Finance/Corporate & Securities

View alphabetical listings of Seltzer Caplan McMahon Vitek attorneys practicing in Finance/Corporate & Securities below:

John H. Alspaugh Shareholder

Mr. Alspaugh specializes in business transactions with an emphasis on commercial leasing, trademark and copyright matters, corporate and real estate matters, and insurance law. He is a shareholder of the firm and a member of the firm’s Executive Committee. He is also responsible for the acquisition of employee benefits for the firm.

As the leader of our intellectual property practice area, Mr. Alspaugh is particularly active in trademark matters. SCMV’s acquisition of The Trademark Group® has strengthened the firm’s domestic and international capabilities in that area.

Education

Mr. Alspaugh received his B.A., with high honors, from Whittier College in 1980. He earned his law degree in 1983 from the University of California, Los Angeles, where he qualified for the Order of the Coif.

Representative Matters

  • Assists clients in a broad range of trademark and copyright matters, including:
    • 
Evaluation and selection of trademarks
    • 
Analysis of ownership issues
    • 
Federal Registration
    • 
Licensing, assignment, and sales transactions
    • Resolution of disputes and infringement claims
  • Represented the franchisor of a national restaurant chain in real estate and leasing transactions
  • Works closely with business owners in several industries to assist in planning for and responding to the variety of business and legal issues which arise in connection with the ownership and operation of a business
  • Represents buyers and sellers in routine and complex sales of businesses in many industries, including television broadcasting, hotel, resort, airline, construction, professional practice, and manufacturing, including the negotiation of consulting agreements and covenants not to compete
  • Created master lease forms for several large multi-tenant office buildings
  • Represents the owner of a chain of grocery stores in connection with leasing, acquisition, sale, and general operations matters
  • Representation of restaurant owners in connection with leasing, operational, and employment issues
  • Representation of buyers and sellers in the purchase and sale of commercial office and retail buildings
  • Representation of business owners in the evaluation of expansion strategies
  • Representation of clients in connection with insurance issues, including risk management evaluation, insurance policy review, coverage issues, review of compliance with contractual insurance requirements, and review of tenant coverages as required by leases
  • Representation of clients in connection with the development and distribution of home video products and television programming
  • Representation of clients in connection with the formation of entities and the evaluation of rights and obligations of owners and officers

Personal

Mr. Alspaugh is married, and has sons attending the University of California at Berkeley and the University of Colorado at Boulder. He has lived in San Diego County since the 1960s.

Rhonda Crandall Shareholder

Ms. Crandall is a shareholder of the firm. Her practice emphasizes tax law, estate planning, trust and probate administration, tax-exempt organizations and business transactions.

Education

Ms. Crandall received her B.A., with honors, from Washington University in St. Louis in 1995. She earned her law degree, cum laude, from Harvard Law School in 1999, where she served as an Executive Editor of the Harvard Journal of Law & Public Policy. She received her LL.M. in Taxation, cum laude, from the University of San Diego in 2001, where she was a Graduate Law Merit Scholar and recipient of the Judge Theodore Tannenwald, Jr. Award.

Representative Matters

  • Advises clients regarding the local, state, federal and international tax consequences of a wide range of estate planning and business transactions
  • Assists individuals and families in designing and implementing appropriate estate plans, utilizing living trusts, wills, advanced health care directives, financial powers of attorney, irrevocable gift and life insurance trusts, charitable trusts, special needs trusts, qualified personal residence trusts, grantor retained annuity trusts, family limited partnerships and limited liability companies
  • Represents trustees and executors during the administration of trusts and probate estates
  • Advises beneficiaries of trusts and estates with respect to their rights
  • Represents entities and individuals in a wide variety of tax matters, including appealing income, gift and estate, and sales tax assessments and obtaining private letter rulings, before governmental entities such as the Internal Revenue Service, California State Board of Equalization, and California Franchise Tax Board
  • Forms nonprofit organizations, including public charities and private foundations; obtains Federal and California tax-exempt status rulings for such organizations; and provides guidance on the operation of such organizations
  • Represents clients in structuring and implementing tax-deferred Section 1031 exchanges of real property and personal property, including airplanes and works of art; past exchanges have included reverse and build-to-suit exchanges and multi-asset exchanges involving properties valued in excess of $100 million
  • Counsels established and emerging companies regarding entity formation and governance, contracts, mergers and acquisitions, and tax issues
  • Represents companies in structuring tax-free reorganizations

Professional Affiliations & Admissions

  • State Bar of California (Taxation and Estate Planning, Trust and Probate Law Sections)
  • San Diego County Bar Association (Taxation Law and Estate Planning, Trust and Probate Law Sections)
  • United States Tax Court

Publications & Speaking Engagements

  • Lecturer on Estate and Gift Taxation for University of San Diego School of Law Summer Tax Institute
  • Speaker on 1031 Exchanges for La Jolla Estate Planning, Trust & Probate Section

David J. Dorne Shareholder & Business Department Chair

Mr. Dorne is a senior partner and chairman of Seltzer Caplan McMahon Vitek’s Business Department. His practice emphasizes private client transactions, including tax advice and business planning, mergers and acquisitions, real estate, and health care law.

Education

Mr. Dorne received his Bachelor of Science Degree, magna cum laude, from the University of Illinois in 1969 and holds a Master’s Degree from the London School of Economics. He received his law degree, cum laude, from Boston University in 1973.

Employment Background

Prior to joining the firm, Mr. Dorne was with the New York law firm of White & Case.

Representative Matters

  • Recently completed creation of venture funds in excess of $350 million
  • Handled the negotiation, structuring and documentation of complex relationships among private equity funds and their investment managers, trading counterparties, and investor, including development of selection matrix for fund investment
  • Counseled high net worth families and individuals on asset distribution, wealth management, and family office issues
  • Represented a regional distribution center in a $300 million sale to a Fortune 500 company
  • Represented a San Diego corporation in the conduit financing of $250 million of real estate
  • Representation of clients in the acquisition, sale, leasing, financing and construction of major office, hotel, industrial buildings and retail shopping centers
  • Handled the successful merger of a regional specialty group of physicians into an integrated provider group

Professional Affiliations & Admissions

  • State Bar of California
  • San Diego County Bar Association
  • State Bar of New York
  • Personal Income Tax Subcommittee of the California State Bar (Past Chair)

Community Affiliations

  • Past President of the San Diego Symphony Orchestra Association

Publications & Speaking Engagements

  • Frequent lecturer for the California Continuing Education of the Bar

Professional Awards & Honors

  • The Best Lawyers in America, Tax Law category
  • Southern California Super Lawyers – San Diego Edition
  • Who’s Who in America
  • Named in Super Lawyers – Business Edition for Tax (2014)
  • Named in San Diego Super LawyersBusiness Edition for Tax (2014, 2015)
  • Rated by Martindale-Hubbell® as AV Preeminent™ (2016)

Hillary M. Dorne Associate

Ms. Dorne’s practice emphasizes advising private client transactions, including business planning and corporate compliance, corporate governance, real estate, and health care law.  She has additional experience in the formation and operation of businesses, mergers and acquisitions, divestitures, stock options, finance, and Securities and Exchange Commission reporting, and general representation of entrepreneurs in widely diverse industries. Ms. Dorne is knowledgeable in personal estate planning and the formation and operation of tax‑exempt organizations.

Education

Ms. Dorne received her Bachelor of Science degree from the University of California, Davis.  She earned her Juris Doctor degree from the University of San Diego School of Law.  While in law school, Ms. Dorne was a Senior Associate of the Journal of Climate and Energy Law.  She was also a participant of the University of Barcelona School of International Law Program in Barcelona, Spain.

Employment Background

Prior to joining Seltzer Caplan McMahon Vitek, Ms. Dorne served as Judicial Extern for the Honorable Thomas J. Whelan in the Southern District of California and as a law clerk with the United States Federal Defenders, Criminal Division in San Diego.

Representative Matters

  • Advises clients regarding formations and operations of charitable trusts and nonprofit organizations
  • Assists clients with succession planning for closely-held businesses and other personal and/or family assets
  • Designs and structures estate planning documents for clients (including wills, trusts, advance health care directives, asset management powers of attorney, etc.)
  • Forms business organizations, including limited liability companies, partnerships, and corporations
  • Prepares various business contracts and advises clients regarding short and long-term business planning and strategies
  • Provides a wide-range of federal, state and local business advice to individuals, partnerships, corporations, and other business entities on corporate compliance
  • Represents health care companies in mergers and acquisitions, formation of multi-specialty groups, independent practice associations, and management service organizations. Negotiate management service contracts, physician service agreements, purchase and sale of professional practices and related agreements
  • Represents clients in real estate transactions, including sales, leasing, purchases, 1031 exchanges, financing, debt workouts and construction of major office, hotel, industrial buildings and retail shopping centers
  • Represents clients in various business matters and transactions, including business governance, joint ventures, mergers and acquisitions, reorganizations and spin-offs, and liquidations
  • Represents lenders and borrowers in documentation, negotiation and closing of commercial real estate‑secured loan transactions (involving acquisition and development, construction, ground lease and(or) permanent financing for office, hotel, retail, commercial and industrial properties)

Professional Affiliations & Admissions

  • State Bar of California
  • U.S. District Court, Southern District of California
  • San Diego County Bar Association
  • District of Columbia Bar
  • American Bar Association

Personal

  • Ms. Dorne is fluent in Spanish.

Jason R. Faas Associate

Mr. Faas is an associate whose practice emphasizes taxation, business law, estate planning and trust administration.

Education

Mr. Faas attended Brigham Young University where he received a Bachelor of Science degree in Accounting. He received his Juris Doctor at Chapman University and his LL.M. in Taxation at New York University.

Representative Matters

  • Represents clients in various business matters and transactions, including business formations, joint ventures, mergers and acquisitions, reorganizations and spin-offs, and liquidations.
  • Provides a wide-range of federal, state and local tax advice to individuals, partnerships, corporations, and other business entities.
  • Represents clients in real estate transactions, including sales, purchases, 1031 exchanges, financing, and debt workouts.
  • Prepares various business contracts and advises clients regarding short and long-term business planning and strategies.
  • Represents clients before federal, state and local tax authorities in audits, appeals and tax litigation.
  • Advises clients regarding worker classification including federal and state tax aspects of independent contractor and employment relationships.
  • Assists clients with property tax planning and controversies, including transfers to or from business entities, parent-child exclusion transfers, and transfers between spouses.
  • Designs and structures simple and complex estate planning documents for clients (including wills, trusts, advance health care directives, asset management powers of attorney, etc.).
  • Assists clients with succession planning for closely-held businesses and other personal and/or family assets, and provides estate, gift, and income tax advice regarding these types of assets.
  • Advises clients regarding charitable giving and formations and operations of charitable trusts and nonprofit organizations.
  • Represents individual, professional private fiduciary, and corporate trustees in trust administrations.
  • Represents beneficiaries of estates and trusts.

Professional Affiliations & Admissions

  • State Bar of California (Taxation and Business Sections)
  • San Diego County Bar Association
  • United States Tax Court
  • BYU Management Society, San Diego Chapter

Community Affiliations

  • Boy Scouts of America, Unit Committee Chair

Personal

Mr. Faas lived in St. Petersburg, Russia for two years. He is proficient in Russian and enjoys golf and baseball.

Sean T. Hargaden Shareholder

Mr. Hargaden is a shareholder of the firm and has been practicing with the firm in the areas of real property law and business transactions for over 25 years. His real estate practice experience includes extensive representation of real estate funds, lenders, developers and institutional and 
non-institutional investors in all areas of real estate.

Education

Mr. Hargaden graduated from the University of California, Los Angeles, with a B.A. magna cum laude, in 1982. He earned a joint M.B.A. and law degree from the University of California, Los Angeles in 1987.

Representative Matters

  • Commercial real estate acquisitions, dispositions, and leasing
  • Financing transactions and equity generation
  • Documentation of secured real estate loans
  • Entity formation and governance
  • Development and redevelopment of property
  • Agreements relating to development of real estate
  • Purchase and sale of business entities and assets
  • Workout and restructuring of debt secured by mixed collateral
  • Ground leasing and ground leasehold financing
  • Loan restructuring and loan enforcement
  • Formation and negotiation of joint ventures
  • Development and financing of residential projects, shopping centers, hotels, industrial projects, office buildings, golf courses and other commercial and mixed-use projects

Clients Include:

 Developers, master developers, merchant builders of single-family detached and attached product in both suburban and urban areas, investors in real estate developments, lenders, landlords and tenants in the leasing of office, industrial, retail and mixed-use developments and entrepreneurs with real estate and general business needs.

Professional Affiliations & Admissions

  • State Bar of California
  • San Diego County Bar Association

Professional Awards & Honors

  • Martindale-Hubbell® AV rating
  • San Diego Super Lawyers – 2012 – present (Real Estate)

Brian M. Katusian Shareholder

Mr. Katusian is a shareholder with Seltzer Caplan McMahon Vitek. His practice emphasizes tax law, tax exempt organizations, business law, and ERISA/Employee Benefits.  He is certified by the State Bar of California as a Specialist in Taxation Law.

Education

Mr. Katusian received his Bachelor of Science degree in Management Science, with honors, from the University of California at San Diego, in 2004, and his Juris Doctor from the University of San Diego School of Law, in 2007. While attending the University of California at San Diego, Mr. Katusian also studied abroad at the University of Chile in Santiago, Chile, and received a minor in Spanish Literature. He is fluent in Spanish.  While in law school, Mr. Katusian was a member of the law school’s Irving R. Kaufman Securities Law Moot Court Team, and served as a research assistant for Professor Fred Zacharias, USD Herzog Research Professor of Law. He also received his LL.M. in Taxation at the University of San Diego School of Law, in 2007, where he was a Graduate Law Merit Scholar and a student attorney at the University of San Diego School of Law’s Tax Clinic.

Employment Background

Prior to joining Seltzer Caplan McMahon Vitek, Mr. Katusian was an associate at Branton & Wilson.

Representative Matters

Tax

  • Advise clients regarding the local, state, federal and international tax consequences of a wide range of business and estate planning transactions
  • Form for-profit and non-profit business organizations, including limited liability companies, partnerships, and corporations
  • Represent entities and individuals, including lenders, borrowers, guarantors, developers, contractors, owners, investors, trustees, and fiduciaries in a wide variety of tax matters before governmental entities including the Internal Revenue Service, California State Board of Equalization, and California Franchise Tax Board
  • Represent homeowners organizations with respect to a wide variety of tax issues
  • Represent companies in structuring tax-free reorganizations
  • Represented a non-exempt membership organization under Section 277 of the Internal Revenue Code in its $20.5 million sale.  Tax involvement included advice on the federal income tax treatment of the sale, and preparation of a Private Letter Ruling for filing with the Internal Revenue Service
  • Represented various subsidiary LLCs of a large Southern California Real Estate Developer in their acquisition of a multi-million dollar Jet Aircraft.  Tax involvement included obtaining an exemption from Sales & Use Taxes from the California State Board of Equalization.  Additionally, obtained Aircraft Registration from the Federal Aviation Administration (“FAA”), and prepared and recorded an Aircraft Security Agreement with the FAA.  Also prepared various related agreements such as FAA-Compliant “Dry Lease” Agreement, Management Agreement, etc.
  • Represented a company in connection with the proposed division of the company pursuant to a marital dissolution.  Tax involvement included advice and structuring of an Internal Revenue Code Section 355 “split-off”
  • Represented a public charity in connection with its grants to Guatemalan Organizations in order to assist earthquake victims.  Tax involvement included advising and structuring the program to avoid jeopardizing its tax exemption
  • Formed and obtained federal and state Income Tax Exemptions for numerous Private Foundations (Operating and Nonoperating) formed for such purposes as providing resources and assistance to cancer victims and their families, and similar charitable purposes)

ERISA/Employee Benefits

  • Correct plan operational defects through the use of IRS and DOL compliance programs such as the IRS Employee Plans Compliance Resolution System and the DOL Voluntary Fiduciary Correction Program
  • Amended and restated defined contribution plans (e.g. 401(k), profit-sharing, and money purchase pension plans) for compliance with the Economic Growth Tax Relief Reconciliation Act of 2001 (“EGTRRA”) and the Pension Protection Act of 2006 (“PPA”)
  • Prepare Qualified Domestic Relations Orders (“QDROs”) for divisions of both ERISA and Non-ERISA plan benefits in connection with marital dissolutions
  • Advise employers and employees in connection with QDRO preparation and processing issues
  • Represent employers and Third-Party Administrators in determining whether the Internal Revenue Code “Controlled Group” Rules apply such that all qualified plans within the group are aggregated for various purposes
  • Advise employers and Third-Party Administrators with regard to effects of application of the “Controlled Group” Rules
  • Amended and Restated Cafeteria Plans for compliance with Code Section 125 and the applicable Treasury Regulations
  • Advise Third-Party Administrators in connection with operational issues involving their employer-client plans
  • Advise employers and Third-Party Administrators in connection with Employee Stock Option Plan (“ESOP”) operational issues
  • Draft and advise employers and employees regarding Code Section 409A-Compliant Deferred Compensation Agreements for Key Executives
  • Represent employers in connection with termination of qualified plans, including the subsequent transfer of non-publicly traded assets (e.g. promissory notes and limited partnership interests) to a “self-directed” IRA custodian.
  • Represent Plan Administrators and Participants in connection with ERISA Benefit Claims and Appeals

Professional Affiliations & Admissions

  • Certified Specialist-Taxation Law, State Bar of California, Board of Legal Specialization
  • State Bar of California (Tax Section)
  • United States District Court for the Central District of California
  • United States District Court for the Southern District of California
  • United States Tax Court
  • California Department of Real Estate, Licensed Real Estate Broker
  • San Diego County Bar Association
  • Member of Governing Board of Directors of Western Pension and Benefits Council, San Diego Chapter
  • Committee Member of the Income and Other Tax Committee of the State Bar of California Taxation Section
  • Director, Board of Directors of the San Diego Chapter of the National Institute of Pension Administrators

Professional Awards & Honors

  • Named by San Diego Metro magazine as one of San Diego’s Best Attorneys (31st Anniversary Edition, No. 3 Vol. XXXI [2016])

Community Affiliations

  • Director, Board of Directors of the San Diego Chapter of the National Institute of Pension Administrators
  • Member of Governing Board of Directors of Western Pension and Benefits Council, San Diego Chapter
  • Director, Aria Homeowners’ Association (2011-2012)

Publications & Speaking Engagements

  • Speaker/Presenter, “Ethics:  Ethical Issues in Tax Practice and Procedure,” for State Bar of California 2015 Annual Income Tax Seminar, University of San Diego School of Law, June 25, 2015
  • Speaker/Presenter, “Does your Employee Benefit Plan benefit more Employees than you thought it did?  Application of the Controlled and Affiliated Service Group Rules,” for Western Pension & Benefits Council, San Diego Chapter, April 21, 2015
  • Co-Author, Chapter 16 (Tax Compliance) to “Financing and Protecting California Businesses,” California Continuing Education of the Bar [“CEB”] (2012-2016 updates)
  • Author, “Additional Thoughts on Audit Reconsiderations,” California Journal of Tax Litigation (Q3 2015 Edition)
  • Author, “IRS Issues Guidance on Federal Tax Effects of United States Supreme Court decision United States v. Windsor, 1111 AFTR 2d 2013-2385 (133 S.Ct. 2675), 06/26/2013,” California Tax Lawyer (Volume 22, Number 4 – Winter 2014)
  • Annual Guest Speaker, University of San Diego School of Law’s Low Income Taxpayer Clinic
  • Volunteer Judge, 2010 University of California San Diego Mock Trial Tournament
  • Honorary Judge, 2010 University of San Diego School of Law’s McLennon Honors Moot Court Competition

Joseph P. Martinez Shareholder

Mr. Martinez is a firm shareholder practicing in the areas of real estate and business transactions. Mr. Martinez represents real property and business owners, investors and managers, as well as developers, landlords, tenants, borrowers and lenders. His expertise encompasses a variety of sophisticated matters, including acquisitions, dispositions, equity investment, development, leasing and secured lending transactions. Mr. Martinez is fluent in Spanish and English.

Education

Mr. Martinez earned his B.A., cum laude, from Harvard College in 1992 with a concentration in Economics. He earned his J.D. from Harvard Law School in 1996 where he served as Editor-in-Chief of the Harvard Latino Law Review.

Representative Matters

  • Represents urban and suburban residential, mixed-use and commercial real estate developers in documentation, negotiation and closing of purchase and sale transactions, leasing transactions and secured finance transactions
  • Represents interests of companies engaged in residential, mixed-use and commercial real estate development, investment and management transactions
  • Represents lenders and borrowers in documentation, negotiation and closing of commercial real estate-secured mortgage loan transactions (involving acquisition and development, construction, ground lease and(or) permanent financing for office, hotel, retail, commercial, industrial and multi-family properties)
  • Represents lenders and borrowers in documentation, negotiation and closing of personal property–secured loan transactions (involving intellectual property, negotiable instruments, stock/marketable securities portfolios, accounts receivable, life insurance, aircraft, watercraft and equipment collateral)
  • Represents borrowers in documentation, negotiation and closing of commercial real estate-secured conduit mortgage loan transactions and defeasance transactions
  • Represents landlords and tenants in documentation, negotiation and execution of office, retail, commercial and industrial real estate leasing transactions
  • Represents real estate interests of companies engaged in corporate merger and acquisition transactions
  • Represents real estate interests of companies engaged in bond financing transactions
  • Represents interests of owners, investors, borrowers and lenders in distressed commercial real estate transactions

Professional Affiliations & Admissions

  • United States Supreme Court
  • United States Ninth Circuit Court of Appeals
  • United States District Court for the Northern District of California
  • United States District Court for the Southern District of California
  • Supreme Court of California
  • State Bar of California
  • State Bar of California, Agribusiness Committee, Co-Chairman (2006)
  • San Diego County Bar Association
  • San Diego County Bar Association, Real Property Law Section and Business Law Section

Community Affiliations

  • Southwestern College Foundation (Director)
  • Sharp Chula Vista Medical Center (Director)
  • San Diego Padres, Hispanic Community Leadership Committee (Member)
  • San Diego New Children’s Museum (Past Director)

Personal

Mr. Martinez enjoys running, mountain biking, hiking, fishing and camping in the great outdoors, he is a life-long fan of the San Diego Padres and the San Diego Chargers, and he volunteers his time to improve Spanish and English literacy in children at local elementary schools.

David P. Ruth Of Counsel

Mr. Ruth is Of Counsel with Seltzer Caplan McMahon Vitek.  His practice emphasizes taxation and business law.

Education

Mr. Ruth received his Bachelor of Science degree in Accounting from University of Delaware, cum laude, in 1982 and his Juris Doctor from the University of San Diego School of Law, magna cum laude, in 1991. He received his LL.M., in Taxation, summa cum laude, from the University of San Diego in 1997.

Employment Background

Prior to joining Seltzer Caplan McMahon Vitek, Mr. Ruth was a shareholder in the law firm of Branton & Wilson in San Diego.

Publications & Speaking Engagements

  • Editor-in-Chief San Diego Law Review
  • Contributor The California Regulatory Law Reporter

Brian T. Seltzer Chief Operating Officer & Shareholder

Mr. Seltzer is a shareholder and chief operating officer of the firm whose practice encompasses real property, business law and commercial financing, with a particular emphasis in real property transactions.

Education

Mr. Seltzer received his B.A., cum laude, from California State University, San Diego in 1974. He earned his law degree from the University of San Diego School of Law in 1977.

Representative Matters

Mr. Seltzer has represented parties in the active structuring, negotiation and preparation of documentation for transactions of the following types:

  • The financing of apartments, commercial buildings, hotels, mobile home parks, land tracts and historic buildings
  • The purchase and sale of apartments, commercial buildings, hotels, mobile home parks, land tracts and historic buildings
  • The acquisition of secured debt pursuant to discounted transactions
  • Deed in lieu transactions and loan modifications and settlements
  • Commercial leases and financeable ground leases
  • Mezzanine debt
  • The formation of multiple entities, with various tiered structures and institutional investments
  • The purchase and sale of businesses, including distributors, subcontractors, automotive dealerships and high-tech manufacturers
  • Governmental disposition and development agreements and exclusive negotiating agreements
  • The development of urban, mixed-used mid-rise and high-rise projects, including the preparation of multi-tier project (condominium) documents
  • The acquisition, entitlement and financing of assisted living facility sites
  • Operational and ownership issues for hotels, a multi-state wholesale distribution company and high-tech manufacturers
  • The conveyance and development of a military base subject to closure and reuse
  • The contested acquisition of the leasehold interest in a high-rise office building
  • Legislation to limit rent control
  • Legislation relating to transient occupancy taxes

Professional Affiliations & Admissions

  • State Bar of California
  • U.S. District Court, Southern District of California
  • San Diego County Bar Association

Community Affiliations

  • University of San Diego School of Law Board of Visitors (Member)
  • Greater San Diego Chamber of Commerce (Past Chairman)
  • San Diego Convention Center Corporation (Past Chairman)
  • University of San Diego School of Law Alumni Association (Past Director)
  • Burnham Moores Real Estate Institute, University of San Diego (Former Member of Policy Advisory Board)
  • University Club (Member of Board of Governors)
  • San Diego United Service Organizations (USO) (Past Director)
  • Museum of Photographic Arts (Past Director)
  • Mercy Hospital and Medical Center (Past Member of Planned Giving Committee)
  • San Diego Jewish Academy (Former Officer and Director)

Publications & Speaking Engagements

  • Lecturer for the University of California Continuing Education of the Bar in timeshare financing, commercial leasing and real property purchase and sale transactions

Professional Awards & Honors

  • Recognized as one of the best real estate law attorneys in the country in The Best Lawyers in America (2007-2016)
  • Recognized in San Diego Super Lawyers magazine for Real Estate law (2007-2016)
  • Named one of San Diego’s Top Attorney’s” by the San Diego Daily Transcript in the Real Estate/Construction Transactional Law areas (2010, 2011 and 2013)
  • Martindale-Hubbell Peer Review Rating of AV Preeminent

Media

Matthew D. Seltzer Shareholder

Mr. Seltzer is a shareholder with the firm.   His practice encompasses real estate and business transactions.

Education

Mr. Seltzer received his B.S. from the University of Southern California in 2004.  He earned his J.D. from the University of San Diego School of Law in 2007.

Representative Matters

  • In 2016, represented lenders and borrowers in documentation, negotiation and closing of over 100 loan transactions involving total loan proceeds in excess of $1 billion
  • In 2016, represented residential and commercial real estate developers and owners in the documentation, negotiation and closing of over 60 real estate purchase and sale transactions involving total consideration in excess of $700 million
  • Represents residential and commercial real estate developers and owners in documentation, negotiation and closing of real estate purchase and sale transactions, leasing transactions and real estate finance transactions
  • Represents interests of companies engaged in residential and commercial real estate investment and development transactions
  • Represents lenders and borrowers in documentation, negotiation and closing of commercial real estate-secured loan transactions (involving acquisition and development, construction, ground lease and(or) permanent financing for office, hotel, retail, commercial and industrial properties)
  • Represents lenders and borrowers in documentation, negotiation and closing of personal property–secured loan transactions (involving equipment, negotiable instruments and(or) accounts receivable collateral)
  • Represents lenders and borrower in connection with deed in lieu transactions and loan modifications and settlements
  • Represents borrowers in documentation, negotiation and closing of commercial real estate-secured loan transactions
  • Represents landlords and tenants in documentation, negotiation and execution of office, retail, commercial and industrial real estate leasing transactions
  • Represents purchasers and sellers in documentation, negotiation and closing of business and asset purchase and sale transactions
  • Represents real estate interests of companies and individuals engaged in business and asset purchase and sale transactions

Professional Affiliations & Admissions

  • State Bar of California
  • San Diego County Bar Association
  • Licensed Real Estate Broker

Gregory A. Vega Shareholder

Mr. Vega is a shareholder of the firm and focuses on complex business matters, including representing clients before all federal, state and local regulatory agencies; implementing and evaluating corporate compliance issues; conducting corporate internal investigations; representing clients in civil tax controversy litigation; and white-collar criminal defense.

Education

Mr. Vega received his B.S. from Indiana University in 1975. He earned his law degree from Valparaiso University School of Law in 1980 where he was a staff member of the Valparaiso University Law Review.

Employment Background

Prior to joining the firm, Mr. Vega was the U.S. Attorney, Southern District of California. He was also Assistant U.S. Attorney with the U.S. Attorney’s Office, Northern District of Indiana and Southern District of California 1983-1999 and was a tax attorney for the Chief Counsel’s Office, Internal Revenue Service 1980-1983.

Representative Matters

  • Represented corporate executive in FCPA investigation of major retailer in Mexico
  • Represented former CEO in shareholder derivative action resulting from government FCPA investigation
  • Served as Department of Health and Human Services-approved Independent Review Organization (IRO) for publicly traded pharmaceutical company
  • Obtained dismissal of indictment for individual charged with filing false tax returns
  • Obtained dismissal of complaint for client in Federal Election Commission investigation
  • Obtained dismissal of indictment for publicly traded utility company in Federal environmental crimes prosecution
  • Successful defense verdict at trial of magazine publisher for breach of fiduciary duty
  • Conducted internal investigation for multi-national corporation headquartered in Oslo, Norway
  • Conducted internal investigation for major international retailer
  • Successful representation of Tribal Chairperson of federally recognized Indian tribe in investigation by Federal government (prosecution declined)
  • Successful defense of Los Angeles-based law firm in qui tam action filed in California state court (complaint dismissed)
  • Represented Media Captioning Services, Inc. in contract dispute with national media company related to issue of Federal Communications Commission closed-captioning requirements
  • Represented aircraft chartering company in $3 million breach-of-contract cause of action
  • Investigated and prosecuted member of the San Diego City Council for failing to report gifts on state-required financial disclosure forms.
  • Investigated and prosecuted a Lake County, Indiana, Judge Pro Tem for judicial corruption
  • Tax litigation before the U.S. Tax Court
  • Investigated and prosecuted numerous bank fraud and tax fraud cases in U.S. District Court
  • Represented Sweetwater Union High School District in San Diego County grand jury investigation
  • Represented deputy district attorneys before San Diego County Civil Service Commission

Professional Affiliations & Admissions

  • State Bar of California
  • State Bars of Indiana and Illinois
  • U.S. Seventh and Ninth Circuit Courts of Appeals
  • U.S. Tax Court
  • Attorney General’s Advisory Committee (1999-2001)
  • White Collar Crime Subcommittee, Attorney General’s Advisory Committee (Co-Chair, 1999-2001)
  • Hispanic National Bar Association (President, 1997-1998)
  • Board of Legal Specialization, State Bar of California (1993-1996)
  • Criminal Law Advisory Commission, State Bar of California (Chairman, 1992-1993; Member, 1989-1992)
  • Merit Selection Panel, U.S. District Court, Southern District of California (2009)
  • Federal Judicial Selection Committee, Southern District of California (2004-present)
  • National Association of Former United States Attorneys (NAFUSA) (Member, 2001-present; President, 2015-2016)

Community Affiliations

  • Selected and unanimously confirmed as a Commissioner on the inaugural City of San Diego Ethics Commission (2001-2005)
  • San Diego County Regional Security Commission (2002-2005)
  • National Conflict Resolution Center, Board of Directors (2004-2014)

Publications & Speaking Engagements

Published Opinions:

  • Lee v. C.I.R., 43 T.C.M. (CCH) 374 (1982)
  • Fishman v. C.I.R., 45 T.C.M. (CCH) 765 (1983)
  • Pfeifer v. C.I.R., 46 T.C.M. (CCH) 857 (1983)
  • Estate of Shantz v. C.I.R., 47 T.C.M. (CCH) 614 (1983)
  • United States v. Bailey, 728 F.2d 967 (7th Cir. 1984)
  • United States v. Dack, 747 F.2d 1172 (7th Cir. 1984)
  • United States v. Barreda, 607 F.Supp. 419 (N.D.In. 1985)
  • United States v. Dominguez, 783 F.2d 702 (7th Cir. 1986)
  • United States v. Rodriguez, 636 F.Supp. 1522 (N.D.In. 1986)
  • United States v. Hayes, 646 F.Supp. 146 (N.D.In. 1986)
  • United States v. Anderson, 809 F.2d 1281 (7th Cir. 1987)
  • United States v. Washington, 669 F.Supp. 1447 (N.D.In. 1987)
  • United States v. Rodriguez, 831 F.2d 162 (7th Cir. 1987)
  • United States v. Ramos, 832 F.2d 85 (7th Cir. 1987)
  • United States v. Zambrana, 841 F.2d 1320 (7th Cir. 1988)
  • United States v. Zambrana, 846 F.2d 1494 (7th Cir. 1988)
  • United States v. Doering, 909 F.2d 392 (9th Cir. 1990)
  • United States v. Mal, 942 F.2d 682 (9th Cir. 1991)
  • Herring v. Teradyne, 256 F.Supp.2nd 1118 (S.D.Ca. 2002)

Professional Awards & Honors

  • Named a Metro Mover by San Diego Metro Magazine (2016)
  • Recognized in The Best Lawyers in America (2012, 2013 and 2014)
  • Recognized in San Diego Super Lawyers magazine for Criminal Defense:  White Collar (2013 -present)

Media

Angela A. Woolard Associate

attorney-240x240-angela-wollard
Phone:
619.685.3144
Fax:
619.702.6843

Ms. Woolard is an associate with the firm. Her practice focuses exclusively on Family Law matters, including assistance with dissolution of marriage proceedings and family law appeals, as well as the preparation and negotiation of prenuptial agreements.

Education

Ms. Woolard received her Bachelor of Arts degree in Psychology, with Distinction, from San Diego State University in 1994, where she earned academic honors and served as a teaching assistant and tutor in advanced statistics.  She earned her law degree from California Western School of Law in 2001. While in law school, Ms. Woolard received three academic achievement awards for legal writing and participated in the Traynor Moot Court team.

Employment Background

Ms. Woolard joined Seltzer Caplan McMahon Vitek in 2003. Prior to joining the firm, Ms. Woolard worked as an associate attorney at another family law firm in San Diego. She also served as a Panel Attorney for Appellate Defenders, Inc., representing indigent clients in criminal appeals. During law school, Ms. Woolard was a teaching assistant and tutor in legal research and writing, and a student investigator in the pilot program of the California Innocence Project.  In addition, Ms. Woolard held a position as a judicial intern at the San Diego Superior Court, Family Law Division, performing legal research and case analysis to assist a Superior Court judge in marital dissolution proceedings.

Representative Matters

  • Assisting clients with dissolution of marriage proceedings, including temporary and permanent child and/or spousal support orders, child custody and visitation and characterization/division of property
  • Post-judgment modifications of child support, spousal support and child custody and visitation orders
  • Analysis of complex issues of law and preparation of memoranda, appellate and trial briefs
  • Drafting and negotiation of prenuptial agreements in cases involving extensive assets and/or unique factual situations
  • Preparation and negotiation of Marital Settlement Agreements
  • Providing advice to clients engaged in the mediation process

Professional Affiliations & Admissions

  • San Diego County Bar Association (Family Law Section)
  • State Bar of California