Bay Area, Solano, Napa and Sacramento Call

707-469-8880

Partial List of Relevant Published Articles and Educational Materials

Assessing and Litigating Pre-Death Trust Contests: Perils, Pitfalls, Strategies
(California Trusts and Estates Quarterly, Volume 23, Issue 3)

Remedies for Financial Elder Abuse
(California Trusts and Estates Quarterly, Volume 22, Issue 2)

Understanding the Remedies Available for Financial Elder Abuse
(88th Annual Meeting of the State Bar of California The Thirty-Ninth Annual Fall Program, Trust and Estates Law Section, State Bar of California November 20, 2015)

Protect Yourself When It Comes To Trusts & Estates
(Yolo County Senior Resource & Crime Prevention Fair, October 14, 2015)

Conduct A Better Deposition in Trust and Estates Litigation
(87th Annual Meeting of the State Bar of California, San Diego October 2014)

Conduct a Better Deposition in Trusts and Estates Litigation
(California Young Lawyers Association, Filmed at the 87th Annual Meeting of The State Bar of California in San Diego on September 13, 2014)

Financial Elder Abuse & Legal Remedies
(Estate Planning Council, Stockton, California, November 2013)

Identifying Financial Elder Abuse and Advising Your Client in Pursuit of Legal Remedies
(86th Annual Meeting of the State Bar of California, San Jose California, October 2013)

Analyzing the Numbers in Probate Litigation
(What Is Really at Stake, 86th Annual Meeting of the State Bar of California, San Jose California, October 2013)

Identifying Issues of Capacity and Undue Influence
(Redwood Empire Estate Planning Counsel, Santa Rosa CA, January 2013)

Identifying Issues of Capacity and Undue Influence to Keep out of the Witness and Defendant Chairs
(Redwood Empire Estate Planning Council, January 2013)

Undue Influence: How to Identify Who is the Con
(LAS 7th Annual Elder Abuse Conference, Hastings School of Law-San Francisco CA, May 2012)

How to Conduct a Better Interview to Identify Elder Abuse and Undue Influence
(National Association of Elder Law Attorneys, Annual Conference Seattle WA, April 2012)

Summary for Understanding Undue Influence to Fight and Prove Elder Abuse
(NAELA 2012 Spring Institute)

Understanding and Proving Undue Influence to Fight Elder Abuse
(LAS 6th Annual Elder Abuse Conference, Oakland CA, June 2011)

Civil Remedies for Financial Elder Abuse
(NAELA November 2010)

Stopping the Elder Abuser, a 21st Century Predator
(National Association of Elder Law Attorneys- National Institute Fall 2010)

Undue Influence
(California Administrative Office of the Courts, Statewide Court Investigator Training Fall 2009)

Civil Remedies for Financial Elder Abuse
(Solano FAST, 2008)

Drawing the Line between Elder Rights and the Prevention of Elder Abuse
(Northern California Chapter NAELA 2007)

Estate Litigation Evaluation and Strategies
(National Association of Elder Law Attorneys- National Symposium, 2005)

Unintended Results of No Contest Clauses
(Alameda County Bar Association)

Estate Litigation Strategies
(Alameda County Bar Association- Fifth Annual Spring Symposium 2005)

Strategies For Ending the Family Feud
(CEB Fall 2004)

Preventing Financial Elder Abuse
(Annual Senior Health Summit-City of Vacaville)

Several presentations on identifying and preventing elder abuse for Elder Financial Protection Network and numerous other community and professional organizations for the last decade or more