Dean’s practice focuses on estate planning and advising tax-exempt organizations. He provides services in a broad range of estate planning matters, including the preparation of wills, revocable trusts, charitable remainder trusts, GRITs, GRATs, GRUTs, family partnerships, preparation of federal and state estate tax returns, audits of estate and gift tax returns, and charitable giving. His work with tax-exempt organizations includes counseling tax-exempt entities regarding organization and application for tax-exempt status, IRS compliance and audits, expenditure responsibility and jeopardizing investments; transactions involving foundation managers, directors, officers, and substantial contributors; transactions involving excess business holdings; dissolution of a tax-exempt entities; and negotiations with the California Attorney General.
EDUCATION
- J.D., 1978, University of California, Berkeley, Boalt School of Law
- M.S., 1971, University of California, Berkeley
- B.S., 1969, Stanford University
PUBLICATIONS
- Coauthor: “Explanation for an Expert System that Performs Estate Planning,” The Rand Report, The Rand Corporation, Santa Monica, California, 1986.
- “TA-A Prolog Program Which Analyzes Section 318(a) of the Internal Revenue Code,” in Computing Power and Legal Reasoning, Charles Walter, ed., West Publishing Company, 1985.
PROFESSIONAL AFFILIATIONS
- California State Bar