Curriculum Vitae of John B. Palley - Probate and Estate Planning ...

J O H N?? B.?? P A L L E Y

EDUCATION

May 1994??????????? McGEORGESCHOOLOFLAW, UNIVERSITY OF THE PACIFIC,

Juris Doctor

Participant,International Moot CourtCompetition and Trial Advocacy

Treasurer, Phi Delta Phi Legal Fraternity

May 1991???????????SONOMASTATEUNIVERSITY

Bachelor of Arts, Management (Emphasis: International Business)

Dean?s List, Spring and Fall 1989

Chapter President, VP and Treasurer, DSF Fraternity

Semester Abroad, Institute of Foreign Study,London,England

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EXPERIENCE

February 2005-???? UCDAVISEXTENSION,Sacramento

June 2005??????????? Taught 10 week course in estate planning to Certified Financial Planning students. Am on panel to teach course again in the near future. Received high marks from students.

October 1999-????? JOHNSON, FORT, MEISSNER, JOSEPH & PALLEY,Sacramento

Present??????????????? Partner (since July 1995).? Practice is focused on areas of probate, trust and estate planning. Some work in business law as relates to family succession planning.

January 1995- ???? JOHN B. PALLEY, ESQ.,Sacramento

October 1999 ????? Attorney at Law.? Practice concentrated on both advanced and basic estate planning, as well as transactional business law work.

August 1994-?????? MANULIFE FINANCIAL,Sacramento

October 1995?????? Technical Marketing Consultant.? Responsibilities included legal research, writing of legal articles, target market analysis, and extensive work with computers.

ACHIEVEMENTS ??

Certified Specialist in trust, estate planning and probate law by the California Bar Board of Legal Specialization

SacramentoBee ? ?Ask the Expert? Estate Planning and Probate Law

Martindale-Hubbell, lawyers.com, Rated ?AV?, 2009-2011

Avvocatto, AVVO.com, Rated ?10.0?, 2011

Co-Presenter, National Business Institute, Probate Process From Start to Finish, April 2008 and December 2011,Sacramento

Co-Presenter, National Business Institute, Estate Administration Procedures, December 2011,Sacramento

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MEMBER

Member,SacramentoEstate Planning Council

Board Member, Planned Giving Forum of Sacramento

Board Member, Rotary Club ofRoseville

Past Active Member, Active 20-30 Club #1Sacramento

California Bar, 1994; Utah Bar, 1995

PUBLISHED

July 1995???????????? Sacramento Bee ? Bi-weekly articles on estate planning and probate law, 2009

?The Multiple Employer Welfare Benefit Trust, Are They Worth the Risk??? The American Society of CLU, Business & Compensation, July/August 1995, Page 1.

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