Seminars

• Greater Miami Estate Planning Council, “Case Law Update” May 2024
• RPPTL, Guardianship Seminar, Panel, “Sometimes Unpaid and Unfairly Portrayed: The Crusade of Court Appointed Counsel” April 2024
• RPPTL, Florida Bar Litigation and Trust Law Symposium, “Trust and Estate Injunctions: Prong-Free Protection” April 2024
• Dade County Bar Association, You Be The Judge Seminar, “Mediation Myths” January 2024
• The Probate Team, “Guardianship Problems – Troubleshooters Q & A” October 2023
• ACTEC, “Take it to the Limit: Limitations of Actions in Will and Trust Contests” ACTEC, Fiduciary Litigation Committee, October 2023
• Florida Bankers Association, Trust & Wealth Management Conference, “Too Many Cooks in the Kitchen? Considerations of Co-Trustees and Directed Trusts” September 2023
• RPPTL, Attorney Trust Officer Conference, “Tag, You’re It: The Various Roles of Trustees, Agents and Guardians in Confronting Incapacity” August 2023
• RPPTL, Legislative Update, “Exploitation of Vulnerable Persons” July 2023
• ACTEC, “Case Law Currents: Surfing Through Recent Legal Trends in Florida” July 2023
• Estate Planning Council of Greater Miami, “Recent Case Law Update” May 2023
• South Florida Guardianship Association, “Legislative and Case Law Update” May 2023
• RPPTL, Guardianship Seminar, “Two for the Price of One? Co-Guardians: The Greatest Duo of All Time” April 2023

• Dade County Bar Association, Probate & Guardianship Committee, “To Be or Not To Be a Trustee” February 2023

• RPPTL, Florida Bar Litigation and Trust Law Symposium, “Co-Trustees: The Greatest Duo of All Time?” January 2023

• Greater Miami Estate Planning Council, “To Be or Not To Be a Trustee” November 2022
• Professional Fiduciary Council of Florida, “Legislative and Case Law Update” October 2022
• RPPTL, Legislative Update, “Guarding Guardianships: Data, Decisions and Domicile Developments” July 2022
• RPPTL, Florida Bar Litigation and Trust Law Symposium, “To Be (a Trustee) or Not to Be (a Trustee)” July 2022
• Greater Miami Estate Planning Council, “Case Law Update” May 2022
• Orange County Bar Association, “Does Your Interest Make You an Interested Person? Exploring Interested Person Status in Guardianship, Probate and Trust Cases” February 2022
• Dade County Bar Association, You Be The Judge Seminar, “Trustee Discretion and Removal” January 2022
• RPPTL, Guardianship Seminar, “Does Your Interest Make You an Interested Person? Exploring Interested Person Status in Guardianship, Probate and Trust Cases” December 2021
• Collier County Bar Association, “Directed Trust Act” October 2021
• Broward County Estate Planning Council, “Directed Trust Act” September 2021
• RPPTL, Attorney Trust Officer Conference “Co-Existing With A Co-Trustee: Cooperation or Controversy” August 2021
• RPPTL, Florida Bar Litigation and Trust Law Symposium, “Trustee Discretion” May 2021
• Clerks’ Statewide Investigation Alliance, Panelist, “A Guardian’s Duties Regarding Conflicts of Interest, Pooled Trusts, & Selling and Abandoning Property” May 2021
• Professional Fiduciary Council of Florida, “Case Law and Legislative Update” February 2021
• RPPTL, Guardianship Seminar, “Restoration and Termination of Guardianships” September 2020
• Dade County Bar Association, “The Future of Probate and Guardianship Administration and Litigation” March 2020
• Professional Fiduciary Council of Florida, “Hot Spots for Trustees, Fiduciaries & Guardians” February 2020
• Elder Law Section, Annual Conference, “Case Law Update” January 2020
• Sarasota County Bar Association, “Guardianship Law in Florida: Recent and Proposed Changes” January 2020
• South Florida Guardianship Association, “Guardianship Case Law and Legislative Update” September 2019
• RPPTL, Legislative Update, “A Family Affair: Family Trust Companies, Spousal Vehicle Title Transfers, and Venue for Minors” July 2019
• Elder Law Section, Seminar, “Emergency Exploitation: Emergency Relief for the Protection of Vulnerable Adults” June 2019
• RPPTL, Guardianship Seminar, “New Exploitation Statute” April 2019
• Collier County Bar Association, “Case Law Update” April 2019
• RPPTL, Florida Bar Litigation and Trust Law Symposium “Safe Deposit Boxes” March 2019
• RPPTL, Attorney Trust Officer Conference “Case Law Update” August 2018, Palm Beach
• RPPTL, Florida Bar Litigation and Trust Law Symposium “The Post-Mortem Trust Litigation” March 2018
• RPPTL, Probate & Trust Litigation Committee Meeting “Delayed Discovery Doctrine and Undue Influence” February 2018
• DCBA, You Be The Judge Seminar “Probate & Civil Procedure/Motion to Dismiss” August 2017
• “Smoking Out the Facts: Medical Marijuana and Fiduciaries” – RPPTL Guardianship Seminar, 2017
• “Probate Litigation 101” – Valuation, Forensic Accounting & Litigation Services Conference, 2017
• “Avoiding the Wire-Tapped Necktie – Legal Ethics in Probate & Guardianship” CLE Presentation through Dade County Bar Association, March 2010
• “Probate and Guardianship – A View from the Bench and Bar” CLE Presentation through Dade County Bar Association and Legal Aid, Put Something Back, March 2010