| When is a Gift Not a Gift?An Analysis of Current Charitable Tax Planning Strategies, Proven and Unproven |
California Bar Association Tax Section |
2000 |
| Gifts of Business Interests |
Northern Regional Conference on Planned Giving |
1999 |
| Final Regulations on Charitable Remainder Trusts |
La Jolla Probate Section |
1999 |
| Restrictions Of Tax Exemption Applied To Credit Counseling Agencies |
Association of Independent Consumer Credit Counselors of America |
1999 |
| Charitable Planning Techniques and Case Studies |
Pepperdine Estate Planning Network |
1998 |
| Opportunities with S-Corp, Closely Held Businesses, LLCs, and Partnership Interests - Receiving Charitable Gifts of Closely-Held Businesses |
National Committee on Planned Giving's Western Regional Conference |
1998 |
| Should it Be Any of our Business?: Receiving Charitable Gifts of Closely-Held and Privately-Owned Businesses |
Masters Symposium of the Southern California Planned Giving Round Table |
1995 |