Personal Information

Cases & Publications

Published Works

  • Speaker/Author, Strategically Defending Fiduciaries, San Antonio Estate Planners Council- Docket Call, 2024
  • Speaker/Author, Strategically Defending Fiduciaries, 18th Annual Fiduciary Litigation Course, 2023
  • Speaker, Powers of Attorney from a Litigation Perspective, Advanced Estate Planning and Probate Seminar, 2022
  • Author, Caution to the Wind – Financial Elder Abuse with Expanded Agency Powers, Advanced Estate Planning and Probate Seminar, 2022
  • Speaker, Practical Realities of Estate Planning from a Business Perspective, Association of Corporate Counsel, 2021
  • Speaker/Author, Alternatives to Tortious Interference with Inheritance, Intermediate Estate Planning and Probate Seminar, 2020
  • Speaker, Settlements in Probate and Trust Litigation, Advanced Estate Planning and Probate Seminar, 2019
  • Co-Speaker/Author, Fiduciary and Tracing Issues in Probate and Family Law Litigation, State Bar of Texas Annual Meeting, June 2019
  • Speaker/Author, Discretionary Distributions, Austin Bar Association, November 2018
  • Speaker, Fiduciary Litigation Case Law Update, Advanced Estate Planning and Probate Seminar, 2017
  • Speaker, Trust Basics 101, annual Texas Guardianship Association conference, 2017
  • Speaker, 2016 Fiduciary Litigation Course in Houston Texas. Discussing the Poison Pills in Fiduciary Litigation and covering a range of defensive and strategic planning for fiduciary litigation cases involving trusts and estates
  • Speaker, Strategic Planning in Fiduciary Duty Cases, San Antonio Bar Association Brown Bag Lunch, Oct. 2016
  • Author, Is Your Will Bullet-Proof After Death? Probably Not – But That’s Okay!!!, San Antonio Business Journal, 2016
  • Speaker, Guardian Overview, The Chromosome 18: Registry & Research Society, 2016
  • Author, Will & Trust Modifications, San Antonio Estate Planners Docket Call, 2016
  • Editor, Litigation Involving Fiduciaries: Trial Handbook 2009, Probate and Trust Edition, State Bar of Texas, Annual Advances Estate Planning and Probate Course, 2009
  • Co-Author, In’s and Out’s of Privilege in Probate and Trust Litigation, State Bar of Texas, 30th Annual Advanced Estate Planning and Probate Course, 2006