| Charitable Planning |
ABA RPTE Section Essential Issues in Trust and Estate Law Teleconference Series |
2007 |
| Electrifying Your Performance: Technology in an Estate Planning Practice |
ACTEC (Alaska chapter) fellows meeting |
2007 |
| Donor Advised Funds: A Comprehensive Exploration |
Institute for Christian Gift Planning (Destin) |
2007 |
| Electrifying Your Performance: Technology in an Estate Planning Practice |
Knoxville Estate Planning Council (Knoxville) |
2007 |
| Saving Your Life (Insurance): Exemptions from Creditor Claims for Life Insurance |
MassMutual (Tennessee) Quota Buster 2007 (Nashville) |
2007 |
| Keeping and/or Advising Your Migratory Clients |
Middle Tennessee Estate Planning Council (Nashville) |
2007 |
| Electrifying Your Performance: Technology in an Estate Planning Practice |
Mississippi Estate Planning Council (Jackson) |
2007 |
| Tennessee Legislative & Case Law Update |
Tennessee Legislative & Case Law Update (Nashville) |
2007 |
| The Complete Trust Course |
The Complete (Tennessee) Trust Course (Nashville) |
2007 |
| Personal Trust Strategies 2005: Charitable Gift Planning |
Capital Trust Company of Delaware (Fort Myers) |
2005 |
| Advanced Charitable Gift Planning Techniques |
Institute for Christian Gift Planning (Reston) |
2005 |
| A Christian Counselor’s Guide to Creating Computer-Generated Charitable and Other Estate Planning Documents |
Institute for Christian Gift Planning (Destin) |
2004 |
| Technological Tools for the Estate Planning Professional |
Southern California Tax & Estate Planning Forum (San Diego) |
2004 |
| Timely Tech Topics and Ticklers: “Must Have” Software, “Must Know” Technology, and “Must Do” Stuff |
Heckerling Institute on Estate Planning (Miami) |
2003 |
| Faithful Legal Services for the Benefit of Religious Organizations |
Institute for Christian Gift Planning (Destin) |
2003 |
| The Probate Process from Start to Finish in Florida |
National Business Institute (Pensacola) |
2003 |
| Where Do You Go from Here: Effective Drafting & Legal Counsel for Immediate & Deferred Giving |
Pathways to Estate Planning (Niceville) |
2002 |
| Knowledge Is Power (on Insurance Trusts) |
Knowledge Is Power (Fort Myers) |
2001 |
| Florida Legislative Changes in the Year 2000 Series |
Florida Legislative Changes in the Year 2000 Series (Fort Myers) |
2000 |