Richard has specialized knowledge and expertise in the area of intra-family planning using limited partnerships and limited liability companies, and from planning, organization and administration to withstanding IRS attacks at both the audit and appellate levels.
Prior to joining the firm in 2010, Richard spent 17 years as an estate planning attorney with Wilson, Sonsini, Goodrich & Rosati in Palo Alto, California.
As a three-time recipient of the John Wilson Award for Pro Bono Service, Richard also incorporates, organizes and obtains federal and state tax-exempt status for public charities, private foundations and other nonprofit entities. He also provides ongoing tax-related and corporate advice to nonprofit entities, and has experience negotiating and drafting multi-million dollar pledge and grant agreements.
Richard is a frequent speaker for the California Bar Association’s continuing education program, as well as for various civic and professional groups on the topics of estate planning, wealth shifting and preservation, charitable gift planning and charitable organization operation.
