INTRODUCTION
Terry is a sole practitioner and owner of a law firm in Riverside, California. Terry represents clients in the areas of estate planning, including wealth preservation, probate and trust administration, and closely held business formation, planning, and succession.
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.
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, IRA Trusts, Personal Residence Trusts, Irrevocable Trusts, Charitable Trusts, Family Foundations, Wills, Incapacity Planning, Nomination of Guardians.
Estate Administration: Probate, Trust Administration, and Non-Probate Administration.
Business Planning: Corporations, LLC’s, and Partnerships for family owned business. (Since 2011)
Business Succession: Transfering family owned businesses to family members or key persons.
GROUP ASSOCIATIONS
Member: The Grove Community Church, Riverside; WealthCounsel, LLC
PERSONAL INFORMATION
General: Married to wife, Heather, for twenty (20) years. Riverside resident since 1969. Weimaraner dog, Skye.
