Practicing Primarily in Wills, Estate Planning, and Probate Law
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Landowner Education Seminars in Arizona (Mesa, Tucson, Phoenix), California (Palm Desert), and Florida (Orlando, Tampa)
Advanced Estate Planning Strategies for Farmers
2012
2011 UI Fall Probate and Trust Seminar
Chair
2011
Annual "Planning for the Best" Seminar
Planning for the Modern Family; Challenges Posed by Changing Social Norms and Evolving Reproductive Technologies
2011
U.S. Bank Continuing Education Webinar
Inherited Wealth: How do I Empower my Children Rather than Corrupt their Initiative: Drafting and Administrating Trusts without Trust-Babies
2011
Society of Financial Planning Professionals Annual CLE Event
Planning in the Wake of the 2010 Tax Legislation: Navigating the Planning Storm with only Two Years of Visibility
2011
Iowa State Bar Association Annual meeting
Estate Planning after the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 – Panel Discussion
2011
Tri-State Estate Planning Council Meeting, Dubuque Iowa
Planning in the Wake of the 2010 Tax Legislation: Navigating the Planning Storm with only Two Years of Visibility
2011
Corporate Counsel CLE
United States Supreme Court – Petitioning For Writ Of Certiorari
2011
Seminar for Estate Planning Professionals
Update on 2010 Estate Tax Legislation
2011
Spring Tax Institute 2011
Advanced Care Planning – More than Healthcare Powers of Attorney and Living Wills (ACTEC Blue Ribbon Panel)
2011
Business Succession Planning Seminars (Cedar Rapids and Emmetsburg)
Business Succession Planning
2011
US Bank Continuing Education Webinar
Valuation Issues in Planning: Wielding the Two-Edged Sword of Valuation-Based Planning Without Cutting Yourself
2011
Guest Lecture, Cultural Property Class
Conservation Easements and Legal Strategies for Private Philanthropy Involving Land Preservation
2011
Landowner Educational Seminar in Cedar Rapids, Iowa; Houston, Texas; and Dallas, Texas
Advanced Estate Planning Strategies for Farmers
2011
Fall Probate and Trust Seminar
Virtual Representation
2010
Annual "Planning For The Best" Seminar in Iowa City
Federal Estate, Gift, and Generation-Skipping Transfer Tax Planning Challenges in 2010 and Beyond
2010
County Conservation Directors Annual Meeting, Coralville, Iowa
Conservation Easements and Strategies for Private Philanthropy Involving Land Preservation
2010
Professional Advisors Seminar
Approaching Your Client About Charitable Giving
2010
Family Law Section of the Iowa State Bar Association CLE, Des Moines
Post-Marital Agreements
2009
UI Fall Probate and Trust Seminar
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
2009
Fall Seminar
Impact of the Principal and Income Act on Estate Administration
2009
(“Planning for the Best")
Recent Iowa Legislation of Interest to Non-Profit Organizations and Philanthropists and Their Donors, University of Iowa Foundation
2009
54th Annual Spring Tax Institute,
The Importance of Checks and Balances in Structuring Fiduciary Authority,
2008
Cedar Rapids Estate Planning Council meeting
Premarital Agreements & 2nd Marriages,
2008
Chamber of Commerce seminar
Business Success Planning
2008
“Planning for the Best"
Advanced Estate Planning Strategies for the 21st Century
2008
ISBA Family Law Seminar
Estate Planning for the Divorced, Divorcing, and Unhappily-Married Client
2008
Black Hawk County Estate Planning Council meeting
Wealth, the Estate Tax, and Estate Planning in Iowa. What Does the Future Hold?