Upcoming and Past Speaking Engagements

  • March 11, 2020 – The intersection of Estate Planning and Tax Planning for Real Estate Investors and their Advisors – Provisors Los Angeles/Long Beach Real Estate Affinity Group – Long Beach, CA
  • January 2020 – When Death meets Divorce – Financial Planning Association Southwest Conference – Lake Arrowhead, CA
  • January 2020 – Purposeful Estate Planning – Financial Planning Association Southwest Conference – Lake Arrowhead, CA
  • December 2019 – Estate Planning “War Stories” – Financial Planning Association Knowledge Circle – Estate and Tax Planning
  • December 2019 – Enhanced Estate Planning – Halbert Hargrove, Long Beach
  • November 2019 – Estate Planning for Business Owners – UCLA Anderson CEO Forum, Lake Arrowhead
  • October 2019 – Enhanced Estate Planning – Schwab, Torrance, CA
  • October 2019 – When Death Meets Divorce – Provisors, Long Beach, CA
  • September 17, 2019 – Estate Planning for Retirement Assets – NBI – Irvine, CA
  • June 19, 2019 – CalCPA Orange County – Estate Planning Interest Group – Irvine, CA
  • June 6, 2019 – Mieco Company Presentation – Long Beach, CA
  • May 8, 2019 – “When Death Meets Divorce” Financial Planning Association Retreat – La Jolla, CA
  • October 1, 2018 –Professional Collaboration – Schwab – Torrance, CA
  • September 18, 2018 – Estate Planning for Real Estate Professionals – Keller Williams – Long Beach, CA
  • August 29, 2018 – Navigator Legacy Partners – Estate Planning and Heritage Planning – Seal Beach, CA
  • 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