix 2001 — 2002
MBA, Business
San Diego Mesa College 1992 — 1994
AA, Accounting
San Diego State University-California State University 1977 — 1979
BA, Environmental Design
American Academy of Estate Planning Attorneys November 2014 - Present
Skills
Teamwork, Time Management, PHP, Java, HTML, NetBeans, C#, phpMyAdmin, MySQL, Eclipse, JavaScript, CSS, Public Speaking, Social Media, Customer Service, Drupal, LINQ, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Political Science, Philosophy, Political Philosophy, Writing, Rhetoric, WordPress, jQuery, AJAX, Photoshop, Object Oriented Design
Education
Coleman College 2013 — 2014
Computer and Information Sciences, General
California State University-San Marcos 2004 — 2010
Bachelor of Arts (B.A.), Political Science and Government
McGrath Law; Estate Planning and Elder Law 1988 - Present
American Academy of Estate Planning Attorneys 2011 - 2013
Skills
Elder Law, Estate Planning, Guardianship, Wills, Estate Administration, Trusts, Powers of Attorney, Business Formation, Estate Tax Planning, Conservatorships, Estate Law, Asset Protection, Special Needs Trusts, LLC, Long-term Care, Family Law
Education
Pace University School of Law 1984 — 1987
JD
Gershberg & Associates, LLC April 1985 - Present
American Academy of Estate Planning Attorneys 2008 - 2011
Skills
Elder Law, Powers of Attorney, Estate Administration, Trusts, Wills, Estate Planning, Guardianship, Business Formation, Estate Tax Planning, Gift Tax, Special Needs Trusts, LLC, Family Law, Corporate Law, Estate Law, Conservatorships, Small Business, Tax Law, Asset Protection, Commercial Litigation, Litigation, Business Transactions, Mediation, Immigration Law, Civil Litigation, Appeals
Education
University of Baltimore School of Law 1976 — 1979
Juris Doctor
Washington University in St. Louis 1972 — 1976
Bachelor of Arts (BA), Economics, Honors
Milford Mill
Frank & Kraft, A Professional Corporation June 1962 - Present
American Academy of Estate Planning Attorneys June 1962 - Present
TapeRelief, LLC 2010 - 2012
Frank & Kraft 1990 - 2011
Skills
Elder Law, Powers of Attorney, LLC, Estate Planning, Trusts, Wills, Medicaid, Estate Tax Planning, Guardianship, Tax Law, Asset Protection, Estate Law, Estate Administration, Conservatorships, Gift Tax, Business Formation
Education
Indiana University Bloomington 1958 — 1966
BS, JD, Accounting, Law