Talks
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'Probate accountings - Requirements and the use of forensic accountants in Probate Court," San Diego Professional Fiduciary Association of California (PFAC) Chapter Presentation - February 14, 2024, presenter
- 'Recent developments applicable to court-appointed matters,' Probate Attorneys of San Diego (PASD) Annual Symposium - December 1, 2023, presenter
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'E1 Case and Statutory Updates in Estate, Trust And Probate Law,' Professional Fiduciary Association of California (PFAC) - June 3, 2023, co-presenter
- 'Estate planning, trust, and probate law: 2022 year in review,' Long Beach Bar Association - March 22, 2023, co-presenter
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'Estate planning, trust, and probate law: 2022 year in review,' Probate Attorneys of San Diego (PASD) - March 15, 2023, co-presenter
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'Recent Developments in Conservatorship and Guardianship Law,’ Probate Attorneys of San Diego (PASD) – December 2, 2022, co-presenter
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'Recent Updates on Cases, Statutes and Fiduciary Regulations in Trust and Estate Law,' Professional Fiduciary Association of California (PFAC) - May 6, 2022, co-presenter
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'Recent Developments in Estate, Trust, and Probate Law,' Probate Attorneys of San Diego (PASD) - March 16, 2022, co-presenter
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'Current Developments, including the ‘Free Britney' Bill AB 1194, Part 2,' North County Estate Planning Council - San Diego - March 1, 2022
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'Current Developments, including the ‘Free Britney' Bill AB 1194, Part 1' North County Estate Planning Council - San Diego - February 1, 2022
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'Recent Developments in Conservatorship Law,' Probate Attorneys of San Diego Annual Training Symposium - December 3, 2021, presenter
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'Case and Statutory Updates in Estate, Trust and Probate Law and California Fiduciary Regulations,' The 26th Annual PFAC Educational Conference - August 26, 2021, co-presenter
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'Wine Not? California's Decanting Act,' Estate Planning and Trust Council of Long Beach - June 3, 2021, co-presenter
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'Stay Ahead of the Curve: Hot Topics in Trust and Estate Law,' North County Estate Planning Council webinar - May 4, 2021, co-presenter
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'Estate Planning, Trust & Probate Law: 2020 Year in Review,' Trust & Estate Section of the San Diego Bar Association webinar - April 1, 2021, co-presenter
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'Estate Planning, Trust & Probate Law: 2020 Year in Review,' Estate Planning, Trust & Probate Law Section of the La Jolla Bar Association webinar - March 11, 2021, co-presenter
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'Wine Not? California's New Decanting Act,' San Luis Obispo County Bar Association webinar - February 24, 2021, co-presenter
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'Powers of Appointment: Everything You Need to Know From the Planning and Litigation Perspectives,' Orange County Bar Association, Trusts & Estates Section webinar - August 12, 2020, co-presenter
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'Estate Planning, Trust & Probate Law: 2019 Year in Review,' Estate Planning, Trust & Probate Law Section of the San Diego County Bar Association webinar - July 15, 2020, co-presenter
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'Pitfalls in Estate Planning: War Stories, Tips, and Strategies From the Litigation Perspective,' Withers PCT Training - January 30, 2020, speaker
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'Current Developments,' North County Estate Planning Council, San Diego, California - November 5, 2019, speaker
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'Decanting in California,' Orange County Estate Planning Council - September 24, 2019, co-presenter
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'Recent Developments in Probate & Trust Law,' Provisors, San Diego Estate and Succession Planning Affinity Group - August 27, 2019
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'Decanting in California,' North County Bar Association - August 14, 2019, speaker
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'Current Developments,' North County Estate Planning Council, San Diego, California - August 6, 2019, speaker
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North County Estate Planning Council, San Diego, California - May 7, 2019, speaker (Topic: Current Developments)
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'California's New Trust Decanting Laws,' Long Beach Bar Association Probate, Trust & Estate Planning Section - May 1, 2019, speaker
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'New California Uniform Decanting Act,' STEP San Diego - April 16, 2019, speaker
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'Estate Planning, Trust & Probate Law: 2018 Year in Review', San Diego County Bar Association - March 14, 2019, speaker
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'Estate Planning, Trust & Probate Law: 2018 Year in Review,' County Counsel Association Conference - March 7, 2019, speaker
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'Decanting in California,' Probate Attorneys of San Diego - February 28, 2019, speaker
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'The New California Legislation on Decanting,' North County Estate Planning Council - February 5, 2019, speaker
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'Wine Not? California's New Decanting Act,' First American Trust - February 5, 2019, speaker
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'Wine Not? California's New Decanting Act,' First American Trust - January 31, 2019, speaker
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'Decanting 101: The New California Trust Decanting Act,' California Law Association, Webinar - January 30, 2019, speaker
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North County Estate Planning Council, San Diego, California - November 2018, speaker (Topic: Current Developments)
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‘Decanting 101: The New California Trust Decanting Act,' California Lawyers Association, Trusts & Estates Section, 42nd Annual Fall Program, San Francisco, California - October 2018, speaker
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North County Estate Planning Council, San Diego, California - September 2018, speaker (Topic: Current Developments)
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North County Estate Planning Council, San Diego, California - July 2018, speaker (Topic: Current Developments)
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'Estate Planning, Trust and Probate Law - 2017: A Year in Review,' San Diego County Bar Association - March 2018, speaker
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North County Estate Planning Council, San Diego, California - December 2017, speaker (Topic: Current Developments)
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North County Estate Planning Council, San Diego, California - November 2017, speaker (Topic: Current Developments)
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North County Estate Planning Council, San Diego, California - August 2017, speaker (Topic: Current Developments)
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'Traps for the Unwary: Issues to Consider in Cross-Border Fiduciary Litigation and Trust or Probate Administrations,' San Francisco Estate Planning Council & Golden Gate University Law Morning Symposium, Topics in International Estate Planning - June 2017, speaker
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'Amending Reporting Requirements to Reflect Social Changes,' State Bar of California Taxation Section, Washington, D.C. Delegation - May 2017, speaker
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'Estate Planning, Trust and Probate Law - 2016: A Year in Review,' San Diego County Bar Association - February 2017, speaker
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'Estate Planning, Trust and Probate Law - 2015: A Year in Review,' San Diego County Bar Association - February 2016, speaker
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'Estate Planning, Trust and Probate Law - 2014: A Year in Review,' San Diego County Bar Association - February 2015, speaker