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Talks
- 'Death and Debt: Navigating Post-Mortem Debt in Probate, Non-Probate, and Trust Estates,' USC Gould School of Law 51st Annual Trust and Estate Conference - November 21, 2025, speaker
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'A New Direction: California Directed Trusts and Their Uses,' Estate Planning Council of San Diego - June 17, 2025, speaker
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'The Menu: Tax Planning Techniques in Estate Planning,' 11th Annual Young Tax Lawyers (YTL) Conference - April 24, 2024, speaker
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'Recent Developments in Probate and Trust Law, and Estate Planning in 2025,' La Jolla Bar Association MCLE lunchtime program - November 14, 2024, speaker
- 'Directed Trusts Related to The New Statute in California,' North County Estate Planning Council San Diego Monthly Membership Meeting - May 7, 2024, speaker
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‘Unpacking the Getty New Yorker Article,’ American Bar Association 2023 May Tax Meeting - May 5, 2023, speaker
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'Overview of Trusts and Estates Practice,' University of San Diego School of Law - February 23, 2023, speaker
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‘Estate Planning for Ultra High Net Worth Families,' Merrill Lynch San Diego - November 2022, speaker
- ‘Tabloids and Taxes,' North County San Diego Estate Planning Council - March 1, 2022, speaker