"Foreign Trusts: Their Distinguishing Features and the Consequences of Their Use - An Update", International Law and Trusts & Estates Section of the State Bar of California's "Crossborder, Estate, Financial, and Asset Planning Conference", June 15, 2006, Ritz-Carlton, Marina Del Rey, CA

"Private Trust Companies — Are They the Answer to the Diversification Problem?", Inaugural meeting of the San Francisco Chapter of STEP, Society of Trust and Estate Practitioners, January 17, 2006 , San Francisco

"Management of Investment Asset Basis for Arriving and Departing Aliens - - Time to Reexamine the Assumption that the U.S. is the 'High Tax' Jurisdiction?", IBC's International Trust & Tax Planning Summit, September 2003, Biltmore Hotel, Coral Gables, FL

"Coming to America . . . What It Means for Your Estate Plan and Your Marital Property Rights", IBC's International Trust & Tax Planning Summit, September 2003, Biltmore Hotel, Coral Gables, FL

"Asia and Beyond -- Managing and Exploiting New Risks in the World's Fastest Growing Market for Life Insurance", IBC's Global Life Insurance Forum, June 2003, Fairmont Hotel, Southampton, Bermuda

"State Taxation of Trusts: The Folly of Applying Immutable Rules to a Mutable Relationship", HEWM Tax Retreat, May 2003, MacArthur Place, Sonoma, CA

"Investment Directions, Rights and Powers -- Pitfalls and Unanswered Questions (The American Perspective)", IBC's Offshore Trust & Tax Planning Summit, October 2002, Biltmore Hotel, Coral Gables, FL

"Practice Errors in Trust Planning and Administration - What You Don't Know and Who You Might Not Know Are What Count", IBC's Offshore Trust & Tax Planning Summit, October 2002, Biltmore Hotel, Coral Gables, FL

"America's Quest for a Proper Concept of 'Insurable Interest': The Perils of Ignoring the Implications", IBC's Global Life Insurance Forum, June 2002, Fairmont Hotel, Southampton, Bermuda

"An American Sampler of the Statutory Rights of Spouses and Heirs in Life Insurance Policies and Proceeds -- Knowing All Your Clients", IBC's Global Life Insurance Forum, June 2002, Fairmont Hotel, Southampton, Bermuda

"Life Insurance for the Enhancement of Wealth and the Facilitation of Its Transfer", IBC's Offshore Trust Summit, October 2001, Biltmore Hotel, Coral Gables FL

"Offshore Structures for Business and Personal Use", AICPA Conference on Doing Business in Asia, July 22-23, 1999, Palace Hotel, San Francisco, CA.

"Expatriate Tax: Putting a Price on 'Farewell'" ABA Section of Real Property, Probate, and Trust Law's Annual Meeting, August 3-5, 1997, Hyatt Regency, San Francisco, CA

"Expatriate Tax: Putting a Price on 'Farewell'" was also presented at the Offshore Trusts ’95: Growing Your Share of the $Multi-Trillion International HNWI Market Conference. Center For Business Intelligence. New York City, July 24-25, 1995, New York, New York

"Planning for the International Estate", ABA Section of Real Property, Probate and Trust Law's Annual Meeting, August 10, 1992, Grand Hyatt, San Francisco, CA

"Client Migration to the United States: How To Do It and What It Costs -- A Consideration of Immigration and Tax Issues", 3rd Biennial Conference of the Cayman Islands Bankers Association, 1991, George Town, Grand Cayman, C.I.

"Selection of a Tax Favored Jurisdiction for U.S. Investment: Analyzing the Protections and the Costs", ABA Sction of International Law and Practice / Section of Real Property, Probate and Trust Law, National Institute, May 17-18, 1990, Le Parker Meridien, New York, NY

"Federal Tax Planning for Non-US Family Members", Hawaii State Bar Association and Hawaii Institute for Continuing Legal Education, 2nd Annual Financial and Estate Planning Program, 1989, Honolulu, HI