Co-Speaker, "The Estate: Planning and Administration for Lawyers and Legal Assistants", Dallas, Texas, 1988 - 1987
Co-Speaker, "Case Studies in Estate Planning", School of Insurance and Financial Planning Services, Continuing Education Seminar, University of Houston, Houston, Texas, August 18, 1992
Co-Speaker, "The Art of Transferring Assets Tax Free", Houston Chapter International Association for Financial Planning, Continuing Education Seminar, Houston, Texas, June 1, 1994
Speaker, "How to Hire an Attorney?, University of Houston ?People?s Law School" , University of Houston Law Center, Houston, Texas, October 16, 1999
Moderator/Host, "Learn About the Law", "Elder and Family Law Issues", "Immigration Law Issues", Houston Bar Association, 2000
Speaker, "Law as a Career" , Houston Bar Association Speaker?s Bureau, November 14, 2000
Speaker, "Reviewing Estate Plans: Tax and Non-Tax Issues", Houston Bar Association CLE Seminar, Houston, Texas, November 14, 2002
Speaker, "Reviewing Estate Plans from a Charitable Perspective", Giving Council of Houston, Houston, Texas, January 23, 2003
Instructor, "Estate Planning", CFP Certification Exam Review, Rice University, School of Continuing Studies, February 14, 2004
Panelist, "Everything You Always Wanted to Know About Estate Planning & Charitable Gifts" , Planned Giving Council of Houston, May 27, 2004
"Everything You Ever Wanted to Know Concerning Estate Planning & Charitable Gifts", Giving Council of Houston, January 25, 2007
"Types of Trusts Used in Estte Planning", "Trust Administration in Texas", Lorman Education Services, Seminar, Houston, Texas, June 17, 2007
Consider the following:
Comfort Level - Are you comfortable telling the lawyer personal information? Does the lawyer seem interested in solving your problem?
Credentials - How long has the lawyer been in practice? Has the lawyer worked on other cases similar to yours?
Cost - How are the lawyer's fees structured - hourly or flat fee? Can the lawyer estimate the cost of your case?
City - Is the lawyer's office conveniently located?
Here are a few to get you started:
- How long have you been in practice?
- How many cases like mine have you handled?
- How often do you settle cases out of court?
- What are your fees and costs?
- What are the next steps?