1. Achieve client values.
2. Financial results are generally more important than lawyer stuff.
3. Do simple where simple will do. Do complex where useful for financial gain or necessary for protection.
His estate tax planning practice includes core planning, which includes trust and insurance planning, as well as wealth planning. In his wealth planning practice, Fred assists high net worth individuals and families with planning their legacies not only with respect to tax planning but also with respect to furthering their values for succeeding generations.
With respect to business planning, clients include not only business owners but real estate professionals as well. Fred assists these clients with all phases of their business and real estate operations including start up, lifetime events as well as exit strategies.
To this end he helps individuals and business owners negotiate, buy, sell, lease, borrow, create, and terminate assets, entities, contracts, structures, and relationships.
Fred has been awarded the highest rating by the national rating organization Martindale Hubbell: AV, meaning preeminent/high legal ability/very high ethical standards. He is also a Certified Specialist, Estate Planning, Trust & Probate, The State Bar of California.
He is a graduate of the University of Colorado at Boulder and the University of Santa Clara School of Law where he was a Research Editor as well as a member of the Honors Moot Court Board.
He is a member of the Southern California Institute and the Laureate Group; organizations composed of high-level planners committed to serving the needs of affluent individuals and families with respect to their business, real estate, and estate tax planning needs. He is also a former president of the South Bay Estate Planning Council.
Fred and his family are longtime South Bay residents.