Publications and
Speaking Engagements
Course Director: 2002 State Bar of Texas Advanced Estate Planning and Probate Course; 2003 & 2004 State Bar of Texas Nuts & Bolts of Estate Planning and Probate Institute; 2004-2010 State Bar of Texas Annual Building Blocks of Wills, Estates and Probate Course.
Panelist: "Bucket Lists for Partnerships: Preparing for IRS Audits Before Death" - Family Held Enterprises Attorneys for - 2008
Co-Author/Speaker: "Discretion in Action" - 15th
Annual State Bar of Texas Advanced Estate Planning Strategies 2009
Co-Author/speaker: "Family Limited Partnerships: A Practical Guide to Fighting Legal Pitfalls" - American Bar Association, Joint Fall Meeting, Tax Litigation and Controversy Committee (2006).
Author/Speaker/and Moderator: “Can I Say “No” to the Next Fund Drive - “I Have a Conflict of Interest”? Ethical Issues for Estate Planning Lawyers in Dealing with Charities Donors”, State Bar of Texas-Charitable Giving Institute (2004).
Co-Author: Estate Planning is Not Going to Disappear! Services You Will Be Providing Tax Sheltered Estates: When an Estate is Less Than 1 Applicable Exclusion? Less than 2? Greater Than 2 NOW but with Repeal a Possibility. “Just Need A Simple Will, Eh?” Will Your Practice Disappear? Techniques Used to Permanently Tax Shelter an Estate If “Permanent Repeal” Is Not Adopted? - Annual Notre Dame Tax and Estate Planning Institute (2005).
Co-Author/speaker: "When the Music's Over-Turn Out the Lights?...Estate Planning in a Zero Tax Environment" - Advanced Estate Planning Institute, State Bar of Texas (2005).
Author/Speaker: “Searching for WMDs for FLPs: Destroying the Family Limited Partnership on Speaker: Divorce”, State Bar of Texas, New Frontiers and Marital Property Law (2003).
Author/Speaker/and Moderator: “Selection of Trustees: How do you pick the right Trustee for your Plan?” Advanced Estate Planning Strategies Course, State Bar of Texas (2003); Annual Building Blocks of Wills, Estates and Probate Course, State Bar of Texas (2002-2010).
Author/Speaker: “Don’t Come to my Office with Suing Me on your Mind - Ethical Engagement Letters” ("Let's Talk and Put it in Writing", 16th Annual Wills & Probate Institute, South Texas College of Law; Houston Bar Association 2001-2006; Advanced Tax Law Course, State Bar of Texas (2007); Advanced Real Estate Drafting Course, State Bar of Texas (2008).
Author/Speaker: “Fee Contracts: Getting Paid, Keeping Clients Happy and Staying Ethical”, Litigation Breakout, 25th Annual Advanced Estate Planning and Probate Course, State Bar of Texas (2001).
Author/Speaker: “Gettin’ Down to Bidness A Survey on Economics, Practice Management and Life Quality Issues for Texas Estate Planning and Probate Attorneys at the Turn of the Century”, 24th Annual Advanced Estate Planning and Probate Course, State Bar of Texas (2000).
Author/Speaker: “Revenge of the Nerds. Automating your Practice”. 14th Annual Wills & Probate Institute, South Texas College of Law (2000).
Speaker: “Texas Law Update” 1991 State Bar of Texas Meeting.
Co-Author/Speaker: “Fiduciary Selection” - 1991 Advanced Estate Planning and Probate Course, State Bar of Texas.
Speaker: “Sale or Disposition of Personal Property Collateral,” 17th Annual Advanced Real Estate Law Course, State Bar of Texas.
Chairman: District 8A Grievance, State Bar of Texas, 2001-2002; Committee Member: 1996-2002.
Author: “When Premarital Agreements May Be Appropriate” 9 Sound Mind Investing 80 (1998). |
