Biography

Debbie focuses her practice on estate and trust planning, implementation and administration.

She prepares and implements sophisticated tax and estate plans for individuals and families using a combination of wealth preservation and transfer strategies to help her clients reach their goals. Debbie assists clients with multigenerational wealth transfers and also represents individuals and professional entities in all aspects of post-death trust and estate administration. 

Debbie focuses her practice on estate and trust planning, implementation and administration.

She prepares and implements sophisticated tax and estate plans for individuals and families using a combination of wealth preservation and transfer strategies to help her clients reach their goals. Debbie assists clients with multigenerational wealth transfers and also represents individuals and professional entities in all aspects of post-death trust and estate administration. 

Before Fox Rothschild

Prior to joining us, Debbie was a partner in the Oakland office of a California law firm. Before that, she worked at a multi-family office in San Francisco providing wealth management services, and on the fiduciary side of a major national bank advising high-net-worth clients and their families in all aspects of wealth planning.

Debbie also practiced at law firms based in northern California.

Bar Admissions

  • California

Education

  • Boston University School of Law (LL.M., 2007)
  • Whittier Law School (J.D., 2006)
  • University of California, Irvine (B.A., 2002)

Memberships

  • Estate Planning Council of Diablo Valley
  • State Bar of California
    • Trusts and Estates Section
    • Taxation Section

Board of Directors

  • East Bay Trusts and Estates Lawyers
    • Estate Planning/Administration Committee