Speaking Engagements
Recent Addresses (by invitation):
"Tax and Legal Issues in Moderate Size Estates"
Council on Estate Planning
Eureka, California November 5, 2009
“Legal and Financial Issues in Dementia”
Dementia Care Conference
Fortuna, California April 2, 2009
“Long Term Charitable Planning Strategies – An Overview of Planned Giving Options”
For Friends of the Dunes
Bayside, California January 27, 2009
“Legal Updates and New Tax Filing Requirements For Registered Domestic Partners”
Council on Estate Planning and Elder Care Services
Eureka, California January 10, 2008
“Real Property Issues”
For Ming Tree BMAC Reality
Eureka, California September 12, 2007
“Estate & Tax Planning”
Raymond James Financial Seminars Workshop
Arcata, California July 12, 2007
“Estate Taxation”
Guest Lecturer; College of the Redwoods,
Eureka, California December 7, 2006
“Charitable Gift Planning”
In-Service Education, Humboldt State University Foundation,
Humboldt State University, Arcata, California November 13, 2006
“Effective Strategies for Philanthropy through Estate Planning”
Sequoia Humane Society
Eureka, California March 8, 2006
“Recent Developments in Estate Planning & Taxation”
Humboldt Senior Resource Center
Eureka, California March 2, 2006
“Estate Planning With Your Favorite Charity in Mind”
Humboldt Area Foundation
Eureka, California November 10, 2005
“Estate Planning and Taxation Techniques”
Cochrane & Associates Workshop
Eureka, California September 14, 2005
“Tax and Estate Issues Relative to Joint Ownership, Beneficiary Designations and TOD’s”
Council on Estate Planning and Elder Care Services
Eureka, California May 5, 2005
“Estate Planning for Unmarried Couples”
Council on Estate Planning and Elder Care Services
Eureka, California November 4, 2004
Bi-annual workshops on various estate and tax issues
for the Cancer Program, St. Joseph Health Care System
Eureka, California
“Funding the Subtrust: On Death of the First Spouse, What Assets Should go to What Trust and Why?”
Council on Estate Planning and Elder Care Services
Eureka, California November 6, 2003
“Protecting Your Assets Through Estate Planning”
Cochrane & Associates
Eureka, California May 1, 2003
“Wills, Trusts, & Estate Planning”
Estate Planning Workshop for Faculty and Staff
Humboldt State University
Arcata, California April 12, 2003
“A Primer on Long Term Care Issues and Estate Planning”
National Multiple Sclerosis Society
Eureka, California August 17, 2002
“Charitable Gifting and Planned Giving Options”
Heart of the Redwoods Community Hospice
Garberville, California June 11, 2002
“A Basic Primer on Wills, Trusts, and Estate Planning”
Consumer Credit Counseling Service
Arcata, California June 6, 2002
“The Power of Planned Giving – Planned Giving Options”
Leave a Legacy
Eureka, California September 24, 2001
“The Team Approach – CPAs and Attorneys Working Together”
Council on Estate Planning
Eureka, California May 2, 2001
“Providing Security for Your Life Partner – and Yourself”
Northcoast Lesbian, Gay, Bisexual and Transgendered Alliance
Eureka, California January 20, 2001
“Professional Liability Issues in Estate Planning and Administration”
Council on Estate Planning and ElderCare Services
Humboldt Senior Resource Center
Eureka, California May 2, 2000
“Charitable Remainder Trusts Revised: The New ‘FLIP-CRUT’”
Humboldt Area Foundation, Planned Giving Council
Eureka, California November 11, 1999
“Interpreting Wills and Trusts”
California State Society of CPAs–Humboldt Del Norte
Eureka, California May 12, 1999
“Estate Planning for Unmarried Couples”
The Center (NCGLA)
Eureka, California January 28, 1999
“The Role of Special Needs Trusts in Preserving Government
Benefits, Litigation Awards, and Family Assets”
North Coast Advocacy Services
Eureka, California November 14, 1998
“Looking Out for Your Loved Ones -- When Might You, Your Family, Your Clients Need Estate Planning?"
Humboldt County Legal Secretaries Association
Eureka, California February 5, 1998
"Trustees’ Duties and Responsibilities Under the New Uniform Prudent Investor Act"
California State Society of CPAs, Humboldt-Del Norte
Eureka, California January 8, 1997
“Buyer Beware: Living Trusts are NOT for Everyone”
Humboldt Senior Resource Center
Eureka, California, November 14, 1996
“Long Term Planning Options for Seniors”
CPA-Law Forum
Eureka, California August 20, 1996