Category Archives: Speaking Engagements

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(This event took place April 2011) April 19th Speaking Engagement — Incorporating Philanthropy into the Family Wealth Plan — The City Club, San Francisco

I’m excited to have the opportunity to speak with Robert Lew, president and founder of Planning & Financial Advisors, on the topic "Incorporating Philanthropy into the Family Wealth Plan:  Different Approaches from a Financial Planner and an Estate Planning Attorney."   The event is co-hosted by the Northern California Planned Giving Council and the Financial Planning Association of San Francisco.  It … Continue Reading

Upcoming Seminar: Presence and Ethics at the End of Life

On November 12th, I will be giving a Silicon Valley Bar Association seminar on Preparing for Dying: Presence and Ethics at the End of Life with sociologist and filmmaker Dr. Michelle Peticolas and estate planning attorney Deborah Radin of Kramer Radin, LLP.   We will begin the seminar by watching Dr. Peticolas’s award-winning documentary, Caring for Dying: the Art … Continue Reading

Statute of Limitations Seminar This Thursday

If you’re an estate planning or litigation attorney in Silicon Valley and don’t already have lunch plans for Thursday the 23rd, don’t miss the presentation by trusts and estates litigation attorneys Ellen McKissock and Steve Braccini titled "Almost Everything You Ever Wanted to Know About Nearly Every Statute of Limitations, In an Hour."   The seminar is offered … Continue Reading