Upcoming and Past Speaking Engagements
- April 9, 2018 – Later is Too Late: Preventing Chaos in Estate Planning – Long Beach, CA
- February 27, 2018 – 2018 Tax Update with CPAs – Kaiser Law Group – Long Beach, CA
- October 17, 2017 – Webinar for Financial Planning Association – Estate Planning: Strategies and Considerations for End-of-Life Planning
- October 5, 2017 – CLG Wealth Management – Purposeful Estate Planning – Huntington Beach, CA
- September 16, 2017 – Presentation for Clients and Successor Trustees – Long Beach, CA
- September 6, 2017 – Estate Planning Considerations for CPAs – Long Beach, CA
- July 21, 2017 – Estate Planning Presentation for Entrepreneurs – EO Chapter — Marina Del Rey, CA
- July 12, 2017 – Estate Planning Presentation – Barrad and Shilling
- June 24, 2017 – Estate Planning Presentation – Century 21
- June 5, 2017 – Estate Planning Presentation – OC Mortgage Company
- April 26, 2017 – Estate Planning Presentation – Ralphs Grocery Co/Kroeger
- December 6, 2016 – Estate Planning from A to Z – NBI Seminars – Orange County, CA – Trusts 101 and “Who is the Fiduciary?”
- October 26, 2016 – California Society of Certified Public Accountants – Torrance, CA – Basis Management and Discounting in the Context of Estate Planning and Trust Administration”
- August 10, 2016 – Long Beach Bar Association MCLE – Long Beach, CA – Estate Planning for the Non-Estate Planner & Considering Special Needs Planning
- December 10, 2015 – National Business Institute – Irvine, CA – Trusts: The Ultimate Guide – continuing education for attorneys, CPAs and other professionals
- November 14, 2015 – Prestige Realty Investments – Irvine, CA – Estate Planning for Real Estate Investors
- October 15, 2015 – Barr-Cisneros Group of Wells Fargo Advisors – Seal Beach – The New Estate Planning Paradigm
- May 19, 2015 – Financial Network – Pasadena – What Financial Advisors Need to Know About Estate Planning
- March 18, 2015 – Halbert Hargrove – Long Beach – How Understanding Your Client’s Estate Plan Makes You a Better Financial Advisor
- March 17, 2015 – Charles Schwab – Torrance – Key Estate Planning Concepts for Financial Advisors
- January 26, 2015 – National Business Institute, Orange, CA –- Tax Planning for Trusts and Estates
- October 28, 2014 Business Leaders Roundtable – Long Beach, CA — Succession Planning for Business Owners
- October 7, 2014 – Halbert Hargrove – Long Beach –- “Why A-B Trusts No Longer Work for 95%+ of Your Clients”
- September 9 and 11, 2014 – Charles Schwab – Seal Beach and Torrance –- “Why A-B Trusts No Longer Work for 95%+ of Your Clients”
- August 27, 2014 – UCLA Ziman Center for Real Estate, Los Angeles, CA –- Real Estate Crowdfunding
- June 5, 2014 – National Business Institute, Irvine, California –- Drafting Effective Wills and Trusts
- May 7 and 8, 2014 – Charles Schwab – Seal Beach and Torrance –- “Estate Planning for Women” – Women Investors Month
- October 23, 2013 – California Society of Certified Public Accountants –- AB or Not to AB-the New Estate Tax Laws
- October 17, 2013 – Your Money Talks –- Estate Planning for Next-Door Millionaires
- Summer 2013 – University of California, Irvine –- Will teach 10-week class on Estate Planning Basics for Paralegal Certificate Program
- June 20, 2013 – Moderator for Estate Planning and Trust Council of Long Beach – Panel discussion regarding estate planning and trustee selection
- June 18, 2013 – National Business Institute, Orange, California –- Tax Planning for Trusts and Estates
- May 23, 2013 – Bruin Professionals, Manhattan Beach, California – Six Steps to Estate Planning Success
- May 21, 2013 – Charles Schwab, Seal Beach, California –- Estate Planning Considerations for Women
- May 9, 2013 – Charles Schwab, Torrance, California –- Estate Planning Considerations for Women
- April 27, 2013 – Oxford/Guzman Financial Group, Long Beach, California — Estate Planning for Blended Families
- November 10, 2012 – Seal Beach, California — AARP presentation on Estate Planning
- November 3, 2012 – Oxford/Guzman Financial Group, Long Beach, California — Three Keys to Effective Estate Planning
- September 19, 2012 – VantaQuest, Seal Beach, California — Trustee Selection
- June 7, 2012 – National Business Institute, Irvine, California — Trusts 101
- May 17, 2012 – Charles Schwab, Torrance, California — Estate Planning Issues for Women
- May 15, 2012 – Charles Schwab, Seal Beach, California — Estate Planning Issues for Women
- February 15, 2012 – Charles Schwab, Seal Beach, California — Seven Simple Solutions for Estate Planning Success
- February 8, 2012 – Charles Schwab, Torrance, California — Selecting the Right Successor Trustee
- September 13, 2011 – Los Angeles, California — National Business Institutes presentation on Estate Planning Basics
- August, 2011 – Charles Schwab, Torrance, California — Introduction to Estate Planning Concepts
- July, 2011 – University of California, Irvine — Taught 10-week Estate Planning class for Paralegal Program
- May 5, 2011 – Charles Schwab, Torrance, California — 2011 Estate Planning Updates and Deadly Dozen Estate Planning Mistakes
- May 3, 2011 – Charles Schwab, Seal Beach, California — 2011 Estate Planning Updates and Deadly Dozen Estate Planning Mistakes
- February 9, 2011 – Prudential Financial, Irvine California — 2011 Estate Planning Updates
Publications
- January 2015 – Western Pension and Benefits Council of Orange County : Estate Planning and Employee Benefit Plans
- February 2013 – ESTATE PLANNING: Understand The New Estate Tax Exemption
- December 2012 – ESTATE PLANNING: Take Care of Your Digital Legacy
- October 2012 – ESTATE PLANNING: Ways To Avoid Probate
- September 2012 – ESTATE PLANNING: When To “Wait And See” With A Disclaimer Trust
- May 2011 – 2010 Estate Planning for Non-Estate Planners, co-authored with Mark Powell