Talks
- 'Estate Planning for Blended Families,' San Francisco Estate Planning Council - January 19, 2023, speaker
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'Checklist 2020: Your estate plan in an election year,' Withersworldwide webinar - October 7, 2020
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'Looking Ahead: Reducing tax burdens with Intentionally Defective Grantor Trusts (IDGTs),' Withersworldwide webinar - July 20, 2020
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'Planning for Families Complicated by Divorce, Re-Marriage, Step-Progeny, and Dysfunction,' STEP Orange County webinar - June 2020
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'Professionals Symposium 2020,' Rady Children's Hospital Foundation, January 2020
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'The Challenges in Estate Planning for Blended Families: Yours, Mine and Ours', North County Estate Planning Council, August 2019
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'Legal Risk Management for Advocacy Nonprofits in a Time of National Change', ABA Equal Justice Conference, 2018
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'Estate Planning Under the Tax Cuts and Jobs Act', MINT Society, Rancho Santa Fe
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'Implications of the Tax Cuts and Jobs Act', Rancho Santa Fe Library Guild, February 2018
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'Estate Planning Under the Tax Cuts and Jobs Act', North County Estate Planning Council, February 2018
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'Top 12 Troubling Topics that Impact Trust Administration - What Every Planner Should Address,' North County Estate Planning Council, Rancho Santa Fe, CA, March 2017
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'Hot Topics in Estate Planning', North County Estate Planning Council - 2014
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'QTIPs: A Necessary Item In the Repertoire', Annual Meeting of the California Tax Bar and California Tax Policy Conference - October 2016
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'No Strings Attached: Basics of Tax Gifting', State Bar of California 89th Annual Meeting - September 2016
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'What Attorneys Need to Know About Serving on Nonprofit Boards', Napa County Bar Association - September 2016
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'The Win-Win of Charitable Planning With Non Cash Assets', California State Bar, Estate and Gift Tax Conference - February 2016
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'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
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'A Primer for Attorneys Serving on Nonprofit Boards', San Diego County Bar Association - September 2015
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'Financial Preparedness: Seven Things Every Woman Needs to Know', Rady Children's Hospital Women's Financial Symposium - February 2015
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'Understanding Charitable Lead Trusts: Considerations and Consequences', California State Bar Business Law Section's Nonprofit Organizations Committee Meeting - May 2013
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Delegate, Taxation Section of the State Bar of California Annual Washington D.C. Delegation - May 2013
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'Trustee Duties and Trust Administration', Women's Financial Workshop, San Diego, California - October 2012