| Strategic Structures for Families: Family Offices and Private Trust Companies |
Chicago Estate Planning Council 2006-2007 Luncheon Program |
2007 |
| Private Trust Companies |
Gallagher Industries, Wealth Management Conference |
2007 |
| Introduction to Family Strategic Capital and the Private Trust Company |
Annual Heckerling Institute on Estate Planning |
2007 |
| Implications of New Hampshire's New Trust Laws for Progressive Trust Law States—From the Perspective of the Principal Authors |
Illinois Corporate Fiduciaries Association |
2006 |
| New Hampshire’s Trust Modernization and Competitiveness Act of 2006 |
Estate Planning Committee Brown Bag Lunch |
2006 |
| The Private Trust Company—A Strategic Solution and a Strategic Charter |
Family Office Exchange Workshop |
2006 |
| Establishing a Structure for Ownership and Governance of a PTC |
Family Office Exchange Workshop |
2006 |
| New Hampshire’s Trust Modernization and Competitiveness Act of 2006 |
New Hampshire Bankers Association 2006 Legislative Wrap-Up |
2006 |
| Master & Commander: Complicated Family Financial Services Systems Require a Controlling Hand |
The 12th Annual Family Office Forum |
2005 |
| Designing a Family Governance Structure to Successfully Implement a Multi-Generational Plan |
Wharton Global Family Alliance Conference |
2005 |
| Really Private Wealth Management: The Latest On Family Offices and Private Trust Companies and Private Wealth Management: Integrating Governance, Strategies, Services and Risk Management |
Trusts & Estates magazine and Georgetown University Law Center Continuing Legal Education Wealth Management Summit |
2004 |
| Off-Shore and On-Shore Private Trust Companies: Complementary Strategies |
International Estate Planning Committee |
2004 |
| Introduction to Family Strategic Capital and the Private Trust Company |
Annual Heckerling Institute on Estate Planning |
2000 |
