Industry Expertise

Practice Focus

Biography

Pat has worked in public accounting since 1990, with an emphasis on estate planning and trust and estate tax services since 1995. She has worked with many high net worth individuals on implementing estate planning goals, including trust planning, charitable planning, business succession planning, and retirement planning. She has worked on numerous estate tax returns for clients with estate values ranging from $5 million to over $300 million. Patricia has also helped clients manage the post-death process, from filing estate tax returns, funding sub-trusts, ongoing management of trusts, and IRS audits.

Professional Affiliations

  • Member, California State Bar

Education

  • BA, political science and economics, University of California, Davis
  • JD, Santa Clara University School of Law