Insights & Publications

Formal published work for legal and professional audiences, including the California Trusts & Estates Quarterly and the Probate Department Newsletter. Each entry identifies its original outlet and date.

• Navigating the New Frontier: State Bar Guidance on Generative AI for Trusts and Estates Counsel

  VIII Probate Department Newsletter No. 1 (2025)

• The Frontier, Revisited: California’s Generative AI Rules and Trusts & Estates Counsel, One Year Later

  with Sean Tannenbaum · IX Probate Department Newsletter No. 1 (2026)

• The Estate Tax Exemption Sunset and Anti-Clawback Regulations

  VII Probate Department Newsletter No. 3 (2024)

• Settlor Incapacity and Filling the “Empty Chair”

  V Probate Department Newsletter No. 2 (2022)

• Trustee Incapacity and Filling Another Trust “Empty Chair”

  VI Probate Department Newsletter No. 2 (2023)

• Settlor Incapacity and Filling a Trust’s “Empty Chairs”

  29 California Trusts & Estates Quarterly No. 4 (2023)

• Bequeathing Bitcoin: Crypto for the Cryptee

  IV Probate Department Newsletter No. I (2021)

• Remote Online Notarization and California Estate Planning Instruments

  III Probate Department Newsletter No. I (2020)

• Tips of the Trade: Pitfalls of Split-Interest Trusts for Blended Families

  25 California Trusts & Estates Quarterly No. 4 (2019)

• Handling Debts of a Deceased Trustor

  with Lisa K. Berkeley · II Probate Department Newsletter No. II (2019)

• The Client With Diminished Capacity (Chapter 7)

  Contributing editor · Guide to the California Rules of Professional Conduct for Estate Planning, Trust and Probate Counsel, 3rd ed. (TEXCOM, State Bar of California, 2013)