Publications
August 2014 – Presentation
Powers of Appointment and Formula Clauses Missouri Chapter NAELA Tax Program Lori Gregory
December 2012 – Presentation
Post Mortem Trust Administration NAELA Elderlaw Fundamentals Institute, Kansas City, MO Lori A. Gregory
November 2012 – Presentation
Estate Planning and Elderlaw Topics The Investors Advocate Radio Show, KMBZ, Kansas City Lori A. Gregory
June 2012 – Presentation
Sophisticated Estate Planning; Saving the Family Farm; Use of Family Limited Partnerships; Avoiding Estate Recovery Missouri Bar Elderlaw Institute, Independence, MO Lori A. Gregory
April 2012 – Presentation
A Practical Drafting and Discussion Related to Planning for Incapacity – What Happens if You Become Cuckoo for Cocoa Puffs? NAELA Annual Conference, Seattle, WA Lori A. Gregory
January 2012 – Presentation
Long-Term-Care Insurance and What to Do When a Spouse is Confronting Health Issues NBI Institute Elderlaw Seminar, Overland Park, KS Lori A. Gregory
2010 and 2011 – Presentation
How to Market Yourself and Crisis Management University of Missouri – Columbia Trulaske Business School Finance Department Practical Skills Class Lori A. Gregory
Fall 2010 – Presentation
Estate and Gift Tax – Sunrise or Sunset? Planning During a Time of Uncertainty Missouri Society of Certified Public Accountants, Personal Financial Planning Seminar Lori A. Gregory