San Antonio Black Lawyers Association:
- Texas Business Entity Legislative Update, 2011
- Trust Based Estate Planning, 2012
Laredo-Webb County Bar Association:
- Federal Estate and Gift Tax Updates, 2013
Mexican American Bar Association (San Antonio Chapter):
- Trust Based Estate Planning, 2013
- Asset Protection Planning, 2015
Texas Forum of Wealthcounsel:
- Gift & Estate Tax Planning for Non-Residents, 2013
- Asset Protection Planning, 2020
The Hispanic Issues Section of the State Bar of Texas:
- Estate Planning 101: Wills VS. Trusts, 2015
Tax Section of the State Bar of Texas:
- Avoiding Unintended Estate Planning, 2015
San Antonio Bar Association-Family Law Section:
- Asset Protection Planning, 2016
San Antonio Bar Association-Family Law Section:
- Intersection of Family Law & Estate Planning, 2017
San Antonio Bar Association-International Law Section:
- Estate & Tax Planning for International Clients, 2017
- Asset Protection Planning, 2018
- International Estate and Gift Tax Planning, 2022
San Antonio Bar Association-Construction Law Section:
- Asset Protection Planning for Domestic and International Clients, 2022
San Antonio CPA Society-CE:
- Estate & Tax Planning for International Clients, 2018
Texas Society of CPA’S-Austin Chapter:
- Estate & Tax Planning for International Clients, 2018
Society of Financial Service Professionals Houston-CE:
- Estate and Tax Planning for International Clients with US Assets: Pitfalls for the Unwary, 2018
Texas Society of CPA’s – Houston (CPE):
- Estate and Gift Tax Planning for Non-US Residents: Maneuvering Across the Minefield, 2019
- International Estate and Gift Tax Planning: Avoiding the Ticking Time-Bomb, 2020
- So Your Client Has a Trust, Now What? Trust Federal Income Taxation, 2021
National Association of Insurance & Financial Advisors- San Antonio:
- The Importance of Estate and Tax Planning for International Clients, 2019