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Talks
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'Current Developments in Estate, Gift, GST, and Fiduciary Income Tax,' American Bar Association 2025 Midyear Tax Meeting - February 19, 2025, speaker
- 'Gift Tax Annual Exclusions, Calculating Gift Tax and Disclaimers,' UCLA Law estate and gift tax course - September 25, 2024, guest lecturer
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'Is Your Gift Up for Grabs? Avoiding the Risk of Forfeiture Following the Breslin Case,' Southern California Council of Charitable Gift Planners Western Regional Planned Giving Conference - May 23, 2024, co-presenter
- ''The Empty Chair' Statute – Expanding Trustee Duties under Probate Code 15800,' 46th Annual UCLA/CEB Estate Planning Institute - April 18, 2024, co-presenter
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'Corporate Transparency Act: Pulling Back the Curtain and Shining a Spotlight on Client Assets,' California Lawyers Association Webinar - December 6, 2023, speaker
- 'Estate planning: what you need to know,' CFA Society of Los Angeles - December 6, 2023, speaker
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'Estate Planning for Children,' UCLA School of Law to JD and LLM students in Advanced Estate Planning Lecture - October 18, 2023, guest lecturer
- 'Corporate Transparency Act,' Los Angeles Estate Counselor's Forum - April 20, 2023, speaker
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'Is Your Gift Up for Grabs? Avoiding the Risk of Forfeiture Following the Breslin Case,' Los Angeles Council of Charitable Gift Planners - March 16, 2023, speaker
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'Corporate Transparency Act,' STEP San Diego - January 24, 2023, speaker
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'Corporate Transparency Act,' Woodland Hills Tax and Estate Planning Council - January 19, 2023, speaker
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'Hot Topics: New Things for Seasonal Practitioners!,' USC Trusts and Estates Conference - November 9, 2022, co-presenter