Would you Like a Speaker for your Group?

I am always available as a speaker.  Over the last several years, I have had the honor of speaking to a number of groups on various topics related to Estate Planning, Trust Administration, Asset Protection Planning, and Elder Law.  I truly enjoy being able to share my knowledge with an interested group.  Because both of my parents were educators, teaching is in my blood.  I have a unique ability to break down complicated legal issues into clear, concise, and practical explanations.

I started my speaking career by putting on my own public and private seminars.  Soon, I was invited to speak to various organizations such as service clubs, social clubs, private companies, retirement homes, and clients of other local professionals such as tax preparers and financial advisors.

If your group needs a dynamic and interesting presenter, please call my office at 831-920-0205 to discuss the possibility of reserving me as a speaker.  If you do not have a formal group but know of several friends or acquaintances who are all interested in the same topic, we can arrange a private speaking engagement.

Below are just some of the topics I have presented:

  • Basic Estate Planning
  • Advanced Estate Planning
  • Cutting Edge Ideas in Estate Planning
  • Hidden Estate Plans
  • Developments in Estate Planning
  • IRA Trust Planning
  • Health Care Directives and HIPAA Waivers
  • A Trustee’s Guide to Trust Administration
  • Putting Your Estate Plan into Practice
  • What Everybody Should Know about Asset Protection Planning
  • Elder Law / Medi-Cal Planning

In addition to the topics listed above, I am always willing to design a customized presentation to meet your needs.

Call 831-920-0205 to reserve me as a speaker for you group’s next engagement.