May 6, 2016Presentation Probate Seminar St. Louis County Bar Association
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
2011Article Sale to a Defective Trust for a Promissory Note – Seller’s Death is a Sad Event: Is It Also a ‎Taxable Event? NYU 69th Institute on Federal Taxation, Ch. 14
2011Article The Federal Gift Tax System The ABA Practical Guide to Estate Planning
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