•    Monterey County Bar Association, Trusts & Estates Section “Attorney’s Fee Contract with an Elder Adult as Abuse Under the Elder Abuse Act” (November 2025)
•    Long Beach Bar Association “The Evolving Law of Elder Abuse: Are Your Fee Agreements at Risk?” (October 2025)
•    Silicon Valley Bar Association “Tales From the 26-Day Trial of a Petition for Redress of Financial Elder Abuse (May 2025)
•    The Bar Association of San Francisco “Attorney’s Fees Contract with an Elder Adult as Abuse Under the Elder Abuse Act (May 2025)
•    Silicon Valley Bar Association “Attorney’s Fees Contract with an Elder Adult as Abuse Under the Elder Abuse Act (April 2025)

•    Continuing Education of the Bar “Ethics & Malpractice Issues: Protection Tips for Estate and Trusts Attorneys” (October 2024)

•    Continuing Education of the Bar “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)
•    Silicon Valley Bar Association “Vetoes, Taxes, and Marriage for All” (December 2013)
•    Continuing Education of the Bar “Ethics & Malpractice Issues: Protection Tips for Estate and Trusts Attorneys” (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)

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

•    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) 
•    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)
•    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(b)” (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 San Francisco)
•    Continuing Education of the Bar “Elder Law Litigation: Remedies for Financial Abuse” (February 2005 San Francisco, March 2005 Sacramento)

•    Silicon Valley Bar Association, 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)
•    Silicon Valley Bar Association, Trusts & Estates Section, Moderator “The Mother of All Will Contests” (April 2004)
•    West Valley Bar Association “Why Can’t We Do It Like They Do in England?” (April 2004)

•    Silicon Valley Bar Association, Trusts & Estates Section “The Good, The Bad and The Ugly—Recent Developments in Estate Planning, Administration and Litigation” (December 2003)
•    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, 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)
•    Silicon Valley Bar Association “The Estate of Kouba—Due Execution, Exercise of a Power of Appointment and the ‘Substantial Compliance’ Rule” (February 2003)
•    San Mateo County Bar Association “Update in Down Times—When the Bills Arrive (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 Cruz County Bar Association, Estate Planning, Probate & Trust Section “The Traditional Family Values Elimination Act” (December 2001)
•    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)

•    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 Trust” (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)

•    Continuing Education of the Bar “The Guiding Hand: Ethical Issues in Estate Planning” (1996)
•    Santa Clara County Bar Association Estate Planning, Probate & Trust Section “Due Unto Others” (December 1995)
•    CPA – Law Forum of San Francisco “Professional Ethics and Liability in Estate Planning” (June 1995)
•    State Bar of California, Section Education Institute “Estate Planning and Probate” (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)
•    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)
•    Santa Clara County Bar Association “References in Contested Estate Proceedings Under Code of Civil Procedure sections 639 and 639” (November 1993)
•    State Bar of California, Estate Planning, Trust and Probate Law Section “Recent Developments: Statutes, Cases and Taxation” (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)

•    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)