Briefings, Seminars & Speeches

Panel Member

• “Your Malpractice Liability After Your Client’s Death: Living in a Post-Belt World,” State Bar of Texas Webcast, Austin, Texas (March 20, 2007)
• Belt Update - Practical "Belts" and Suspenders Panel Discussion of How to Plan to Defend the "But Daddy Would Have Wanted to Save All Taxes" Claim; 31st Annual Advanced Estate Planning and Probate Course, June 6-8, 2007, San Antonio, Texas
• “Navigating the Quagmire of Potential Claims in a Estate Planning, Trust, Probate and Guardianship Practice in a Post Belt v. Oppenheimer World," Houston Bar Association Probate, Trusts & Estate Seminar (October 24, 2006)
• "Defending the Fiduciary," Tarrant County Probate Bar Association, Fort Worth, Texas (October 2005)
• "Defending the Fiduciary and the Fiduciary's Lawyer," Houston Bar Association 2005 Wills and Probate Institute, Houston, Texas (February 2005)

Speaker

• "Current Issues and Trends in Fiduciary Litigation and Liability," 2008 Wealth Management Trust Conference, Forth Worth, Texas (March 27, 2008)
• "2005 Fiduciary Litigation Update," Professional Education Broadcast Network (December 2005)