|
| Allison M. Whitmore, Associate at Withers Bergman LLP |
| Address: 6050 El Tordo, Rancho Santa Fe, CA 92067 |
| Practice:Beneficiaries and heirs, Families and family offices, Family businesses, North America, United States, High-net-worth individuals, Private companies, Public companies, Trustees, executors and fiduciaries |
| Admitted:2010, Massachusetts; 2018, New York; 2020, California; Not admitted in CA ; |
| Law School:New England School of Law, J.D., 2010 |
|
| Jason M. Carr, Associate at Burkhardt & Larson |
| Address: 6002 El Tordo P.O. Box 1369, Rancho Santa Fe, CA 92067 |
| Practice:Real Estate; Civil Litigation; Business Litigation |
| Admitted:2008, California |
| Law School:University of San Diego, J.D., 2008 |
|
| Philip Burkhardt, Member at Burkhardt & Larson |
| Address: 6006 El Tordo, Suite 200, Rancho Santa Fe, CA 92067 |
| Practice:Real Estate, Civil Litigation, Litigation, Real Property Law |
| Admitted:1975, California; |
| Law School:University of San Diego, Class of 1975, J.D. |
|
| Valerie N. Larson, Of Counsel at Burkhardt & Larson |
| Address: 6006 El Tordo, Suite 200, Rancho Santa Fe, CA 92067 |
| Practice:Federal Taxation |
| Admitted:1987, California; |
| Law School:University of California at Davis, Class of 1987, J.D., , University of San Diego, Class of 1991, LL.M. |
|
| Carl A. Larson, Member at Burkhardt & Larson |
| Address: 6006 El Tordo, Suite 200, Rancho Santa Fe, CA 92067 |
| Practice:Business Law, Corporate Law, Contracts, Trusts & Estates, Wills & Probate, Litigation |
| Admitted:1988, California; U.S. District Court, Southern District of California; U.S. Tax Court; |
| Law School:University of California at Davis, J.D., 1987; University of San Diego School of Law, LL.M., Taxation, 1994 |
|
| Robert C. Mardian, III, Associate at Henderson, Caverly, Pum & Charney LLP |
| Address: 16236 San Dieguito Road, Suite 4-13 P.O. Box 9144, Rancho Santa Fe, CA 92067 |
| Practice:Civil Litigation; Business and Real Property Transactions |
| Admitted:2003, California |
| Law School:University of San Diego Law School, J.D., 2002 |
|
| Shirley L. Kovar, Partner at Henderson, Caverly, Pum & Charney LLP |
| Address: 16236 San Dieguito Road, Suite 4-13 P.O. Box 9144, Rancho Santa Fe, CA 92067 |
| Practice:Estate Planning; Trust Litigation; Estate Litigation; Mediation; Trust Administration; Probate Administration; Probate Litigation |
| Admitted:1974, California |
| Law School:University of Kansas, J.D., 1974 |
|
| Edgar H. Hayden, Jr., Of Counsel at Henderson, Caverly, Pum & Charney LLP |
| Address: 16236 San Dieguito Road, Suite 4-13 P.O. Box 9144, Rancho Santa Fe, CA 92067 |
| Practice:Litigation |
| Admitted:1971, California |
| Law School:University of San Diego School of Law, J.D., 1970 |
|
| Rebecca J. Lawson, Associate at Henderson, Caverly, Pum & Charney LLP |
| Address: 16236 San Dieguito Road, Suite 4-13 P.O. Box 9144, Rancho Santa Fe, CA 92067 |
| Practice:Estate Planning |
| Admitted:2006, California |
| Law School:Pepperdine University School of Law, J.D., 2006 |
|
| Joy J. Paeske, Associate at Henderson, Caverly, Pum & Charney LLP |
| Address: 16236 San Dieguito Road, Suite 4-13 P.O. Box 9144, Rancho Santa Fe, CA 92067 |
| Practice:Estate Planning; Charitable Trusts and Foundations; Taxation |
| Admitted:2002, California |
| Law School:University of Southern California Law School, J.D., 2002 |
|
| Debra J. Vella, Partner at Henderson, Caverly, Pum & Charney LLP |
| Address: 16236 San Dieguito Road, Suite 4-13 P.O. Box 9144, Rancho Santa Fe, CA 92067 |
| Practice:Estate Planning; Charitable Giving; Estate Administration; Trust Administration; Probate |
| Admitted:1996, California |
| Law School:University of California School of Law, Los Angeles, J.D., 1996 |
|
| Nancy G. Henderson, Partner at Henderson, Caverly, Pum & Charney LLP |
| Address: 16236 San Dieguito Road, Suite 4-13 P.O. Box 9144, Rancho Santa Fe, CA 92067 |
| Practice:Estate Planning; Trust Law; Probate; Charitable Trusts and Foundations; Taxation |
| Admitted:1991, California |
| Law School:Boalt Hall School of Law, University of California, Berkeley, J.D., 1991 |
|
| Bret A. Bartolotta, Associate at Henderson, Caverly, Pum & Charney LLP |
| Address: 16236 San Dieguito Road, Suite 4-13 P.O. Box 9144, Rancho Santa Fe, CA 92067 |
| Practice:Real Estate; Business Law; Commercial Law; Finance; Corporate Insolvency and Bankruptcy |
| Admitted:1999, California |
| Law School:University of San Diego School of Law, J.D., 1999 |
|
| Kristen E. Caverly, Partner at Henderson, Caverly, Pum & Charney LLP |
| Address: 16236 San Dieguito Road, Suite 4-13 P.O. Box 9144, Rancho Santa Fe, CA 92067 |
| Practice:Patents; Trademarks; Copyrights; Civil Litigation; Trusts and Estates Litigation; Probate |
| Admitted:1994, California; U.S. Court of Appeals, Federal and Ninth Circuits; U.S. Supreme Court; registered to practice before U.S. Patent and Trademark Office |
| Law School:University of San Diego, J.D., summa cum laude, 1994 |
|
| Michelle B. Graham, Partner at Withers Bergman LLP |
| Address: 6050 El Tordo, Rancho Santa Fe, CA 92067 |
| Practice:Families and family offices, Owners and entrepreneurs, Family businesses, Asia Pacific, Europe, Middle East, South America, High-net-worth individuals |
| Admitted:1995, California; |
| Law School:University of San Diego (J.D., 1995; LL.M., 1997) |
|
| James M. Cowley, Partner at Luce, Forward, Hamilton & Scripps LLP |
| Address: 6050 El Tordo P.O. Box 2329, Rancho Santa Fe, CA 92067 |
| Practice:Trusts and Estates; Estate Planning; Taxation |
| Admitted:1966, California |
| Law School:University of Chicago, J.D., 1965 |
|
| Barry C. Fitzpatrick, Of Counsel at Luce, Forward, Hamilton & Scripps LLP |
| Address: 6050 El Tordo P.O. Box 2329, Rancho Santa Fe, CA 92067 |
| Practice:Trusts and Estates |
| Admitted:1971, Rhode Island; 1976, California |
| Law School:University of Virginia, J.D., 1971 |
|
| Rebecca L. O'Toole, Associate at Withers Bergman LLP |
| Address: 6050 El Tordo, Rancho Santa Fe, CA 92067 |
| Practice:Families and family offices, Charities and non profit, Philanthropy, Beneficiaries and heirs, High-net-worth individuals, Trustees, executors and fiduciaries |
| Admitted:2006, California; |
| Law School:University of San Diego, J.D., 2006 |
|
| Frederick R. Vandeveer, Partner at Luce, Forward, Hamilton & Scripps LLP |
| Address: 6050 El Tordo P.O. Box 2329, Rancho Santa Fe, CA 92067 |
| Practice:Estate Planning; Estate Administration; Trust Administration; Charitable Giving; Charitable Trusts and Foundations; Tax Exempt Organizations |
| Admitted:1980, California |
| Law School:Brigham Young University, J.D., magna cum laude, 1980 |
|
| Louis A. Mezzullo, Partner at Withers Bergman LLP |
| Address: 6050 El Tordo, Rancho Santa Fe, CA 92067 |
| Practice:Families and family offices, Beneficiaries and heirs, Family businesses, High-net-worth individuals |
| Admitted:1976, Virginia; 2006, California; |
| Law School:University of Richmond, J.D., 1976 |