| Planned Giving, |
Rancho Santa Fe Community Foundation |
2002 |
| Family Incentive Trusts: Some Ruminations on the Topic |
La Jolla Probate Section |
2002 |
| Cutting Edge Gift Planning: Avoiding Stitches |
Association of Fundraising Professionals, San Diego Chapter |
2002 |
| Recent Tax Developments for Nonprofits |
Luce, Forward, Hamilton & Scripps LLP and First National Bank |
2001 |
| Basic Charitable Planning |
State Bar Section Education Institute |
2000 |
| Advanced Course of Study: Charitable Trusts |
California Continuing Education of the Bar |
2000 |
| Exempt Organizations and Charitable Activities in California |
National Business Institute, Inc. |
1999 |
| How to Avoid Major Pitfalls in Charitable Planning and Recent Developments Affecting Tax-Exempt Organizations |
Annual Meeting of the California Tax Bars |
1999 |
| Basic Tax Planning for Charitable Organizations |
State Bar Section Fall Education Institute |
1998 |
| Family Charitable Giving Techniques |
Home Start, Inc. Estate Planning and Charitable Giving Roundtable |
1998 |
| Basic Tax Planning for Charitable Organizations |
California Tax Bars |
1998 |
| Important New Legislation and Regulations: Charitable Remainder Trusts |
Nonprofit Breakfast Seminar Series sponsored by Luce, Forward, Hamilton & Scripps LLP and Wells Fargo Bank |
1997 |
| Planning Private Philanthropy Using Foundations |
Certified Pubic Accountants/Law Forum |
1997 |
| We're from the Government and We're Here to Help: The New CRT Regulations |
California Tax Bars |
1997 |
| Intermediate Sanctions |
Nonprofit Breakfast Seminar Series sponsored by Luce, Forward, Hamilton & Scripps LLP and Danielson Trust Company |
1996 |
| Quid Pro Quo Contributions |
Nonprofit Breakfast Seminar Series sponsored by Luce, Forward, Hamilton & Scripps LLP and Danielson Trust Company |
1995 |
| California Probate: Beyond the Basics |
National Business Institute, Inc. |
1994 |
