About the Authors
AGNIESZKA K. ADAMS, co-author of chapter 11, received her J.D., cum laude, from the University of California, Hastings College of the Law, her LL.B. from the University of Southampton, and her B.A., summa cum laude, from Lee University. Ms. Adams is a partner with Roisman Henel + Adams LLP, Oakland. She is certified by the State Bar of California Board of Legal Specialization as a Specialist in Estate Planning, Trust and Probate law and was selected by her peers as one of Northern California’s “Rising Stars” from 2012 through 2021. She is a member of the Trusts and Estates Executive Committee of the California Lawyers Association (TEXCOM).
JOANNE L. DUNEC, co-author of chapters 4 and 5, received her J.D. from the University of California, Hastings College of the Law, and her B.S., cum laude, from the University of Arizona. Ms. Dunec is Vice President and underwriting counsel with Old Republic Title Company, San Francisco. Before that, she was a shareholder at Miller Starr Regalia in Walnut Creek, where she specialized in real property transactions and land use regulation and development, with an emphasis on public and private partnership transactions. She is a frequent speaker and serves as an annual panelist and moderator of CEB’s program, Real Property Law Practice: Year in Review. Ms. Dunec was an advisor to CEB for California Easements and Boundaries: Law and Litigation (Cal CEB) and Ground Lease Practice (2d ed Cal CEB) and is an update author of California Real Property Sales Transactions (4th ed Cal CEB) and California Title Insurance Practice (2d ed Cal CEB).
KATHY FREEMAN, co-author of chapter 7, received her M.S. in Taxation from Golden Gate University and her B.S. from California State University, Sacramento. Ms. Freeman is a Managing Director in PricewaterhouseCoopers (PwC) LLP’s National Tax Services practice, specializing in California corporate and personal income tax controversy. Before joining PwC, Ms. Freeman spent more than 20 years at the California Franchise Tax Board working in its Corporate Audit Bureau as a top technical specialist and in its Settlement Bureau resolving corporate and personal income tax disputes.
NANCY B. GOLDSTEIN, author of chapter 9, received her J.D. from the University of San Diego School of Law and her B.S. from the City University of New York, Lehman College. Ms. Goldstein is Principal of the Law Offices of Nancy B. Goldstein, Westlake Village, where she both litigates and documents complex real estate matters, including matters involving real property access issues, easements and boundaries, land use and development, and escrow issues. Ms. Goldstein speaks regularly for CEB and for the Solo & Small Firm Section of the State Bar of California, of which she is a past-Chair.
MARK E. HELLENKAMP, co-author of chapter 6, received his J.D. from the University of San Diego School of Law and his B.A. from the University of Puget Sound. Mr. Hellenkamp is a partner in the San Diego office of Morris Polich & Purdy LLP, where he practices in the areas of insurance coverage and bad faith litigation and represents corporations and professionals in business litigation.
MONIQUE D. JEWETT-BREWSTER, author of chapter 10, received her J.D. from the University of Southern California Gould School of Law and her B.A. from the University of San Francisco. Ms. Jewett-Brewster practices law with Hopkins & Carley, San Jose. She represents creditors in business bankruptcies and in all other aspects of insolvency law, with a primary focus on representing secured and unsecured creditors in the restructuring and enforcement of complex loan and other commercial transactions. In addition to her financial institution and corporate clients, she also counsels a major metropolitan California city in bankruptcy matters. Ms. Jewett-Brewster has presented programs for CEB, the Business Law Section of the State Bar of California, the California Bankers Association, and other institutions. She is a member of the Executive Committee of the Business Law Section of the State Bar of California, a former Co-Chair of the Insolvency Committee of the Business Law Section of the State Bar of California, and a past member of the Bench/Bar Committee of the Bankruptcy Court for the Northern District of California.
JEFFREY C. JOY, author of chapters 1 and 2, received his LL.M. in Taxation from the New York University School of Law, his J.D. from Washburn University School of Law, and his B.S., cum laude, from the University of Kansas. Mr. Joy is of counsel at Greenberg Traurig, LLP, Irvine, where he counsels high-net-worth individuals and the owners of closely held businesses on income tax and estate tax planning matters. He was previously an Attorney-Advisor to the U.S. Tax Court and regularly represents clients in tax controversies before the Internal Revenue Service, the U.S. Tax Court, the California Franchise Tax Board, the California State Board of Equalization, and various county real property reassessment appeal boards. Mr. Joy is certified by the State Bar of California Board of Legal Specialization as a Specialist in Taxation and in Estate Planning, Trust and Probate law. For several years he has been recognized by his peers as one of the Best Lawyers® in America and a Southern California “Super Lawyer.” He writes and lectures widely on matters of estate planning and taxation.
SCOTT M. KOPPEL, co-author of chapter 6, received his J.D. from the University of San Diego School of Law and his B.A. from Hofstra University. He is admitted to practice in both New York and California. Mr. Koppel is the principal of Koppel Litigation and Mediation, P.C., Costa Mesa. His practice focuses on investigating suspect property and casualty claims, rendering coverage opinions, and providing mediation and arbitration services.
LAURA S. LOWE, co-author of chapters 4 and 5, received her J.D. from the University of San Francisco School of Law and her B.S. from The Ohio State University. Ms. Lowe is underwriting counsel with Old Republic Title Company, San Francisco. In addition to her many years working as in-house counsel for the title industry, Ms. Lowe has worked as a litigation attorney for various firms in the Bay Area, most recently with Miller Starr Regalia. She is a member and past-Chair of the California Land Title Association (CLTA) Education Committee as well as a member of the Forms and Practices Committee. Ms. Lowe has presented programs for CEB, the Real Property Section of the State Bar of California, the National Business Institute, and the CLTA as well as various real estate companies, mortgage loan brokerages, and local real estate organizations. She is coauthor of two chapters in California Easements and Boundaries: Law and Litigation (Cal CEB) and coauthor of one chapter in California Real Property Sales Transactions (4th ed Cal CEB).
LORRAINE K. MADERA, co-author of chapter 3, is an Associate in Lubin Olson & Niewiadomski LLP’s Real Estate and Business Practice Groups. Ms. Madera received her B.A. from the University of California, Los Angeles, and her J.D. from the University of California, Hastings College of the Law.
MATTHEW A. MANDEL, co-author of chapter 7, received his LL.M. in Taxation from the New York University School of Law, his J.D. from the George Washington University Law School, his M.B.A. from the University of Pennsylvania, Wharton School of Business, and his B.A. from the University of Vermont. Mr. Mandel is a principal in the State and Local Tax (SALT) practice of PricewaterhouseCoopers LLP, San Francisco. He advises companies on state tax issues, including tax controversy, planning, and compliance. He has significant experience in various aspects of controversy issues, including complex income tax audit defense, reverse income tax audits, ruling requests, and related ASC 740/450 issues. Mr. Mandel was previously an adjunct professor at the Golden Gate University School of Law.
ROBERT S. MILLER, co-author of chapter 3, received his J.D. from Harvard Law School and his B.S. from Princeton University. Mr. Miller is a partner at Lubin Olson & Niewiadomski LLP, Walnut Creek, where he represents businesses and individuals in all aspects of real estate business operations, including real property acquisitions and dispositions, entity issues, leasing, construction and related contract negotiation, financing, project development and entitlement, regulatory compliance, litigation management, and insurance and risk management. Mr. Miller has particular experience in the home building industry and homebuilding transactions and represents numerous homebuilders and residential developers in his practice. He is a frequent presenter on real estate issues and has authored numerous publications on real estate topics, including as an update author of Office Leasing: Drafting and Negotiating the Lease (Cal CEB). He is a past-Chair of the Executive Committee of the Real Property Section of the State Bar of California.
BRENNA E. MOORHEAD, co-author of chapter 3, received her J.D. from the University of Southern California Gould School of Law, her M.A. from the University of Florida, and her B.A. from Stanford University. Ms. Moorhead practices law with Goodwin Proctor, LLP, San Francisco, where she specializes in real estate, with a focus on land use, development, and natural resources. She is experienced in transactional and permitting matters for large-scale residential and mixed-use projects. Before practicing law, Ms. Moorhead was an urban planner for private consulting firms in Florida and a board member on the City of Orlando’s Board of Zoning Adjustment. She is a member of the Stanford Professionals in Real Estate (SPIRE).
ANNE BRUNER NASH, co-author of chapter 11, received her J.D. from the University of California, Berkeley, School of Law and her B.A., with distinction, from Stanford University. Ms. Nash practices law with Roisman Henel + Adams LLP, Oakland, where she focuses on estate planning, estate and gift taxation, and probate and trust administration. She is certified by the State Bar of California Board of Legal Specialization as a Specialist in Estate Planning, Trust and Probate law and has been selected by her peers as one of Northern California’s “Super Lawyers” each year since 2005. Ms. Nash is the author of a chapter in California Decedent Estate Practice (2d ed Cal CEB) and coauthor of a chapter in Complete Plans for Small and Mid-Size Estates (Cal CEB).
GREGORY S. NERLAND, author of chapter 8, received his J.D. from the University of California, Hastings College of the Law, and his A.B. from Dartmouth College. Mr. Nerland is a partner in LaPietra & Nerland, Walnut Creek. He specializes in business consulting and litigation involving business and real estate transactions, property management, and construction. He is an update author of California Real Property Remedies and Damages (2d ed Cal CEB).
REED SCHREITER, co-author of chapter 7, received his LL.M. and his J.D. from the University of the Pacific, McGeorge School of Law, and his B.A. from Pepperdine University. Mr. Schreiter is a Director with PricewaterhouseCoopers LLP, Sacramento. He was formerly Supervising Tax Counsel at the California State Board of Equalization. Mr. Schreiter specializes in California tax law and tax controversies involving franchise and income tax, sales and use tax, property tax, and documentary transfer tax. He regularly speaks and writes for organizations such as Bloomberg BNA.
TIMOTHY R. SULLIVAN, co-author of chapter 6, received his J.D. and B.A. from the University of Missouri. Mr. Sullivan is a partner with McCormick, Barstow, Sheppard, Wayte & Carruth LLP, Fresno, where he represents insurers, insureds, and agents in a variety of insurance-related matters, including personal injury, construction defect, bad faith and declaratory relief actions. He has been selected as a Northern California “Super Lawyer” since 2008. Mr. Sullivan is also an author of chapters in California Title Insurance Practice (2d ed Cal CEB); California Construction Contracts, Defects, and Litigation (Cal CEB); California Real Property Sales Transactions (4th ed Cal CEB); California Real Estate Brokers: Law and Litigation (Cal CEB); and California Property Insurance: Law and Litigation (Cal CEB). He is also a former member of the State Bar Real Property Section Executive Committee and is a past-President of the Fresno County Bar Association.
BARRON L. WEINSTEIN, co-author of chapter 6, received his J.D. from the University of California, Hastings College of the Law, and his B.A. from the University of California, Berkeley. Mr. Weinstein is a partner with Meredith, Weinstein & Numbers LLP, Larkspur, where his practice focuses exclusively on representing insureds in complex insurance disputes, including litigation against insurers and brokers in state and federal courts. Mr. Weinstein has lectured on coverage issues in continuing legal education courses and at the annual National Conference of the Risk and Insurance Management Society. He also serves as a mediator in coverage dispute cases.
About the 2023 Update Authors
AGNIESZKA K. ADAMS is an update co-author of chapter 11. See biography in the About the Authors section.
GERALD W. CHALMERS, update author of chapters 4 and 5, received his J.D. from the Santa Barbara College of Law and his B.A. from the University of California, Santa Barbara. He is Vice President and Assistant General Counsel with Placer Title Company and Mother Lode Holding Company in Roseville. Mr. Chalmers has a wealth of title and escrow knowledge with a background in title insurance underwriting. He is also an update author for California Title Insurance Practice (2d ed Cal CEB).
RENO F.R. FERNANDEZ III, the update author of chapter 10, received his B.A. from the University of California, Berkeley, and his J.D. from Golden Gate University School of Law. Mr. Fernandez practices law with Complex Appellate Litigation Group LLP, San Francisco, focusing on commercial litigation, business matters, restructuring and bankruptcy law, and is a Bankruptcy Law Specialist certified by the California Board of Legal Specialization.
JEFFREY C. JOY is the update author of chapters 1 and 2. See biography in the About the Authors section.
SIMON A. LEBLEU, an update co-author of chapter 7, received his J.D. from the University of the Pacific, McGeorge School of Law, his LL.M. from the University of San Francisco School of Law, and his B.S. from California State University, Sacramento. Mr. LeBleu is an associate with Wagner Kirkman Blaine Klomparens & Youmans LLP in Sacramento. His practice focuses on taxation, business planning, estate planning, and real estate law. Mr. LeBleu is also a licensed California Real Estate Salesperson, and teaches estate tax at the University of the Pacific, McGeorge School of Law.
JOHN A. LIST, an update co-author of chapter 3, is an Associate in Lubin Olson & Niewiadomski LLP’s Real Estate and Business Practice Groups in San Francisco. Mr. List received his J.D. from Santa Clara University School of Law and his B.A. from Carnegie Mellon University. His practice encompasses transactional matters involving real estate and land development, lending, acquisitions, dispositions, operations and business joint ventures.
ROBERT S. MILLER is an update co-author of chapter 3. See biography in the About the Authors section.
ANNE BRUNER NASH is an update co-author of chapter 11. See biography in the About the Authors section.
GREGORY S. NERLAND is the update author of chapters 8 and 9. See biography in the About the Authors section.
TIMOTHY R. SULLIVAN is the update author of chapter 6. See biography in the About the Authors section.
CHELSEA J. SUTTMANN, an update co-author of chapter 7, received her J.D. from Santa Clara University School of Law and her B.A. from the University of Michigan. Ms. Suttmann is a shareholder and managing director at Barulich Dugoni & Suttmann Law Group, Inc. in Burlingame. Her practice focuses on estate planning clients with high net worth, estate and trust administration, and inter-family business succession planning. Ms. Suttmann is also a co-author of California Trust Administration (2d ed Cal CEB).
