Co-Presenter, “Estate Planning for Business Owners: Buy-Sell Agreements, Non-Family Interests, Valuation Considerations, Tax Issues,” Strafford (May 2025)
Co-Presenter, “Devil is in the Details: Traps for the Unwary in the Amendment, Revocation, and Execution of Documents,” Kasner Symposium (October 2023)
Co-Presenter, “The Upside of a Down Market: Making the Most of the Current Environment in Wealth and Tax Strategies for 2023,” Practising Law Institute (PLI) (December 2022)
Co-Presenter, “Practical Planning with IRC § 678 Beneficiary Deemed Owned Trusts (BDOTs),” American Bar Association, Real Property, Trust, and Estate Law Section (ABA/RPTE) (October 2022)
Co-Presenter, “Accounting for Lawyers: The Basics and Beyond,” American Law Institute Continuing Legal Education (ALI/CLE) (August 2022)
Presenter, “Advanced Planning – A Decade in Review What Have We Learned over the Last Decade and Where are We Headed?” California Lawyers Association (CLA) (September 2021)
Presenter, “Core Drafting Series: The Nuts and Bolts of Estate Planning,” California Young Lawyer’s Association (CLA) (June 2021)
Co-Presenter, “Proposition 19 – Changes, Developments, and Planning for the Future,” (June 2021)
Co-Presenter, “Artificial Intelligence is Here to Help your Practice,” California Lawyer’s Association (CLA) (June 2019)
“Advanced Planning – A Decade in Review: What Have We Learned Over the Last Decade and Where are We Headed?”, California Trusts and Estates Quarterly, Volume 27, Issue 1
Co-Author, “Overview of Trustee’s Duties, Standards, and Powers,” CEB California Trust Administration, Chapter 2
Estate Planning Considerations for California Same-Sex Couples in a Post-Windsor and Post-Proposition 8 World, California Trusts and Estates Quarterly, Volume 19, Issue 4
The Minority Coalition’s Burden of Proof Under Section 2 of the Voting Rights Act, Santa Clara Law Review, publication date: Jan 1, 2012