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
“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
LexisNexis, Florida Guardianship Practice, 12th Edition, “Health Care Surrogates, Living Wills, and Related Issues” 2023
LexisNexis, Practice Under Florida Probate Code, 11th Edition, “Probate Litigation” 2022
ActionLine, a publication of The Florida Bar’s Real Property, Probate & Trust Law Section, “Navigating Multiple Fiduciaries: Florida Uniform Directed Trust Act and Co-Trustee Considerations” Winter 2021
LexisNexis, Florida Guardianship Practice, 11th Edition, “Health Care Surrogates, Living Wills, and Related Issues” 2021
ActionLine, a publication of The Florida Bar’s Real Property, Probate & Trust Law Section, “I Am Interested, So Am I An Interested Person?” Winter 2020
“Is My Judgment in Your Best Interest? How Decisions Are Made in Guardianships and Suggested Reform” – The Florida Bar Journal – January/February 2019
ActionLine, a publication of The Florida Bar’s Real Property, Probate & Trust Law Section, “Delayed Discovery Doctrine: How Long Does a Litigant Have to Bring an Undue Influence Claim?” Fall 2018
ActionLine, “RPPTL Fellowship: ActionLine Interview With Former Section Fellow, Stacy Rubel” Summer 2018
RPPTL, “Journey Through the Florida Guardianship Galaxy Seminar “Liftoff: To File or Not to File?” April 2018 (written materials only)
“The Shifting Landscape of Guardianship Law: Three Consecutive Years of Changes” – The Florida Bar Journal, September 2016
“Estate Planners – Are You Planning for the Post-Death Fight?” – ActionLine, Summer 2016
“Probate Case Summaries” – ActionLine, Summer 2016
“Reasonably Ascertainable Creditors in Probate” – ActionLine, Winter 2015