"Anticipating and Resolving Trust and Estates Disputes," San Francisco Estate Planning Council and Golden Gate University, May 31, 2019
"Daddy Lost His Marbles, Now What? — A Primer on Financial Elder Abuse and Capacity," Peninsula Estate Planning Council, January 2018
"Dispute Resolution, Communication, Mediation, Litigation," Kasner Symposium, Panelist September 2017
"The Only Constant is Change: Giraldin, Drake v. Pinkham and an Aging Population," State Bar of California (Webinar), Lecturer May 2016
Funky Credit Day, Ethics and Probate, San Mateo County Bar Association, Co‑presenter January 2016
Ethics and Probate "The Old Man and the Three," San Mateo County Bar Association, Co‑presenter January 2015
"Strategies in Commencing an Elder Abuse Case"; "Successfully Mediating an Elder Abuse Case"; "Trying an Elder Abuse Case," 34th Annual Southern California Estate & Tax Planning Forum, Co‑presenter October 2014
"Beyond the Four Corners: Extrinsic Evidence and Will Construction in Light of Estate of Duke," Silicon Valley Bar Association, Co‑presenter September 2014
"Fiduciaries Gone Wild: Breach of Trust and Financial Elder Abuse," Palo Alto Area Bar Association, August 2014
"Attorneys’ Fees in Probates, Trusts and Conservatorships," State Bar of California Trusts and Estates Section, 2014 Summer Education Conference, Co‑presenter, May 2014
"A Practitioner’s Minefield: Elder Abuse and Ethical Issues Arising in the Trusts and Estates Arena," Legal Assistance for Seniors – 9th Annual Conference on Elder Abuse, UC Hastings College of the Law, Co‑presenter May 2014
"Crossover Issues Between Probate and Family Law," San Mateo County Bar Association, Co‑presenter May 2014
"The Metrics for Determining the Amount of Attorneys’ Fees in Probate," San Mateo County Bar Association, Co‑presenter April 2014
"Minimizing Litigation Risks in Trust & Estate Administration," Financial Planning Forum, Palo Alto, September 2013
"Before and After: A Trustee’s Duties to Residual Beneficiaries Before a Trustor’s Death (And After Estate of Giraldin)," San Mateo County Bar Association, Co‑presenter September 2012
"The Perils of ‘Mail Order’ Estate Plans," San Mateo County Bar Association, Estate Planning Section (Young Lawyers subsection), April 2012