| Valuation Issues in Planning: Wielding the Two-Edged Sword of Valuation-Based Planning Without Cutting Yourself |
US Bank Continuing Education Webinar |
2011 |
| Inherited Wealth: How do I Empower my Children Rather than Corrupt their Initiative: Drafting and Administrating Trusts without Trust-Babies |
U.S. Bank Continuing Education Webinar |
2011 |
| Planning in the Wake of the 2010 Tax Legislation: Navigating the Planning Storm with only Two Years of Visibility |
Tri-State Estate Planning Council Meeting, Dubuque Iowa |
2011 |
| Advanced Care Planning – More than Healthcare Powers of Attorney and Living Wills (ACTEC Blue Ribbon Panel) |
Spring Tax Institute 2011 |
2011 |
| Planning in the Wake of the 2010 Tax Legislation: Navigating the Planning Storm with only Two Years of Visibility |
Society of Financial Planning Professionals Annual CLE Event |
2011 |
| Update on 2010 Estate Tax Legislation |
Seminar for Estate Planning Professionals |
2011 |
| Advanced Estate Planning Strategies for Farmers |
Landowner Educational Seminar in Cedar Rapids, Iowa; Houston, Texas; and Dallas, Texas |
2011 |
| Estate Planning after the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 – Panel Discussion |
Iowa State Bar Association Annual meeting |
2011 |
| Conservation Easements and Legal Strategies for Private Philanthropy Involving Land Preservation |
Guest Lecture, Cultural Property Class |
2011 |
| United States Supreme Court – Petitioning For Writ Of Certiorari |
Corporate Counsel CLE |
2011 |
| Business Succession Planning |
Business Succession Planning Seminars (Cedar Rapids and Emmetsburg) |
2011 |
| Planning for the Modern Family; Challenges Posed by Changing Social Norms and Evolving Reproductive Technologies |
Annual "Planning for the Best" Seminar |
2011 |
| Chair |
2011 UI Fall Probate and Trust Seminar |
2011 |
| Approaching Your Client About Charitable Giving |
Professional Advisors Seminar |
2010 |
| Virtual Representation |
Fall Probate and Trust Seminar |
2010 |
| Conservation Easements and Strategies for Private Philanthropy Involving Land Preservation |
County Conservation Directors Annual Meeting, Coralville, Iowa |
2010 |
| Federal Estate, Gift, and Generation-Skipping Transfer Tax Planning Challenges in 2010 and Beyond |
Annual "Planning For The Best" Seminar in Iowa City |
2010 |
| New Developments in End-Of-Life Decision-Making: What Estate Planners Need to Know about IPOST, the Iowa Health Care Reform Act, and Implications for Elderly Clients in Hospitals, Nursing Homes, and Other Care Facilities |
UI Fall Probate and Trust Seminar |
2009 |
| Post-Marital Agreements |
Family Law Section of the Iowa State Bar Association CLE, Des Moines |
2009 |
| Impact of the Principal and Income Act on Estate Administration |
Fall Seminar |
2009 |
| Recent Iowa Legislation of Interest to Non-Profit Organizations and Philanthropists and Their Donors, University of Iowa Foundation |
(“Planning for the Best") |
2009 |
| Estate Planning for the Divorced, Divorcing, and Unhappily-Married Client |
ISBA Family Law Seminar |
2008 |
| Business Success Planning |
Chamber of Commerce seminar |
2008 |
| Premarital Agreements & 2nd Marriages, |
Cedar Rapids Estate Planning Council meeting |
2008 |
| Wealth, the Estate Tax, and Estate Planning in Iowa. What Does the Future Hold? |
Black Hawk County Estate Planning Council meeting |
2008 |
| Advanced Estate Planning Strategies for the 21st Century |
“Planning for the Best" |
2008 |
| The Importance of Checks and Balances in Structuring Fiduciary Authority, |
54th Annual Spring Tax Institute, |
2008 |
| Various |
Various |
|
