Speaker, “2025: The Year in Trust and Estate Litigation,” California Lawyers Association, February 12, 2026
Speaker, “Best Practices for Advising the Elderly in Light of Herren v. George S.,” Long Beach Bar Association, February 11, 2026
Speaker, “Legal Advice or Elder Abuse? Ethical Dilemmas When Advising the Elderly,” USC Trust and Estate Conference, November 21, 2025
Speaker, "Contested Nonprobate Transfers: When the Estate Plan Trumps," San Mateo County Bar Association, May 15, 2025
Speaker, “What Planners and Litigators Need to Know for 2025,” North County Estate Planning Council, April 1, 2025
Speaker, “Recent Developments in Trust, Estate, and Conservatorship,” San Luis Obispo County Bar Association, March 26, 2025
Speaker, “2024 Year in Review: Annual Update on Trust & Estate Law,” Professional Fiduciary Association of California, March 12, 2025
Speaker, “2024: The Year in Trust and Estate Litigation,” California Lawyers Association, February 24, 2025
Speaker, “2024 Year in Review: Annual Update on Trust and Estate Law,” Orange County Bar Association, February 11, 2025
Speaker, “2024 Year in Review: Annual Update on Trust and Estate Law,” San Diego County Bar Association, January 9, 2025
Speaker, “Let’s Get Digital! E-Discovery in Trust and Estate Litigation,” Marin County Bar Association, October 10, 2024
Speaker, “Guardians of Legacy: Trust & Estate Experts Unleashing Wisdom & Resolving Battles,” 9th Annual USD School of Law - RJS LAW Tax Institute, July 19, 2024
Speaker, “Annual Update on New Legislation and Case Law,” 29th Annual PFAC Educational Conference, May 17, 2024
Speaker, “Roadblocks on the Road to Probate Trials,” California Lawyers Association, April 3, 2024
Speaker, "Recent Developments in Trust, Estate, and Conservatorship Law," San Luis Obispo County Bar Association, March 20, 2024
Speaker, “Benefits of a Trusts and Estates Practice,” TEXCOM Panel at USD Law, February 27, 2024
Speaker, "Probate and Trust Litigation Year in Review," Bar Association of San Francisco, January 23, 2024
Speaker, “Trust Protectors: Guardians of the (Trust) Galaxy,” San Diego Estate Planning Council, January 16, 2024
Speaker, “2023 Annual Update on New Cases and Legislation (Trusts and Estates),” San Diego County Bar Association, January 8, 2024
Speaker, “What Planners and Litigators Need to Know for 2024,” North County Estate Planning Council, January 2, 2024
Speaker, "Estate Planning for Intellectual Property Rights," myLawCLE, November 27, 2023
Interviewee, “ Love and Lies in Idyllwild,” Disappeared TV Show on the Investigation Discovery Network, September 3, 2023
Co-Presenter, "Guardians of The (Trust) Galaxy: Trust Protectors Defined, Explained and Explored," Professional Fiduciary Association of California (PFAC), June 2, 2023
Co-Presenter, "Trust Protectors," Independent Trustee Alliance (ITA) Annual Conference, May 11, 2023
Co-Presenter, "Trust Protectors," California Lawyers Association, April 4, 2023
Co-Presenter, "Estate planning, trust, and probate law: 2022 year in review," Probate Attorneys of San Diego (PASD), March 15, 2023
Co-Presenter, "Overview of Trusts and Estates Practice," University of San Diego School of Law, February 23, 2023
Co-Presenter, "Trust protectors," Professional Fiduciary Association of California (PFAC), January 11, 2023
Co-Presenter, "Recent Developments in California Trusts and Estate Law," California Lawyers Association Annual Meeting, September 17, 2022
Co-Presenter, "Recent Updates on Cases, Statutes and Fiduciary Regulations in Trust and Estate Law," Professional Fiduciary Association of California (PFAC), May 6, 2022
Co-Presenter, "Virtual Lunch with Lawyers," California Western School of Law, August 16, 2022
Co-Presenter, "The Britney Effect: AB 1194 and Conservatorships in 2022," Orange County Bar Association, April 22, 2022
Co-Presenter, "Let's Get Digital! E-Discovery in Trust and Estate Litigation," California Lawyers Association (CLA), April 14, 2022
Co-Presenter, "What's Sacramento Up To? 2021 Legislation and its Impact on Fiduciaries," PFAC, San Diego Region, March 23, 2022
Co-Presenter, "Let's Get Digital! E-Discovery in Trust and Estate Litigation," San Mateo County Bar Association (SMBCA), March 17, 2022
Co-Presenter, "Recent Developments in Estate, Trust, and Probate Law," Probate Attorneys of San Diego (PASD), March 16, 2022
Co-Presenter, "Case and Statutory Updates in Estate, Trust and Probate Law and California Fiduciary Regulations," The 26th Annual PFAC Educational Conference, August 26, 2021
Co-Presenter, "Estate Planning, Trust & Probate Law: 2020 Year in Review," Trust & Estate Section of the San Diego Bar Association webinar, April 1, 2021
Co-Presenter, "Estate Planning, Trust & Probate Law: 2020 Year in Review," Estate Planning, Trust & Probate Law Section of the La Jolla Bar Association webinar, March 11, 2021
Co-Presenter, "Contested Nonprobate Transfers - When the Estate Plan Trumps," California Lawyers Association, February 26, 2021
Co-Presenter, "Estate Planning, Trust & Probate Law: 2019 Year in Review," Estate Planning, Trust & Probate Law Section of the San Diego County Bar Association webinar, July 15, 2020
Presenter, "Contested Nonprobate Transfers: When the Estate Plan Trumps," Professional Fiduciary Association of California PFAC 2020 Annual Conference, June 4, 2020
Co-Presenter, "Wine Not? California's New Decanting Act," San Mateo County Bar Association Estate Planning & Probate Section, October 10, 2019
Co-Presenter, "Probate Court: New Attorney Fundamentals," San Diego County Bar Association, September 13, 2019
Co-Presenter, "Estate Planning, Trust & Probate Law: 2018 Year in Review," San Diego County Bar Association, March 14, 2019
Co-Presenter, "Wine Not? California's New Decanting Act," First American Trust, February 4 and 6, 2019
Co-Presenter, "Estate Planning, Trust and Probate Law: 2017 Year in Review," San Diego County Bar Association, March 1, 2018
Co-Presenter, "Incapacity & Undue Influence," PCT Associate Training, Estate Planning Series, December 14, 2017
- Author, “ Goebner Clarifies California Probate Court Demurrer Deadline,” Daily Journal, May 15, 2025
- Probate Handbook, Chapter on Court Appearances (published by Probate Attorneys of San Diego)
- Co-Author, " 2022 Legislation: New Laws That Trust and Estate Practitioners Should Know," California Lawyers Association's Trusts and Estates Quarterly, Volume 29, Issue 1, March 2023
- Co-Author, " Roadblocks on the Road to Probate Trials," California Lawyer's Association's California Trusts and Estates Quarterly, Volume 28, Issue 4, September 2022
- Co-Author, " Let's Get Digital! ESI in Trust and Estate Litigation, Part II," California Lawyer's Association's California Trusts and Estates Quarterly, Volume 27, Issue 3, September 2021
- Co-Author, " Let's Get Digital! ESI in Trust and Estate Litigation, Part I," California Lawyer's Association's California Trusts and Estates Quarterly, Volume 27, Issue 2, June 2021
- Author, " Contested Nonprobate Transfers: When the Estate Plan Trumps," California Trusts & Estates Quarterly 2020, Vol. 26, Issue 3, October 2020
- Co-Author, "Litigation Alert," California Trusts & Estates Quarterly
- Co-Author, "New Case Alerts," California Lawyers Association, Trusts and Estates Section
- Update Editor, "CEB - Chapter 29," Actions by and Against Personal Representative
