Talks
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'Directed Trusts Related to The New Statute in California,' North County Estate Planning Council San Diego Monthly Membership Meeting - May 7, 2024
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‘Unpacking the Getty New Yorker Article,’ American Bar Association 2023 May Tax Meeting - May 5, 2023
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'Overview of Trusts and Estates Practice,' University of San Diego School of Law - February 23, 2023
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‘Estate Planning for Ultra High Net Worth Families,' Merrill Lynch San Diego - November 2022
- ‘Tabloids and Taxes,' North County San Diego Estate Planning Council - March 1, 2022