| Exempt Organizations – Governance Issues |
Unknown |
2004 |
| Working With and Giving Through Community Foundations |
Unknown |
2004 |
| Public Charities and Private Foundations – Planning Options |
Brazos Valley Estate and Financial Planning Council |
2004 |
| A Muggles Look at the Wizardy of Trusts: The UPIA Twins and Other Curses |
Advanced Estate Planning Strategies |
2004 |
| Drafting for the Twin UPIAs – A Practical Guide |
Advanced Drafting: Estate Planning and Probate Course |
2004 |
| Top 10 Things to Take Away from This Course |
Advanced Drafting: Estate Planning and Probate Course |
2004 |
| A Tale of Two Tools: Split Interest Trust Drafting in a Low Interest Environment (CLTS and GRTS) – Charitable Lead Annuity Trusts and Charitable Lead Unitrusts With Forms |
Unknown |
2003 |
| Uniform Principal and Income Act and Uniform Prudent Investor Act |
Texas Bank Trust Officers |
2003 |
| Charitable Update |
Advanced Estate Planning and Probate Course |
2002 |
| Private Foundations, Operating Foundations, Supporting Foundations and Community Foundations: Seeing Through the Mud |
East Texas Estate Planning Council |
2001 |
| Creating Private Foundations |
12th Annual Advanced Drafting: Estate Planning and Probate |
2001 |
| Foundations, To Be or Not to Be … Private, Operating, Community and Supporting Organizations: The Delicate Balance of Considerations of Benefits, Costs and Control |
Advanced Estate Planning and Probate Course |
2000 |
| Charitable Lead Trust Drafting |
Advanced Drafting: Estate Planning and Probate |
2000 |