Biography
Co-Chair of our Taxation & Wealth Planning Department, Sean concentrates his practice in the areas of trusts and estates, business succession, and taxation.
Sean is often engaged as counsel to correct complicated estate and tax planning structures that were either incorrectly administered or flawed from inception. Sean has significant experience successfully settling tax audits at both the state and federal level. Additionally, Sean acts as special counsel to the Firm’s seasoned litigation team for trust and estate disputes.
A frequent speaker on tax law and business succession issues, Sean is a contributor to treatises and publications in the areas of tax, business and estate planning.
Before Fox Rothschild
Prior to joining Fox, Sean was a shareholder at Myers Urbatsch, P.C.
He served as an associate and summer associate at various firms in California and was an extern to the Honorable Martin J. Jenkins of the U.S. District Court for the Northern District of California.
Sean studied at the Golden Gate University School of Law, where he was awarded the Faculty Award in Taxation, presented to one student in each graduating class. He also received the Witkin Award in Constitutional Law II and served on the Moot Court Board.
Beyond Fox Rothschild
Sean currently serves on the board of directors for the San Francisco Estate Planning Council, a premier — and 70-year-old — organization for professionals involved in estate and tax planning. He is a member of both the Taxation and Trusts and Estates sections of the California State Bar.
Sean taught estate and tax planning for financial planners in the Master of Science Program for Financial Planning at Golden Gate University Ageno School of Business.
Sean coauthored a chapter on limited partnerships and limited liability companies in the treatise, Business Succession Planning: Strategies for California Estate Planners and Business Attorneys and a chapter in the treatise, California Decedent Estate Practice, on post-mortem planning and administration with estates holding business interests, both published by Continuing Education of the Bar – California.
Bar Admissions
- California
Court Admissions
- U.S. Tax Court
Education
- Golden Gate University School of Law (J.D., 2006)
- Certificate in Taxation with distinction
- University of Vermont (B.A., 1999)
- Philosophy and Economics
Memberships
- California State Bar Association
- Taxation Section
- Trusts and Estates Section
Honors & Awards
- Named to "Northern California Rising Stars" by Super Lawyers magazine (2009-2010, 2013-2016)
