Publications:

Planning For Community Property Retirement Benefits and IRAs, Estate Planning, Vol. 29, No. 4, April 2002
Naming A Trust as Beneficiary of a Retirement Plan or IRA, California Trusts and Estates Quarterly,Vol. 7 Issue 3, Winter 2001
Turning Sand Into Glass: Clarifying Retirement Benefits in the Estate Plan, Forty-Seventh Annual Institute on Federal Taxation, Univ. Southern California Law Center(1995)     
Community Property Interests in Qualified Plans and IRAs, California Tax Lawyer November 1993
Challenges, Risks and Malpractice Avoidance for the Estate Planning Attorney, Estate Planning and California Probate Reporter June 1991
The Holding Company, A Creative Estate Planning Tool, Trusts and Estates, 716, Vol. 14, No.10- October 1975    

Teaching and Lecturing:

San Diego Estate Planning Council: "History of Tax Law, The SECURE Act, and Estate Planning in the 2020s"
First American Trust & Estate Planning Forum: San Diego and Orange County
Continuing Education of the Bar: "Estate Planning, IRAs, Pension and Other Retirement Benefits," "So You Have Become a Trustee - Now What?", "Estate Planning Malpractice and Legal Ethics," and "Estate Planning for Contaminated Real Estate"
​Lawyers Mutual Seminar: "Avoiding Malpractice in Estate Planning and Estate Administration"
Lectures on Estate Planning for Retirement Benefits to the following groups: Southern Arizona Estate Planning Council, Southern California Tax and Estate Planning Forum, California CPA Foundation Educational Institute, Seattle CPA/Attorney Forum, USC Tax Institute, and California Bankers Association