Experience
Legal Expertise
Autumn specializes in designing and implementing sophisticated tax and estate planning strategies for her clients. Autumn is regarded for her special expertise in planning for cross-border estate and gift tax issues, including pre-immigration tax planning. She also manages complex trust and probate administration matters. Autumn is designated as a Certified Legal Specialist in Estate Planning, Trust & Probate Law by the Legal Specialization Board of the State Bar of California.
Honors & Awards
- Selected for the 2016 – 2025 editions of Best Lawyers in America© in the category of Trusts and Estates
- Designated by Super Lawyers Magazine, and published in Los Angeles Magazine, as a “Rising Star” among Southern California lawyers in the years 2013 – 2019, inclusive, in the category of Estate Planning and Probate
- Recipient of the 2017 Beverly Hills Bar Association Board of Governors Award
- Included in the Los Angeles Magazine’s September 2015 edition as a top 50 Up-and-Coming female attorney in Southern California
- Honored as a finalist at the 2014 Los Angeles Business Journal’s “Women Making a Difference” Awards
Professional, Business and civic Affiliations
- Kidsave – Board Member (2020 – present)
- Wills for Heroes Foundation – California Chair (2010 – present)
- Make-A-Wish® Greater Los Angeles – Board Member (2014 – 2016)
- Beverly Hills Bar Association, Trusts and Estates Section – Chair (2015 – 2016); Board Member (2011 – 2016)
- Beverly Hills Bar Association, Barristers Board of Governors – President (2013 – 2014); Board Member (2009 – 2016)
- Beverly Hills Bar Foundation – Board Member (2012 – 2014)
- Beverly Hills Bar Association, Board of Governors – Board Member (2011 – 2015)
- Beverly Hills Bar Association, Pro Bono Committee – Founder; Chair (2012 – 2016)
- Beverly Hills Bar Association, Mentorship Committee – Founder; Chair (2012 – 2016)
- California Society of CPAs, Estate Planning Committee – Board Member (2011 – 2013)
- State Bar of California, Taxation Section, Young Tax Lawyers Committee – President (2010 – 2015); Board Member (2008 – 2016)
- Los Angeles County Bar, Taxation Section, Young Tax Lawyers Committee – President (2010 – 2015); Board Member (2008 – 2016)
Other Career Experience
- Attorney at Law, Valensi Rose, PLC, Los Angeles, CA
- Adjunct Professor of Law (Estate Planning), Loyola Law School, Los Angeles, CA
Headlines
Headlines
- August 15, 2024
- August 17, 2023
- August 19, 2021
- August 20, 2020
- June 18, 2020
- June 1, 2020
- August 15, 2019
- June 19, 2019
- March 7, 2019
- March 7, 2019
- March 6, 2019
Client Alerts
- Estate Planning Opportunities in a Volatile, Low Interest Rate EnvironmentMarch 20, 2020
Events & Speaking Engagements
- March 18, 2021
- The Basics of Estate PlanningSeptember 15, 2020
- November 12, 2019
- Glendale Estate Planning Council – “Cross-Border Estate Planning and Estate Tax Controversy Developments” (July 2019)
- City National Bank – “Cross-Border Estate Planning” (June 2019)
- CalCPA Estate Planning Committee – “Wealth Transfer Strategies in Cross Border Planning” (June 2018)
- Los Angeles Estate Counselors Forum – “The Big Picture: Coordinating Estate Planning with Retirement Benefits” (March 2016)
- National Conference of Bar Presidents Mid-Year Meeting – “How to Raise the Bar Through Online Communities and Personal Relationships” (February 2016)
- 2014 Annual Meeting of the California Tax Bar and California Tax Policy Conference – “Coordinating Estate Planning with Retirement Benefits” (November 2014)
- American Bar Association Teleconference – “The Requirement and Development of Mentorship Programs for New & Young Lawyers” (April 2014)
- UCLA – “Careers in Estate Planning” (January 2013)
- CalCPA Estate Planning Committee – “Wealth Transfer Strategies in a Low Interest Rate Environment” (August 2012)
- Annual Meeting of the California Tax Bar and California Tax Policy Conference – “GRATs and CLATs – It’s Now or Never” (November 2011)
- CalCPA Estate Planning Committee – “Ethical Issues of Estate Planning” (January 2011)
- Los Angeles County Bar Association Young Tax Lawyers and Log Angeles Chapter of CalCPA’s Emerging Professionals – “How to Develop an Estate Planning Practice – a Guide for Young Professionals” (August 2010)
Practice Areas
Admissions
- California, 2007
United States Tax Court, 2011
Education
- Loyola Law School, Los Angeles, California
Master of Laws in Taxation, July 2009 - Loyola Marymount University, Los Angeles, California
Master of Business Administration, December 2006 - Southwestern University School of Law, Los Angeles, California
Juris Doctor, May 2006 - Saint Mary’s College of California, Moraga, California
Bachelor of Science in Business Administration, August 2002