Law Office of Russell G. Allen

 

  • "Estate Planning for "Restricted" Securities," California Continuing Education of the Bar, Chapter 9, Estate Planning for Special Assets (2004)

 

  • "Adjustment Powers, Unitrusts and Annuity Trusts -- the New Income Definition Regulations," State Bar of California, California Trusts & Estates Quarterly, Spring 2004 edition

 

  • "Discovery Exceptions for Trusts & Estates Lawyers," State Bar of California, 2004 Winter Trusts & Estates Section Education Institute, January 2004

 

  • "Planning with the Principal and Income Act and Prudent Investor Act," Practising Law Institute, 34th Annual Estate Planning Institute, San Francisco, October 2003

 

  • "Discovery Exceptions for Trusts & Estates Lawyers," UCLA-CEB 2003 Estate Planning Institute, May 2003

 

  • "Discovery Controversies: A Primer for Trusts & Estates Lawyers," University of Miami, 37th Annual Heckerling Institute on Estate Planning, January 2003

 

  • "Drafting under the "New" California Prudent Investor and Principal & Income Acts,” Practising Law Institute, 33 Annual Estate Planning Institute, San Francisco, November 2002

 

  • "Discovery Protection for Trusts & Estates Lawyers in Federal Tax Controversies,” American Bar Association, Section on Taxation, Fall Meeting, Los Angeles, October 2002.

 

  • "Moeller/Boltwood: The Rules of Confidentiality for Trustees and their Lawyers,” University of Southern California 26th Annual Probate & Trust Conference, November 2000

 

  • "Moeller and Boltwood: Confidentiality for California Trustees and their Attorneys,” State Bar of California, California Trusts and Estates Quarterly, March 2000  

 

  • "Drafting under the California Prudent Investor Act," State Bar of California, California Trusts & Estates Quarterly, November 1996

 

  • “1990 OBRA Estate Planning Provisions: A Quick Look," State Bar of California Estate Planning, Trust & Probate News, December 1991.