| Trusts and Estates: Managing a Client-Focused Practice |
The State Bar of California Solo and Small Firm Summit |
2011 |
| Revitalizing a Stale Trust |
Marin County Bar Association, Probate and Estate Planning Section |
2011 |
| Co-Chair, California CPA Education Foundation 2011 Estate Planning Conference |
California CPA Education Foundation 2011 Estate Planning Conference |
2011 |
| The State of the Estate Tax: What Courts Need to Know About the 2010 Tax Act |
Administrative Offices of the Courts Probate and Mental Health Institute |
2011 |
| Estate Tax Update: 2010 and Beyond |
The Trusts and Estates Section of the State Bar of California Thirty-Fourth Annual Fall Program |
2010 |
| Estate Tax Update: 2010 and Beyond |
The State Bar of California 83rd Annual Meeting |
2010 |
| Community Property Issues in Trust Administration |
State Bar of California, Trusts and Estates Section |
2010 |
| Administering the Stale Trust |
South Placer Estate Planning Council |
2010 |
| Home Foreclosures Before and After Death |
San Francisco Public Radio, KALW 91.7 FM |
2010 |
| Stale Trust Funding |
Sacramento County Bar Association |
2010 |
| Crossover Issues in Estate Planning and Family Law |
Continuing Education of the Bar |
2010 |
| Revitalizing a Stale Trust: Improvement, If Not Perfection |
California CPA Education Foundation 2010 Estate Planning Conference |
2010 |
| Subtrust Funding |
American Cancer Society, Marin Gift & Estate Planning Advisory Board, San Rafael, California |
2010 |
| Subtrust Funding |
Redwood Empire Estate Planning Council, Santa Rosa, California |
2009 |
| Member, Organizing Committee |
California CPA Education Foundation 2009 Estate Planning Conference |
2009 |
| Post Mortem Administration Problem Areas |
California CPA Education Foundation 2008 Estate Planning Conference |
2008 |
| Subtrust Funding |
California CPA Education Foundation 2007 Estate Planning Conference |
2007 |
