| Estate Planning for Pet Owners |
American Law Institute/American Bar Association |
2011 |
| Estate Planning in the New Tax Environment |
AKT Client Education Event |
2011 |
| Family Matters |
US Trust Educational Event |
2010 |
| Minors Matter - Planning for Children with Legacy, Stewardship and Love |
TBS Community Education Series |
2010 |
| Living Trusts: The Real Estate Professional's Best Friend |
Prudential Real Estate Professionals |
2010 |
| Estate Planning Essentials for Successful Professionals |
KISS pdx |
2010 |
| Business Valuation and Succession Planning |
Key Bank Business Conference |
2010 |
| The Art of Attraction - Estate Planning & Marketing |
Wealthcounsel Spring Conference |
2009 |
| IRA Legacy Trusts |
2009 Trusts & Estates Symposium |
2009 |
| Estate Planning for Pets |
WealthCounsel Annual Conference |
2008 |
| Estate Planning for Pets |
Southern California Estate & Tax Forum |
2008 |
| Estate Planning |
Estate Planning for Everyone |
2008 |
| Estate Planning for the Tax Professional |
29th Annual Oregon Society of Tax Consultants |
2008 |
| Faith Based Estate Planning |
Willamette Valley Estate Planning Council |
2007 |
| Pension Protection Act and the IRA Inheritance Trust |
NAIFA Conference |
2007 |
| Basic Estate Planning - It's Not What You Own, It's What You Value |
Edward Jones Client Conference |
2007 |
| Values-Based Estate Planning |
Client Services Advisor Training |
2007 |
| Retirement Plan Update |
Advisor Training |
2007 |
| IRA Trusts |
Advisor Training |
2007 |
| Community Property in a Separate Property State |
Advisor Training |
2007 |
| Community Property and IRA Trusts |
Advisor Training |
2007 |
| Estate Planning Tips, Tricks and Traps |
2007 WealthCounsel National Conference |
2007 |
| Rover, Rex, Spot and Fluffy: Estate Planning for Pets |
14th Annual Animal Law Conference |
2007 |
| Animal Law & Estate Planning for Companion Animals |
National Animal Law Conference |
2006 |
