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PUBLICATIONS

“Capacity and Undue Influence: Assessing, Challenging, and Defending,” CEB Action Guide.

 

PRESENTATIONS

May 21, 2019
Grandma Died, Grandpa is Dating Again, the Legal Ramifications, 14th Annual Conference on Elder Abuse, Legal Assistance for Seniors

August 16, 2017
Using Trust Funds to Defend Contests and Other Attacks on the Trust, EBTEL Litigation and Mediation sections, East Bay Trusts and Estates Lawyers

September 12, 2018
Effective Advocacy in Court, EBTEL Litigation Boot Camp, East Bay Trusts and Estates Lawyers

June 21, 2018
An Overview of Capacity and Undue Influence: A Litigator’s Perspective, CEB Webinar, Continuing Education of the Bar – California

January 30, 2018
Financial Elder Abuse, Rossmoor Financial Forum Webinar, Continuing Education of the Bar – California

February 27, 2015
Bridging the Gap – Elder Law, Contra Costa County Bar Association Barristers Section

February 9, 2015
Financial Elder Abuse & Undue Influence, Mt. Diablo Legal Professionals Association

November 21, 2014
Undue Influence: When Capacity is Only Part of the Story, 20th Annual MCLE Spectacular, CCCBA and Contra Costa County Bar Association Elder Law Section

November 13, 2013
Capacity: The Legal and Medical Ramifications, East Bay Case Management Association

January 25, 2012
Current Strategies in Trust and Will Contest Litigation, Contra Costa County Bar Association CGPT and Litigation Sections

September 23, 2009
Financial Elder Abuse: Extraordinary Remedies, Contra Costa County Bar Association Elder Law Section

April 18, 2009
Financial and Physical Elder Abuse/Neglect – Detection, Prosecution, & Prevention, BALSF 43rd Annual Seminar, Bay Area Legal Secretaries Forum