State Bar of California
The mission of the State Bar of California is advancing the ethical and adept practice of law, protect the public, and license attorneys. Additional responsibilities include regulating and disciplining attorneys and supporting overarching access to and inclusion in the legal system.
San Diego County Bar Association
The San Diego County Bar Association connects lawyers with resources and supports their success by growing and elevating the legal profession. The mission of the association is founded upon the ideals of inclusion, community, innovation, leadership, growth, and celebration.
University of San Diego
Considered one of the top institutions that provides graduate education and training in tax law. The University of San Diego has nearly one thousand graduates practicing around the world. The distinguished faculty prepare students for positions as in-house counsel, accounting firm legal professionals, and state and federal level tax agents.
Business
SERVICES
Business
The best way to save money on your business taxes? Effective tax strategy and planning. Let us show you how you can maximize your profits.
Pepperdine University of Law, J.D.
The Caruso School of Law at Pepperdine University prepares its students to graduate ready to practice law through experiential learning and internships. These opportunities are combined with rigorous study, coursework, and writing requirements. The nationally recognized faculty are committed to a value centered and diverse community that shapes students into top-tier advocates and legal professionals.
University of Washington
Ranked as a global top ten university, the University of Washington’s educates more than 50 thousand students per year to have boundless impact on the world. At the UW, learners engage in demanding study, overcome challenges, and chase progress to transform communities.
Provisors
A national organization with 7,000+ members in major cities throughout California, Boston, Chicago, Atlanta, Seattle, Dallas and New York, with expansion planned across the United States. They provide a system – and a support organization – founded on principles of trusted professionals.
Tax Planning
SERVICES
Tax Planning
From managing your estate taxes to minimizing your gift taxes, we’re pros at helping you use tax planning to manage your money wisely.
Super Lawyers
DeEtte is a 2023 and 2024 selectee for Super Lawyers, an organization that recognizes the top attorneys nationwide, across a variety of practice areas and firm sizes, using a patented process of independent research and peer input. The lawyers selected include those with many years of experience, as well as the rising stars of the profession.
Estate Planning Group Network
We focus on developing a better understanding of our roles, and the roles of other professionals in the Estate Planning community. Instead of presentations, we encourage our members to participate in activities and case studies. When we understand the services and products offered by our fellow professionals, in context of the activities we participate in together, we are better able to serve our own clients.
San Diego Natural History Museum
Former Club Secretary and member of the Board of Directors, and on the Planned Giving Committee. Their Mission: To interpret the natural world through research, education and exhibits; to promote understanding of the evolution and diversity of southern California and the peninsula of Baja California; and to inspire in all a respect for nature and the environment.
San Diego Downtown Lions Club
Former Club Secretary and member of the Board of Directors. Their Mission is to improve the world one human being at a time through programs that teach and promote empathy, fellowship and service. To lead a movement of compassion and activism in their community that inspires new generations to answer the call of “We Serve.”
Trust and Estate
SERVICES
Trust and Estate
It’s not just how much money you save, it’s how much you’re able to pass on to your heirs. With the correct strategy, you’ll preserve your wealth.
