Speaker, "Charitable Lead Trusts in the New Tax Landscape," Northern California Planned Giving Council’s 26th Annual Planned Giving Conference, San Francisco, CA, May 4, 2018.
Co-Presenter, “The Balance Between Protecting and Empowering Heirs: Trustee Selection & Distribution Standards,” Community Foundation of Sonoma County, March 30, 2016.
Class Lecturer, "Wills Drafting and Counseling," UC Hastings Medical-Legal Partnership for Seniors Practicum, February 2014.
Speaker, "Charitable Giving Strategies," Nevada Community Foundation, May 2013.
Speaker, "Critical Estate Planning Concepts You Need to Know," Performing Arts Workshop, April 2012.
Speaker, "Pet Trusts," San Francisco SPCA, March 2012.
Copresenter, "Estate Planning for Wine Families," National Trust Closely Held Business Association, September 2011.
Speaker, "Estate Planning for You and Your Family," Society of Women Leaders, May 2011.
Copresenter, "Strategies for Nonprofits During a Challenging Economic Environment," Volunteer Legal Services Program of the Bar Association of San Francisco, October 2010.
Copresenter, "Business Law Basics," U.S. Small Business Administration, August 2008.