| IRA Beneficiary Trust Administration |
Proper Post-Death Administration of an IRA Beneficiary Trust |
2013 |
| IRA Trusts, Rollovers and Distributions |
National Teleconference |
2013 |
| Using Trust to Asset Protect Inherited IRAs |
Interdisciplinary Webinar |
2013 |
| Estate Planning |
To the Health of Your Wealth -OLLI |
2012 |
| Asset Protection Planning |
Professional Day - Greensboro NC Chapter |
2012 |
| The Use of Trust Protectors in North Carolina |
North Carolina Forum |
2012 |
| IRA Trusts in Estate Planning for Tax Savings and Asset Protection |
National Webinar |
2012 |
| Incorporating Education Trusts and 529 Plans in Estate Plans |
National Teleconference Continuing Legal Education |
2012 |
| How to Draft IRA Trusts |
National Teleconference |
2012 |
| How to Draft IRA Trusts |
National Teleconference |
2012 |
| Assisting with Guardianships |
Estate Planning and Probate Practice for Paralegals |
2012 |
| Wills and Probate |
5th Annual Review Course |
2012 |
| IRA Trusts |
2 Part (120 minute) Online Course |
2012 |
| Estate Planning |
Orange County Bar Association |
2011 |
| Estate Planning |
OLLI Retirement Course |
2011 |
| Tax Implications of Health Care Reform |
Health Care Reform Symposium |
2011 |
| Asset Protection Planning |
Financial Planning Association |
2011 |
| Basic Trust Administration |
Ohio Forum Meeting |
2010 |
| Special Needs Trusts |
Mid-Atlantic Million Dollar Round Table |
2010 |
| Legal and Contractual Aspects of Continuing Care Retirement Communities |
Fearrington Cares |
2010 |
| Medico-Legal Guidelines |
North Carolina Foot & Ankle Society Summer Meeting |
2009 |
| Tax Consequences of Equitable Distribution |
Equitable Distribution Workshop |
2009 |
| Advance Directives |
Elder Law - End of Life Decisions |
2009 |
| Trusts - Implementation and Administration |
A Day in the Life of an Estate Paralegal |
2009 |
| Estate Planning |
Personal Finance Course |
2008 |
| Estate Planning and Probate |
Certified Financial Planner Course |
2008 |
| Estate and Gfit Tax |
Certified Financial Planner Course |
2007 |
| Estate Planning for Same-Sex Couples |
LGBT Legal Issues in North Carolina |
2004 |
| Guardianship |
Guardianship for Paralegals |
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