Speaking Events and Engagements

Estate Planning 102
Sierra College Foundation
Private event

End-of-Year Planning
Sierra College Foundation
Private event

A Team Approach to Planned Giving
Placer SPCA
Open to the public, link provided later

Estate Planning 102: What Comes Next?
Open to the public.

All day intensive for Licensed Private Fiduciaries on how to start and grow their business
PFAC
https://pfacmeeting.org/

Estate Planning 101
Sierra College Foundation
Private event

Leveraging Technology to Improve the Client and Office Experience
Legal UP
Open to the public:https://infotrack.registration.goldcast.io/events/55e8e3f6-3c1b-44b0-8b8b-7b3386914aff

Planned Giving Workshop “Plan for Your Pets & Update Your Will”
Placer SPCA
Open to the public

Collaborative Excellence: Enhancing Communication and Collaboration between Licensed Private Fiduciaries and Attorneys
Professional Fiduciary Association of California

National Webinar
Pet Planning: Why you should consider adding it to your estate planning practice and what kind of planning you can do for your furry friends!
InfoTrack

Estate Planning for Business Owners
Private Corporate Presentation

Estate Planning in California
Private Homeowners Association Event

Estate Planning 102
City of Roseville FAB program

A Team Approach to Planned Giving (Panel)
Placer SPCA

Estate Planning 102
Sierra College Foundation

Business Succession for Licensed Private Fiduciaries
Professional Fiduciary Association of California (Sacramento Chapter)

Why your office processes are the keys to reducing your stress
Califonia Lawyers Association (Solo and small firm summit)

Selling Real estate in a fiduciary-led transaction
Professional Fiduciary Association of California (Statewide Conference)

Charitable Planning Options in California
Private Seminar for SciARC (non-profit)

Goals and Outcome Planning
Placer County Bar Association – Women’s Section

Estate Planning 101
City of Roseville FAB program

Estate Planning 101
Private Homeowners Association Event

Estate Planning Challenges for the Sandwich Generation
Sacramento County Bar Association

Legal Updates in Conservatorships
Placer County Bar Association

Why your office processes are the keys to reducing your stresss
Professional Fiduciary Association of California (Statewide Conference)

Aging well summit, presentation on Estate Planning in California

Estate Planning Challenges for the Sandwich Generation
Placer County Bar Association

Career as a law firm owner
UC Davis School of Law, King Hall

PFAC

Estate Planning and Charitable Giving
Private Seminar for SciARC (non-profit)

Business succession planning 101
Roseville Chamber of Commerce

Estate and Charitable giving options
AAUW (local non-profit chapter)

Proposition 19: the (near) end of the parent-child exclusion, and more
Lyon Realty

Planning for Your Pets
Placer SPCA

Estate planning 101
Placer Land Trust and Placer Community Foundation

Selling real estate in a probate, trust administration, and conservatorships
Professional Fiduciary Association of California (Placer Chapter)

Trust Administration and Probate Process
The American Institute of Certified Public Accountants

Pet-Centered Planning and Administration
Sacramento County Bar Association

Probate Bootcamp
National Business Institute

Professional Fiduciary Ethics
Professional Fiduciary Association of California (Placer Chapter)

Planning for and Administering Digital Assets
Placer County Bar Association, Probate and Estate Planning Section

Planned Giving Workshop
Placer SPCA

Trust Adminstration and Drafting
National Business Institute

Compensation of Private Fiduciaries and Attorney
Professional Fiduciary Association of California (Placer Chapter)

Planning for your pets
Placer SPCA

How to transfer a conservatorship from another state to California or out of California
Professional Fiduciary Association of California (Placer Chapter)

Estate Planning for your Horse
Free Community Event

Lifetime Planning for your Pets
Placer SPCA