State Bar of California – “Should Your Client Sign That? Helping You Survive Your Client’s Changing Capacity” (San Francisco and San Diego, CA – 2016)
American College of Trust and Estate Counsel – “Planning for the Unplanned Retirement of the Sole Practitioner” (Las Vegas, NV – March 2016)
Sacramento Estate Plan Counsel – “Should Your Client Sign That? Helping You Survive Your Client’s Changing Capacity.” (Sacramento, CA – March 2015)
CEB – “Current Developments in Trust and Estates.” (San Luis Obispo, CA – January 2014)
San Luis Obispo Bar Association – “Disaster Planning for the Solo Attorney.” (San Luis Obispo, CA – November 2013)
California State Bar Office of Education – “Planning for the Death or Disability of the Solo Attorney.” (Los Angeles, CA – June 2013)
Sacramento Bar Association – “Planning for the Death or Disability of the Solo Attorney.” (Sacramento, CA – May 2013)
Estate Planning Council of San Luis Obispo – “Recent Developments in Estate Planning, Estate Tax and Administration.” (San Luis Obispo, CA – March 2011)
National Business Institute – “The Probate Process From Start to Finish” (San Luis Obispo, CA – December 2010)
Alameda Bar Association – “Planning for the Death or Disability of the Solo Attorney.” (Alameda, CA – June 2009)
UCLA/CEB Estate Planning Institute – “Planning for the Death or Disability of the Solo Attorney.” (Los Angeles, CA – May 2009)
Glendale Bar Association – “Estate Planning for Unmarried Partners” (Glendale, CA – December 2007)
CEB – “Estate Planning for Unmarried Partners” (Los Angeles, CA – November 2007)
CEB – “Estate Planning for Unmarried Partners” (Garden Grove, CA – November 2007)
CEB – “Estate Planning for Unmarried Partners” (San Francisco, CA – October 2007)
Glendale Bar – “Asset Protection Planning.” (Glendale, CA – 2005)
Glendale Bar – “Administering Properties with Hazardous Waste.” (Glendale, CA – 2003)