Track record
Ground breaking case
Assisted in a ground breaking case involving the removal of children from New York to Hong Kong. This Court of Appeal case changed the way the courts consider the concept of habitual residence in applications under the Hague Convention and also considered parental intention, the children's objection defence and the concept of substantial connection in respect of whether the court had sufficient jurisdiction to proceed in Hong Kong. _JEK v LCYP_ (Hague Convention; habitual residence) CACV125/2015 and _LCYP v JEK_ (Jurisdiction for divorce: domicile and substantial connection) CACV98/2015.
Legal Week Private Client Global
Legal Week Private Client Global Elite: One to Watch 2017-2021
Pro Bono
Recipient of State Bar of California's Wiley W. Manuel Award for Pro Bono Legal Services - 2006
San Diego Business Journal
San Diego Business Journal 'Best of the Bar' 2015
Super Lawyer Rising Star 2015
Super Lawyer Rising Star 2015
Talks
'Inbound International (Individual) Panel,' CalCPA TaxTrek International Conference - November 16, 2021, speaker
'Cross Border Investing and Planning Techniques - Triumphs and Tragedies II,' CalCPA presentation - August 19, 2021, co-presenter
'Cross Border Investing and Planning Techniques - Triumphs and Tragedies I,' CalCPA presentation - June 24, 2021, co-presenter
'Ethics Roundtable,' ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 14, 2019, panelist
'Planning and Ethics Issues for the International Estate Planner,' ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 14, 2019, panelist
'Tax-advantaged Charitable Giving,' UC Hastings Golden Society - October 18, 2019, speaker
'What You Don't Know Can Hurt You: Tax Traps for Foreign Persons Investing in Silicon Valley,' HLB Asia Pacific Conference, Redwood City, CA - June 21, 2019, speaker
'The Changing Face of High Net Worth in Asia,' M International Advisors Conference, Miami, Florida - May 21, 2019, panelist
'Cross-Border Planning: Tips for Domestic Planners Facing Increasingly Global Clients,' Sacramento Estate Planning Council - November 14, 2018, speaker
'Women in Law,' Women's Museum of California and UC Hastings College of the Law - October 23, 2018, moderator
'Charitable Giving Options and Tax Law Changes,' UC Hastings College of the Law - October 19, 2018, panelist
'Current Trends in Representing Clients from Greater China', Morgan Stanley International Client Advisor's Symposium, San Diego, California - September 15, 2017, speaker
'Tax Planning Considerations for Non-U.S. Persons with U.S. Assets', Jerry A. Kasner Estate Planning Symposium, Santa Clara, California - September 7, 2017, speaker
'Traps for the Unwary: Issues to Consider in Cross-Border Fiduciary Litigation and Trust or Probate Administrations', Topics in International Estate Planning, 2017 SFEPC & GGU Law Morning Symposium, San Francisco, California - June 2017, co-presenter
'Understanding the Real Needs of Wealth Owning Families Connected to Asia: Focus on Greater China and Links with U.S.', STEP International Tax and Estate Planning Forum: Around the Globe in 2017, Laguna Beach, California - May 2017, panelist
'Yours, Mine, Ours: California Marital Property, Characterization and Consequences', North County Inland CalCPA, San Diego, California - September 2016, speaker
'Tax and Estate Planning for Non-resident Aliens and Immigrants', Financial Planning Association of Orange County, Allied Professionals Summit, Newport Beach, California - September 2016, speaker
'Estate Planning for Foreign Assets', San Diego County Bar Association, San Diego, California - May 2016, co-presenter
'Planning Considerations for U.S. Persons Investing in Foreign Real Property', Society of Trust and Estate Practitioners (STEP) San Diego Chapter meeting - September 2015, speaker
'Strategies for Wealth Transfer to the Next Generation', Taiwanese-American Chamber of Commerce - Los Angeles Business Expo, City of Industry, California - September 2013, speaker
'Gift and Estate Planning for the Mainland Chinese Client', Society of Trust and Estate Practitioners (STEP) San Diego Chapter meeting - July 2013, co-presenter
'How Much is "Almost All?": The Case for Keeping the 'Math' in the Otherwise Mathematical Public Support Equation', California State Bar Taxation Section Washington, D.C. Delegation, Washington, D.C. - May 2013, co-presenter
'Trustee Duties and Trust Administration', Women's Financial Workshop, San Diego, California - October 2012, speaker
'Nuts and Bolts of Drafting: Statutory Requirements and Elements of a Good Dispositive Document', Drafting and Designing Revocable Trusts in California, Mentor Legal Drafting Courses sponsored by City National Bank and The San Diego Foundation, San Diego, California - October 2011, speaker
'Current Trends on International Tax Planning'', Current Trends in International Cross Border Planning; Investing in a Transparent World, presented by Amicorp, San Diego, California - July 2011, panelist
'How to Manage the Estate Planning Process', Healthy, Wealthy, and Wise presented by Scripps Health Foundation and Luce Forward, Carlsbad, California - March 2010, speaker