Managers and Directors

ANN HERRING, SENIOR MANAGER - ESTATE PLANNING SPECIALIST

RESPONSIBILITIES AND EXPERTISE

Ann is skilled in the area of estate planning, with expertise in charitable planning, business succession planning and family wealth transfer. She specializes in trust administration, including fiduciary, gift, and estate taxation. Past experience includes a Tax Manager position at Ernst & Young, where she served as a member of the Personal Financial Counseling Team for the Southern California area. Additionally, she has experience in small business providing services in estate planning, including drafting and implementing estate planning documents.

EDUCATION

• University of California, Riverside, B.A. in psychology
• University of the Pacific, McGeorge School of Law, J.D.
• Boston University , L.L.M. in taxation
  

PROFESSIONAL AND COMMUNITY ORGANIZATIONS

• State Bar of California
• Member of Trusts and Estates Section, Tax Sections
• AAUW, current member and past president
• Junior League of Riverside, past board member

AWARDS AND SPECIAL RECOGNITION

• Tax Student of the Year
• American Jurisprudence Awards: Income Tax II, Partnership Taxation, and Estate Planning
• Staff writer for the Boston University Journal of Taxation