Taking action

 

Barbara began her college education at Stanford University, majoring in sociology. She moved to New York, where she completed a B.S. in Business Administration from Excelsior College while working full-time. After decades working in financial positions in both large corporations and small start-ups, Barbara decided to pursue a second career as an attorney. She wanted to be a different kind of lawyer, one who is more than a good technician. Barbara's goal is to provide a listening ear to help people express their real fears, desires, and goals, so she can address those fears, desires and goals in the plans she crafts.

To better serve the vulnerable, Barbara pursued the training to become licensed as a California professional fiduciary. Because she has administered special needs trusts, Barbara has a unique insight into the importance of crafting very precise plans that guide trustees in proper administration and preserve important government benefits.

Because estate planning involves all the drama and pain that sometimes exists in families, Barbara also pursued mediation training. She obtained basic mediation training, and then studied Eldercare Mediation at Pepperdine Law School’s Strauss Institute of Dispute Revolution.

 

Having been an enrolled agent as well as an attorney, Barbara has a strong background in the tax issues involved in wills, trusts, and special needs planning.