Speaker, “Settlor Incapacity: The New World of Trust Administration,” East Bay Trust and Estates Lawyers Spring Symposium (May 2023)
Speaker, “Settlor Incapacity: The New World of Trust Administration,” Jerry A. Kasner Virtual Estate Planning Symposium (September 2022)
Speaker, “Collecting Attorney Fees and Damages in Trust & Estate Litigation,” Jerry A. Kasner Virtual Estate Planning Symposium (October 2021)
Contributor, Continuing Education of the Bar (CEB®) Practitioner Guide, o Petition to Invalidate a Will or Trust on Grounds of Duress or Menace
Contributor, Continuing Education of the Bar (CEB®) Practitioner Guide, o Petition to Invalidate Will or Trust on Grounds of Forgery
Contributor, Continuing Education of the Bar (CEB®) Practitioner Guide, o Request For Admissions (Trusts and Estates: Elder Financial Abuse)
Co-author, “Smith v. Szeyller: Probate Court Authority for Attorney’s Fee Award under the Substantial Benefit Doctrine for Successful Beneficiaries”, California Lawyers Association Trust and Estates Quarterly Newsletter (Vol 26, Issue 2, 2020)
Speaker, “Attorney Fee Recovery in Trusts and Estates: From Engagement Agreements to Settlement Agreements, San Mateo County Bar Association,” (July 2020)
Co-author, “Probate Court Closed to Disinherited Trust Beneficiaries,” Daily Journal (September 2018)
Speaker, “Drafting Petitions and Responses,” East Bay Trust and Estates Lawyers Litigation Boot Camp, (September 2018)
Speaker, “Undue Influence in Will and Trust Contests Under Probate Code 86,” Tri-Valley Estate Planning Council, Pleasanton, CA (March 2018)
Speaker, “Undue Influence in Will and Trust Contests Under Probate Code §86,” Marin County Estate Planning Council, San Rafael, CA (September 2017)
Speaker, “Undue Influence Contest in Will and Trust Litigation Probate Code §86 and Family Code §721,” EACBA Monthly MCLE Luncheon, Pleasanton, CA, (March 2017)