DANIEL R. MORTENSEN, J.D., L.L.M.

BAR ADMISSIONS AND CERTIFICATIONS
State Bar of California, 1994
Certified Specialist, Taxation Law, State Bar of California Board of Legal Specialization
Washington State Bar Association, 1995

EDUCATION
NEW YORK UNIVERSITY, SCHOOL OF LAW, New York, New York
LL.M., Taxation, May 1996

UNIVERSITY OF CALIFORNIA
HASTINGS COLLEGE OF THE LAW, San Francisco, California
J.D., May 1994, Taxation Emphasis

UNIVERSITY OF CALIFORNIA, Berkeley, California
A.B., Economics, June 1991

LEGAL EXPERIENCE
LAW OFFICE OF DANIEL R. MORTENSEN, Valencia, CA
Principal 1999 - Present
Estate planning, administration, and tax controversy practice.

MULLEN & HENZELL, L.L.P., Santa Barbara, CA
Associate Attorney
Estate planning and tax controversy practice, emphasis on estate tax valuation issues.

STAKER & ASSOCIATES
TAX AND ESTATE PLANNING ATTORNEYS, P.C., Camarillo, CA
Associate Attorney
Estate planning and administration, as well as client representation in income, estate and gift tax audits, and post-assessment tax controversies.

TEACHING EXPERIENCE AND SPEAKING ENGAGEMENTS
CALIFORNIA PROBATE: BEYOND THE BASICS, Lecturer, Continuing Legal Education Seminar, Pasadena, CA, February, 2004

SCV CPA TAX DISCUSSION GROUP, Santa Clarita, CA, May 2003

UNIVERSITY OF CALIFORNIA EXTENSION, Santa Barbara, CA
Instructor, Econ 417 (Advanced Estate Planning), Winter Quarter 2001
Instructor, Econ 413 (Estate Planning), Winter Quarter 2000

VENTURA COLLEGE, Ventura, CA Guest Lecturer, Estate Planning, Money Management Course, September 1998

CALIFORNIA ASSOCIATION OF TAX AND ACCOUNTING PROFESSIONALS, Ventura, CA
Keynote Speaker, Dinner Meeting, February 1998

CALIFORNIA SOCIETY OF ENROLLED AGENTS, Ventura, CA
Keynote Speaker, Channel Islands Chapter, Annual Dinner, January 1998