"A new approach to estate and business planning "

Estate planning - Business and non profit consulting - Policy

Purpose

I strive to make the law more accessible to my clients and the community.  I provide estate planning, non-profit and business consulting, and community education throughout the Monterey Peninsula and Central Coast.  I also see clients at my office in the northern Sierras region of Lassen and Plumas counties.    Contact us to learn more and find out how to become one of my clients.  I offer free consultations to potential clients either in person or on the phone.

Speaking Engagements

Teaching the community about the law is a passion of mine.  Contact us to learn more about scheduling a speaking engagement or training with Moxie Lab.


UPCOMING SPEAKING ENGAGEMENTS

July 23, 2014- Best Western Rose Quartz Inn “Estate Planning Workshop: A will, power of attorney and health care directive in two hours!” *Must sign up in advance-click here for more info.
September 2014- Location TBA “Liability for Directors of Non-profit Boards:  The top ten things you should find out before agreeing to a board position
October 2014- Location TBA “Dollars and Good Sense:  What we should tell our children about life planning
TBA- “Guardianships for minor children-how to make sure your children are cared for through estate planning”

Non Profit Law

“Building excellence in non-profit organizations for nearly twenty years.”

I have assisted non-profits with a variety of areas of the law, including, land use, energy efficiency, finance, legislation, risk consulting and non-profit project implementation.  I have clients throughout California, with offices on the Central Coast and in the northern Sierras.

Non-profit corporation start up        
For groups interested in forming a non-profit, my law office offers support services, which may include working closely with board members to ensure all corporate formation documents are tailored to meet the needs of the new non-profit, facilitating an initial organizational board meeting, direct advice on an ongoing basis to ensure all tasks are completed, and acting as the registered agent for initial State of California filings.  Services may also include written reports to help the board understand their role as directors, such as addressing conflict of interest issues and state and federal reporting requirements, as well as educational seminars to the board and staff on common legal issues that arise in non-profits.

Initial risk assessment & management
A recommended first step for existing non-profits. For existing non-profits established at least one year, my law office offers an Initial Risk Assessment that includes a comprehensive review of the non-profit’s corporate, non-profit and IRS compliance risks, including a review of the bylaws and other operating documents.  Upon the completion of the assessment, the Board is presented with a Risk Assessment and Recommendation Report, which includes the findings and recommended prioritized actions for the Board to take to mitigate identified risks. Other options- Upon the Board’s request, additional assessments and recommendations can be added to address risks such as director liability risk, operational risks and reputation risk.