| Estate Administration Procedures: Why Each Step is Important, July 24, 2009 |
NBI |
2009 |
| Estate Administration Procedures: Why Each Step is Important |
National Business Institute |
2009 |
| Estate Planning |
CE Extravaganza |
2009 |
| Estate Planning |
Speech |
2008 |
| PAT the 3 Headed Dragon |
FSGI |
2008 |
| Estate Planning |
CE Extravaganza |
2008 |
| Charitable Income Limited Partnerships |
Fall InKnowVision Institute |
2007 |
| Estate Planning at Southern Farm Bureau |
Estate Planning at Southern Farm Bureau |
2007 |
| Asset Protection and Family Limited Partnerships |
Annual Convention |
2007 |
| Basic and Advanced Estate Planning on Wills, Trusts |
Annual CE |
2007 |
| Estate Planning |
MSU Insurance Day |
2006 |
| Mississippi Association of InAdvanced Estate Planning on Wills, Trusts |
Annual CE |
2006 |
| Asset Protection Techniques in Mississippi |
Asset Protection Techniques in Mississippi |
2005 |
| Mississippi Probate: Beyond the Basics |
Mississippi Probate: Beyond the Basics |
2004 |
| Family Limited Partnerships in Mississippi |
Family Limited Partnerships in Mississippi |
2003 |
| Charitable Giving and Wealthmanagement |
Annual Charitable Giving Conference at University of Southern Mississippi |
2003 |
| Trust and Asset Protection Alternatives in Mississippi |
Trust and Asset Protection Alternatives in Mississippi |
2002 |
| The Complete Trust Workshop |
The Complete Trust Workshop |
2002 |
| Estate Planning, Family Limited Partnerships |
Family Limited Partnerships |
2002 |
| Defined Benefits Plans under 412 (i) and the 2001 Tax Act, July 16, 2001 |
John Hancock, Mississippi Division |
2001 |
| Deferred Compensation; |
Jackson Tax Institute Monthly Meeting |
2001 |
| Integrating Retirement Plans into the Estate Planning Process in Mississippi |
Integrating Retirement Plans into the Estate Planning Process in Mississippi |
2001 |
| Deferred Compensation |
2000 annual meeting of Paleveda and Rome, PLLC in Miami, Florida |
2000 |
| Family Limited Partnerships |
Financial Planning Association of Mississippi’s Annual Symposium |
1999 |
| Ethics |
Mississippi State Bar |
1998 |
| IRA Distributions |
Mississippi Chapter of the Certified Public Accountants |
1998 |
| Deferred Compensation |
Mississippi State Bar |
1997 |
| Estate Planning |
Special Event |
1988 |
| Revocable Trusts |
5 Week Series |
1987 |
