| Biography | CHAIR:
American College of Trust and Estate Counsel, California State Chair 2011 - 2016; California State Bar Estate Planning, Trust and Probate Law Section 1997-1998; Executive Committee of the Trust and Estate Law Section 1997-1998; California State Bar Estate Planning, Trust and Probate Law Section, Committee on Postmortem Trust Administration 1993-1995; Santa Clara County Bar Association Estate Planning, Probate and Trust Law Section 1987. VICE-CHAIR:
California State Bar Estate Planning, Trust and Probate Law Section 1996-1997
Santa Clara County Bar Association Estate Planning, Probate and Trust Law Section 1986. CO-AUTHOR:
Chapter 4 entitled "Property Transfer Obstacles for Married Persons," published in California Estate Planning, Continuing Education of the Bar, 2003, updated in 2004 and every year thereafter through the present; "Is There a New Trust Code in California's Future? A Comparison of the Recently Adopted Uniform Trust Code with Current California Trust Law," published in the California Trusts and Estates Quarterly, Vol. 6., No. 4 Winter 2000. SPEAKER and/or MODERATOR:
7th Annual Jerry A. Kasner Estate Planning Symposium, SCU 2011; "Recent California Case Law and Legislative Developments Affecting Trusts, Estates and Conservatorships," Santa Clara County Estate Planning Council 2011; "Ethical Considerations When Dealing with Elderly Clients and Donors," Stanford University 2011; "The Ethical Conundrum: Damned If You Do..Damned If You Don't," Professional Fiduciary Association of California 2011; "Preventing Malpractice in the Estate Planning and Administration Arena - Tips to Sleep Soundly At Night," Silicon Valley Bar Association 2011; "The 2011 Tax Law: Guess Work and Other Challenges," Silicon Valley Bar Association 2011; "The Giants Won the World Series and How Much Quack Can You Get From a Lame Duck?" Silicon Valley Bar Association, San Mateo County Estate Planning Council, Santa Cruz County Estate Planning Council, Monterey Estate Planning Study Group and CPE Forum; "Current California Developments in Estate Planning and Administration," 6th Annual Jerry A. Kasner Estate Planning Symposium, SCU 2010; "Recent California Case Law and Legislative Developments Affecting Trusts, Estates and Conservatorships," Santa Clara County Estate Planning Council 2010; "Pigs Fly, Cubs Win World Series, Hell Freezes Over and Three Blind Men Will Guide Your T&E Practice in 2010," Silicon Valley Bar Association, San Mateo County Bar Association and Monterey Estate Planning Study Group 2010; "Estate Planning and Administration: 25th Annual Recent Developments Program," CEB, 2010; "Current California Developments in Estate Planning and Administration," 5th Annual Jerry A. Kasner Estate Planning Symposium, SCU 2009; "Avoiding Potholes in the Road of Love," Santa Cruz County Estate Planning Council 2009; "Annual Update," Santa Clara County Estate Planning Council 2009; "Estate Planning and Administration: 24th Annual Recent Developments Program," CEB, 2009; "Estate Planning in the Brave (and Poorer) New World," San Mateo County Estate Planning Council, Santa Cruz County Estate Planning Counsel, Silicon Valley Bar Association, First National Bank Trust Department 2009; "Avoiding Pot Holes in the Road of Love," Silicon Valley Bar Association 2008; "4th Annual Jerry A. Kasner Estate Planning Symposium," Santa Clara University 2008; "30th Annual UCLA/CEB Estate Planning Institute - Highlights of Current Developments," CEB 2008; "Changing Our Plans in 2008 New Laws, New Interpretations and How to Handle the Transition," First National Bank Trust Department, Monterey Estate Planning Group, and San Mateo County Bar Association 2008; "Estate Planning and Administration: 23rd Recent Developments," CEB 2008; "Changing Our Plans in 2008 New Laws, New Interpretations and How to Handle the Transition," Silicon Valley Bar Association and Santa Cruz County Estate Planning Council 2007; "Updates and Additions to Your Post Mortem Trust Administration Checklist," 12th Annual Advanced Estate Planning Symposium 2007; "Quick Tips: Post Death Administration Checklist," 33rd Annual Probate and Trust Conference 2007; "Preventing Malpractice in the Estate Planning and Administration Arena-Tips to Sleep Soundly At Night," Orange County Bar Association and Silicon Valley Bar Association 2007; "California Recent Developments," Santa Clara County Estate Planning Council 2007; "29th Annual UCLA/CEB Estate Planning Institute-Highlights of Current Developments," CEB 2007; "Annual Update of Estate Related Cases and Laws," San Mateo County Bar Association 2007; "Recent Developments in Federal and California Law," Mount Diablo Estate Planning Council 2007; "Changing Our Plans in 2007 New Laws, New Interpretations and How to Handle the Transition," Silicon Valley Bar Association and Santa Cruz County Estate Planning Council 2006, and Monterey Estate Planning Group 2007; " Recent California Case Law Developments," Santa Clara University, School of Law 2006; "Preventing Malpractice in the Estate Planning and Administration Arena -Tips to Sleep Soundly At Night," State Bar of California 2006; "28th Annual UCLA/CEB Estate Planning Institute- Highlights of Current Developments," CEB 2006; "California Recent Developments," Santa Clara County Estate Planning Council 2006; "Estate Planning and Administration: 21st Recent Developments," CEB 2006; "Taxes, Trusts and Planning in Disastrous Times," Silicon Valley Bar Association and Santa Cruz County Estate Planning Council 2005; "Significant Developments in 2005 of Interest to Estate Planners," Santa Clara County Estate Planning Council 2005; "Reporting Duties of Trustees to Beneficiaries and Exercise of Trustee's Discretionary Powers," Professional Fiduciary Association of California 2005; "Estate Planning and Administration: 20th Annual Recent Developments Program," CEB, 2005; "The Continuing Search for WDM (Ways to Manage Death, Disability and Dissolution)," Silicon Valley Bar Association and Santa Cruz County Estate Planning Council, 2004; "Estate Planning and Administration: 19th Annual Recent Developments Program," CEB, 2004; "Elder Abuse: The Domestic Violence and Financial Embezzlement Problem of the 21st Century," Santa Clara County Estate Planning Council and State Bar of California, S.F., 2003; "55th Annual Trust & Tax Forum," Northern Trust: Is There a New Trust Code in California's Future? A Comparison of the UTC with Current California Trust Laws," San Diego, Newport Beach and Los Angeles, 2003; "Uses and Abuses of Durable Powers of Attorney," Santa Cruz County Estate Planning Council, 2002, Silicon Valley Bar Association, 2002 and Northern Trusts 54th Annual Trust & Tax Forum, 2002. Fellow: Santa Clara County Estate Planning Council 1982—. (Certified Specialist, Probate, Estate Planning and Trust Law, The State Bar of California Board of Legal Specialization) |