Talks
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‘Three’s Company or Three’s a Crowd, The Interaction and Tension between Estate Planners, Fiduciary Counsel and Fiduciary Litigators in Representing Their Respective Clients,’ ACTEC National Fall Meeting – 2024, co-speaker
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‘The Twin ‘Ns’ – NIL (name-image-likeness) and NFTs (non-fungible tokens) – How to Manage Them in Your Estate Planning Practice,’ ACTEC National Annual Meeting – 2022, co-speaker
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‘Power to the People! (An Exploration of the Use of Powers of Appointment in Estate Planning),’ ABA Section of Taxation Midyear Meeting – 2016, co-speaker
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‘Fiduciary Income Taxation for Accountants,’ USC Tax Institute – 2016, co-speaker
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‘Give Me My Money — Now! (Having Second Thoughts on the Wisdom of an Outdated Plan),’ USC Tax Institute– 2012, co-speaker
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‘Death and Taxes: No Longer a Certainty. A View of Estate Planning When the Federal Estate Tax Is Not an Issue,’ 37th Annual USC Trust and Estate Conference– 2011, speaker
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‘Power to the People! (An Exploration of the Use of Powers of Appointment in Estate Planning),’ 30th Annual UCLA-CEB Estate Planning Institute – 2008, co-speaker