Trusts & Estates
Public Agency Law
BS, History, Santa Clara University (cum laude)
JD, Santa Clara University School of Law (magna cum laude)
» Represent multiple extended family members and others to wind up and dissolve a set of family owned holding companies involving approximately $40M of commercial real estate spread across three states. Manage liquidation of some assets and distribute the balance in kind to multiple newly formed asset-holding entities.
» Negotiate and manage a multi-phased disposition of approximately $35M in agricultural real estate to a regional housing developer by a set of family owned holding companies. Arrange and facilitate exchange of sale proceeds into multiple agricultural and commercial properties located in two states as part of a multi-year plan to minimize the senior generation owner’s potential estate tax liability.
» Negotiate development agreements between Allan Hancock College and the City of Lompoc for the College’s new Lompoc Valley Center campus.
» Develop a comprehensive estate and business succession plan for the owner of multiple agricultural and commercial land holding and operating companies valued in excess of $20M.
» Negotiate and document a $25.0M credit facility restructuring involving six borrower entities and three lenders.
»Successfully negotiate and resolve an intrafamily dispute over interpretation of a trust declaration involving nine family members, a family business and ten commercial and residential parcels valued at approximately $5.0M
Board of Directors, Heritage Oaks Bank (current)
Board of Directors, Northern Santa Barbara County Bar Association (current)
Board of Directors, Santa Maria Valley Boys and Girls Club Foundation (current)
Board of Directors, Santa Maria Valley Chamber of Commerce (past)
Board of Directors, Allan Hancock College Foundation (past)
Board of Directors, Marian Medical Center Foundation (past)
Board of Advisors, St. Joseph’s High School (past)