'Checklist 2020: Your estate plan in an election year,' Withersworldwide webinar - October 7, 2020
'Looking Ahead: Reducing tax burdens with Intentionally Defective Grantor Trusts (IDGTs),' Withersworldwide webinar - July 20, 2020
'Planning for Families Complicated by Divorce, Re-Marriage, Step-Progeny, and Dysfunction,' STEP Orange County webinar - June 2020
'Professionals Symposium 2020,' Rady Children's Hospital Foundation, January 2020
'The Challenges in Estate Planning for Blended Families: Yours, Mine and Ours', North County Estate Planning Council, August 2019
'Legal Risk Management for Advocacy Nonprofits in a Time of National Change', ABA Equal Justice Conference, 2018
'Estate Planning Under the Tax Cuts and Jobs Act', MINT Society, Rancho Santa Fe
'Implications of the Tax Cuts and Jobs Act', Rancho Santa Fe Library Guild, February 2018
'Estate Planning Under the Tax Cuts and Jobs Act', North County Estate Planning Council, February 2018
'Top 12 Troubling Topics that Impact Trust Administration - What Every Planner Should Address,' North County Estate Planning Council, Rancho Santa Fe, CA, March 2017
'Hot Topics in Estate Planning', North County Estate Planning Council - 2014
'QTIPs: A Necessary Item In the Repertoire', Annual Meeting of the California Tax Bar and California Tax Policy Conference - October 2016
'No Strings Attached: Basics of Tax Gifting', State Bar of California 89th Annual Meeting - September 2016
'What Attorneys Need to Know About Serving on Nonprofit Boards', Napa County Bar Association - September 2016
'The Win-Win of Charitable Planning With Non Cash Assets', California State Bar, Estate and Gift Tax Conference - February 2016
'What Every Domestic Estate Planner Should Know About International Estate Planning', Annual Meeting of the California Tax Bar and California Tax Policy Conference - November 2015
'A Primer for Attorneys Serving on Nonprofit Boards', San Diego County Bar Association - September 2015
'Financial Preparedness: Seven Things Every Woman Needs to Know', Rady Children's Hospital Women's Financial Symposium - February 2015
'Understanding Charitable Lead Trusts: Considerations and Consequences', California State Bar Business Law Section's Nonprofit Organizations Committee Meeting - May 2013
Delegate, Taxation Section of the State Bar of California Annual Washington D.C. Delegation - May 2013
'Trustee Duties and Trust Administration', Women's Financial Workshop, San Diego, California - October 2012
