Publications + Speeches

Written Materials and Speeches

Financial Planning Association San Francisco Chapter on Estate Planning and Administration Best Practices:

How Financial Planners Can Add Value for Clients Past, Present, and Future (2011)

Estate Planning, Trust and Probate Law Section of the Bar Association Of San Francisco:

moderator on Financial Institutions Documentation (2008)

San Francisco State Family Enterprise Center on Legal Considerations Of Operating Agreements For Family Enterprises (2005 with Just Barber)

Estate Planning, Trust and Probate Law Section of the Bar Association Of San Francisco moderator on Advance Health Care Directives: Commentary and Suggested Best Practices (2003)

San Francisco Trust Forum sponsored by Northern Trust Bank on Looking Forward: Practical Tips On Updating Documents (1999)

Investment Management Institute: High New Worth Series on Advanced Solutions for Protecting and Preserving Wealth (1997)

Resourceful Women on Tax Planning for Multiple Generations (1997)

American Society of Certified Life Underwriters on Creative Tax Planning for the Nineties (1993)

Practicing Law Institute on Trusts in Estate Planning (1984 and 1986) and Shareholder Buyouts (1978)

International Association of Financial Planners on Charitable Giving in Estate Planning (1985)

Charter Life Underwriters on Insurance in Estate Planning (1983-1986)

California Bar Association on Tax and Financial Planning for Individuals (1985) and Current Developments in Estate and Gift Taxation (1978-1979)

American Bar Association on Executive Compensation (1978-1980)

Publications

Liability of Fiduciary and Trust Assets for Contaminated Trust Properties under the Hazardous Waste Laws, 8 Environmental Law Reporter 81 (1993, co-author)

Estate Planning for Shareholders, chapter in California Closely-Held Corporations (Matthew Bender, 1988)

Foreign Trusts, chapter in Income Taxation of Foreign Transactions (1983, co-author)

Tax Consequences of Remarriage, chapter in Tax Aspects of Marital Dissolutions, (California Continuing Education of the Bar 1979)

Primer on Tax Shelters, 12 Taxation for Accountants 92 (1974, co-author)