Personal Information

Cases & Publications

Publications and Speaking Engagements

  • Author and presenter of “Basic Estate Planning,” 25th Annual Building Blocks of Wills, Estates, and Probate, 2024
  • Author and presenter of “Estate Planning for Ranch Owners,” Advanced Estate Planning and Probate Seminar, 2023
  • Author and presenter of “Pulling the Levers and Enjoying the Bells and Whistles,” 47th Annual Advanced Estate Planning and Probate Course, 2023
  • Author and presenter of “Estate Planning for Ranch Owners,” Advanced Estate Planning and Probate Seminar, 2022
  • Co-author of “Customizing Ancillary Planning Documents for Death and Incapacity + The Use and Misuse of Revocable Trusts,” co-presented at The University of Texas’ 23rd Annual Estate Planning, Guardianship and Elder Law Conference, August 6, 2021, and presented at TXCPA Summit, November 9, 2021
  • Author and presenter of “Drafting and Revoking Common Estate Planning Documents in the Context of Divorce,” San Antonio Paralegal Association, March 18, 2021
  • Speaker, “Practical Realities of Estate Planning with a Business Perspective,” Association of Corporate Counsel, February 10, 2021
  • Author and presenter of “Planning to Influence the Beneficiary,” State Bar of Texas Intermediate Estate Planning and Probate, June 2, 2020
  • Co-author and co-presenter of “Estate Planning Advice and Anecdotes for the Family Law Attorney,” presented at meeting of the Family Law Section of the San Antonio Bar Association, October 17, 2017
  • Author and presenter of “Drafting Ancillary Estate Planning Documents,” San Antonio Estate Planners Council at the Docket Call in Probate Court, February 11, 2016
  • Author and presenter of “Drafting Estate Planning Documents for Small Estates,” first presented January 10, 2013 as part of the CJP Law 101 Series sponsored by the San Antonio Bar Association’s Community Justice Program; presented regularly thereafter through 2019 as part of pro bono efforts