| Basic Tax Considerations |
Drafting Effective Wills and Trusts |
2011 |
| Real Estate and Planning Issues in Today's Loss Mitigation Environment |
The Last Guardian Standing |
2010 |
| Preparing Your Estate Plan |
Preparing Your Estate Plan |
2010 |
| Fundamental Understanding of Ethics in Trusts |
Navigating the Trust Process from Start to Finish |
2010 |
| Mechanics of Drafting and Executing Trusts |
Navigating the Trust Process from Start to Finish |
2010 |
| Ethical Challenges in Estate Administration |
Estate Administration Procedures: Why Each Step is Important |
2010 |
| Considerations for Collecting the Assets, Preparing the Inventory, and Handling Claims Against the Estate |
Estate Administration Procedures: Why Each Step is Important |
2010 |
| Ethical Considerations |
Drafting and Administering Special Needs Trusts |
2010 |
| Ethical Considerations |
Trust Administration: Overcoming Challenges Before and After the Grantor's Death |
2009 |
| Understanding the Specifics of Different Types of Trusts |
Trust Administration: Overcoming Challenges Before and After the Grantor's Death |
2009 |
| Annual Exclusion Gifting |
Top Ten Estate Planning Techniques |
2009 |
| Special Needs Trusts |
Top Ten Estate Planning Techniques |
2009 |
| Qualified Personal Residence Trusts |
Top Ten Estate Planning Techniques |
2009 |
| Charitable Giving |
Top Ten Estate Planning Techniques |
2009 |
| Probate, Wills and Trusts for Realtors |
The Manatee County Association of Realtors Monthly Meeting |
2009 |
| Spouse's Righs and Family Maintenance |
Probate Practice: The Essential Basics |
2009 |
| Initiating the Probate Process |
Probate Practice: The Essential Basics |
2009 |
| The Spouse's Rights and Family Maintenance Concerns |
Fundamentals of Probate Practice and Procedure |
2009 |
| Ethical Issues in Probate Practice |
Fundamental Probate Procedures and Practice |
2009 |
| In Your Client's Best Interest - Ethical Considerations |
An Attorney's Guide to Asset Protection |
2009 |
| Understanding the Role of the Personal Representative in Probate |
The Probate Process from Start to Finish |
2008 |
| Managing the Inventory |
The Probate Process from Start to Finish |
2008 |
| Maintaining an Ethical Balance in Probate Practice |
The Probate Process from Start to Finish |
2008 |
| Solutions to Special Issues: Roundtable Discussion |
Oddities and Challenges in Probate |
2008 |
| Overcoming Liabilities Challenges and Managing Distributions |
Oddities and Challenges in Probate |
2008 |
| Addressing Perplexing Ethical Issues |
Oddities and Challenges in Proabte |
2008 |
| Funding Marital Deduction Trusts |
Marital Deduction Trusts: A Comprehensive Analysis |
2008 |
| Maintaining an Ethical Practice |
Marital Deduction Trusts: A Comprehensive Analysis |
2008 |
| Considerations for Collecting the Assets, Preparing the Inventory, and Handling Claims Against the Estate |
Estate Administration Procedures: Why Each Step is Important |
2008 |
| Ethical Challenges in Estate Administration |
Estate Administration Procedures: Why Each Step is Important |
2008 |
| Choice of Trustees and the Use of Trusts in Estate Planning |
Sophisticated Estate Planning |
2007 |
| Ethics in Estate Planning |
Sophisticated Estate Planning |
2007 |
| Considerations for Planning for Incapacity |
Estate Planning Basics |
2007 |
| Maintaining an Ethical Balance in Probate Practice |
The Probate Process from Start to Finish |
2006 |
| Ethical Challenges in Estate Administration |
Estate Administration Procedures: Why Each Step is Important |
2006 |
| Ethics and Estate Planning |
Drafting Effective Wills and Trusts |
2006 |
| Ethics in Estate Planning |
How to Draft Effective Wills and Trusts |
2005 |
