Tim is a Southern California attorney who boasts over 35 years of legal experience in asset protection, estate planning, zero tax planning and business succession law. He is a true leader in his field, and is a regular speaker at industry events.
Tim has helped a large spectrum of clients, from successful small business owners to companies worth over $200 million dollars create a custom wealth protection plan. He is also the developer of a financial planning software called vBlueprint.com that helps other financial professionals and estate planning professionals create a customized solution to move their assets in line with their long term plans and dreams.
Tim's expertise in business succession and zero tax planning strategy has made him a noted contributor to leading industry journals such as: Estate Planning Magazine, the Journal of Practical Estate Planning and Insurance News.
Tim specializes in helping clients with estate values of $3 million or larger