Talks
- 'Estate Tax Aspects of Buy-Sell Agrements,' ABA Tax Midyear Conference: Estate and Gift/Fiduciary Income Tax Panels - February 10, 2023, presenter
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'Family Limited Partnerships,' California CPA Society San Diego Estate Symposium - November 19, 2021, presenter
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'Business Succession Planning,' Greater Boca Raton Estate Planning Council - November 9, 2021, presenter
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'Lifetime Transfers - Installment sales to grantor trusts, preferred equity interest transactions, GRATs, and other techniques,' Estate Planning Council of San Diego “Living Legend” webinar event - January 19, 2021, presenter
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'Withers talks: families and family office | Ep 6 - Sibling rivalries in family businesses,' Withersworldwide podcast - October 1, 2020, speaker
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'San Diego Annual Estate Tax Symposium,' California Society of CPA - August 25, 2020, presenter
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'Buy-Sell Agreements and Related Tax Issues for the Closely Held Business,' CLE Webinar - March 17, 2020, panelist
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‘How to set up a family office for success,' Withers event, San Diego, CA - February 25, 2020, panelist
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'Using Family Limited Partnerships In Estate Planning After The 2017 Tax Act,' Bloomberg Tax Practitioner Insight Podcast - February 27, 2019
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'Business Succession Planning for Family Owned Business' and 'Buy/Sell Agreements for the Closely Held Business,' Advanced Estate Planning Institute CLE, Cincinnati Bar Association - March 2, 2018
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'Buy-Sell Agreements for Closely Held and Family Controlled Business Entities,' ABA Section of Taxation 2018 Midyear Meeting, San Diego - February 9, 2018
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'Special Issues in Drafting (and Administering) Buy-Sell Agreements,' 52nd Annual Heckerling Institute on Estate Planning, Orlando, Florida - January 24, 2018
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'Dealing with Sibling Rivalries in Family Owned Businesses', ABA Section of Real Property, Trust & Estate Law - April 19, 2016, webinar
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'Business Succession Planning', California Bar Tax Section, San Francisco - February 26, 2016
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'Business Succession Planning', sponsored by the National Association of Estate Planning Councils - February 10, 2016, webinar
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'Cain v. Abel: How to Prevent Sibling and Cousin Rivalries When a Family Owns a Business', 5th Annual Institute on Tax, Estate Planning and the Economy, Newport Beach, CA - January 27, 2016
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'Business Succession Planning, Family Limited Partnerships, and Sales to Grantor Trust ', Sacramento Estate Planning Council, Sacramento, CA - January 26, 2015
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'Business Succession Planning', North County Estate Planning Council, San Diego, CA - January 5, 2015
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'Planning for Distributions from Qualified Retirement Plans and IRAs', California Bar Section of Taxation, Tax Policy Conference, La Jolla - CA November 6, 2015
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'Current Issues in Gift and Estate Tax Audits', California Bar Section of Taxation, Tax Policy Conference, La Jolla, CA - November 5, 2015
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'Business Succession Planning', Montana Tax Institute, Missoula, Montana - October 24, 2015
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'Business Succession Planning for the Family Business', sponsored by ABA Section of Real Property, Trust & Estate Law - October 6, 2015, webinar
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'Business Succession Planning', Montana Tax Institute, Missoula, Montana - October 24, 2015
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'Business Succession Planning for the Family Business', sponsored by ABA Section of Real Property, Trust & Estate Law - October 6, 2015, webinar
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'Cain v. Abel: How to Prevent Sibling & Cousin Rivalries When a Family Owns a Business and Business Succession Planning', ALI-CLE Institute on Planning for the Family Business Owner,, San Francisco, CA - July 9, 2015
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'Cain v. Abel: How to Prevent Sibling & Cousin Rivalries When a Family Owns a Business', Minnesota's 41 annual/2015 Probate & Trust Law Section Conference, Minneapolis, Minnesota - __ June 8, 2015
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'Choice of Entity and Buy-Sell Agreements' CEB Program on Business Succession, San Francisco, CA - April 21, 2015
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'Planning Techniques for Large Estates, Business Succession Planning', ALI-CLE Institute, Phoenix, AZ - April 8, 2015
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'Cain v. Abel: How to Prevent Sibling & Cousin Rivalries When a Family Owns a Business', Scripps Health Foundation,, San Diego - April 1, 2015
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'Tax, Estate Planning and the Economy Family Limited Partnerships' , Fourth Annual Institute sponsored by STEP, Newport Beach, CA - __ January 23, 2015
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'Estate Planning, Business Succession Planning and Avoiding Sibling Rivalries' Heckerling Institute, Orlando, FL - January 13 and 14, 2015
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'Business Succession Planning', Western CPE Precision Conference, Tucson, AZ - __ November 11 and 12, 2014
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'Special Valuation Rules Under Chapter', Federal Tax Institute of New England, Hartford, CT - October 24, 2014
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'Federal Taxation, Life time Transfers', New York Institute, New York, NY, and Coronado, CA - October 23 and November 20, 2014
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'Family Limited Partnerships' North County of San Diego Estate Planning Council - August 5, 2014
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'Portability', Scripps Health Foundation,, San Diego, July 2, 2014
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'Business Succession Planning', Sioux Falls Estate Planning Council, Sioux Falls, SD - May 15, 2014
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'Developments Affecting Estate Planning over the Last Twenty Five Years', ABA Real Property Trust and Estate Section, Chicago, IL - May 2, 2014
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'Family Limited Partnerships', Inland Empire Estate Planning Seminar, Redlands University, CA - November 2013
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'Business Succession Planning', Seattle Estate Planning Seminar - October 2013
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'Planning After ATRA', Birmingham Estate planning Council, Family Limited Partnerships - May 2013
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'Freezing Techniques and IRC § 270', American Bar Association Section of Taxation, Washington, DC - 1 May 2013
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'Planning After the American Taxpayer Relief Act', American Bar Association Section of Real Property, Trust, and Estate Law, Washington, DC - May 2013
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'Conflicts of Interest in Multiple Fiduciary Roles', San Diego County Bar,, San Diego, CA - April 2013
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'Family Limited Partnerships', San Diego Country Bar, San Diego, CA - March 2013
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'Planning after the American Taxpayer Relief Act; Business Succession Planning, Forming and Liquidating Partnerships', Louisville Estate Planning Council, Louisville, KY - March 2013
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'Step Transaction Doctrine', American College of Trust and Estate Counsel, Maui, HA - March 2013
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'Estate Planning, Business Succession Planning', Heckerling Institute, Orlando, FL - January 2013