• Past Chair, Hollyburn School Association
• Past Board Member, Sentinel School Foundation

• Changes in BC Family Law: What Investment Advisors Need to Know When Estate Planning for Clients, Presentation for CIBC Wood Gundy, 2013
• Red Flagging Undue Influence, Professional Advisors Breakfast for the Lions Gate Hospital Foundation, 2012
• Litigation, Compensation, Financial Obligation, Society of Trust and Estate Practitioners National Conference, 2012
• Donations of Land to Registered Charities in Canada, Canadian Association of Gift Planners Annual Conference, 2012
• Estate Planning Tips and Traps, Presentation for the Canadian Breast Cancer Foundation (BC-Yukon), 2012
• Caring for your Aging Parents, Presentation for Langara College, 2012
• Death is not the End: Administration Workshop, CLEBC Course, 2012
• Ten Steps to an Effective Estate Plan, Presentation to Lions Gate Hospital Foundation, 2011
• Strategic Charitable Giving: Estate Planning and Now, Presentation to clients of Canaccord Wealth Management, 2011
• Recognition of Extra-Jurisdictional Enduring Powers of Attorney and Representation Agreements, CLEBC "Incapacity Planning: The New Law" course, 2011
• Succession Planning for Your Recreational Property, Presentation to clients of Canaccord Wealth Management, 2011
• Planning Your Will With a Charitable Focus, Leave a Legacy seminar, 2011
• General Wills Provisions, CLEBC "Wills Estate and Succession Act: An Overview" course, 2010
• Will Gifts to Charities, Society of Notaries Public of BC Annual Fall Conference, 2010
• Trust Tools and Issues, CLEBC "Blended Families: Practical Estate Planning Considerations" course, 2010
• Ten Steps to an Effective Estate Plan, Presentation for Lions Gate Hospital Foundation, 2010
• Will Gifts to Charities, Canadian Association of Gift Planners roundtable, 2010
• Managing Client Expectations in Estate Litigation, CLEBC 2009 Wills Estates and Trusts Conference, 2009
• Bill 4 - Wills Estates and Succession Act - The Proposed New Succession Law for BC: Highlights and Implications for Charities, Miller Thomson Seminar: "Charities & Not For Profit Update", 2009
• Alter Ego and Joint Spousal/Partner Trusts - The Trust and Tax Issues, Miller Thomson Seminar: "Private Client Services Update", 2009
• Use of Trusts in Estate Planning - Planning v. Litigation, Federated Press "Tax Planning for the Wealthy Family" course, 2009
• Part I: Pre-Grant and Difficult Matters, CLEBC Workshop: "Death is Not The End - Estate Administration", 2009
• A Case Study - Success Family Case Study, Society of Estate and Trust Practitioners (STEP), 2008
• Selected Issues - Powers of Attorney, Representation Agreements, Committee and Executors, Office of the Public Guardian and Trustee, 2008
• What Estate Planning Can Offer You, Leave a Legacy Seminar, 2008
• Protecting the Donor's Intention, Canadian Association of Gift Planners Annual Conference, 2008
• The Use of Trusts in Estate Planning, Federated Press "Tax Planning for the Wealthy Family" course, 2008
• Managing Risk - Protecting Charitable Purpose Assets, Lorman Education Services, 2007
• The Use of Trusts in Estate Planning - Alter Ego and Joint Partner Trusts, Canadian Conference on Elder Law, 2006
• Maximizing the Use of Agency Agreements, Pacific Business Law Institute seminar "Charities Law and Practice: Effective Tips and Tools to Ensure Your Charity's Success", 2006
• Estate Planning for Blended Families: Trusts and Other Agreements, Continuing Legal Education Society, 2006
• Protecting the Gift, Canadian Association of Gift Planners National Conference, 2006
• Part I: Pre-Grant and Difficult Matters and Part II: Problems in the Administration of Estates, CLEBC Workshop: "Death is Not The End - Estate Administration", 2006
• Managing Risk - Protecting Special Purpose Assets, Lorman Education Services, 2005
• Practical Tips and Traps for Estate Planning and Shareholder's Agreements, Canadian Association of Family Enterprise National Conference, 2004
• Legal Challenges to Bequest Gifts, Estate Planning Council Vancouver, 2003
• Navigating Capacity and Undue Influence Issues, Canadian Association of Gift Planners National Conference, 2003
• New Investment Rules for British Columbia Charities, Miller Thomson Charities & Not For Profit Seminar, 2003
• Gift and Estate Planning, Presentation for Oakridge United Church, 2002
• Threats to Gifts - Creative Solutions and Strategies for the Gift Planner, Canadian Association of Gift Planners National Conference, 2002
• Charitable Remainder Trusts, Canadian Association of Gift Planners National Conference, 2001

• Author of chapter on "Administration of Estates and Trusts", Miller Thomson on Estate Planning, Carswell, 2012
• Editor and Contributing Author, British Columbia Probate and Estate Administration Practice Manual, CLEBC, 2010
• Contributing Author, Bequest Management for Charitable Organizations, Butterworths, 2003

• Member of project committee that produced the report "Recommended Practices for Wills Practitioners Relating to Potential Undue Influence: A Guide" for the British Columbia Law Institute

• Analyse du budget fédéral, 2013
• Important Considerations When Making A Will in BC, Vancouver Sun Leave A Legacy Supplement, 2010
• Proposed Changes to Dependents Relief Under the Wills Variation Act of British Columbia Rejected, Wealth Matters, Winter 2008- 2009
• "Eco-burials" in British Columbia, Wealth Matters, May 2008
• British Columbia's Charitable Purposes Preservation Act in Force, Bulletin organismes de bienfaisance et à but non lucratif, April 2007
• Using a Trust as a Will Substitute, Wealth Matters, March 2007
• B.C. Registrar Confirms That Charities May Ask Reasonable Questions And Expect Answers in Estate Matters, Bulletin organismes de bienfaisance et à but non lucratif, August 2006
• BC Legislation Protects Charitable Trusts, The Lawyers Weekly, 2004
• New B.C. Legislation Protects Charitable Trusts, Bulletin organismes de bienfaisance et à but non lucratif, October 2004
• Interprovincial Allocation of Probate Fees, Bulletin organismes de bienfaisance et à but non lucratif, March 2004
• B.C. Trustee Act Investment Provisions Proclaimed, Bulletin organismes de bienfaisance et à but non lucratif, March 2003
• When Gifts Become Problems, Bulletin organismes de bienfaisance et à but non lucratif, January 2003
• New Trustee Act Investment Provisions in British Columbia and Alberta, Bulletin organismes de bienfaisance et à but non lucratif, September 2002