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Bar/Professional Activity

​Co-Author and Presenter. “Where’s the Fun in Dysfunctional Families?”, California Professional Fiduciary Association Annual Conference, August 2021

Author and Presenter.  “Debt Payment Priority”, National Guardianship Association Training Course, 2021​

Co-Author and Presenter. “Home Sweet Home”, Los Angeles County Bar Association Advanced Court Appointed Counsel Program, November 2020

Author and Presenter.  “Debt Payment Priority”, National Guardianship Association Training Course, 2021 ​

Board of Directors for ONEgeneration, 2019 – 2020 President of the San Fernando

Valley Estate Planning Council, 2017–2018 Board of Directors for the San Fernando

Valley Estate Planning Council – Chair of Round Table Presentations, 2016–Present

Scholarly Lectures and Writings

Co-Author. Gifts to Care Custodians and Certificate of Independent Review, Valley Lawyer Magazine, Attorneys, 2017, Valley Lawyer Magazine, Attorneys, 2017

Co-Author and Presenter. “Justice Delayed: Conservatorships For Criminal Defendants & A Case Study Of One That Went Awry”, Professional Fiduciary Association Of California, 2016

Co-Author and Presenter. “Am I Inheriting? Rules Governing Care Custodians”, Woodland Hills Estate Planning Council, 2016

Co-Author and Presenter “Conservatorships and Special Needs Trust: An Introduction”, Brain Injury Association Of California, 2016

Co-Author and Presenter “Gifts to Care Custodians”, San Fernando Valley Bar Association, 2017

Co-Author and Presenter, “Fiduciary Neutrality: When to Join the Fight. The Ethics, Law and Practice of Neutrality”, Professional Fiduciary Association of California Annual Conference, 2017

Presenter, “Professional Fiduciaries: The Nuts and Bolts” by Pincus Professional Education, 2018

Co-Author and Presenter, “Conservatorship Case Updates, New Legislation and Little Known Facts”, San Fernando Valley Bar Association, 2018

Lecturer, “Gifts to Care Custodians”, Pepperdine University Law School, 2018

Co-author and Presenter. “Protecting Yourself from Liability”, Professional Fiduciary Association of California Annual Conference, May 2018

Co-author and Presenter. “How to Avoid Pitfalls of Managing Real Estate in Probate & Trust”, Professional Fiduciary Association of California Annual Conference, May 2018

Co-Author and Presenter. “Fiduciary Neutrality: When to Join the Fight. The Ethics, Law and Practice of Neutrality Part 2”, Professional Fiduciary Association of California Annual Conference, May 2018

Co-Author and Presenter. “Protecting Yourself from Liability”, Professional Fiduciary Association of California, Long Beach Chapter, November 2018

Author and Presenter.  “Protecting Yourself from Liability and Scott v. McDonald”, Professional Fiduciary Association of California, Los Angeles Chapter, January 2019 (Inaugural meeting)

Co-Author and Presenter. “Working with Attorneys in Contested Matters”, Professional Fiduciary Association of California Annual Conference, May 2019

Co-Author and Presenter. “The Law, Ethics and Practicalities of the Private Professional Fiduciary as Petitioner”, Professional Fiduciary Association of California Annual Conference, May 2019

Co-Author and Presenter. “The Law, Ethics and Practicalities of the Private Professional Fiduciary as Petitioner”, Professional Fiduciary Association of California Southern California Education Day, September 2019

Co-Author and Presenter. “Till My Conservator Do Us Part”, Professional Fiduciary Association of California Conference, May 2020