DAVE GAW - PRESENTATION
TABLE OF CONTENTS
I. UPCOMING EVENTS ..................................................................................................... 1
II. HIGH END ESTATE PLANNING ................................................................................. 1
III. TRUST ADMINISTRATION ........................................................................................ 5
IV. ELDER LAW ................................................................................................................. 14
V. MISCELLANEOUS ........................................................................................................ 17
UPCOMING EVENTS
Continuing Education of the Bar (CEB) Subtrust Funding
May 7, 2019 Webinar
California Certified Public Accountants (CalCPA) Estate Planning Conference
July 15-16, 2019 San Francisco
Administration of Living Trusts
8/26/2019 Burlingame Studio and Webcast
11/8/2019 Rebroadcast/with early start
Gaw on Subtrust Funding
11/4/2019 Burlingame Studio and a Webcast
1/24/2020 Rebroadcast/with early start
High End Estate Planning with Jacqueline Patterson
8/5/2019 Burlingame Flex and Webcast
11/18/2019 Rebroadcast/with early start
12/2/2019 Palm Springs CPE Week
HIGH END ESTATE PLANNING
2018
High-End Estate Planning, co-presented with Jacqueline Patterson -CalCPA
Options with Credit Trust if Non-Taxable Estate●
October 22,2018-San Luis Obispo, Ca•
2
2017
Nuts and Bolts of High-End Estate Planning, co-presented with Jacqueline Patterson - CalCPA
Nuts and Bolts of High-End Estate Planning, co-presented with Jacqueline Patterson - CalCPA
2016
Advanced Income and Estate Issues with Standard/Stale Sub-Trust Funding - CalCPA
Estate Planning for Farms, Ranches, and Vineyards, co-presented with Jamie Watson - Texcom
Nuts and Bolts of High-End Estate Planning - CalCPA
High-End Estate Planning (ESTPH) - CalCPA
The Art of High End Estate Planning Running the Numbers, co-presented with Jamie Watson
2015
The Art of High-End Estate Planning – CEB
The Nuts & Bolts of High End Planning, co-presented with Jacqueline Patterson – CalCPA Education
Foundation
Estate Tax Refocused, co-presented with Jeffrey Stephens - CalCPA Education Foundation Farmer’s Tax
and Accounting Conference
Nuts and Bolts of High-End Estate Planning – CalCPA
Grantor Trusts – Advanced Estate Planning Symposium
Advanced Estate Planning – San Francisco Paralegal Association
2014
The Art of High End Estate Planning – Litman Gregory Asset Management / Lacopi, Lenz & Co.
Advantages of IDGTs in Estate Planning - San Joaquin CalCPA Estate Planning Technical Meeting
Nuts and Bolts of Estate Planning Strategies - CalCPA
High-End Estate Planning - CalCPA
Sub-Trust Funding and High-End Estate Planning - RBZ (CalCPA)
Nuts and Bolts of Estate Planning Strategies - CalCPA
November 5, 2018-Burlingame, Ca•
July 13, 2017 – San Diego, CA•
November 7, 2017 – Burlingame, CA•
June 17, 2016 – San Francisco, CA•
June 24, 2016 – Anaheim, CA•
July 14, 2016 – San Francisco, CA•
October 26, 2016 – San Luis Obispo, CA•
November 8 – 11, 2016 – Honolulu, HI•
March 6, 2015 – San Francisco, CA•
July 8, 2015 – San Diego, CA•
September 17, 2015 – Fresno, CA•
October 23, 2015 – Anaheim, CA•
November 9, 2015 – Alamo, CA•
November 10, 2015 – San Francisco, CA•
April 1, 2014 - Larkspur, CA•
May 9, 2014 - Stockton, CA•
June 25, 2014 - Ripon, CA•
August 20, 2014 - Beverly Hills, CA•
October 22, 2014 - San Francisco, CA•
October 30, 2014 - Los Angeles, CA•
October 31, 2014 - Los Angeles, CA•
December 3, 2014 - Palm Springs, CA•
2
2013
The Art of High End Estate Planning - CalCPA
Estate Planning and Tax Considerations in Exit Strategy, co-presented with J.C. Kitts, Burr Pilger Mayer –
The Seminar Group, Napa Wine Conference
The Team, The Process and IDGTs, co-presented with Jamie Watson – Moss Adams, LLC
Business Wealth & Succession Planning, co-presented with Jacqueline Patterson - CalCPA
2012
The Art of High End Estate Planning, co-presented with Jacqueline Patterson - CalCPA
Comprehensive Estate Planning - CalCPA
The GAW SYSTEM™ Approach: The Art of High-End Estate Planning, co presented with Michael
Manfred, Lori Hunt, Douglas Spletter and Jamie Watson - CEB
2011
Planning Council Tech Forum - McGeorge School of Law
Comprehensive Estate Planning Workshop, co-presented with Jacqueline Patterson - CalCPA
High End Estate Planning and How It Is Affected by the 2010 Tax Act - San Gabriel Valley Estate Planning
Council
The Art of High End Estate Planning I, co-presented with Jacqueline Patterson – AICPA Conference
Tax Strategies for High Net Worth Clients Under the 2010 Tax Act, co-presented with Jacqueline Patterson
- CalCPA
Comprehensive Estate Planning Workshop, co-presented with Jacqueline Patterson and Keith Schiller -
CalCPA
High End Estate Planning, co-presented with Jacqueline Patterson - CalCPA
The Art of High End Estate Planning: A Team & Systems Approach - Estate Planning Council
Estate Planning - CEO Vistage Group 85
January 9, 2013 - Napa, CA – CalCPA (Web Rebroadcast)•
March 13, 2013 - Lodi, CA – Gibson and Friends•
October 23, 2013 - Los Angeles, CA – CalCPA•
October 28, 2013 - San Diego, CA - CalCPA•
November 14, 2013 - Stockton, CA – Bowman & Co.•
November 7, 2013 - Napa, CA•
July 24, 2013 - Portland, OR•
June 17, 2013 - Monterey, CA•
November 20, 2013 - San Francisco, CA•
January 4, 2012 - San Francisco, CA•
October 29, 2012 - San Francisco, CA•
December 5, 2012 - Rancho Mirage, CA•
January 19, 2012 - Costa Mesa, CA•
January 31, 2012 - Burbank, CA•
Oct 5, 2012 - San Francisco, CA•
Oct 26, 2012 - San Diego, CA•
January 6, 2011 - Sacramento, CA•
January 19, 2011 - San Francisco, CA•
February 28, 2011 - Old Pasadena, CA•
May 5, 2011 - Las Vegas, NV•
May 6, 2011 - Las Vegas, NV•
June 16, 2011 - Universal City, CA•
June 17, 2011 - San Francisco, CA•
July 21, 2011 - San Francisco, CA•
August 23, 2011 – Monterey, CA•
November 11, 2011 - Orange County (South), CA•
September 22, 2011 - Montreal, Canada•
September 29, 2011 - Mill Valley, CA•
2
High End Estate Planning: The Team, The System, The Process, co-presented with Jim Lamping - The
Redwood Empire Estate Planning Council
2010
QPRTs – State Bar of California
The System of Planning for High Net Worth Individuals: How to explain to the clients, the non-legal forms
and facilitating the working together of our Professional Team – Fresno Estate Planning Council
Estate Planning Strategies for High Net Worth Individuals - CalCPA
Gaw System’s Approach: The Art of High End Estate Planning, co-presented with Lori Hunt, Douglas
Spletter and Michael Manfred - CEB
Comprehensive Estate Planning Workshop, CE Week, co-presented with Jacqueline Patterson and Keith
Schiller - CalCPA
Complex Issues in Estate Planning – Bay Area Legal Secretaries Forum
2009
Comprehensive Advanced Estate Planning Workshop, co-presented with Keith Schiller and Mike Jones -
CalCPA
Comprehensive Advanced Estate Planning Workshop, co-presented with Dean Bretney and Keith Schiller -
CalCPA
2008
Advanced Estate Planning Workshop
2007
Advance Estate Planning Institute – CalCPA
Estate Planning – Bay Area Legal Secretaries Forum
Advanced Planning for Keeping the Business in the Family and Not Giving It Either to the Government or
Constellation, co-presented with Amy Smith - Wine Industry Conference
2006
Estate Planning – Bay Area Legal Secretaries Forum
Demystifying QPRTS for your Clients and your Partners, Annual Meeting – State Bar of California
October 5, 2011 - Santa Rosa, CA•
March 17, 2011 - Webinar•
May 5, 2010 - Fresno, CA•
July 7, 2010 - Universal City, CA•
July 8, 2010 - San Francisco, CA•
October 1, 2010 - San Francisco, CA•
October 29, 2010 - San Francisco, CA•
December 15, 2010 - Palm Springs, CA•
October 30, 2010 - Concord, CA•
August 5, 2009 - Sacramento, CA•
September 24, 2009 - San Francisco, CA•
January 10, 2008 – San Diego, CA•
December 15, 2008 - San Francisco, CA•
January 25, 2007 - San Francisco, CA•
January 26, 2007 - San Francisco, CA•
January 27, 2007 - San Francisco, CA•
April 21, 2007 - Concord, CA•
December 10, 2007 - Napa, CA•
April 18, 2006 - Concord, CA•
October 5, 2006 - Monterey, CA•
2
2005
Estate Planning – Bay Area Legal Secretaries Forum
Advanced Estate Planning - Allied Professionals Network
2004
Estate Planning – Bay Area Legal Secretaries Forum
Post Mortem Planning, Advanced Estate Planning Conference - AICPA
2000
The Eight Biggest Mistakes in Estate Planning - Fairfield Rotary Club
The Eight Biggest Mistakes in Estate Planning - Redwood Empire Funeral Directors Association
1998
The Eight Biggest Mistakes in Estate Planning - Professional Resource Network of Napa Valley
TRUST ADMINISTRATION
Back to Top
2018
Subtrust Funding, co-presented with Jamie Watson- CalCPA
Living Trust Administration – CalCPA Education Foundation
2017
Sub Trust Funding, Marin County Bar Association’s Probate and Estate Planning Section
• January 18, 2017 – Marin, CA
Gaw on Sub-Trust Funding - CEB
• March 3, 2017 – San Francisco, CA
Basic Trust Administration - CalCPA
July 26, 2017 – Burlingame, CA
Subtrust Funding, co-presented with Jamie Watson- CalCPA
• October 30, 2017 – Burlingame, CA
2016
Sub-Trust Funding Redwood Empire Estate Planning Counsel, co-presented with Jamie
Watson
• February 3, 2016
CalCPA - Living Trust Administration Workshop
October 6, 2006 - Monterey, CA•
April 9, 2005 - Concord, CA•
May 16, 2005 - Santa Rosa, CA•
March 7, 2004 - Concord, CA•
July 28, 2004 - Philadelphia, PA•
July 18, 2000 - Fairfield, CA•
August 24, 2000 - Redwood Empire, CA•
May 9, 1998 - Napa, CA•
October 31,2018-Burlingame, Ca•
December 19, 2018-Rebroadcast•
July 26, 2018 -Burlingame, Ca•
November 2, 2018- Rebroadcast•
2
• August 26, 2016 – San Mateo, CA
CalCPA Sub-Trust Funding (SUBT)
• November 7, 2016 – San Mateo, CA
2015
Living Trust Administration – CalCPA Education Foundation
• August 20, 2015 – San Mateo, CA
2014
Post-Mortem Trust Administration - 2014 Wealth Counsel Symposium (Precursors)
• July 14, 2014 - Denver, CO
• July 15, 2014 - Denver, CO
Basic Trust Administration – CalCPA Training Center
• July 25, 2014 - San Mateo, CA
Nuts and Bolts of Estate Planning Strategies - CalCPA
• August 20, 2014 - Beverly Hills, CA
Sub-Trust Funding – CalCPA Training Center
• October 21, 2014 - San Mateo, CA
Living Trust Administration - CalCPA
• November 19, 2014 - Web Rebroadcast
2013
Funding the Sub-Trust Workshop – CalCPA
• January 22, 2013 – Web Rebroadcast
• October 16, 2013 – San Mateo, CA
Post Death Elections & Funding, Advanced Estate Planning Conference - AICPA
• July 9, 2013 - Scottsdale, AZ
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• August 28, 2013 - San Mateo, CA
• November 11, 2014 – Web Rebroadcast
2012
Funding the Sub-Trust Workshop – CalCPA
• January 23, 2012 – San Francisco, CA
• July 24, 2012 – Los Angeles, CA
• October 19, 2012 – San Mateo, CA
Gaw on Trust Administration After Death of First Spouse - CEB
• April 13, 2012 - Los Angeles, CA
• April 20, 2012 - San Francisco, CA
A Practical Workshop on Funding Assets to Trusts - The Bay Area Legal Forum
• April 21, 2012 - Pleasanton, CA
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• July 23, 2012 - San Mateo, CA
• November 26, 2012 - Web Rebroadcast
2011
Funding the Sub-Trust Workshop – CalCPA
• January 28, 2011 – Woodland Hills, CA
• July 29, 2011 – Sacramento, CA
• August 10, 2011 – Inland Empire, CA
• November 4, 2011 – Los Angeles, CA
Hot Issues in Trust Administration in 2011 (Including Stale Trust Funding) - Tulare Kings
2
Counties Estate Planning Council
• May 12, 2011 - Visalia, CA
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• June 28, 2011 - Los Angeles, CA
2010
Hot Issues in Trust Administration and Stale Trust Administration - El Dorado Community
Foundation
• January 21, 2010 - El Dorado Hills, CA
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• January 26, 2010 - Burbank, CA
• July 19, 2010 – Rohnert Park, CA
• November 1, 2010 – San Diego, CA
• December 10, 2010 – San Francisco, CA
Gaw on Administering the Moderate Single-Settlor and Married Person Trust - CEB
• April 9, 2010 - Los Angeles, CA
• April 10, 2010 - Orange County, CA
Gaw on Sub-Trust Funding - CEB
• April 23, 2010 - San Diego, CA
• May 7, 2010 - San Francisco, CA
• May 8, 2010 - Sacramento, CA
Funding the Sub-Trust Workshop – CalCPA
• May 24, 2010 – Los Angeles, CA
• July 23, 2010 – Pleasanton, CA
• August 13, 2010 – Garden Grove, CA
• November 30, 2010 – San Jose, CA
Stale Trust Administration – State Bar of California
• June 23, 2010 - Webinar
A Practical, Fundamental Primer on Funding and Administration of Trusts - 30th Annual
Southern California Tax and Estate Planning Forum
• October 21, 2010 - San Diego, CA
• October 22, 2010 - San Diego, CA
Trust Administration in 2010: Congressional Malpractice! - East Bay Trust and Estates
Lawyers
• October 26, 2010
Everything You Wanted to Know About Trust Administration – Hawaii Tax Institute
• November 4, 2010 - Honolulu, HI
2009
Funding the Sub-Trust Workshop – CalCPA
• January 6, 2009 – San Fernando Valley, CA
• July 28, 2009 – San Francisco, CA
• August 21, 2009 – Orange County, CA
• November 16, 2009 – Los Angeles, CA
• December 7, 2009 – Sacramento, CA
Case Study on Trust Administration, co-presented with J. Patterson – Advanced Estate
Planning Institute
• January 19, 2009 - Newport Beach, CA
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• January 27, 2009 – San Francisco, CA
• August 4, 2009 – Sacramento, CA
• August 20, 2009 – Orange County, CA
• November 17, 2009 – San Francisco, CA
Gaw on Administering the Moderate Single-Settlor and Married Person Trust (Advanced
2
Course of Study) - CEB
• April 3, 2009 - Los Angeles, CA
• April 4, 2009 - Orange County, CA
• April 17, San Francisco, CA
• May 2, 2009 - Sacramento, CA
Gaw on Sub-Trust Funding - CEB
• May 19, 2009 - Sacramento, CA
Legal and Accounting Issues of Trust Administration and Sub-Trust Funding, co-presented
with Cleet Snyder, CPA
• July 14, 2009 - San Francisco, CA
• July 15, 2009 – Los Angeles, CA
Hot Issues in Trust Administration and Stale Trust Administration - Orange County Bar
Association Trusts and Estates Section
• October 7, 2009 - Irvine, CA
Hot Issues in Trust Administration and Stale Trust Administration, Mendocino County
Advisors - Mendocino Community Foundation
• October 20, 2009 - Ukiah, CA
2008
Post Death Administration, Advanced Estate Planning Institute
• January 11, 2008 - San Diego, CA
13
Stale Trust Funding, Contra Costa Bar Association Estate Planning Symposium
• March 6, 2008 - Walnut Creek, CA
Administration of Living Trusts After the Death of a Spouse – Bay Area Legal Secretaries
Forum
• April 12, 2008 - Concord, CA
Gaw on Trust Administration After the Death of the First Spouse - CEB
• April 18, 2008 - San Diego, CA
• April 25, 2008 - San Francisco, CA
• April 26, 2008 - Sacramento, CA
• May 16, 2008 - Los Angeles, CA
• May 17, 2008 - Irvine, CA
Trust Administration: Beyond the Basics, Tulare/Kings Counties Estate Planning Council
• May 8, 2008 - Visalia, CA
Funding the Sub-Trust Workshop – CalCPA
• July 22, 2008 – Rohnert Park, CA
• September 5, 2008 – Ontario, CA
• December 10, 2008 – San Francisco, CA
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• August 7, 2008 – Seaside, CA
• August 28, 2008 – San Diego, CA
• November 21, 2008 – Orange County, CA
Administering Stale Trust, Annual Meeting – State Bar of California
• September 26, 2008 - Monterey, CA
Administering Stale Trusts - Sacramento County Bar Association Probate and Estate
Planning Section
• October 21, 2009 - Sacramento, CA
Stale Trust Administration - Allied Professionals Network Event
• October 22, 2008 - Yountville, CA
2007
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• January 5, 2007 – San Francisco, CA
2
• June 29, 2007 – Lake Tahoe, NV
• August 13, 2007 – Woodland Hills, CA
• November 6, 2007 – San Jose, CA
• December 19, 2007 – Santa Monica, CA
Fundamentals of Trust Administration - CEB
• March 23, 2007 - San Francisco, CA
Gaw on Sub-Trust Funding - CEB
• April 12, 2007 - San Diego, CA
• April 13, 2007 - Los Angeles, CA
• May 4, 2007 - San Francisco, CA
Funding the Sub-Trust Workshop – CalCPA
• September 18, 2007 - Sacramento, CA
• October 8, 2007 – Burbank, CA
• November 20, 2007 – San Francisco, CA
• December 3, 2007 – San Diego, CA
A Systematic Approach to Trust Administration and Sub-Trust Funding – Hawaii Tax
Institute
• October 23, 2007 - Honolulu, HI
Fiduciary Track - A Systematic Approach to Trust Administration and Sub-Trust Funding -
Hawaii Tax Institute
• October 22 - 25, 2007 - Honolulu, HI
2006
Funding the Sub-Trust Workshop – CalCPA
• January 6, 2006 – Santa Monica, CA
• July 6, 2006 – Rohnert Park, CA
• August 8, 2006 - Monterey, CA
• September 21, 2006 – Orange County, CA
• November 21, 2006 - Pasadena, CA
Gaw on Administering the Moderate Single-Settlor and Married Person Trust - CEB
• April 21, 2006 - Los Angeles, CA
• April 22, 2006 - Costa Mesa, CA
• May 5, 2006 - San Francisco, CA
• May 6, 2006 - Sacramento, CA
• May 12, 2006 - San Diego, CA
Long-Term Trust Administration: Assets Allocated and the 706 Filed: What is Next? - 28th
Annual UCLA/CEB Estate Planning Institute
• May 19, 2006 – Los Angeles, CA
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• June 12, 2006 – Costa Mesa, CA
• August 7, 2006 – Monterey, CA
• November 30, 2006 – Palm Springs, CA
Sub-Trust Funding, Estate Planning Council of Mount Diablo
• October 17, 2006 - Modesto, CA
2005
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• January 19, 2005 – Sacramento, CA
• June 21, 2005 – Kona, HI
• July 12, 2005 – San Diego, CA
• November 21, 2005 – Universal City, CA
• December 19, 2005 – Sacramento, CA
Funding the Sub-Trust Workshop – CalCPA
• January 24, 2005 – San Ramon, CA
2
• June 22, 2005 – Kona, HI
• July 11, 2005 – San Diego, CA
• October 7, 2005 – San Jose, CA
Gaw on Trust Administration After Death of First Spouse - CEB
• April 14, 2005 - San Francisco, CA
• April 15, 2005 - Sacramento, CA
• May 6, 2005 - Los Angeles, CA
• May 7, 2005 - Irvine, CA
Trust Administration, National Audio-tape – Southern California Tax and Estate Planning
Forum
• April 30, 2005 - Napa, CA
Getting to the Numbers in Sub-Trust Funding, 10th Annual Advanced Estate Planning
Symposium East Bay Chapter – California Society of CPAs
• November 1, 2005 - Alamo, CA
Long-Term Trust Administration: Assets Allocated and the 706 Filed – What is Next? Estate
Planning Council of Mount Diablo
• November 15, 2005 - Lafayette, CA
2004
Trust Funding: What Goes Where? - Sacramento Estate Planning Council
• January 13, 2004 - Sacramento, CA
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• January 27, 2004 – Woodland Hills, CA
• January 30, 2004 – Burbank, CA
• June 21, 2004 – Los Angeles, CA
• August 4, 2004 – Monterey, CA
• August 22, 2004 – Monterey, CA
• October 7, 2004 – San Francisco, CA
• November 1, 2004 – Las Vegas, NV
• November 10, 2004 – Orange County, CA
• December 11, 2004 – San Francisco, CA
Advance Course of Study: Gaw on Sub-Trust Funding - CEB
• April 2, 2004 - San Francisco, CA
• April 3, 2004 - Sacramento, CA
• April 16, 2004 - Los Angeles, CA
• April 17, 2004 - Anaheim, CA
Sub-Trust Funding, CPA Society Estate Planning Roundtable – California Society of CPAs
• April 24, 2004 - Napa, CA
Advance Course of Study: Fundamentals of Postmortem Trust Administration - CEB
• May 7, 2004 - San Francisco, CA
Trust Administration on Death of First Spouse, Butte County Estate Planning Council
• May 12, 2004 - Chico, CA
Funding the Sub-Trust Workshop – CalCPA
• August 5, 2004 - Monterey, CA
• August 27, 2004 - Anaheim, CA
• November 2, 2004 – Las Vegas, NV
2003
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• January 7, 2003 - Sacramento, CA
• June 6, 2003 – San Francisco, CA
• July 7, 2003 – San Diego, CA
• October 16, 2003 – Rohnert Park, CA
• November 17, 2003 – Pasadena, CA
2
Post Death Trust Funding - Advanced Estate Planning Institute
• January 17, 2003 - San Francisco, CA
Post Death Funding of Assets - Central Arizona Estate Planning Council
• March 3, 2003 - Phoenix, AZ
Advance Course of Study: Administering the Moderate Single Settlor & Married Person
Trust - CEB
• April 5, 2003 - San Diego, CA
• April 11, 2003 - Sacramento, CA
• April 12, 2003 - San Francisco, CA
• April 25, 2003 - Los Angeles, CA
• April 26, 2003 - City of Orange, CA
A Practical Workshop on Trust Administration – Southern California Tax and Estate
Planning Forum
• May 10, 2003 - Phoenix, AZ
Funding the Sub-Trust Workshop – CalCPA
• June 17, 2003 - San Jose, CA
• July 8, 2003 – San Diego, CA
• September 9, 2003 – Pasadena, CA
• November 6, 2003 – San Francisco, CA
Trust Administration in a Non-Tax Environment - 23rd Annual Southern California Tax and
Estate Planning Forum
• October 24, 2003 - San Diego, CA
A Systems Approach to Using Spreadsheets to Allocate Assets Between the Credit Shelter
and Marital Deduction Trust - 23rd Annual Southern California Tax and Estate Planning
Forum
• October 25, 2003 - San Diego, CA
2002
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• January 25, 2002 - Anaheim, CA
• July 26, 2002 – Beverly Hills, CA
• September 27, 2002 - Santa Clara, CA
• December 11, 2002 – Palm Springs, CA
Funding the Sub-Trust Workshop – CalCPA
• February 7, 2002 – Costa Mesa, CA
• June 5, 2002 – San Ramon, CA
• July 11, 2002 – San Diego, CA
• August 27, 2002 – Los Angeles, CA
• October 10, 2002 – Palo Alto, CA
• December 12, 2002 – Palm Springs, CA
Determining the Dollar Amounts Between the Credit and Marital Trusts and Allocating the
Assets Among the Sub-Trusts - Alameda County Bar Association
• February 26, 2002 - Oakland, CA
Trust Administration on the Death of the First Spouse – Bay Area Legal Secretaries Forum
• April 6, 2002 - Concord, CA
• March 23, 2002 - Santa Clara, CA
Advance Course of Study: Trust Administration on the Death of the First Spouse - CEB
• April 12, 2002 - San Diego, CA
• April 13, 2002 - Los Angeles, CA
• April 20, 2002 - Anaheim, CA
• April 26, 2002 - San Francisco, CA
• April 27, 2002 - Sacramento, CA
A Practical Workshop on Trust Administration – Southern California Tax and Estate
Planning Forum
2
l
• May 17, 2002 - Los Angeles, CA
• May 18, 2002 - San Francisco, CA
The Nuts and Bolts of Trust Administration - Silicon Valley Bar Association
• October 10, 2002 - San Jose, CA
Determining the Dollar Amounts Between the Credit and Marital Trusts and Allocating the
Assets Among the Survivor’s/Credit/Marital Trusts - East Bay Estate Planning Council
• October 7, 2002 - Oakland, CA
Post Mortem Planning: Asset Allocation, Funding and Distributions, Annual Meeting – State
Bar of California
• October 12, 2002 - Monterey, CA
Systems and Business of Trust Administration - 22nd Annual Southern California Tax and
Estate Planning Forum
• October 24, 2002 - San Diego, CA
Sub-Trust Funding of Assets - 22nd Annual Southern California Tax and Estate Planning
Forum
• October 24, 2002 - San Diego, CA
Effectively Guiding Your Clients Through a Trust Administration, Taxation Section Annual
Meeting – State Bar of California
• November 2, 2002 - Coronado, CA
2001
Advance Course of Study: Sub-Trust Funding - CEB
• April 6, 2001 - Anaheim, CA
• April 20, 2001 - San Francisco, CA
• April 21, 2001 - Sacramento, CA
• April 27, 2001 - San Diego, CA
• April 28, 2001 - Los Angeles, CA
Funding the Sub-Trust Workshop – CalCPA
• May 21, 2001 – Lake Tahoe, NV
• June 4, 2001 – San Fernando Valley, CA
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• May 22, 2001 – Lake Tahoe, NV
Developing a Trust Administration System Using a Document Assembly Program, The 2001
Wired Estate Planning Practice - Southern California Tax and Estate Planning Forum
• June 23, 2001 - Anaheim, CA
Administration of the Living Trust - Annual Convention, National Association of Legal
Assistants, Inc.
• July 19, 2001 - Reno, NV
2000
Trust Administration for the Single Trustor – Bay Area Legal Secretaries Forum
• April 1, 2000 - Santa Clara, CA
• March 11, 2000 - Oakland, CA
Advance Course of Study: Trust Administration for the Single Person - CEB
• April 7, 2000 - Irvine, CA
• April 14, 2000 - San Francisco, CA
• April 15, 2000 - Sacramento, CA
• April 28, 2000 - Beverly Hills, CA
• April 29, 2000 - San Diego, CA
Sub-Trust Funding, Tax Planning After Death in California - Lorman Education Services
• July 3, 2000 - San Francisco, CA
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• July 6, 2000 – San Francisco, CA
• July 10, 2000 – San Diego, CA
2
• August 31, 2000 – Los Angeles, CA
ugust 3 , 000 os ge es, C
• December 6, 2000 – Palm Springs, CA
Funding the Sub-Trust Workshop – CalCPA
• November 3, 2000 – San Francisco, CA
• December 7, 2000 – Palm Springs, CA
1999
Funding of Marital and Bypass Trusts - Probate and Trust Section of the San Francisco Bar
Association
• January 6, 1999 - San Francisco, CA
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• January 26, 1999 – San Francisco, CA
• September 23, 1999 – San Francisco, CA
• October 1, 1999 – Los Angeles, CA
Funding of Marital and Bypass Trusts, NorthBay Chapter – Society of California
Accountants
• October 13, 1999 - Rohnert Park, CA
Trust Administration After Death of a Settlor, Sacramento Estate Planning Council
• October 21, 1999 - Sacramento, CA
1998
Sub-Trust Funding - Marin County Bar Association
• January 21, 1999 - San Rafael, CA
Advanced Course of Study: Post Death Trust Funding - CEB
• February 6, 1998 - Sunnyvale, CA
• February 14, 1998 - San Francisco, CA
• February 27, 1998 - Sacramento, CA
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• August 4, 1998 - Monterey, CA
• October 30, 1998 – Walnut Creek, CA
• November 18, 1998 – Santa Monica, CA
• December 4, 1998 – Palm Springs, CA
• December 8, 1998 – Orange County, CA
Allocation Between Trusts After Death of the First Spouse - Western Annual Regional
Meeting, National Association of Professional Financial Advisors
• September 11, 1998 - Napa, CA
Administration of the Living Trust at First Death - NorthBay Chapter, Wine Country Tax
Seminar, California Society of Enrolled Agents
• October 29, 1998 - Rohnert Park, CA
Funding and Administration of Trusts Before and After Death - 1998 Experts in Estate
Planning Series, Institute of Continuing Legal Education
• November 20, 1998 - Troy, MI
1997
Administration of Living Trusts After Death – Southern California Tax and Estate Planning
Forum
• May 3, 1997 - Los Angeles, CA
• May 10, 1997 - San Francisco, CA
Sub-Trust Funding - Alameda County Bar Association
• May 26, 1997 - Oakland, CA
A Practical Workshop on Trust Administration of the Living Trust – CalCPA
• October 6, 1997 - Burbank, CA
• November 6, 1997 – San Francisco, CA
2
Sub-Trust Funding - Stockton Estate Planning Council
• November 25 1997 Stockton CA
• November 25, 1997 - Stockton, CA
Estate Planning, Panel Presentation - First Presbyterian Church
• October 16, 1997 - Napa, CA
1996
Trust Administration After First Death, Estate Planning and Probate Section Meeting,
February Quarterly Conference – Legal Secretaries Incorporated
• February 24, 1996 - Napa, CA
Trust Administration After First Death - Sonoma County Bar Association and Redwood
Empire Estate Planning Council
• May 1, 1996 - Santa Rosa, CA
Death of a Spouse/Starting a Trust Administration–The First Phone Call and the Initial
Conference with the Client - Northern California Chapter – National Academy of Elder Law
Attorneys
• June 7, 1996 - San Francisco, CA
Sub-Trust Funding - Section Education Institute
• November 9, 1996 - Rancho Mirage, CA
Funding Trusts at the Death of the First Spouse Part II, 1st Annual Advanced Estate
Planning Symposium, East Bay Chapter – California Society of CPAs
• November 12, 1996 - Lafayette, CA
1995
Administration of Living Trusts After Death: Avoiding Chaos Through a Systems Approach
– Southern California Tax and Estate Planning Forum
• February 24, 1995 - Las Vegas, NV
• February 25, 1995 - Las Vegas, NV
• March 4, 1995 - Orlando, FL
• March 5, 1995 - Orlando, FL
Life After Death for Living Trusts; Practical Solutions to Difficult Problems – Southern
California Tax and Estate Planning Forum
• July 8, 1995 - San Francisco, CA
Living Trusts After Death: Accounting and Tax Issues of Administration, San Joaquin
Chapter – California Society of CPAs
• August 17, 1995 - Ripon, CA
Living Trusts After Death: Accounting and Tax Issues of Administration – Society of
California Accountants
• September 8, 1995 - San Jose, CA
• September 9, 1995 - San Jose, CA
1994
Administration of Living Trusts After Death
• March 12, 1994 – San Francisco, CA
• April 2, 1994 - Santa Clara, CA
Funding and Administration of Trusts Before and After Death – Southern California Tax and
Estate Planning Forum
• March 19, 1994 - Los Angeles, CA
• June 18, 1994 - San Francisco, CA
Administration of Living Trusts After Death, 6th Annual Symposium – National Academy of
Elder Law Attorneys
• May 20, 1994 - Seattle, WA
Administration of Living Trusts After Death, San Joaquin Chapter – California Society of
CPAs
2
• August 18, 1994 - Ripon, CA
Selective Issues in Post-Death Administration
• November 15, 1994 - Napa, CA
1993
Trust Administration After First Death - CPA Law Forum of Marin County
• December 2, 1993 - San Rafael, CA
Back to Top
ELDER LAW
2016
Advanced Medi-Cal Planning Using Irrevocable Trusts, co-presented with Jamie Watson –
Elder Counsel Webcast
• April 12, 2016
2015
Elder Counsel Advanced Medi-Cal Planning, co-presented with Jacqueline Patterson
• February 20, 2015 – LA Law Center, Glendale, CA
2013
Medi-Cal Planning: Redwood Empire Estate Planning Council
• March 6, 2013 - Santa Rosa, CA
2012
Medi-Cal Planning from A-Z, co-presented with Jamie Watson, Dallas Atkins and Fay Blix -
ElderCounsel
• October 15-17, 2012 - San Diego, CA
2011
Eldercare Income and Estate Planning Workshop, co-presented with Barbara Bergstein –
CalCPA
• January 18, 2011 – San Francisco, CA
Estate Planning and Long Term Care Planning for the Elderly, co-presented with Jamie
Watson, Fall Seminar - Stanislaus County Estate Planning Counsel; The Ceres Community
Center
• October 20, 2011 - Ceres, CA
2010
Eldercare Income and Estate Planning Workshop – CalCPA
• January 27, 2010 – Burbank, CA
• August 12, 2010 – Garden Grove, CA
• October 19, 2010 – Ontario, CA
Medi-Cal Planning - Kaiser Vallejo
• May 3, 2010 - Vallejo, CA
Medi-Cal Planning Strategies, co-presented with Jamie Watson and Dallas Atkins – Elder
Counsel
• October 28, 2010 - Napa, CA
• October 29, 2010 - Napa, CA
2
2009
Eldercare Income and Estate Planning Workshop – CalCPA
J 29 2009 L A l CA
• January 29, 2009 – Los Angeles, CA
• July 29, 2009 – San Francisco, CA
• December 8, 2009 – Sacramento, CA
Long Term Skilled Nursing Care & Medi-Cal - NorthBay Medical Center
• March 11, 2009 – Vacaville, CA
2008
Eldercare Income and Estate Planning Workshop – CalCPA
• January 9, 2008 – San Francisco, CA
• November 19, 2008 – San Diego, CA
23
2007
Eldercare Income and Estate Planning Workshop – CalCPA
• June 28, 2007 – Lake Tahoe, CA
• October 9, 2007 – Burbank, CA
2005
Fundamentals of Elder Law - CEB
• October 27, 2005 - San Francisco, CA
• October 28, 2005 - San Francisco, CA
2002
Estate Planning for the Elderly and Disabled - CalCPA
• August 29, 2002 - San Francisco, CA
2001
CPA’s Role in Planning for an Aging Society Conference - CalCPA
• October 19, 2001 - San Francisco, CA
1999
California Elder Care: Legal and Financial Issues - Health Ed, LLC
• February 25, 1999 - Sacramento, CA
1998
Elder Law Checklist - NorthBay Society of CPAs
• March 26, 1998 - San Rafael, CA
Estate Planning for Seniors – Bay Area Legal Secretaries Forum
• April 4, 1998 - Sunnyvale, CA
• March 21, 1998 - Oakland, CA
1997
Estate Planning and Elder Law Checkup for Seniors, Elder Care Conference - CalCPA
• September 29, 1997 - Los Angeles, CA
• September 30, 1997 - San Francisco, CA
1996
A Practical Approach to Post Mortem Planning,” Personal Tax and Investment Strategies
2
for the Older Client - CalCPA
• May 15, 1996 - Los Angeles, CA
• May 16, 1996 - San Francisco, CA
l i ld i l i i i i
Developing an Elder Law Practice, Legal Services Section, Committee on Aging – State Bar
of California
• June 8, 1996 - San Francisco, CA
Developing an Elder Law Practice, Annual Meeting – State Bar of California
• October 12, 1996 - Long Beach, CA
1995
Beyond Living Trusts - The Vintage Bank
• February 9, 1995 - Napa, CA
Estate Planning, Panel Presentation - Napa Evening Rotary
• June 14, 1995 - Napa, CA
Revocable Living Trusts - State Farm
• September 26, 1995 - Fairfield, CA
Elder Law Issues for Families Dealing with Alzheimer’s Disease and Related Disorders -
NorthBay Healthcare Foundation
• September 16, 1995 - Vacaville, CA
1994
Durable Powers of Attorney - NorthBay Medical Center
• January 13, 1994 - Fairfield, CA
• May 10, 1994 - Fairfield, CA
Estate Planning, Panel Presentation - Napa State Farm District Meeting
• January 14, 1994 - Napa, CA
The Eight Biggest Mistakes in Estate Planning - Professional Resource Network of Napa
Valley
• May 11, 1994 - Yountville, CA
1993
Estate Planning - Fairfield State Farm District Meeting
• January 14, 1993 - Fairfield, CA
Estate Planning - Sacramento All State Insurance District Meeting
• April 14, 1993 - Sacramento, CA
Back to Top
MISCELLANEOUS PRESENTATIONS
2018
Marin County Bar Association’s Probate and ESP Section use of Credit Trust
• February 21, 2018 – Marin, CA
2017
The Exam and You- Estate Planning through Administration and Litigation
• June 8, 2017 – Los Angeles, CA
2016
Current Issues Estate Planning – NorthBay Discussion Group
• November 15, 2016
2
2015
The Exam and You – Estate Planning Through Administration and Litigation - CalBar
• June 26, 2015 – San Francisco, CA
Conservation Easements Napa Valley Grape Grower Series co presented with Todd
Conservation Easements - Napa Valley Grape Grower Series, co-presented with Todd
Wenzel
• July 16, 2015 – Meadowood, Napa, CA
2014
Best Practices in Wine Operations - Passing the Torch: Family Business Transition
Planning, co-presented with Rick Boland, Sr. (Moss Adams)
• March 28, 2014 - Napa, CA
California Trusts and Estates Law Course (Specialized Review Course) – State Bar of
California
• June 14, 2013 - San Francisco, CA
2013
Queens Heritage Circle Luncheon: Tax Changes in 2012 - Queen of The Valley Hospital
• January 18, 2013 - Napa, CA
California Trusts and Estates Law Course (Specialized Review Course) – State Bar of
California
• June 14, 2013 - San Francisco, CA
Mendocino Community Foundation Seminar
• October 10, 2013 - Ukiah , CA
2012
Comprehensive Estate Planning - CalCPA
• January 31, 2012 - Burbank, CA
Top 10 Common Mistakes Vineyard Owners Make In Estate Planning, co-presented with
Lori Hunt - Napa Valley Grapegrowers
• March 15, 2012 - St. Helena, CA
A Team Approach to Estate Planning - Shasta Regional Community Foundation
• May 15, 2012 - Redding, CA
Wine Industry Conference: Business Succession Planning, co-presented with Jacqueline
Patterson - CalCPA
• December 11, 2012 - Napa, CA
2011
Estate Planning For Growers and 2010 Tax Changes: Time is of the Essence, Growers Tools
For Success - Napa Valley Grapegrowers Seminar
• April 21, 2011 - St. Helena, CA
Wine Industry Advanced Estate Planning and Family Business Succession Planning,
co-presented with Amy Smith and Michael Harrington - First Republic Private Wealth
Management
• May 18, 2011 - Yountville, CA
Estate Planning Through Administration: The Exam and You, co-presented with James
Quillinan – State Bar of California
• June 3, 2011 - San Francisco, CA
Estate Planning and Trust Administration Under the 2010 Tax Act: How Our World Has
Changed - East Bay Trust and Estate Lawyers Spring Symposium
• June 8, 2011 - Oakland, CA
A Team Approach to Estate Planning - Placer County Community Foundation: Estate
Planning Professionals Luncheon
2
• October 25, 2011 - Granite Bay, CA
Estate Planning for Winery Owners Retaining Winery Within Family, co-presented with Amy
Smith - Winery Purchase & Sales Conference; The Seminar Group
• November 8, 2011 - Napa, CA
2010
Estate Planning for the Non-Taxable Estate - Peninsula Chapter 9th Annual Estate Planning
Symposium
• June 8, 2010 - Santa Clara, CA
Estate Planning for Vineyard & Winery Owners - Napa Valley Grapegrowers Vineyard
Owners Seminar
• June 16, 2010 - St. Helena, CA
10 Tips in Administering A Special Needs Trust - PACE Solano
• September 23, 2010 - Vacaville, CA
Planning for the Closely Held Business-Exit Strategies During Life-Transitioning to
Families – Hawaii Tax Institute
• November 3, 2010 - Honolulu, Hawaii
2009
Estate Planning Through Administration: The Exam and You, co-presented with James
Quillinan – State Bar of California
• June 26, 2009 - Redwood City, CA
Estate Planning in a Down Economy, Napa County Bar Association Trusts and Estates
Section
• June 30, 2009 - Napa, CA
The Living Trust Myth - Travis Credit Union - Estate Planning Seminar
• October 8, 2009 - Vacaville, CA
2008
The Living Trust Myth, Travis Credit Union, Estate Planning Seminar
• October 8, 2008 - Vacaville, CA
2007
Estate Planning Through Administration: The Exam and You, co-presented with James
Quillinan – State Bar of California
• June 8, 2007 - Millbrae, CA
Estate Planning for Vineyard/Winery Owners - Napa Valley Grapegrowers Seminar
• August 24, 2007 - Napa, CA
The Living Trust Myth - Travis Credit Union, Estate Planning Seminar
• November 1, 2007 - Vacaville, CA
Advanced Planning for Keeping the Business in the Family and Not Giving It Either to the
Government or Constellation - Wine Industry Conference
• December 10, 2007 - Napa, CA
2006
All in the Family: Transitioning Your Winery to the Next Generation - Moss Adams Panel
Discussion
• August 30, 2006 - Napa, CA
The Living Trust Myth - Travis Credit Union, Estate Planning Seminar
• October 18, 2006 - Vacaville, CA
2005
2
The Living Trust Myth - Travis Credit Union, Estate Planning Seminar
• October 26, 2005 - Vacaville, CA
2004
Systems Approach to Using Spreadsheets Advanced Estate Planning Conference AICPA
Systems Approach to Using Spreadsheets, Advanced Estate Planning Conference - AICPA
• July 27, 2004 - Philadelphia, PA
2002
The Rules Have Changed, New Tax Law & IRA Seminar, co-presented with Michael J. Butler
and Greg A. Bennett
• January 23, 2002 - River City, Napa, CA
Pre and Post Death Retirement Planning, Estate Planning and Probate Section Meeting,
August Quarterly Conference – Legal Secretaries Incorporated
• August 17, 2002 - Concord, CA
2001
Estate Planning/Administration Office Practice - Redwood Empire Estate Planning Council
• January 3, 2001 - Santa Rosa, CA
Sub-Trust Funding, Estate Planning and Probate Section Meeting, February Quarterly
Conference – Legal Secretaries Incorporated
• February 17, 2001 - Fairfield, CA
Estate Planning Workshop, Co-Speaker with Jacqueline Patterson - CalCPA
• June 13, 2001 - San Diego, CA
The Rules Have Changed, New Tax Law & IRA Seminar, co-presented with Michael J. Butler
and Greg A. Bennet,
• July 11, 2001 - Napa, CA
Selected Topics in Estate Planning, Elder Law, and Trust Administration – Bay Area Legal
Secretaries Forum
• October 27, 2001 - Berkeley, CA
1999
Advanced Estate Planning Institute; Conference Co-Chair – CalCPA
• January 21, 1999 - Los Angeles, CA
• January 22, 1999 - San Francisco, CA
Estate Planning Tools - Creative Coping for Caregivers Conference, Redwood Caregiver
Resource Center
• September 18, 1999 - Napa, CA
1998
Trust Funding: Advanced Issues, Advanced Estate Planning Institute - CalCPA
• January 29, 1998 - Pasadena, CA
• January 30, 1998 - Pasadena, CA
Life After Death for Living Trusts; Practical Solutions to Difficult Problems – Southern
California Tax and Estate Planning Forum
• July 15, 1998 - Los Angeles, CA
Estate Planning Conference; Conference Chair - CalCPA
• July 22, 1998 - Burbank, CA
• July 23, 1998 - San Francisco, CA
Elder Care Conference; Conference Chair - CalCPA
• November 16, 1998 - Los Angeles, CA
• November 17, 1998 - San Francisco, CA
Allocating the Trust Assets, Tax Update and Planning Conference - CalCPA
2
• November 23, 1998 - San Francisco, CA
• November 24, 1998 - University City, CA
1997
The Living Trust: Postmortem Planning, the Administrative Trust, Funding the Sub-Trusts,
Advanced Estate Planning Institute - CalCPA
• January 27, 1997 - San Francisco, CA
• January 28, 1997 - San Francisco, CA
Creating and Building an Estate Planning Practice - CEB
• March 7, 1997 - San Francisco, CA
• March 15, 1997 - Sacramento, CA
• March 22, 1997 - Santa Clara, CA
Estate Planning Conference; Conference Chair - CalCPA
• July 23, 1997 - Los Angeles, CA
• July 24, 1997 - San Francisco, CA
Estate Planning and the New Tax Law, Napa/Solano Chapter – Society of California
Accountants
• October 16, 1997 - Napa, CA
Developing an Estate Planning Practice - CEB
• October 30, 1997 - San Francisco, CA
1996
Estate Planning and Administration Topics, Napa/Solano Chapter – Society of California
Accountants
• June 20, 1996 - Napa, CA
Estate Planning Conference - CalCPA
• July 24, 1996 - Los Angeles, CA
• July 25, 1996 - San Francisco, CA
Distributions and Beneficiary Designations of Retirement Plans - Gaw, Van Male, Smith, Myers &
Miroglio
• December 4, 1996 - Fairfield, CA
Fourth Annual NorthBay Trust Forum - Northern Trust Bank
• December 12, 1996 - San Rafael, CA
1995
Business Solutions
• May 16, 1995 - Fairfield, CA
Life After Death for Living Trusts–Practical Solutions to Difficult Problems, Estate Planning
Conference - CalCPA
• July 25, 1995 - San Francisco, CA
• July 26, 1995 - Los Angeles, CA
Exit Strategies: Business Solutions
• October 11, 1995 - Napa, CA
Post Mortem Compliance and Planning, Strategies for the High Income Individual Conference -
CalCPA
• October 18, 1995 - San Francisco, CA
• October 19, 1995 - Burbank, CA
Estate Planning Update: Survival Tactics for the Surviving Spouse, Tax Accounting Conference -
2
