Speaking Engagements/Presentations

Planning Through Chaos Redux: Planning for the Client With an Estate Over the Gift, Estate and GST Exemption Amounts (Whatever They May Be)
(Speaker)
USC Gould School of Law Tax Institute
Los Angeles, CA
January 25, 2012

Focus on Asia
(Interview of Jackson P. Tai, Director of NYSE Euronext, Singapore Airlines, TheBank of China Limited, Mastercard Incorporated, Royal Philips Electronics NV; Non-Executive Chairman of the Board of Brookstone, Inc.)
Legal Week Private Client Forum
Lake Como, Italy
November 4, 2011

Multijurisdictional Trust Drafting: A Practicum—Workshop Conducted by Experienced Practitioners from Several Jurisdictions
(Panelist)
The 4th Annual STEP Pacific Rim Conference, Society of Trust and Estate
Practitioners
Santa Monica, CA
May 12, 2011

Recent Developments in Federal Tax Case Law and Legislation
(Panelist)
East Bay Trusts & Estates Lawyers
Oakland, CA
February 9, 2011

Recent Developments in Estate Planning, Probate and Trust Law
(Panelist)
The Estate Planning, Probate & Trust Section of the Bar Association of San Francisco
San Francisco, CA
February 2, 2011

Estate Planning & Administration: 26th Annual Recent Developments
(Panelist)
Continuing Education of the Bar
San Francisco, CA
January 28, 2011

International Estate Planning and Compliance
(Speaker)
CalCPA Education Foundation: 2011 Advanced Estate Planning Institute
San Francisco, CA
January 24, 2011

Implications of Estate Tax Repeal
(Panelist)
ALI-ABA Planning Techniques for Large Estates
San Francisco, CA
November 15, 2010

Practical Insights on the Fundamentals of Planning for United States Investments by Foreign Persons
(Panelist)
The 3rd Annual STEP Pacific Rim Conference, Society of Trust and Estate
Practitioners
Santa Monica, CA
May 6, 2010

Cross-Border Tax and Estate Planning Across the Pacific (Asia, the United States and Canada) – Analysis of Case Study Illustrating Typical Two-Country Planning Situations
(Panelist)
The 3rd Annual STEP Pacific Rim Conference, Society of Trust and Estate
Practitioners
Santa Monica, CA
May 6, 2010

Drafting Trusts Under the Laws of Jurisdictions Other Than the Domicile of the Settlor(s)
(Panelist)
The 3rd Annual STEP Pacific Rim Conference, Society of Trust and Estate
Practitioners
Santa Monica, CA
May 7, 2010

To GRAT or Not to GRAT: Use, Funding and Administration of Grantor Retained
Annuity Trusts
(Speaker)
Continuing Education of the Bar
San Francisco, CA
March 17, 2010

Between “Sunrise and Sunset” The 2010 One-Year Estate and GST Tax Repeal
(Panelist)
The Rutter Group
San Francisco, CA
February 22, 2010
Los Angeles, CA
February 24, 2010

Recent Developments: Annual Review of Legislative Changes and State and Federal Cases
(Panelist)
Trusts & Estates Section of the Alameda County Bar Association
Oakland, CA
February 10, 2010

Recent Developments in Estate Planning: Highlights from 2009
(Panelist)
The Bar Association of San Francisco
San Francisco, CA
February 3, 2010

Estate Planning & Administration: 25th Annual Recent Developments
(Panelist)
Continuing Education of the Bar
San Francisco, CA
January 29, 2010

Dealing With Ethical and Conflict of Interest Issues: The Client With Diminished Capacity
(Speaker)
The State Bar of California, Annual Meeting
San Diego, CA
September 12, 2009

No More “Transmutation for Estate Planning Purposes”
(Speaker)
The San Mateo County Bar Association
Redwood City, CA
August 2, 2009

U.S./Japan Cross Border Case Study
(Speaker)
The 2nd Annual STEP Pacific Rim Conference, Society of Trust and Estate
Practitioners
San Francisco, CA
May 8, 2009

Challenging the Will – New No Contest Legislation – What Impact on Existing Instruments?
(Panelist)
The Rutter Group
San Francisco, CA
April 14, 2009

Estate Planning Issues in Probate Courts
(Faculty Member)
Probate and Mental Health Institute
San Francisco, CA
February 18, 2009

What Every Family Lawyer Needs to Know About Trusts
(Speaker)
Orange County Bar Association
Irvine, CA
April 16, 2008

Asian Family Going Global
(Panelist)
The 1st Annual STEP Pacific Rim Conference, Society of Trust and Estate Practitioners
San Francisco, CA
March 14, 2008

Planning for Asian Clients
(Panelist)
The 1st Annual STEP Pacific Rim Conference, Society of Trust and EstatePractitioners
San Francisco, CA
March 13, 2008

Recent Developments
(Panelist)
The Bar Association of San Francisco
San Francisco, CA
February 6, 2008

Estate Planning and Administration: 23rd Annual Recent Developments
(Panelist)
Continuing Education of the Bar
San Francisco, CA
January 11 and 30, 2008

Recent California Developments
(Panelist)
Alameda County Bar Association, Trusts & Estates Section
Oakland, CA
January 9, 2008

Recent California Estate Planning Developments: Problems, Solutions, Opportunities
(Speaker)
California State Bar Annual Meeting, Trusts & Estates Section
Anaheim, CA
September 28, 2007

Prenuptial Agreements and Matrimonial Regimes
(Panelist)
International Bar Association
London, England
March 5, 2007

Recent Developments
(Panelist)
The Bar Association of San Francisco
San Francisco, CA
February 7, 2007

Estate Planning and Administration: 22nd Annual Recent Developments Program
(Panelist)
Continuing Education of the Bar
San Francisco, CA
January 12 and 31, 2007

Recent California Developments
(Panelist)
Alameda County Bar Association, Trusts & Estates Section
Oakland, CA
January 10, 2007

Sophisticated Irrevocable Trusts
(Panelist)
Continuing Education of the Bar
Los Angeles, CA
October 3, 2006
San Francisco, CA
November 17, 2006

International Estate Planning Issues
(Speaker)
The Bar Association of San Francisco
San Francisco, CA
November 8, 2006

Family Law and Estate Planning Crossover Issues
(Speaker)
State Bar of California Annual Meeting, Trusts & Estates Section
Monterey, CA
October 8, 2006

Unitrusts, Prudent Investor Rule and Other Intergenerational Issus
(Speaker)
State Bar of California Annual Meeting, Trusts & Estates Section
Monterey, CA
October 5, 2006

Crossover Estate, Financial and Asset Planning Conference
(Moderator)
State Bar of California International and Trusts & Estates Sections
Marina Del Rey, CA
June 15, 2006

International Estate Planning: What You Need to Know Now
(Speaker)
Estate Planning Council of Diablo Valley
Lafayette, CA
May 17, 2006