California
525 B Street, Suite 2200, San Diego, CA 92101
619.906.5656
619.744.5484
Denise advises clients on a wide range of tax and client matters, including individual and joint estate and tax planning for mid-size and high value estates, preparation of federal gift and estate tax returns, and fiduciary and beneficiary representation for administration of trusts and decedent’s estates in California and ancillary jurisdictions.
Denise is a retired U.S. Navy Captain with over 28 years of military experience. While in the Judge Advocate General’s Corps, she served as an Inspector General and provided legal services at the headquarters, command, and individual level on a wide range of issues such as the laws of armed conflict, investigation of major operational incidents, adjudication of personal and criminal misconduct, and legislative and administrative matters. Today she fulfills her passion for service by providing a compassionate, thorough and personalized approach to each client’s matter.