| Planning in an Uncertain Estate Tax Climate |
Seattle University School of Law |
2007 |
| Using the Living Trust to Control or Manage Retirement Assets After Death |
Washington State Bar Association-Living Trusts |
2007 |
| Coordinating the Retirement Plan/IRA Benefits with the Will, Trust, and Estate Plan |
Washington State Bar Association–Elder Law Issues in Estate Planning;Washington State Tax Consultants 2004 Convention |
2005 |
| Coordinating the Retirement Plan/IRA Benefits with the Will, Trust, and Estate Plan |
National Association of Personal Financial Advisors |
2004 |
| Writing Wills and Estate Planning, Retirement Plans and Individual Retirement Accounts |
Seattle University Access to Justice Program |
2004 |
| Writing Wills and Estate Planning, Retirement Plans and Individual Retirement Accounts,†|
Catholic Community Services– Access to Justice Project |
2003 |
| Estate Planning Under EGTRRA with Emphasis on Qualified Plans & IRAs |
International Group of Accounting Firms |
2002 |
| IRAs and Qualified Plan: Post 70½ Issues; Death Issues; Beneficiary Designation Issues/Rules Where Special Needs Trust or Supplemental Care Trust is Named as Beneficiary |
Washington State Bar Association, Annual Elder Care Law Section Meeting |
2002 |
| ERISA Plans and Distributions: Changes Under the New Tax Act. What You Need to Know–Why You Need to Know It and Illustrations of ‘New’ EGTRRA Plan Designs |
Annual Practitioner/IRS Working Together Symposium |
2001 |
| Special Problems of the Non-Citizen Spouse and Early Distributions From Retirement Plans |
Washington State Bar Association |
2001 |
| Marital Rights in Pensions and IRAs from Courtship to Divorce Court (Prenups, Postnups, QDROs, Transfers at Death, and More) |
Washington State Bar Association Celebration 2000 Seminar |
2000 |
| Income Tax Issues: Income in Respect of a Decedent, Rollovers, Premature Distributions, Roth IRAs and ERISA Pre-Emption, Spousal Consent, QDROs, IRA Transferability, Bankruptcy |
Washington State Bar Association, Estate Planning for Retirement Benefits and IRAs |
2000 |
