"Estate Planning Strategies Using FLPs and LLCs," National Business Institute Seminar, December 2011
"Trusts 101," National Business Institute Seminar, September 2011
"Taxation of California Domestic Partnerships," Paralegal Association of Santa Clara County, 31st Annual Educational Seminar, October 2009
"Basic and Advanced Estate Planning Techniques," Addison Avenue Investment Services Client Seminar, October 2008
"Creating Wealth for Your Heirs Without Additional Tax," Hopkins & Carley client seminar, February 2008
"What Happens When a Customer Dies - Recovering Debts Owed to You Upon a Customer’s Death," Benicia Chamber of Commerce, Small Business Society, August 2007