​

• CEB “Ethics & Malpractice Issues: Protection Tips for Estate and Trusts Attorneys” (February, 2019)

• Monterey Trust Management & CPE Forum of the Central Coast “Year in Review - Tax & Law Update” (January 2019)

• San Mateo County Bar Association “Trump Updated It All - What Can We Say” (January 2019)

• Bar Association of San Francisco “Recent Developments in Estate Planning and Administration” (January 2019)

 

• Santa Cruz County Bar Association Estate Planning Section “The Year in Review” (December 2018)

• Silicon Valley Bar Association “Trump Updated It All - What Can We Say” (December 2018)

• Silicon Valley Bar Association “Caring for the Person” (September 2018)

• Silicon Valley Bar Association “Attorney’s Fees” (February 2018)

• Silicon Valley Bar Association “First Thing - Stop the Bleeding” Provisional Remedies in Probate (February 2018)

• San Mateo County Bar Association “Déjà Vu All Over Again: Tax Reform Equals Lawyer’s Full Employment - Remember 2001” (January 2018)

• Monterey Trust and Estates Study Group “Déjà Vu All Over Again: Tax Reform Equals Lawyer’s Full Employment - Remember 2001” (January 2018)

 

• Santa Cruz Estate Planning Counsel “Déjà Vu All Over Again: Tax Reform Equals Lawyer’s Full Employment - Remember 2001” (December 2017)

• Silicon Valley Bar Association “Déjà Vu All Over Again: Tax Reform Equals Lawyer’s Full Employment - Remember 2001” (December 2017)

• Monterey Trust and Estates Study Group “Is There a Silver Lining in Every Dark Cloud?” (February 2017)

• San Francisco County Bar Association “Is There a Silver Lining in Every Dark Cloud?” (February 2017)

• San Mateo County Bar Association “Is There a Silver Lining in Every Dark Cloud?” (January 2017)

 

• Silicon Valley Bar Association “Is There a Silver Lining in Every Dark Cloud?” (December 2016)

• The Santa Cruz County Estate Planning Council “Is There a Silver Lining in Every Dark Cloud?” (December 2016)

• Monterey Trust and Estates Study Group “Does Luke Skywalker Go To The Dark Side and Become a T&E Litigator?” (February 2016)

• San Mateo County Bar Association “Does Luke Skywalker Go To The Dark Side and Become a T&E Litigator?” (January 2016)
   

• Silicon Valley Bar Association “Does Luke Skywalker Go To The Dark Side and Become a T&E Litigator?” (December 2015)

• The Santa Cruz County Estate Planning Council “Does Luke Skywalker Go To The Dark Side and Become a T&E Litigator?” (December 2015)

• PFAC 20th Annual Educational Conference 2015, “Licensed? Now What? A Roadmap for Various Types of Cases” (April 2015)

• Silicon Valley Bar Association, Moderator, “Appellate Review of Judgments and Orders” (April 2015)

• Financial Insider Weekly “Your Rights as a Beneficiary of an Estate of Trust” (April 2015)

• San Mateo County Bar Association “The Giants Win Again and Other Excitement in the T&E World” (January  2015)
   

• The Santa Cruz County Estate Planning Council “The Giants Win Again and Other Excitement in the T&E World” (December 2014)

• Silicon Valley Bar Association “The Giants Win Again and Other Excitement in the T&E World” (December 2014)

• Silicon Valley Bar Association "Fiduciary War Stories” (October 2014)

• East Bay Trusts and Estates Lawyers “The Metrics for Determining the Amount of Attorneys’ Fees in Probate” (October 2014)

• Silicon Valley Bar Association, Moderator, “Marrying Into Elder Abuse” (May 2014)

• Financial Insider Weekly “Your Rights as a Beneficiary” (April 2014)

• Silicon Valley Bar Association “The Metrics for Determining the Amount of Attorneys’ Fees in Probate” (April 2014)

• The Santa Cruz County Estate Planning Council “The Metrics of Determining the Amount of Attorneys’ Fees in Probate (February  2014)

• San Mateo County Bar Association “Vetoes, Taxes and Marriage for All” (January  2014)
   

• The Santa Cruz County Estate Planning Council “Vetoes, Taxes, and Marriage for All” (December 2013)

• CEB “Ethics & Malpractice Issues: Protection Tips for Estate and Trusts Attorneys” (December 2013)

• “Silicon Valley Bar Association “Vetoes, Taxes, and Marriage for All” (December 2013)

• Monterey Estate Planning Study Group “The Metrics of Determining the Amount of Attorneys’ Fees in Probate“ (October 2013)

• San Mateo County Bar Association, Estate Planning & Probate Section, “Attorney Fee Petitions: What They Must and Should Include” (August 2013)

• San Mateo County Bar Association, “How Much Uncertainty Can We Tolerate–Planning from the Precipice“ (January 2013)
   

• Silicon Valley Bar Association, “How Much Uncertainty Can We Tolerate–Planning from the Precipice (December 2012)

• Santa Cruz County Estate Planning Council, “How Much Uncertainty Can We Tolerate–Planning from the Precipice (December 2012)

• Silicon Valley Bar Association, “He’s in Love With Her! A Mock Trial” (October 2012)

• San Mateo County Estate Planning Council, “Matters That Hit the Wallet–A Comprehensive Overview of Attorney’s Fees in Probate” (May 2012)

• San Mateo County Estate Planning Council, “Congress is Run by Lawyers. A Lawyer is Trained for Two Things, and Two Things Only: To Clarify and to Confuse. Welcome To Tax Planning 2012” (January 2012)

• PFAC Northern California Region Dinner, “When and Under What Circumstances Should a Professional Fiduciary Agree to Mediation, Trial by a Referee or Both?” (January 2012)
   

• Silicon Valley Bar Association, “Congress is Run by Lawyers. A Lawyer is Trained for Two Things, and Two Things Only: To Clarify and to Confuse. Welcome To Tax Planning 2012” (December 2011)

• Santa Cruz County Estate Planning Council, “Congress is Run by Lawyers. A Lawyer is Trained for Two Things, and Two Things Only: To Clarify and to Confuse. Welcome To Tax Planning 2012” (December 2011)

• State Bar of California, Taxation Section, 2011 Annual Meeting “Death, Taxes & Malpractice Traps–Avoiding the Top Ten Mistakes in Estate and Tax Planning” (November 2011)

• Silicon Valley Bar Association, “Matters That Hit the Wallet–A Comprehensive Overview of Attorney’s Fees in Probate” (October 2011)

• The Southern California Tax & Estate Planning Forum, “Estate and Trust Litigation” (October 2011)

• PFAC 2011 Conference, “The Ethical Conundrum: Damned if you Do . . . Damned if you Don’t” (May 2011)

• Monterey Estate Planning Study Group and CPE Forum, “The Giants Won the World Series and How Much Quack Can You Get From a Lame Duck” (February 2011)

• San Mateo County Estate Planning Council, “The Giants Won the World Series and How Much Quack Can You Get From a Lame Duck” (January 2011)
   

• Silicon Valley Bar Association and Santa Cruz County Estate Planning Council, “The Giants Won the World Series and How Much Quack Can You Get From a Lame Duck” (December 2010)

• Professional Fiduciary Association of California, “Litigation, Tax Challenges, Asset & Client Control” (October 2010)

• The Southern California Tax & Estate Planning Forum, “Damages, Fees and Costs in Estate Litigation” (October 2010)

• Create TV, Financial Insider Weekly, “Your Rights as a Beneficiary” (October 2010)

• Create TV, Financial Insider Weekly, “Second Marriage Estate Planning” (June 2010)

• Silicon Valley Bar Association, “Expert Witnesses in Probate Litigation” (May 2010)
   

• Silicon Valley Bar Association, “Pigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T & E Practice in 2010" (December 2009)

• Financial Insider Weekly, "Your Rights as a Beneficiary" (October 2009)
   

• Silicon Valley Bar Association, "Estate Planning in the Brave (And Poorer) New World" (December 2008)

• Continuing Education of the Bar, "Elder Law: Remedies for Financial Abuse" (July/August  2008)

• Professional Fiduciary Association of California, Silicon Valley Chapter, "Professional Fiduciary and Conflicts of Interest" (June 2008)

• Professional Fiduciary Association of California Annual Conference, "Litigation and the Fiduciary" (May 2008)

• Silicon Valley Bar Association, "Probate Trials and Tribulations" (May 2008)

• Continuing Education of the Bar, "Ethics and Malpractice Issues - Protection Tips for Trust & Estate Attorneys" (January 2008)
   

• Silicon Valley Bar Association, "Changing our Plans in 2008: New Laws, New Interpretations, and How to Handle the Transition" (December 2007)

• Santa Cruz Estate Planning Council, "Probate Code Sections 850 and 17000" (October 2007)

• Paralegal Association of Santa Clara County, "Leading Your Client Through a Trust Allocation" (October 2007)

• Continuing Education of the Bar, "Estate Planning Scams, Botched Trusts & Other Disasters" (July/August 2007)

• Santa Clara University Law School, Guest Lecturer, "Elder Abuse - The Civil Perspective" (February 2007)
   

• Silicon Valley Bar Association, "Changing Our Plans in 2007: New Laws, New Interpretations and How to Handle the Transition" (December 2006)

• Silicon Valley Bar Association, "Probate Code Sections 850 and 17200" (September 2006)

• Continuing Education of the Bar, "Ethics and Malpractice Issues–Protection Tips for Trust & Estate Attorneys" (January and March 2006)

• Estate Planning Council of Diablo Valley, "Why You Can't Estate Plan Around Estate Litigation" (January 2006)
   

• Silicon Valley Bar Association, "Taxes, Trusts and Planning in Disastrous Times" (December 2005)

• Silicon Valley Bar Association, "Provisional Remedies in Probate Litigation" (June 2005)

• Current Issues Regarding the Duties of Fiduciaries and Those Who Serve Them“ (May 2005)

• Continuing Education of the Bar, Elder Law Litigation: Remedies for Financial Abuse (February, March 2005)
   

• Silicon Valley Bar Association, The Trusts & Estates Section, "The Continuing Search for WMD (Ways to Manage Death, Disability, and Dissolution)" (December 2004)

• National Business Institute, "Elder Care in California" (September 2004)

• Trusts Commission of Alameda County Bar Association, "The Trust and Probate Attorney as a Trial Lawyer" (May 2004)

• West Valley Bar Association, "Why Can't We Do It Like They Do in England?" (April 2004)

• Silicon Valley Bar Association, The Trusts & Estates Section, Moderator, "The Mother of All Will Contests“ (April 2004)
   

• Santa Cruz County Bar Association "The Good, The Bad and The Ugly–Recent Developments in Estate Planning, Administration and Litigation" (December 2003)

• Silicon Valley Bar Association, The Trusts & Estates Section, "The Good, The Bad and The Ugly–Recent Developments in Estate Planning, Administration and Litigation " (December 2003)

• Silicon Valley Bar Association, The Trusts & Estates Section, "No Contest Clauses–The Disaster Waiting to Happen" (November 2003)

• Continuing Education of the Bar, Antidotes for Estate Planning Scams, Botched Trusts & Other Disasters (November 2003 San Francisco, October 2003 Sacramento)

• Santa Clara County Estate Planning Council, "Elder Abuse: Estate and Trust Litigation" (March 2003)

• San Mateo County Bar Association, "Update in Down Times–When The Bills Arrive" (February 2003)

• Silicon Valley Bar Association, The Estate of Kouba- Due Execution, Exercise of a Power of Appointment and the "Substantial Compliance" Rule (February 2003)
   

• Santa Cruz Bar Association, "Update in Down Times–When The Bills Arrive" (December 2002)

• Silicon Valley Bar Association, Estate Planning, Probate & Trust Section, "Update in Down Times–When The Bills Arrive (December 2002)

• Silicon Valley Bar Association, Estate Planning, Probate & Trust Section "Serving as a Referee Appointed by the Probate Court" (April) 2002

• San Mateo County Bar Association, Estate Planning, Probate & Trust Section "The Traditional Family Values Elimination Act" (February 2002)

• Continuing Education of the Bar, "Estate Planning, Malpractice & Legal Ethics" (January 2002)
   

• Santa Clara County Bar Association, Estate Planning, Probate & Trust Section "The Traditional Family Values Elimination Act" (December 2001)

• Continuing Education of the Bar, "Antidotes for Estate Planning Scams, Botched Trusts, and Other Disasters" (July 2001)

• The State Bar of California, "A Mock Trial Program: Demonstration of a Disputed Will and Trust Matter" (June 2001)

• California Center for Judicial Education and Research, "Will Contests" (February 2001)
   

• Santa Cruz County Estate Planning Council, "Legislative Chads and Estate Tax Repeal: Down To The Count?" (December 2000)

• Santa Clara County Bar Association, Estate Planning, Probate & Trust Section, "Legislative Chads and Estate Tax Repeal: Down To The Count?" (December 2000)

• California Center for Judicial Education and Research, "Probate 201: Complex Litigation" and "Probate 101: Basic Contested Litigation" (February 2000)

• The Paralegal Association of Santa Clara County, Trusts and Estates Section, "Estate Planning and Administration Recent Developments - 2000" (February 2000)

• Santa Cruz County Estate Planning Council, "Vaccine for Millennium Bugs: New Laws in 2000" (January 2000)
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• Santa Clara County Bar Association, Estate Planning, Probate & Trust Section, "Vaccine for Millennium Bugs: New Laws in 2000" (December 1999)

• Santa Clara County Bar Association, Estate Planning, Probate & Trust Section, "Guardians Ad Litem in Litigation" (June 1999)

• Eleventh Annual William F. Fratcher Trusts & Estates Symposium (University of Missouri-Columbia School of Law), "Antidotes for Estate Planning Scams and Botched Trusts and Other Disasters"(June 1999)

• The State Bar of California, Estate Planning, Trust and Probate Law Section, "A Mock Trial Program: Demonstration of a Disputed Will and Trust Matter" (May 1999)

• Professional Fiduciary Association of California, "Fiduciary Liability" (May 1999)
   

• Santa Clara County Bar Association, Estate Planning, Probate & Trust Section, "New Probate Laws: Tweaks and Twinges Before The Millennium" (December 1998)

• Continuing Education of the Bar, "Antidotes for Estate Planning Scams, Botched Trusts, and Other Disasters" (November 1998)

• Ronald McDonald House at Stanford, "Advanced Estate Planning"(November 1998)

• Northern California Trust Companies Association, "Seventh Annual Educational Program" (October 1998)

• Contra Costa County Bar Association, "Anatomy of a Trial" (September 1998)

• Santa Clara County Bar Association, Estate Planning, Trust & Probate Section, "Provisional Remedies In Estate Proceedings" (July 1998)

• The Mid-Peninsula Trust Forum, Northern Trust Bank, "Anatomy of a Trus" (June 1998)
   

• State Bar of California, Fall Section Education Institute, "Evidentiary Issues That Should Be Considered During the Estate Planning Process" (October 1997)

• Santa Clara County Bar Association, Estate Planning, Probate & Trust Section, "Anatomy of a Trial" (September 1997)

• The Institute of Certified Financial Planners, "Professional Negligence In Estate Planning" (August 1997)

• Sonoma County Bar Probate Section and Redwood Empire Estate Planning Council, "The Estate Planner/Litigator's View: Emerging Patterns In Trust Litigation" (May 1997)

• National Business Institute, "California Probate: Beyond the Basics" (April 1997)

• California Center For Judicial Education, "Probate Litigation" (February 1997)
   

• State Bar of California, Continuing Education of the Bar, "The Guiding Hand: Ethical Issues in Estate Planning" (199)
   

• Santa Clara County Bar Association, Estate Planning, Probate & Trust Section, "Due Unto Others" (December 1995)

• State Bar of California, Section Education Institute, "Estate Planning and Probate" (June 1995)

• CPA-Law Forum of San Francisco, "Professional Ethics and Liability in Estate Planning" (June 1995)

• Financial Planning Forum, "Estate, Trust & Professional Liability Litigation; Anxiety Stories I Have Not Been Able to Forget" (April 1995)
   

• Santa Clara County Bar Association, "Estate Planning, Probate and Trust Law Update" (December 1994)

• Alameda County Bar Association, Estate Planning Trust and Probate Law Section, Burch v. George - The No Contest Clause Re-Energized" (November 1994)

• Diablo Valley-Tri-Valley Estate Planning Council, "Estate Planning Practices That Lead to Litigation" (October 1994)

• State Bar of California, Continuing Education of the Bar, "Estates and Trusts: Dispute Resolution and Litigation" (June/July 1994)

• Santa Cruz County Estate Planning Council, "Estate Planning" (May 1994)

• Contra Costa County Bar Association and the Mechanics Bank, "The First Annual Contra Costa County Estate Planning Symposium" (March 1994)
   

• Santa Clara County Bar Association, "Estate Planning, Probate and Trust Law Update" (December 1993)

• State Bar of California, Estate Planning, Trust and Probate Law Section, "Recent Developments: Statutes, Cases and Taxation" (November 1993)

• Santa Clara County Bar Association, "References in Contested Estate Proceedings Under Code of Civil Procedure sections 639 and 639" (November 1993)

• National Business Institute, "California Elder Law: Taking Control of the Planning Process" (November 1993)

• Attorneys Probate Association, "Will Contests: Do's and Don'ts"(October 1993)

• Northern Trust Bank of California, "The Santa Clara County Trust Forum - Fiduciaries & Estate Litigation" (September 1993)

• National Business Institute, "A Practical Guide to Estate Administration in California" (August 1993)

• National Business Institute, "Planning Opportunities With Living Trusts in California" (February 1993)
   

• State Bar of California, Section Education Institute, "Ethical Issues in Estate Planning/Administration" (March 1992)

• Center for Judicial Education and Research, "Selected Programs in Decedent's Estates" (March 1992)
   

• State Bar of California, Continuing Education of the Bar, "Estate and Trusts: Dispute Resolution and Litigation"` (September 1991)

• New York University School of Continuing Education, "Malpractice Issues in Estate Administration" (May 1991).