Welcome
Firm Profile
Services
Contact Us
Disclaimer & Terms of Use
 
Attorneys

ANN C. HARRIS
(Founder and Managing Partner)

Ms. Harris was born in Boston, Massachusetts, October 31, 1951. She graduated from the University of California, San Diego, with a B.A. in 1972. She received her J.D. in 1980 from the University of San Diego and her LL.M. in Taxation in 1981 from Boston University. Ms. Harris was admitted to the California Bar in 1980. She is also certified by the California State Bar as a specialist in probate, estate planning and trust law.

Ms. Harris was the instructor of Federal Income Taxation and Federal Estate and Gift Taxation for American College CLU Classes from 1985 to 1989, and an Adjunct Professor of Law covering Income Taxation of Trusts & Estates and Federal Estate and Gift Taxation for Golden Gate University School of Law LL.M Program from 1987 to 1989. Ms. Harris is currently an Adjunct Professor of Law covering Income Taxation of Trusts and Estates and Federal Estate and Gift Taxation for the University of San Diego School of Law LL.M. Program (1991 to present). Ms. Harris has also been an instructor and lecturer for various California Continuing Education of the Bar and ALI/ABA courses in the income and estate tax areas, including CEB Fiduciary Income Tax (1987), CEB Fundamentals of Estate Planning (1989, 1991 and 1996), CEB Drafting Wills and Trusts (1990, 1992 and 1994), CEB Tax Issues in Marital Dissolutions (1990 and 1997), CEB/UCLA Estate Planning Institute (1994), CEB Current Developments in Business Law (1995, 1996 and 1997), CEB Marital Dissolution and Estate Planning Cross-Over (1996), CEB Estate Planning for the Unmarried (1997 and 1999), CEB Uniform Principal and Income Act and Prudent Investor Rule (2000 and 2001), ABA Disability Tax Planning (1987), Planning for Multi-jurisdictional Clients (1996 and 2000) and ALI-ABA Fundamentals of Estate Planning (1997 and 1998). In addition, she has also been an instructor for the National Business Institute on Estate Planning (1991) and Estate Administration (1992), CPE (continuing education for accountants) on Fiduciary Income Tax Returns (Form 1041) and U.S. Estate Tax returns (Form 706) (1993), and the California Society of Certified Public Accountants on Income Taxation of Trusts and Estates (1993).

 

Ms. Harris has published several articles on estate planning and tax law including: co-author of Article in American Bar Association Real Property, Probate and Trust Journal on Disability Planning, Spring, 1988; author of "Stock Option Plans after Tax Reform," American Bar Association Probate & Property Magazine, Summer, 1989; "Proper Disposition of IRD Items Can Produce Tax Savings," Estate Planning Magazine (Warren, Gorham & Lamont), Sept./Oct., 1994; author of Chapter 2 ("Planner's Guide to Estate and Gift Taxes") and Chapter 3 ("Planner's Guide to Fiduciary Income Tax") for "Drafting California Irrevocable Trusts" published by CEB; author of Chapter 14 ("Income Taxation of Decedents, Estates, Trusts, and Beneficiaries") for Decedent Estate Administration published by CEB; author of Chapter 9 ("Family Business Estate Planning") and Chapter 16 ("Charitable Trusts") of California Transactions Forms, Estate Planning published by West Group; contributing author for update of chapter on Generation Skipping Transfer Taxation in CEB Estate Planning Workflow Manual, originally authored by Irving Kellogg and Chapter 12, Estate Tax Returns in CEB California Trust Administration, originally authored by Sandra Price; and contributing author for 1999, 2001 and 2003 versions of CEB Action Guide titled "Handling Postmortem Trust Administration: A Checklist".

Ms. Harris is a member of the San Diego County Bar Association (Taxation and Probate and Estate Planning Sub-sections, Co-Chair Probate and Trust Law Section in 1997 and 1998), the American Bar Association (Sections on Taxation and Real Property, Probate and Trust Law; Chair of Sub-committee F-9, Special Problems of Executives and Professionals, 1987-2003), the State Bar of California (Sections on Taxation and Estate Planning, Probate and Trust Law), and the Lawyers Club of San Diego (Treasurer, 1987 to 1989; Director, 1987-1989). She is the Chair (2008-2009) of the Estate, Probate and Trust Law Commission of the Board of Legal Specialization of the California Bar Association and was the program chair of the La Jolla Probate Section in 1990 and its President in 1991.

Ms. Harris' areas of practice are estate planning, individual and corporate tax planning, non-profit organizations, and probate law.


CATHERINE WOOLSEY
(Paralegal/Office Manager)

Catherine Woolsey attended the University of California San Diego, ABA approved paralegal program, and was awarded a certificate of completion, with honors. She holds an Associate Degree in Accounting.

Her primary areas of responsibility are assisting estate planning clients with the transfer of their assets into their trusts, trust administration, and preparation of documents for court filings in probate.

Before becoming a paralegal, Catherine worked in hospital, medical, and senior community accounting. She also owned a franchise business for 15 years.

In addition to her paralegal duties, Catherine is our Office Manager.