- Exploring Privilege in an Estate Planning Context, Southern Arizona Estate Planning Council, Tucson, AZ(02.19.20)
- How Bad Can It Be? Planning and Defending LPs and LLCs with "Bad Facts", 54th Annual Heckerling Institute, Orlando, FL(01.16.20)
- Dos and Don'ts of Estate Planning for Millennials, 2019 UT CLE Stanley M. Johanson Estate Planning Workshop, Austin, Texas(12.06.19)
- Nuts and Bolts of U.S. Estate and Gift Tax Treaties, State Bar of Texas Tax Section’s International Tax Symposium, Houston, Texas(11.22.19)
- FIRPTA Traps, Pitfalls and Planning Opportunities, State Bar of Texas Tax Section’s International Tax Symposium, Houston, Texas(11.21.19)
- I’m President and Sole Trustee: Resolving Conflicts When Fiduciaries Hold Entity Interests, ACTEC/ALI Webcast, Los Angeles, CA(11.19.19)
- Utilizing and Interpreting Make Whole Provisions, including Practical Lessons for Deal Structure (38th Annual Jay L. Westbrook Bankruptcy Conference)(11.14.19)
- Valuation: How to Read and Critique an Appraiser’s Appraisal, NAEPC Annual Conference, Las Vegas, NV(11.06.19)
- Is your life science invention eligible for patenting? How to navigate patent eligibility hurdles in the United States Patent and Trademark Office, Texas Life Science Forum(11.06.19)
- The Prerogatives of Privileges - The Ethics of Protecting Our Planning Clients - Even From Themselves, Houston Bar Association Probate, Trusts, & Estates Section, Houston, TX(10.29.19)
- Tips from the Trenches: Topics from Transfer Tax Trials, ALI Estate Planning for the Family Business Owner 2019, Phoenix, AZ(10.25.19)
- What’s So Funny ‘Bout PIDs, Love and Understanding: Public Improvement Districts as Partnerships for Development(10.09.19)
- Estate of Morrissette: Lessons in Protecting Attorney-client Privilege and Work Product Protection for Estate Planners (Panelist), ABA 2019 Fall Tax Meeting, San Francisco, CA(10.04.19)
- Cross-Border Insolvencies Involving the United States and Canada, International Law Section CLE Luncheon(09.30.19)
- Commercial Lending - Basic Regulatory Considerations, 43rd Annual Southwest Association of Bank Counsel Annual Convention(09.26.19)
- Elder Exploitation, 43rd Annual Southwest Association of Bank Counsel Annual Convention(09.26.19)
- Blockchain and Bricks: Considering the Impact of Blockchain on Real Estate Transactions, Real Estate Council of Greater Fort Worth, Panelist(09.06.19)
- How to Blow It and Not Know It: Inadvertent Terminations of Subchapter S Elections and How to Fix Them, Texas Society of Certified Public Accountants 2019 Advanced Estate Planning Conference, San Antonio, Texas(08.14.19)
- Individual International Income Taxation and Compliance, Fundamentals on International Tax Series, American Bar Association Real Property, Trust and Estate Law Section(07.23.19)
- Creating the 5-Star Experience for Airport Customers, Panelist, P3 Airport Summit(07.22.19)
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