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- Wealth management and estate planning
- Succession planning for business owners
- Trust and estate administration
- Trust and estate dispute resolution
- Philanthropy planning

- Ongoing representation of business owners
- Inter-vivos organization (corporate structure and business-owners
estate plan) to achieve the owners objectives (control,
succession, avoid disputes) with tax efficiency.
- Post-mortem reorganization (corporate structure and business-owners
estate plan) to resolve succession disputes and to defer or avoid
taxation upon death.

- Fellow, American College of Trust and Estate Counsel (admitted
1996)
- Associate member (Business Law Section and Real Property, Probate
and Trust Section) American Bar Association
- Coordinator/speaker/author for Continuing Legal Education Society
of British Columbia and community groups
- Former member of committees of Law Society of British Columbia
(Professional Standards, Education)
- Former elected delegate from Victoria to Provincial Council,
Canadian Bar Association, BC Branch
- Former chair of Member Services Committee of Canadian Bar Association,
BC Branch
- Former member of Executive of Victoria Bar Association
- Member, Victoria Estate Planning Council
- Appointed Queens Counsel, December 2001

- Former director, University of Victoria Foundation and former
chair of its Gift Planning Committee
- Former general counsel, Victoria Commonwealth Games Society
and Member of its Board of Governors

- University of British Columbia, B.A., 1961
- University of British Columbia, LL.B., 1964
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