Peggy is certified by the State Bar of California Board of Legal Specialization in Taxation. Her practice areas include estate planning and administration for high-net-worth individuals, gift and estate tax, as well as individual, fiduciary and business taxation.

EDUCATION

Juris Doctor, University of Michigan Law School, Ann Arbor, 1985
Bachelor of Arts, Economics, Barnard College, Columbia University, New York, 1981

PROFESSIONAL AFFILIATIONS

Certified Specialist in Taxation, State Bar of California Board of Legal Specialization
U.S. Tax Court
American Bar Association, Taxation, Business and RPTL Sections, Member
California Bar Association, Member
Los Angeles County Bar Association, Member
Pasadena Bar Association, Member
State Bar Tax Section, Estate and Gift Tax Subcommittee, Vice Chair, 2012–2013
California Board of Legal Specialization, Tax Law Advisory Commission, 2002–2007 (Chair, 2006–2007)
Beverly Hills Bar Association, Taxation and Trusts and Estates Sections, Past Member

PRIOR WORK HISTORY

Schwartz & Shapiro, LLP, Los Angeles, 2012–2015
Valensi Rose PLC, Los Angeles, 1989–2012
King & Williams, Los Angeles, 1986–1989

COMMUNITY CONTRIBUTIONS

Executive Service Corps, Southern California, 2018–present
National Association of Mental Illness, San Gabriel Valley, 2018–present
Reading Partners, Volunteer, 2018–2019
South Pasadena Tigers Booster Club, Board of Directors, Ways and Means, Vice President, 2013–2016
South Pasadena Educational Foundation, Board of Directors, 2001–2007 (Development Vice President, 2005–2006)
Parent Representative, Pacific Oaks Parent Association, 1998–2002

SPECIAL RECOGNITIONS

Martindale-Hubbell Peer Review Rating AV Preeminent®, 1996–present
Southern California Super Lawyer, 2004–2007, 2009, 2011–2015

PERSONAL

In Peggy’s free time, she enjoys word puzzles, basket weaving, traveling with her family and experimenting in the kitchen.

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