Publications

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