| Buy-Sell Planning for Business Entities |
National Business Institute |
2010 |
| Kentucky Fiduciary Law and Socially Responsible Investing |
Louisville Bar Association - Probate Section |
2010 |
| Tax and Non-Tax Recent Developments of Interest to Estate Planners |
Hoosier Hills Estate Planning Council |
2010 |
| Recent Developments of Interest to Estate Planners |
37th Annual Midwest Estate, Tax & Business Planning Institute |
2010 |
| Considerations in Planning for Incapacity |
National Business Institute |
2009 |
| Transfer Tax Considerations in Drafting an Effective Estate Plan |
National Business Institute |
2009 |
| Transfer Tax Issues in Estate Administration |
National Business Institute |
2009 |
| Your Client Moved to Florida - Now What? Florida Issues for Kentucky Estate Planners |
Louisville Bar Association - Probate Section |
2009 |
| Recent Developments of Interest to Estate Planners |
20th Annual Estate and Business Planning Institute |
2009 |
| Tax and Non-Tax Recent Developments of Interest to Estate Planners |
12th Annual Estate Planning Institute |
2009 |
| Planning for the Non-Taxable Estate |
National Business Institute |
2008 |
| Transfer Tax Considerations in Drafting an Effective Estate Plan |
National Business Institute |
2008 |
| Recent Developments of Interest to Estate Planners |
Louisville Bar Association - Probate Section |
2008 |
| Trust Administration in Kentucky |
Lorman |
2008 |
| Estate Planning Considerations in Corporate Liquidity Events (co-presenter) |
Kentucky Bar Association Corporate House Counsel Section Annual Meeting |
2008 |
| Evaluating Risks and Rewards of Testamentary and Revocable Trust Planning (co-presenter) |
35th Annual Midwest/Midsouth Estate Planning Institute |
2008 |
| An Introduction to the Use of Charitable Techniques in Estate Planning |
National Business Institute |
2007 |
| Considerations in Planning for Incapacity |
National Business Institute |
2007 |
| Non-Tax Aspects of Family Business Succession Planning |
Louisville Bar Association - Probate Section |
2007 |