Talks
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‘International trusts and estates: The nuts and bolts of cross-border planning,’ STEP Los Angeles meeting - February 5, 2024, presenter
- 'The Nitty-Gritty of Foreign Trust Taxation,' 58th Annual Heckerling Institute on Estate Planning Conference - January 11, 2024, co-presenter
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'Foreign Trusts: What You Don't Know Can Hurt You,' 58th Annual Heckerling Institute on Estate Planning Conference - January 11, 2024, presenter
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'Cross-Border Planning for Clients with Ties to the US and Israel,' STEP Wyoming International Estate Planning Conference - October 7, 2023, presenter
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'Second Home: Castle or Hassle?' 19th Annual Jerry A. Kasner Estate Planning Symposium Event - October 5, 2023, presenter
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'The Nuts and Bolts of Cross-Border Planning,' ALI CLE International Trust and Estate Planning 2023 Webcast - June 29, 2023, co-presenter
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'Happily Ever After (Or Not),' The International Academy of Estate and Trust Law Annual Conference - May 22, 2023, panelist
- 'Inbound Planning,' ABA Tax Midyear Conference: Estate and Gift/Fiduciary Income Tax Panels - February 11, 2023, presenter
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'Planning for U.S. Persons with Foreign Assets and/or Foreign Beneficiaries,' The Regents of the University of California Continuing Education of the Bar - October 19, 2022, presenter
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'Planning for Non-U.S. Citizen Spouses,' 51st Annual Estate Planning Seminar Estate Planning Council of Portland, Inc. - February 4, 2022, presenter
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'Drafting for the International Client: A Guide to International Estate Planning Drafting Techniques and Tips for International Clients and Cross Border Trusts,' ALI CLE International Trust and Estate Planning Webcast 2021 - December 2, 2021, co-presenter
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'Planning for US persons with foreign assets,' San Francisco Estate Planning Council - September 22, 2021, co-presenter
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'Community Property: Impact on Marital Rights and Estate Planning,' Minnesota CLE 2021 Probate & Trust Law Section Conference - June 8, 2021, speaker
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'I Married an Alien - Considerations for Transfers to Non-U.S. Citizen Spouses, Along with Hot Topics in International Tax and Estate Planning,' 55th Annual Heckerling Institute on Estate Planning - May 5, 2021, co-presenter
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'An Introduction to International Estate Planning: Proper Planning to Protect Assets, and to Avoid Unnecessary Taxes and Disputes,' Probate Attorneys of San Diego webinar - April 21, 2021, co-presenter
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'U.S. Treatment of Non-Trust Structures - Foundations, Stiftungns, Usufructs, and More,' STEP NY & NYSBA 16th Annual International Estate Planning Institute: Part 2 - March 18, 2021, co-presenter
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'Tax Compliance Matters,' ALI-CLE International Trust and Estate Planning 2020 Webcast - December 9,2020, co-presenter
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'Outbound Planning,' ALI-CLE International Trust and Estate Planning 2020 Webcast - December 9,2020, co-presenter
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'Pre-Immigration Planning - Client Counseling Considerations,' New York State Bar Association's 16th Annual International Estate Planning Institute Webinar - October 8, 2020, co-presenter
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'Tax and Estate Planning for US Persons with Foreign Assets,' Los Angeles County Bar Association - August 4, 2020, co-presenter
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'Tax and Estate Planning for U.S. Persons with Foreign Assets,' STEP USA webinar - June 17, 2020, presenter
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'Thinking of naming a foreign person as fiduciary? Think twice. Beneficiaries living abroad? Check thrice.' ACTEC 2020 Annual Meeting, Boca Raton FL, March 6, 2020, co-presenter
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‘How to set up a family office for success,' Withers event, San Diego, CA - February 25, 2020, moderator
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Compliance Obligations and Planning Issues for U.S. Clients with Foreign Income and Investments,' ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 15, 2019, panelist
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'Planning for Investment into the United States,' ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 15, 2019, panelist
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'Planning for the Business Owner: U.S. Clients Who Own Non-U.S. Business Interests,' ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 15, 2019, panelist
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'Planning for U.S. Clients Who Are Beneficiaries of Foreign Trusts,' ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 15, 2019, panelist
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'Developments in Tax Transparency, Anti-Money Laundering Rules, Transparency of Beneficial Ownership, and Ethics,' ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 14, 2019, panelist
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'Planning and Ethics Issues for the International Estate Planner,' ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 14, 2019, panelist
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'Inbound Planning Issues for Nonresident Alien Individuals, Nonresident Investors and Outbound U.S. Citizens and Residents,' ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 14, 2019, panelist
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'International Estate and Gift Taxation,' American Bar Association Real Property, Trust and Estate Law Section (ABA RPTE) webinar - September 17, 2019, co-presenter
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'Lose the Fear of the Foreign - Practical Planning Strategies,' 53rd Annual Heckerling Institute on Estate Planning, Orlando, Florida - January 16, 2019, co-presenter
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‘Prepare for Global Wealth: Demystifying Planning for U.S. Persons with Foreign Assets,' 53rd Annual Heckerling Institute on Estate Planning, Orlando, Florida - January 16, 2019, presenter
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'U.S. Income Taxation of Foreign Trusts,' California Lawyers Association - February 26, 2019, co-presenter
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'Foreign Trusts: What You Don't Know Can Hurt You,' STEP San Diego - November 13, 2018, co-presenter
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'Inbound Planning Issues for Individual Nonresident Aliens & Inbound Planning Issues for Nonresident Alien Investors,' ALI CLE International Estate Planning Conference, San Francisco - November 1-2, 2018, co-presenter
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'One Will to Rule Them All (or Not!),' ACTEC 2018 Annual Meeting, San Antonio - March 10, 2018, co-presenter
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'Foreign Trusts: What You Don't Know Can Hurt You,' ABA Section of 2018 Midyear Meeting, San Diego - February 10, 2018, co-presenter
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'Estate Planning for US Clients with Foreign Property' & 'Mexico-Related Issues,' ALI CLE International Trust and Estate Planning 2017 - November 10, 2017
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'What to Expect When Going Global in Real Estate,' San Diego Association of Realtors - September 27, 2017
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'Foreign trusts: Classification, tax and reporting implications,' STEP Wyoming International Estate Planning Conference, Four Seasons Resort in Jackson Hole, Wyoming - September 15-16, 2017
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'Estate Tax Planning for U.S. Persons/Residents with International Assets,' Internal Revenue Service, Washington, D.C. - August 23-24, 2017
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'Non-Taxable Crowdfunding - Amending Reporting Requirements to Reflect Social Changes,' The State Bar of California Taxation Section and the Los Angeles County Bar Association 2017 Washington, D.C. Delegation, Washington, D.C. - April 30 through May 2, 2017
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'Tax and Estate Planning Considerations for Foreign Persons Owning U.S. Assets - A Deeper Dive,' 51st Annual Heckerling Institute on Estate Planning, General and Special Sessions, Orlando World Center Marriott Resort and Convention Center, Orlando, Florida - January 11, 2017
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'Multi-Jurisdictional Estate Planning: My Client Owns Assets in a Foreign Country, Now What?,' 2016 Annual Meeting of the California State Bar and California Tax Policy Conference, Hilton San Diego Resort and Spa, San Diego, California - October 27, 2016
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'Multi-Jurisdictional Estate Planning, Including the Interplay with Tax Treaties,' 2016 Annual Meeting of the California State Bar and California Tax Policy Conference, Hilton San Diego Resort and Spa, San Diego, California - October 27, 2016
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'Tax Planning for Foreign Nationals with Assets in the U.S.,' Boca Raton Estate Planning Council, Boca Country Club, Boca Raton, Florida - October 18, 2016
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'Trusts and Estates Planning for Busy Corporate Executives,' Association of Corporate Counsel, San Diego, California, Withers Bergman LLP San Diego, CA office - August 4, 2016
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'Tax and Estate Planning Considerations for Foreign Persons Owning U.S. Assets,' CEB/UCLA 38th Annual Estate Planning Institute, held at the Manhattan Beach Marriott, Manhattan Beach, California - April 29-30, 2016
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'Multi-Jurisdictional Estate Planning, Including the Interplay with Tax Treaties,' 5th Annual STEP-UCLA School of Law Institute on Tax, Estate Planning and the Economy, The Fairmont Hotel, New Port Beach, California - January 26-28, 2016
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'Immigration and Citizenship Law and Related Tax Issues for Estate Planners,' 50th Annual Heckerling Institute on Estate Planning - January 11-15, 2016
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'What Every Domestic Estate planning Attorney Should Know about International Estate Planning,' 2015 Annual Meeting of the California State Bar and Tax Policy Conference, La Jolla, California - November 5, 2015
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'So Your Client Owns Foreign Property, Now What,' STEP Orange County - January 21-24, 2015
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'Cross Border Estate and Gift Tax,' University of San Diego, School of Law - Procopio International Tax Institute - October 29, 2014
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'Planning for U.S. Clients with Foreign Property,' AU-CLE International Trust and Estate Planning Conference - October 21, 2014
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'Wealth Management and Tax Implications,' US/Mexico Bar Association (USMBA) - September 30, 2014
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'Strategies for Non-U.S. Persons Investing in the United States,' Pacific Life 2014 Educational Symposium - September 9, 2014
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'Tax and Estate Planning Issues for U.S. Clients Who Own Foreign Property,' ICLE Georgia 2014 Fiduciary Law Institute, St. Simons Island, Georgia - July 10, 2014
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'Planning for U.S. Clients with Foreign Property,' American Law Institute Continuing Law Education International Trust and Estate Planning, The Revere Hotel Boston Common, Boston, Massachusetts - October 10-11, 2013
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'Understanding Consequences of Transfers of Title in Unfamiliar Jurisdictions,' American College of Trust and Estate Counsel 2013 Western Regional Meeting, Ritz-Carlton, Half Moon Bay, California - August, 30- September, 1, 2013
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'Charitable Estate Planning: Support Your Favorite Charity or Shi-Tai United Fund, Save Taxes, and Transfer Assets to your Children,' Taiwanese Chamber, National Conference, Westin Atlanta Airport Hotel, Atlanta. Georgia - June 20-23, 2013
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'Foreign Ownership of Land in Mexico; Fideicomisos and United States Reporting Matters,' American College of Trust and Estate Counsel, Washington D.C. - October 2012
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'International Trust and Estate Planning: Marital Deduction Planning for Non-Citizen Spouses,' American Law Institute Continuing Legal Education, Toronto, Canada - August 22-23, 2012
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'Foreign Trust Versus Domestic Trust,' U.S. - Mexico Current Trends in International Cross Border and Estate Planning, Riding New Reporting, Tax and Legal Challenges, Foreign Trusts, Amicorp, San Diego - August 2, 2012
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'International Estate and Income Tax Planning,' YMCA - June 6, 2012
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'International Tax and Estate Planning Update,' Merrill Lynch Advisory Meeting, San Diego, California - February 15, 2012
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'You Have a Foreign Trust - When Trusts are Deemed Foreign Trusts and the Tax and Reporting Implications of Foreign Trusts,' Super STEP Conference (Society of Trust and Estate Practitioners), Irvine, California - January 25, 2012
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'How to Structure Mexican Real Estate Holdings for the U.S. Citizen,' Arizona Estate Planning Council November Meeting, Phoenix, Arizona - November 7, 2011, co-presenter
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'Marital Deduction Planning for Non-Citizen Spouses,' International Trust and Estate Planning Conference Presented by the American Law Institute and the American Bar Association, San Francisco, California - August 18, 2011
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4th Annual STEP Pacific Rim Conference, Santa Monica, California - May 12, 2011
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'Estate Planning for the International Clients and Investors: Tax, Estate and Probate Planning - Non-US Citizen Spouses, Resident Aliens and Non-Resident Aliens; Planning Issues When Investing in Mexico,' North County Estate Planning Council April Meeting, Del Mar, California - April 5, 2011
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'How to Hold the Title to the Ski Chalet in Switzerland and the Bank Account in France: Nuts and Bolts Issues in International Estate Planning,' American College of Trust and Estate Counsel Presentation - March 12 and 13, 2011
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'Estate and Charitable Planning for the Business Owner,' Planning Seminar presented by the Office of Gift Planning, San Diego - January 12, 2011
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'Cross-Border Tax and Estate Planning Across the Pacific (Asia, The United States and Canada); Analysis of Case Study Illustrating Typical Two-Country Planning Situations,' The 3rd Annual STEP Pacific Rim Conference, Santa Monica, California - May 6 and 7, 2010, moderator
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'Drafting Trusts Under the Laws of Jurisdictions Other Than the Domicile of the Settlor(s),' The 3rd Annual STEP Pacific Rim Conference, Santa Monica, California - May 6 and 7, 2010
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2009 Annual Meeting and CLE Conference, U.S-Mexico Bar Association - November 11-13, 2009, moderator
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'Tax and Estate Planning Strategies for Non-U.S. Persons Investing in the U.S,' San Diego County Bar Association - October 14, 2008
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'International Estate Planning for the Asian Family with U.S. Ties,' Pacific Rim Advisory Committee Meeting, Seoul, South Korea - October 2007
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'International Estate Planning for the Asian Family,' International Bar Association, Singapore - October 2007
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'International Estate Planning & Investing Issues,' Estate Planning Council of San Diego - November 2006
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'What Every Financial Planner Should Know About Estate Planning,' The National Association of Personal Financial Advisors - October 2006
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'Cross Border Estate Planning and Probate Succession Law,' San Diego County Bar Association Mexican Liaison - November 2005
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'Practical International Estate Planning: Including Planning for Non-U.S. Citizen Spouses,' San Diego County Bar Association - May 2005
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'Nuts and Bolts of Charitable Planning,' San Diego County Bar Association - April 2005
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'Estate Planning,' Women's Day, National Estate Planning Week, Arthritis Foundation - January 1998
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'Legal Aspects of Starting and/or Expanding Your Business,' SCORE, U.S. Small Business Administration - 1996