Whatever you choose to do, leave tracks, and that means don’t do just for yourself…You will want to leave the world a little better for your having lived.
- Ruth Bader Ginsburg
Heidi is known for her commitment and dedication to clients, and her valuable combination of insight to estate planning, trust administration, and tax law.
A certified Specialist in Estate Planning, Trust & Probate Law by the California State Bar, Heidi has nearly a decade of professional experience and a deep understanding of trusts, estates, and their tax implications (candidate, LLM in Taxation, expected summer 2022).
Clients seek her guidance in drafting and designing estate plans, including high-net worth individuals, clients with business succession issues, and clients with unique family situations. She has deep experience in trust administration, including crafting asset allocations, ensuring tax and probate law compliance, and managing the often complex relationships between trustees and beneficiaries.
Heidi applies the same diligence to client matters that has distinguished her throughout her career: earning the Thomas Jefferson Award (as top student in the political science department) and graduating magna cum laude from Saint Mary’s College of California; being named a Thurston Society member, earning membership in the Order of the Coif, and graduating magna cum laude from the University of California, Hastings College of the Law; and earning the top student award in Federal Tax Accounting and Tax Timing at the University of San Francisco.
- LL.M., Taxation, University of San Francisco
- J.D., University of California, San Francisco, Hastings College of the Law
- B.A., Saint Mary’s College
AREAS OF PRACTICE
Thoughtful and careful preparation of estate plan documents is key to wealth preservation and transition. Proper implementation and diligent administration are equally critical.
Taxes are a significant expense for any business and most individuals, and tax planning should not be an afterthought.
PROFESSIONAL AND COMMUNITY ACTIVITIES
- Member, Trust and Estates Section, California Lawyer’s Association
- Volunteer, Contra Costa Senior Legal Services
- Member, Contra Costa County Bar Association