Considered a leader in the field, Richard E. Gilbert possesses more than 30 years of experience in estate planning and related areas.
Frequent lecturer and speaker
He lectures frequently on estate planning matters before a variety of diverse organizations, including numerous groups sponsored by the California Society of CPAs Education Foundation "California CPA Foundation." He has been a speaker at conferences for the California CPA Foundation on a variety of topics, including lecturing at the California CPA Foundation's 2001 Advanced Estate Planning Institute on: The Uniform Principal and Income Act. Until very recently, Mr. Gilbert taught an eight-hour course for the California CPA Foundation titled "The Use of Life Insurance in Estate Planning."
He has been awarded an AV Preeminent® Rating by Martindale-Hubbell® Peer Review, the highest rating in legal ability and ethical standards.