DAVID B. GAW, ESQ Speaking History (Updated as of June 17, 2014) 1
HIGH END ESTATE PLANNING Presentations for Various Organizations 2014: Best Practices in Wine Operations - Passing the Torch: Planning co-presented with Rick Boland, Sr. (Moss Adams) March 28, Napa, CA Seminar Group Family Business Transition The Art of High End Estate Planning April 1, Larkspur, CA Litman Gregory Asset Management May 9, Stockton, CA Iacopi, Lenz & Co. San Joaquin CalCPA Estate Planning Technical Meeting Advantages of IDGTs in Estate Planning June 25, 2014, Ripon, CA 2013: The Art of High End Estate Planning January 9, Napa, CA CalCPA (Web Rebroadcast) March 13, Lodi, CA Gibson and Friends October 23, Los Angeles, CA CalCPA October 28, San Diego, CA - CalCPA November 14, Stockton, CA Bowman & Co. Business Wealth & Succession Planning - co-presented with Jacqueline Patterson, CalCPA June 17, Monterey, CA November 20, San Francisco, CA The Team, The Process and IDGTs July 24, Portland, OR Moss Adams, LLC Estate Planning and Tax Considerations in Exit Strategy co-presented with J.C. Kitts, Burr Pilger Mayer November 7, Napa, CA The Seminar Group, Napa Wine Conference 2012: Wine Industry Conference: Business Succession Planning co-presented with Jacqueline Patterson: CalCPA December 11, Napa, CA The Art of High End Estate Planning co-presented with Jacqueline Patterson: CalCPA January 4, San Francisco, CA October 29, San Francisco, CA December 5, Rancho Mirage, CA The GAW SYSTEM Approach: The Art of High-End Estate Planning, co presented with Michael Manfred, Lori Hunt, Douglas Spletter and Jamie Watson: CEB Oct 5, San Francisco Oct 26, San Diego Comprehensive Estate Planning: CalCPA January 19, Costa Mesa January 31, Burbank, CA 2011: High End Estate Planning, co-presented with Jacqueline Patterson: CalCPA August 23, Monterey. CA November 11, Orange County (South), CA 2
Comprehensive Estate Planning Workshop, co-presented with Jacqueline Patterson and Keith Schiller: CalCPA July 21, San Francisco, CA Tax Strategies for High Net Worth Clients-Under the 2010 Tax Act, co-presented with Jacqueline Patterson: CalCPA June 16, Universal City, CA June 17, San Francisco, CA Comprehensive Estate Planning Workshop, co-presented with Jacqueline Patterson: CalCPA January 19, San Francisco, CA High End Estate Planning: The Team, The System, The Process, co-presented with Jim Lamping: The Redwood Empire Estate Planning Council October 5, Santa Rosa, CA The Art of High End Estate Planning: A Team & Systems Approach: Estate Planning Council September 22, Montreal, Canada High End Estate Planning and How It Is Affected by the 2010 Tax Act: San Gabriel Valley Estate Planning Council February 28, Old Pasadena, CA High Net Worth Estate Planning: Systems, Forms and Techniques: Sacramento Estate Planning Council Tech Forum, McGeorge School of Law January 6, Sacramento, CA The Art of High End Estate Planning II, co-presented with Jacqueline Patterson, AICPA Conference May 6, Las Vegas, NV The Art of High End Estate Planning I, co-presented with Jacqueline Patterson, AICPA Conference May 5, Las Vegas, NV 2010: Gaw s Systems Approach: The Art of High End Estate Planning, co- presented with Lori Hunt, Douglas Spletter and Michael Manfred: CEB October 29, San Francisco, CA October 1, San Francisco, CA Comprehensive Estate Planning Workshop, CE Week; co-presented with Jacqueline Patterson and Keith Schiller: CalCPA December 15, Palm Springs, CA Estate Planning Strategies for High Net Worth Individuals: CalCPA July 7 Universal City, CA July 8, San Francisco, CA The System of Planning for High Net Worth Individuals-how to explain the clients, the non-legal forms and facilitating the working together of our Professional Team: Fresno Estate Planning Council May 5, Fresno, CA Advance Estate Planning January 8, Newport Beach 3
2009: Comprehensive Advanced Estate Planning Workshop, co-presented with Dean Bretney and Keith Schiller: CalCPA September 24, San Francisco, CA Comprehensive Advanced Estate Planning Workshop, co-presented with Keith Schiller and Mike Jones: CalCPA August 5, Sacramento, CA 2008 Advanced Estate Planning Workshop December 15, San Francisco, CA Advanced Estate Planning January 10, San Diego, CA 2007 Advance Estate Planning Institute January 25 27 San Francisco, CA TRUST ADMINISTRATION AND ELDER LAW Presentations For CEB 2012 Gaw on Trust Administration After Death of First Spouse April 20, San Francisco, CA April 13, Los Angeles, CA 2010 Gaw on Subtrust Funding May 8, Sacramento, CA May 7, San Francisco, CA April 23, San Diego, CA Gaw on Administering the Moderate Single-Settlor and Married Person Trust April 10, Orange County, CA April 9, Los Angeles, CA 2009: Gaw on Administering the Moderate Single-Settlor and Married Person Trust (Advanced Course of Study) May 2, Sacramento, CA April 17, San Francisco, CA April 4, Orange County, CA April 3, Los Angeles, CA March 27, Gaw on Subtrust Funding May 19, Sacramento, CA 2008: Gaw on Trust Administration After the Death of the First Spouse May 17, Irvine, CA May 16, Los Angeles, CA April 26, Sacramento, CA April 25, San Francisco, CA April 18, San Diego, CA 4
2007: Gaw on Subtrust Funding May 4, San Francisco, CA April 13, Los Angeles, CA April 12, San Diego, CA Fundamentals of Trust Administration March 23, San Francisco, CA 2006: Long-Term Trust Administration: Assets Allocated and the 706 Filed What is Next? 28 th Annual UCLA/CEB Estate Planning Institute May 19 Gaw on Administering the Moderate Single-Settlor and Married Person Trust May 12, San Diego, CA May 6, Sacramento, CA May 5, San Francisco, CA April 22, Costa Mesa, CA April 21, Los Angeles, CA 2005: Fundamentals of Elder Law October 27, San Francisco, CA October 28, San Francisco, CA Gaw on Trust Administration After Death of First Spouse May 7, Irvine, CA May 6, Los Angeles, CA April 15, Sacramento, CA April 14, San Francisco, CA 2004: Advance Course of Study: Fundamentals of Postmortem Trust Administration May 7, San Francisco, CA Advance Course of Study: Gaw on Subtrust Funding April 17, Anaheim, CA April 16, Los Angeles, CA April 3, Sacramento, CA April 2, San Francisco, CA 2003: Advance Course of Study: Administering the Moderate Single Settlor & Married Person Trust April 26, City of Orange, CA April 25, Los Angeles, CA April 12, San Francisco, CA April 11, Sacramento, CA April 5, San Diego, CA 2002: Advance Course of Study:Trust Administration on the Death of the First Spouse April 27, Sacramento, CA April 26, San Francisco, CA April 20, Anaheim, CA April 13, Los Angeles, CA April 12, San Diego, CA 2001: 5
Advance Course of Study: Subtrust Funding April 28, Los Angeles, CA April 27, San Diego, CA April 21, Sacramento, CA April 20, San Francisco, CA April 6, Anaheim, CA 2000: Advance Course of Study: Trust Administration for the Single Person April 29, San Diego, CA April 28, Beverly Hills, CA April 15, Sacramento, CA April 14, San Francisco, CA April 7, Irvine, CA 1998: Advanced Course of Study: Post Death Trust Funding February 27, Sacramento, CA February 14, San Francisco, CA February 6, Sunnyvale, CA 1997: Developing an Estate Planning Practice October 30, San Francisco, CA Creating and Building an Estate Planning Practice March 22, Santa Clara, CA March 15, Sacramento, CA March 7, San Francisco, CA A PRACTICAL WORKSHOP ON TRUST ADMINISTRATION OF THE LIVING TRUST Presentations For CalCPA 2013: August 28, San Mateo November 11, Webcast Rebroadcast 2012: November 26, Webcast Rebroadcast July 23, San Mateo, CA 2011: June 28, Los Angeles, CA 2010: December 10, San Francisco, CA November 1, San Diego, CA July 19, Rohnert Park, CA January 26, Burbank, CA 2009: November 17, San Francisco, CA August 20, Orange County, CA August 4, Sacramento, CA January 27, San Francisco, CA August 28, San Diego, CA August 7, Seaside, CA 2007: December 19, Santa Monica, CA November 6, San Jose, CA August 13, Woodland Hills, CA June 29, Lake Tahoe, NV January 5, San Francisco, CA 2006: November 30, Palm Springs, CA August 7, Monterey, CA June 12, Costa Mesa, CA 2005: December 19, Sacramento, CA November 21, Universal City, CA July 12, San Diego, CA June 21, Kona, Hawaii January 19, Sacramento, CA 2008: November 21,Orange County North 6
2004: December 11, San Francisco, CA November 10,Orange County North November 1, Las Vegas, NV October 7, San Francisco. CA August 22, Monterey, CA August 4, Monterey, CA June 21, Los Angeles, CA January 30, Burbank, CA January 27, Woodland Hills, CA 2003: November 17, Pasadena, CA October 16, Rohnert Park, CA July 7, San Diego, CA June 6, San Francisco, CA January 7, Sacramento, CA 2002: December 11, Palm Springs, CA September 27, Santa Clara, CA July 26, Beverly Hills, CA January 25, Anaheim, CA May 22, Lake Tahoe, NV 2000: December 6, Palm Springs, CA August 31, Los Angeles, CA July 10, San Diego, CA July 6, San Francisco, CA 1999: October 1, Los Angeles, CA September 23, San Francisco, CA January 26, San Francisco, CA 1998: December 8, Orange County South, CA December 4, Palm Springs, CA November 18, Santa Monica, CA October 30, Walnut Creek, CA August 4, Monterey, CA 1997: November 6, San Francisco, CA October 6, Burbank, CA 2001: WORKSHOP OF FUNDING THE SUBTRUST, Presentations For CalCPA 2013: Jan 11, Webcast Rebroadcast, Napa October 16, San Mateo 2012: October 19, San Mateo, CA July 24, Los Angeles, CA January 23, San Francisco, CA 2011: November 4, Los Angeles, CA August 10, Inland Empire, CA July 29, Sacramento, CA January 28, Woodland Hills, CA 2010: November 30, San Jose, CA August 13, Garden Grove, CA July 23, Pleasanton, CA May 24, Los Angeles, CA 2009: December 7, Sacramento, CA November 16, Los Angeles, CA August 21, Orange County, CA July 28, San Francisco, CA January 6, San Fernando Valley, CA 2008: December 10, San Francisco, CA September 5, Ontario, CA July 22, Rohnert Park, CA 2007: December 3, San Diego, CA November 20, San Francisco, CA October 8, Burbank, CA September 18, Sacramento, CA 2006: November 21, Pasadena, CA September 21, Orange County, CA August 8, Monterey, CA July 6, Rohnert Park, CA January 6, Santa Monica, CA 2005: October 7, San Jose, CA July 11, San Diego, CA June 22, Kona, Hawaii January 24, San Ramon, CA 2004: November 2, Las Vegas, NV August 27, Anaheim, CA 7
August 5, Monterey, CA 2003: November 6, San Francisco, CA September 9, Pasadena, CA July 8, San Diego, CA June 17, San Jose, CA 2002: December 12, Palm Springs, CA October 10, Palo Alto, CA August 27, Los Angeles, CA June 5, San Ramon, CA February 7, Costa Mesa, CA July 11, San Diego, CA 2001: June 4, San Fernando Valley, CA May 21, Lake Tahoe, NV 2000: December 7, Palm Springs, CA November 3, San Francisco, CA ELDERCARE INCOME AND ESTATE PLANNING WORKSHOP Presentations For CalCPA 2011: Co-hosted with Barbara Bergstein January 18, San Francisco, CA 2010: October 19, Ontario, CA August 12, Garden Grove, CA January 27, Burbank, CA 2009: December 8, Sacramento, CA July 29, San Francisco, CA January 29, Los Angeles, CA 2008: November 19, San Diego, CA January 9, San Francisco, CA 2007: October 9, Burbank, CA June 28, Lake Tahoe, CA gust 8 MISCELLANEOUS PRESENTATIONS For CalCPA 2012: Comprehensive Estate Planning January 31, Burbank, CA 2011: Comprehensive Estate Planning Workshop, Co-presenter with Jacqueline Patterson and Keith Schiller July 21, San Francisco, CA Tax Strategies for High Net Worth Clients-Under the 2010 Tax Act, Co-Presenter with Jacqueline Patterson June 16, Burbank, CA June 17, San Francisco, CA Comprehensive Estate Planning Workshop, Co-presenter with Jacqueline Patterson January 19, San Francisco, CA 8
2010: Comprehensive Estate Planning Workshop, CE Week; Co-presenter with Jacqueline Patterson and Keith Schiller December 15, Palm Springs, CA Estate Planning for the Non-Taxable Estate: Peninsula Chapter 9 th Annual Estate Planning Symposium June 8, Santa Clara, CA 2009: Legal and Accounting Issues of Trust Administration and Subtrust Funding, Co-Speaker with Cleet Snyder, CPA July 14, San Francisco, CA July 15, Los Angeles, CA 2008: Post Death Administration, Advanced Estate Planning Institute January 11, San Diego, CA 2007: Advanced Planning for Keeping the Business in the Family and Not Giving It Either to the Government or Constellation, Wine Industry Conference December 10, Napa Valley Mariott, CA 2006: Case Study on Trust Administration, Advanced Estate Planning Institute; Co-speaker with J.Patterson January 19, Newport Beach, CA 2002: Post Death Trust Funding, Advanced Estate Planning Institute January 17, 2003, Pan Pacific Hotel, San Francisco, CA Estate Planning for the Elderly and Disabled August 29, South San Francisco, CA 2001: CPA s Role in Planning for an Aging Society Conference October 19, Fairmont Hotel, San Francisco, CA Estate Planning Workshop, Co-Speaker with Jacqueline Patterson June 13, San Diego, CA 1999: Advanced Estate Planning Institute; Conference Co-Chair January 22, San Francisco, CA January 21, Los Angeles, CA 1998: Allocating the Trust Assets, Tax Update and Planning Conference November 24, University City, CA November 23, San Francisco, CA Elder Care Conference; Conference Chair November 17, San Francisco, CA November 16, Los Angeles, CA 9
Estate Planning Conference; Conference Chair July 23, San Francisco, CA July 22, Burbank, CA Trust Funding Advanced Issues, Advanced Estate Planning Institute January 30, Pasadena, CA January 29, Pasadena, CA 1997: Estate Planning Conference; Conference Chair July 24, San Francisco, CA July 23, Los Angeles, CA Estate Planning and Elder Law Checkup for Seniors, Elder Care Conference September 30, San Francisco, CA September 29, Los Angeles, CA The Living Trust: Postmortem Planning, the Administrative Trust, Funding the Subtrusts, Advanced Estate Planning Institute January 28, San Francisco, CA January 27, San Francisco, CA 1996: Estate Planning Conference July 25, San Francisco, CA July 24, Los Angeles, CA A Practical Approach to Post Mortem Planning, Personal Tax and Investment Strategies for the Older Client May 16, San Francisco, CA May 15, Los Angeles, CA 1995: Estate Planning Update: Survival Tactics for the Surviving Spouse, Tax Accounting Conference November 21, Universal City, CA November 20, San Francisco, CA Post Mortem Compliance and Planning, Strategies for the High Income Individual Conference October 19, Burbank, CA October 18, San Francisco, CA Life After Death for Living Trusts Practical Solutions to Difficult Problems, Estate Planning Conference July 26, Los Angeles, CA July 25, San Francisco, CA 1994: Life After Death for the Living Trust, Estate Planning Conference July 13, Los Angeles, CA July 12, San Francisco, CA 1993: Administration of Living Trusts After Death July-Fremont, CA May- Citrus Heights, CA February-Rohnert Park, CA 10
MISCELLANEOUS PRESENTATIONS For Southern California Tax and Estate Planning Forum 2010: A Practical, Fundamental Primer on Funding and Administration of Trusts, 30 th Forum October 21, San Diego, CA October 22, San Diego, CA Annual 2005: Trust Administration, National Audio-tape April 30, Napa, CA 2003: A Systems Approach to Using Spreadsheets to Allocate Assets Between the Credit Shelter and Marital Deduction Trust, 23 rd Annual Forum October 25, San Diego, CA Trust Administration in a NonTax Environment, 23 rd Annual Forum October 24, San Diego, CA A Practical Workshop on Trust Administration May 10, Phoenix, AZ 2002: Systems and Business of Trust Administration, 22 nd Annual Forum October 24, San Diego, CA Subtrust Funding of Assets, 22 nd Annual Forum October 24, San Diego, CA A Practical Workshop on Trust Administration May 17, Los Angeles, CA May 18, San Francisco, CA 2001: Developing a Trust Administration System Using a Document Assembly Program,The 2001 Wired Estate Planning Practice June 23, Disneyland Hotel, Anaheim, CA 1998: Life After Death for Living Trusts; Practical Solutions to Difficult Problems July 15, Los Angeles, CA 1997: Administration of Living Trusts After Death May 3, 1997, Los Angeles, CA May 10, 1997, San Francisco, CA 1995: Life After Death for Living Trusts; Practical Solutions to Difficult Problems July 8, San Francisco, CA 11
Administration of Living Trusts After Death: Avoiding Chaos Through a Systems Approach March 5, Orlando, FL March 4, Orlando, FL February 25, Las Vegas, NV February 24, Las Vegas, NV 1994: Funding and Administration of Trusts Before and After Death March 19, Los Angeles, CA June 18, San Francisco, CA 2013: ESTATE PLANNING AND TRUST ADMINISTRATION Presentations for State Bar of California California Trusts and Estates Law Course (Specialized Review Course) June 14, San Francisco, CA 2011: Estate Planning Through Administration: The Exam and You, co-presented with James Quillan June 3, San Francisco, CA 2009: Estate Planning Through Administration: The Exam and You, co-presented with James Quillinan June 26, Redwood City, CA 2008: Administering Stale Trust, Annual Meeting September 26, Monterey, CA 2007: Estate Planning Through Administration: The Exam and You, co-presented with James Quillinan June 8, Millbrae, CA 2006: Demystifying QPRTS for your Clients and your Partners, Annual Meeting October 6, Monterey, CA October 5, Monterey, CA 2002: Effectively guiding Your Clients through a Trust Administration, Taxation Section Annual Meeting November 2, Coronado, CA Post Mortem Planning: Asset Allocation, Funding and Distributions, Annual Meeting October 12, Monterey, CA 1996: Subtrust Funding, Section Education Institute, Fall November 9, Rancho Mirage, CA Developing an Elder Law Practice, State Bar Annual Meeting October 12, Long Beach, CA 12
Developing an Elder Law Practice, Legal Services Section, Committee on Aging June 8, San Francisco, CA State Bar of California Webinars 2010: Stale Trust Administration June 23 QPRTs March 17 National Academy of Elder Law Attorneys 1996: Death of a Spouse/Starting a Trust Administration The First Phone Call and the Initial Conference with the Client, Northern California Chapter June 7, San Francisco, CA 1994: Administration of Living Trusts After Death, 6 th Annual Symposium May 20, Seattle, WA 2004: American Institute of Certified Public Accountants Post Mortem Planning, Advanced Estate Planning Conference July 28, Philadelphia, PA Systems Approach to Using Spreadsheets, Advanced Estate Planning Conference July 27, Philadelphia, PA 2003: Post Death Elections, Advanced Estate Planning Conference July 9, Scottsdale, AZ Post Death Funding, Advanced Estate Planning Conference July 9, Scottsdale, AZ California Society of CPAs 2005: Getting to the Numbers in Subtrust Funding, 10 th Symposium East Bay Chapter November 1, Alamo, CA Annual Advanced Estate Planning 2004: Subtrust Funding, CPA Society Estate Planning Roundtable April 24, Napa, CA 1996: Funding Trusts at the Death of the First Spouse Part II, 1 st Planning Symposium, East Bay Chapter November 12, Lafayette, CA Annual Advanced Estate 1995: Living Trusts After Death: Accounting and Tax Issues of Administration, San Joaquin Chapter August 17, Ripon, CA 13
1994: Administration of Living Trusts After Death, San Joaquin Chapter August 18, Ripon, CA 1999: Society of California Accountants Funding of Marital and Bypass Trusts, Northbay Chapter October 13, Rohnert Park, CA 1997: Estate Planning and the New Tax Law, Napa/Solano Chapter October 16, Napa, CA 1996: Estate Planning and Administration Topics, Napa/Solano Chapter June 20, Napa, CA 1995: Living Trusts After Death: Accounting and Tax Issues of Administration September 8, San Jose, CA September 9, San Jose, CA 1994: Selective Issues in Post-Death Administration November 15, Napa, CA 2013: Estate Planning Councils Medi-Cal Planning: Redwood Empire Estate Planning Council March 6, Santa Rosa, CA 2011: A Team Approach to Estate Planning, Placer County Community Foundation: Estate Planning Professionals Luncheon October 25, Granite Bay, CA Estate Planning and Long Term Care Planning for the Elderly, Co-presented with James Watson, Fall Seminar for the Stanislaus County Estate Planning Counsel; The Ceres Community Center October 20, Ceres, CA Estate Planning, CEO Vistage Group 85 September 29, Mill Valley, CA Hot Issues in Trust Administration in 2011 (Including Stale Trust Funding), Tulare Kings Counties Estate Planning Council May 12, Visalia, CA 2010: The System of Planning for High Net Worth Individuals-how to explain the clients, the non-legal forms and facilitating the working together of our Professional Team, Fresno Estate Planning Council May 5, Fresno, CA 14
2008: Trust Administration: Beyond the Basics, Tulare/Kings Counties Estate Planning Council May 8, Visalia, CA Stale Trust Funding, Contra Costa Bar Association Estate Planning Symposium March 6, Walnut Creek, CA 2006: Subtrust Funding, Estate Planning Council of Mount Diablo October 17, Modesto, CA 2005: Long-Term Trust Administration: Assets Allocated and the 706 Filed What is Next? Estate Planning Council of Mount Diablo November 15, Lafayette, CA 2004: Trust Administration on Death of First Spouse, Butte County Estate Planning Council May 12, Chico, CA Trust Funding: What Goes Where? Sacramento Estate Planning Council January 13, Sacramento, CA 2003: Post Death Funding of Assets, Central Arizona Estate Planning Council March 3, Phoenix, AZ 2002: 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, Oakland, CA 2001: Estate Planning/Administration Office Practice,Redwood Empire Estate Planning Council January 3, Santa Rosa, CA 1999: Trust Administration After Death of a Settlor, Sacramento Estate Planning Council October 21, Sacramento, CA 1997: Subtrust Funding, Stockton Estate Planning Council November 25, Stockton, CA 1996: Trust Administration After First Death, Sonoma County Bar Association and Redwood Empire Estate Planning Council May 1, Santa Rosa, CA 2012: Bay Area Legal Secretaries Forum A Practical Workshop on Funding Assets to Trusts, (The Bay Area Legal Forum) April 21, Pleasanton Hilton at the Club, Pleasanton, CA 15
2010: Complex Issues in Estate Planning October 30, Concord, CA 2008: Administration of Living Trusts After the Death of a Spouse April 12, Concord, CA 2007: Estate Planning April 21, Concord, CA 2006: Estate Planning April 18, Concord. CA 2005: Estate Planning April 9, Concord, CA 2004: Estate Planning March 7, Concord, CA 2002: Trust Administration on the Death of the First Spouse April 6, Concord, CA March 23, Santa Clara, CA 2001: Selected Topics In Estate Planning, Elder Law, and Trust Administration October 27, Berkeley, CA 2000: Trust Administration for the Single Trustor April 1, Santa Clara, CA March 11, Oakland, CA 1998: Estate Planning for Seniors April 4, Sunnyvale, CA March 21, Oakland, CA 1994: Administration of Living Trusts After Death April 2, Santa Clara, CA March 12, San Francisco, CA 1992: Advanced Estate Planning March 21, San Francisco, CA 1991: Beginning to Intermediate Estate Planning April 13, Santa Clara, CA March 16, San Francisco, CA 16
2010: Hawaii Tax Institute Everything You Wanted to Know About Trust Administration November 4, Honolulu, Hawaii Planning for the Closely Held Business-Exit Strategies During Life-Transitioning to Families November 3, Honolulu, Hawaii 2007: A Systematic Approach to Trust Administration and Subtrust Funding October 23, Honolulu, Hawaii Fiduciary Track - A Systematic Approach to Trust Administration and Sub-Trust Funding, 44 th Annual Hawaii Tax Institute October 22-25, Honolulu, HAWAII Legal Secretaries Incorporated 2002: Pre and Post Death Retirement Planning, Estate Planning and Probate Section Meeting, August Quarterly Conference August 17, Concord, CA 2001: Subtrust Funding, Estate Planning and Probate Section Meeting, February Quarterly Conference February 17, Fairfield, CA 1996: Trust Administration After First Death, Estate Planning and Probate Section Meeting, February Quarterly Conference February 24, Napa, CA 1989: Probate for Beginning Legal Secretaries, Napa County Chapter February 28, Napa, CA 2013: Various Seminars and Workshops Queens Heritage Circle Luncheon: Tax Changes in 2012: Queen of The Valley Hospital January 18, Napa, CA Mendocino Community Foundation Seminar October 10, Ukiah, CA 2012: Medi-Cal Planning from A-Z, co-presented with Jamie Watson, Dallas Atkins and Fay Blix. ElderCounsel: Sheraton San Diego Hotel and Marina Oct 15-17 San Diego, CA A Team Approach to Estate Planning, Shasta Regional Community Foundation May 15, Redding, CA 17
Top 10 Common Mistakes Vineyard Owners Make In Estate Planning, co-presented with Lori Hunt, Napa Valley Grapegrowers; Meadowood Vintners Room March 15, St. Helena, CA 2011: 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 Valley Marriott, Napa, 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, Oakland, 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, Yountville, CA Estate Planning For Growers and 2010 Tax Changes: Time is of the Essence, Growers Tools For Success, Napa Valley Grapegrowers Seminar: Meadowood Vintners Room April 21, St. Helena, CA 2010: Medi-Cal Planning Strategies, Elder Counsel; Co-presented with Jamie Watson and Dallas Atkins October 28, Napa, CA October 29, Napa, CA Trust Administration in 2010: Congressional Malpractice! East Bay Trust and Estates Lawyers October 26 10 Tips in Administering A Special Needs Trust, PACE Solano September 23, Vacaville, CA Estate Planning for Vineyard & Winery Owners, Napa Valley Grapegrowers Vineyard Owners Seminar; Tricherro Family Estates June 16, St. Helena, CA Medi-Cal Planning, Kaiser Vallejo May 3, Vallejo, CA Hot Issues in Trust Administration and Stale Trust Administration, El Dorado Community Foundation January 21, El Dorado Hills, CA 2009: Hot Issues in Trust Administration and Stale Trust Administration, Mendocino County Advisors Mendocino Community Foundation October 20, Ukiah, CA The Living Trust Myth, Travis Credit Union, Estate Planning Seminar October 8, Vacaville, CA Hot Issues in Trust Administration and Stale Trust Administration, Orange County Bar Association Trusts and Estates Section October 7, Irvine, CA 18
Estate Planning in a Down Economy, Napa County Bar Association Trusts and Estates Section June 30, Napa, CA Long Term Skilled Nursing Care & Medi-Cal, Northbay Medical Center March 11, Vacaville 2008: Administering Stale Trusts, Sacramento County Bar Association Probate and Estate Planning Section October 21, Sacramento, CA Stale Trust Administration, Allied Professionals Network Event October 22, Yountville, CA The Living Trust Myth, Travis Credit Union, Estate Planning Seminar October 8, Vacaville, CA Stale Trust Administration, Allied Professionals Network October 22, Yountville, CA 2007: 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 December 10, Napa Valley Mariott, CA The Living Trust Myth, Travis Credit Union, Estate Planning Seminar November 1, Vacaville, CA Estate Planning for Vineyard/Winery Owners, Napa Valley Grapegrowers Seminar August 24, Napa, CA. 2006: The Living Trust Myth, Travis Credit Union, Estate Planning Seminar October 18, Vacaville, California All in the Family: Transitioning Your Winery to the Next Generation, Moss Adams Panel Discussion August 30, Napa, CA 2005: The Living Trust Myth, Travis Credit Union, Estate Planning Seminar October 26, 2005, Vacaville, CA Advanced Estate Planning, Allied Professionals Network May 16, Santa Rosa, CA 2004: Subtrust Funding, CPA Society, Estate Planning Round Table April 24, Napa, CA. 2002: Determining the Dollar Amounts Between the Credit and Marital Trusts and Allocating the Assets Among the Subtrust, Alameda County Bar Association February 26, Oakland, CA 19
The Rules Have Changed, New Tax Law & IRA Seminar, co-presented with Michael J. Butler and Greg A. Bennett January 23, River City, Napa, CA 2001: The Nuts and Bolts of Trust Administration, Silicon Valley Bar Association October 10, San Jose, CA. The Rules Have Changed, New Tax Law & IRA Seminar, co-presented with Michael J. Butler and Greg A. Bennet, July 11, River City, Napa, CA Administration of the Living Trust, Annual Convention, National Association of Legal Assistants, Inc. July 19, Reno Hilton, Reno, NV 2000: The Eight Biggest Mistakes in Estate Planning: Redwood Empire Funeral Directors Association August 24, Redwood Empire, CA The Eight Biggest Mistakes in Estate Planning, Fairfield Rotary Club July 18, Fairfield, CA Subtrust Funding,Tax Planning After Death in California, Lorman Education Services July 3, San Francisco, CA 1999: Estate Planning Tools, Creative Coping for Caregivers Conference, Redwood Caregiver Resource Center September 18, Napa, CA Funding of Marital and Bypass Trusts, Probate and Trust Section of the San Francisco Bar Association January 6, San Francisco, CA California Elder Care: Legal and Financial Issues, California Elder Care: Legal and Financial Issues, Health Ed, LLC February 25, Sacramento, CA 1998: Subtrust Funding, Marin County Bar Association January 21, San Rafael, CA The Eight Biggest Mistakes in Estate Planning, Professional Resource Network of Napa Valley May 9, Napa, CA Elder Law Checklist, Northbay Society of CPAs March 26, San Rafael, CA Administration of the Living Trust at First Death, Northbay Chapter, Wine Country Tax Seminar, California Society of Enrolled Agents October 29, Rohnert Park, CA Allocation between Trusts After Death of the First Spouse, Western Annual Regional Meeting, National Association of Professional Financial Advisors September 11, Napa, CA 20
Funding and Administration of Trusts Before and After Death, 1998 Experts in Estate Planning Series, Institute of Continuing Legal Education November 20, Troy, MI 1997: Subtrust Funding, Alameda County Bar Association May 26, Oakland, CA Estate Planning, Panel Presentation: First Presbyterian Church October 16, Napa, CA 1996: Fourth Annual North Bay Trust Forum: Northern Trust Bank December 12, San Rafael, CA Distributions and Beneficiary Designations of Retirement Plans, Gaw, Van Male, Smith, Myers & Miroglio December 4, Fairfield, CA 1995: Estate Planning, Panel Presentation: Napa Evening Rotary June 14, Napa, CA Exit Strategies: Business Solutions October 11, Napa, CA Business Solutions May 16, Fairfield, CA Revocable Living Trusts,State Farm September 26, Fairfield, CA Elder Law Issues for Families Dealing with Alzheimer s Disease and Related Disorders, Northbay Healthcare Foundation September 16, Vacaville, CA Beyond Living Trusts, The Vintage Bank February 9, Napa, CA 1994: The Eight Biggest Mistakes in Estate Planning, Professional Resource Network of Napa Valley May 11, Kiwanis Club, Yountville, CA Estate Planning, Panel Presentation: Napa State Farm District Meeting January 14, Napa, CA Durable Powers of Attorney, Northbay Medical Center May 10, Fairfield, CA January 13, Fairfield, CA 1993: Estate Planning, Sacramento All State Insurance District Meeting April 14, Sacramento, CA Estate Planning, Fairfield State Farm District Meeting January 14, Fairfield, CA 21
Trust Administration After First Death, CPA Law Forum of Marin County December 2, San Rafael, CA CPA Discussion Group November, San Rafael, CA Napa Solano CPA Discussion Group September 16, Napa, CA Sacramento CPA Law Forum April 22, Sacramento, CA Alzheimers Support Group, Napa Valley (Various Topics) November 11, Napa January 28, Napa 22