Seminars and Published Works

• Will Contest Update, Intermediate Estate Planning and Probate Course, Houston, Texas, June 2020
• Pre-Litigation Strategies in Dealing with Difficult Executors and Trustees, 41st Annual Advanced Estate Planning & Probate Course, Houston, Texas, June 2017
• Collecting Attorney’s Fees in Probate and Trust Litigation, 41st Annual Advanced Estate Planning & Probate Course, Houston, Texas, June 2017
• Drafting to Avoid Litigation and Exploitation, 40th Annual Advanced Estate Planning & Probate Course, San Antonio, Texas, June 2016
• Weaving Through the Burden of Proof, 10th Annual Fiduciary Litigation Course, San Antonio, Texas, December 2015
• Deconstructing the Discovery Rule: New Hurdles for Late Filers in Fiduciary Litigation, Texas Association of Defense Counsel, Galveston, Texas, April 29, 2015
• A Beautiful Mind or a Broken Synapse? Capacity Issues in Estate Planning and Probate Matters, 21st Annual Advanced Estate Planning Strategies Course, Santa Fe, New Mexico, April 9 – 10, 2015
• Deconstructing the Discovery Rule: New Hurdles for Late Filers in Fiduciary Litigation, 9th Annual Fiduciary Litigation Course, Horseshoe Bay, Texas, December 4 – 5, 2014
• Deconstructing the Discovery Rule: New Hurdles for Late Filers in Fiduciary Litigation, Advanced Estate Planning Strategies Course, Denver, Colorado, April 24-25, 2014
• Fact Finding of Guardianship Issues Under the Pattern Jury Charge, Advanced Elder Law & Advanced Guardianship Law Course, Houston, Texas, April 11-12, 2013
• Defending Fiduciaries, What You Need To Know, TADC 2012 Annual Meeting, San Francisco, California, September 26-30, 2012
• Administration and Settlement of Estates, 13th Annual Building Blocks of Wills, Estates and Probate Course, January 13, 2012
• Fiduciary Litigation: Beyond the Basics, Course Director, San Antonio, Texas, December 1-2, 2011
• PJC Probate, Trust, and Guardianship Charges – Where Are We Now?, 35th Annual Advanced Estate Planning & Probate Course, Fort Worth, Texas, June 8-10, 2011
• Fiduciary Litigation Case Law Update, Trial of a Fiduciary Litigation Case Course, Kerrville, Texas, December 16-17, 2010
• Perspective on Protecting the Public Interest in Charity: Will Contests, Common Drafting Errors, Failed Purpose and Founders Syndrome – Panelist, 34th Annual Advanced Estate Planning & Probate Course, San Antonio, Texas, June 2010
• Getting the Charge You Want and Arguing it to the Jury, Moderator, and Voir Dire and Jury Questionnaires – Panelist, 1st Annual Trial of a Fiduciary Litigation Case, Fredericksburg, Texas, December 2009
• “Litigation Involving Fiduciaries: Trial Handbook 2009 Probate & Trust Edition,” 33rd Annual Advanced Estate Planning & Probate Course, Houston, Texas, June 10-12, 2009
• “Quasi-Fiduciary Duties Between Partners: Hints on Drafting from a Litigator’s Perspective,” Dallas Bar Association- Probate, Trusts and Estates Section, Dallas, Texas, February 26, 2008
• “Another Look at Will Contest,” Advanced Estate Planning and Probate Course, San Antonio, Texas, June 6 – 8, 2007 (author)
• “Risky Business: Recognizing and Managing Risks Associated with Fiduciary Service,” 2007 Wealth Management & Trust Conference, Austin, Texas, March 29, 2007 (author)
• “In’s and Out’s of Privilege in Probate and Trust Litigation,” State Bar of Texas Advanced Estate Planning and Probate Course, Austin, Texas, June 7 – 9, 2006
• “Show Cause, Contempt, Surcharge, and Injunctive Actions,” Texas College of Probate Judges, San Antonio, Texas, September 16, 2005
• “Risky Business: Recognizing and Managing Risks Associated with Fiduciary Service,” Financial Women International, Texas District Conference, San Antonio, Texas, April 9, 2005
• “Probate and Trust Litigation Tips and Tactics,” State Bar of Texas Annual Advanced Estate Planning and Probate Course, San Antonio, Texas, June 9 – 11, 2004
• “1st Annual Fiduciary Litigation Seminar,” Course Director and Speaker, Houston, Texas, May 6 – 7, 2004
• “Will Contests,” LAU, Division of the State Bar of Texas, San Antonio, Texas, October 2003
• “Litigation Involving Fiduciaries: Trial Handbook 2003, Probate and Trust Edition,” Advanced Estate Planning Strategies, Las Vegas, Nevada, April 24 – 26, 2003
• “Another Look at Will Contests,” Travis County Bar Association Probate & Estate Planning, March 7, 2003
• “Hot Topics in Probate and Trust Litigation,” State Bar of Texas 26th Annual Advanced Estate Planning and Probate Course, Dallas, Texas, June 5 – 7, 2002
• “A Different Look at Will Contests,” Tarrant County Probate Bar Association, Probate Litigation Seminar, Ft. Worth, Texas, April 26, 2002
• “A Different Look at Will Contests,” Docket Call in Probate Court Seminar, San Antonio, Texas, April 4 – 5, 2002
• “A Little Different Look at Will Contests,” Texas College of Probate Judges, San Antonio, Texas, September 6 – 8, 2001
• “Will Contests, Procedural Snafus, Trial Tactics,” State Bar of Texas 25th Annual Estate Planning and Probate Course, Houston, Texas, June 6 – 8, 2001
• “The Icing on the Cake – Preparing Your (Carefully Selected) Witness for Deposition and Trial,” State Bar of Texas 25th Annual Estate Planning and Probate Course, Houston, Texas, June 6 – 8, 2001
• “Fiduciary Litigation: How to Avoid, Attack and Defend, Southwestern Legal Foundation” 40th Annual Institute on Wills and Probate, Dallas, Texas, May 3 – 4, 2001
• “Quasi Fiduciary Duties Between Partners: Hints on Drafting From a Litigator’s Prospective, Partnerships, Limited Partnerships, and Limited Liability Companies,” University of Texas School of Law, Austin, Texas, July 13 – 14, 2000
• “Litigation Involving Fiduciaries: Trial Handbook 2000, Probate and Trust Edition,” State Bar of Texas 24th Annual Estate Planning and Probate Course, Fort Worth, Texas, June 7 – 9, 2000
• “The Expert Witness in Probate and Trust Litigation,” State Bar of Texas 24th Annual Estate Planning and Probate Course, Fort Worth, Texas, June 7 – 9, 2000
• “Risky Business: Recognizing and Managing Risks Associated with Fiduciary Service,” Dallas Estate Planning Council, Dallas, Texas, March 2, 2000
• “Litigation Notebook 2000,” State Bar of Texas Litigation Update Institute 2000, San Antonio, Texas, January 14 – 15, 2000
• “Litigation Involving Fiduciaries,” State Bar of Texas Litigation Update Institute 1999, San Antonio, Texas, January 15 – 16, 1999
• “The Fifth Circuit Visits the Intersection Between Trust Law and Creditors Rights,” 1998 State Bar of Texas Advanced Consumer Bankruptcy Course, San Antonio, Texas, October 8 – 9, 1998
• “A Primer on Fiduciary Duties,” South Texas College of Law, Wills & Probate Seminar, Houston, Texas, September 17 – 18, 1998
• “Avoiding Malpractice,” Panelist, American Bar Association, Probate & Trust Division, Toronto, Canada, August 3, 1998
• “Risk Management Notebook: Defending the Fiduciary,” 1998 State Bar of Texas Advanced Estate Planning & Probate Law Course, Austin, Texas, June 3 – 5, 1998
• “Ethics and Malpractice Issues for Estate Planning Attorneys,” State Bar of Texas, March 27, 1998
• “The Exercise of Fiduciary Discretion,” Dallas Bar Association, Probate, Trusts and Estates Section, Dallas, Texas, February 24, 1998
• “The Exercise of Fiduciary Discretion,” Trust Financial Services Division, Personal Trust Seminar, Dallas, Texas, February 5, 1998
• “Bullet Proofing the Boilerplate: Duties vs. Powers, Drafting to Instruct Fiduciaries,” State Bar of Texas Advanced Drafting Estate Planning & Probate Law Course, Corpus Christi, Texas, October 23 – 24, 1997
• “Trial Handbook/Fiduciary Litigation,” Recognizing and Resolving Conflicts of Interest, May, 1997
• “I’ve Got a Secret (I think), or, the Attorney-Client Privilege After Huie: Possible Exceptions and Conflicts Between State and Federal Rules of Evidence,” and “Ten Foot Tall and Bullet Proof, or What’s Left After Barcelo? A Case Study,” State Bar of Texas Advanced Estate Planning Strategies Course, April 1997
• “Trial Handbook/Fiduciary Litigation,” State Bar of Texas Advanced Estate Planning and Probate Course, Austin, Texas, June 5 – 7, 1996
• “Trial Handbook/Fiduciary Litigation,” State Bar of Texas 10th Annual Probate and Estate Planning Seminar, Austin, Texas, March 1, 1996
• “Trial Handbook/Fiduciary Litigation,” Dallas Bar Association, Probate, Trusts and Estates Section, October 24, 1995
• “Trial Handbook/Fiduciary Litigation,” Galveston County Probate Court Biannual Probate Seminar, Galveston, Texas, September 8, 1995
• “Trial Handbook/Fiduciary Litigation,” State Bar of Texas 19th Annual Advanced Estate Planning and Probate Course, Austin, Texas, June 7 – 9, 1995
• “Trial Handbook/Fiduciary Litigation,” Houston Bar Association, Wills and Probate Institute, Houston, Texas, February 3, 1995
• “Trial Handbook/Fiduciary Litigation,” Tarrant County Probate Bar Association Probate Litigation Seminar, Fort Worth, Texas, November 11, 1994
• “Trial Handbook/Fiduciary Litigation,” Docket Call in Civil Court, San Antonio, Texas, September 30, 1994
• “Trial Handbook/Fiduciary Litigation,” Texas College of Probate Judges Annual Meeting, September 9 – 10, 1994, San Antonio, Texas
• “The Lawyer as a Defendant: Issues of Legal Malpractice, Ethics and Breach of Fiduciary Duty in Estate Planning and Probate Actions,” Wills, Probate and Alternatives Institute, Austin, Texas – September 10, 1993; Dallas, Texas – September 17, 1993. State Bar of Texas Continuing Legal Education Program
• “The Lawyer As A Defendant: Issues of Legal Malpractice, Ethics and Breach of Fiduciary Duty in Estate Planning and Probate Action,” Houston Bar Association 1993 Wills and Probate Institute, February, 1993
• “Fiduciary Litigation: Procedural Aspects,” Estate Planning and Probate Seminar sponsored by the Estate Planning and Probate Section of the Travis County Bar Association, November, 1992
• “The Lawyer as a Defendant: Issues of Legal Malpractice, Ethics and Breach of Fiduciary Duty in Estate Planning and Probate Action,” State Bar of Texas Advanced Estate Planning and Probate Course, June, 1992
• “Legal Liability Issues Associated with Fiduciary Service: The Impact of a Fiduciary Relationship in Civil Litigation,” State Bar of Texas Advanced Drafting: Estate Planning and Probate Course, November, 1991
• “The Impact of A Fiduciary Relationship In Civil Litigation,” Docket Call in Civil Court, St. Mary’s University School of Law, January 5, 1990 and March 8, 1991
• Speaker, Legal Ethics, U.S. District Court Conference on Court Administration (Western District of Texas) March 12 – 17, 1990, Telluride, Colorado