Background

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INTRODUCTION

Terry is a sole practitioner and owner of a law firm in Riverside, California.  Terry represents clients in the areas of estate planning, probate and trust administration.Terry enjoys educating the public and his clients in the areas of estate planning and related topics.  Though taking great pleasure in the preparation of estate plans for individuals and couples of all ages, Terry particularly enjoys educating young families and seniors about their estate planning needs and opportunities.

Terry is a graduate of California Southern Law School, Riverside.  Prior to becoming an attorney and beginning a second career, Terry worked in the real estate industry and is a former California Real Estate Broker.

PROFESSIONAL CREDENTIALS

Admitted Attorney:

• State Bar of California, 1999 California Supreme Court

Member:

• State Bar of California, Trust and Estates Section

SPECIFIC PROFESSIONAL EXPERIENCE

• Estate Planning: Revocable Living Trusts, Special Needs Trusts, Wills, Incapacity Planning, Nomination of Guardians.
• Estate Administration: Probate, Trust Administration, and Non-Probate Administration.
• Business Succession: Transferring family owned businesses to family members or key persons.

GROUP ASSOCIATIONS

• Member: The Grove Community Church, Riverside; Wealth Counsel, LLC

PERSONAL INFORMATION

• General: Married to wife, Heather since 1991. Riverside resident since 1969.  Weimaraner dog, Buc.