| Living Trusts and More - Revocable Trusts, Irrevocable Trusts, and Asset Protection (4/24/2013) |
It's Your Estate |
2013 |
| American Taxpayer Relief Act: Tax and Estate Planning Strategies to Implement Now |
Harvard Business School Association of Orange County Leadership Series, Irvine, CA |
2013 |
| Building Blocks of Estate Planning (Scheduled 07/24/2013) |
2013 Planning for the Generations Symposium, Denver, CO (July 24-26, 2013) |
2013 |
| Modern Estate Planning |
University of California Irvine School of Law |
2012 |
| Advanced Estate Planning - Revocable Trusts, Irrevocable Trusts, and Asset Protection (9/28/2012) |
It's Your Estate |
2012 |
| Advanced Estate Planning - Revocable Trusts, Irrevocable Trusts, and Asset Protection (4/24/2012) |
It's Your Estate |
2012 |
| More on Estate Planning |
IFA |
2012 |
| Developing an Estate Plan |
IFA |
2012 |
| The Irrevocable Life Insurance Trust (ILIT) |
IFA |
2012 |
| The Future of Gift and Estate Taxes |
IFA |
2012 |
| The Basics of Estate Planning |
IFA |
2012 |
| Making the Modern Estate Plan Work |
Financial Planning Association Annual National Conference (FPA Experience 2012) , San Antonio, TX (4-hour live presentation) |
2012 |
| Annual Tax and Estate Planning Update |
Annual Tax and Estate Planning Update |
2012 |
| Advanced Estate Planning |
It's Your Estate |
2011 |
| Tax and Estate Planning Update |
Garrett Planning Network 11th Annual Confererence, Denver, CO (October 27-30, 2011) |
2011 |
| Annual Tax and Estate Planning Update |
Annual Tax and Estate Planning Update |
2011 |
| Business and Estate Planning, Asset Protection, and Tax Law |
UCLA |
2010 |
| Advanced Estate Planning |
It's Your Estate |
2010 |
| Estate & Business Succession Planning |
Institute for Entrepreneurial Studies and Development |
2010 |
| Estate Planning Strategies |
WealthCounsel Audio Conference |
2009 |
| Estate Planning Documents |
UMKC |
2009 |
| Estate Planning - Part III |
The Bottom Line - News Radio 980 |
2009 |
| Estate Planning - Part I |
The Bottom Line - News Radio 980 |
2009 |
| Estate Planning - Part II |
The Bottom Line - News Radio 980 |
2009 |
| Planning for the Future Utilizing New Techniques in Estate Planning |
Laguna Beach Business Club |
2009 |
| Estate Planning Case Studies |
It's Your Estate |
2009 |
| Advanced Estate Planning |
It's Your Estate |
2009 |
| Estate Planning |
Team Women |
2008 |
| Advanced Estate Planning |
It's Your Estate |
2008 |
| Estate Planning |
Coastal Business Exchange |
2008 |
| Estate Planning |
California Society of Certified Public Accountants, Los Angeles, CA |
2007 |
