Upcoming Presentations

 “Are We Speaking the Same Language? How Giving Officers can better connect with donors and their other advisors to increase Annual and Planned Gifts and Bequests.” Council for Advancement and Support of Education, District V, Chicago, Illinois. (December 2017).

“Providing Wisdom, Leadership and Planning Strategies in Tumultuous Times.” Trust and Estates Symposium, Woodlands, Texas. (November 2017).

“Redeeming Wayward Life Insurance Trusts.” Massachusetts Attorney Forum, Boston, Massachusetts. (October 2017)

“Current Developments, or May You Live in Interesting Times.” WealthCounsel Annual National Symposium, Hollywood, California (October 2017).

“Challenges and Opportunities under the Tax Policies of the Trump Administration and the New Congress. Selected Recent Developments in Income, Charitable and Transfer Tax Planning.” Estate Planning Council of Northern Nevada, Reno, Nevada (May 2017).

“Current Developments Affecting Charitable, Income and Transfer Tax Planning and Challenges and Opportunities under the Tax Policies of the Trump Administration.” International Advisors in Philanthropy Annual National Conference, Costa Mesa, California (April 2017).

“What’s New in Estate Planning for 2017: What We Can Expect from the Changing of the Guard in Washington, D.C.” Mid-Winter Conference of the Financial Planning Association of Oregon and S.W. Washington, Portland, Oregon (February 2017)

“How to Motivate Clients to Implement Planning in Times of Uncertainty and Major Change Anticipated Over the Horizon. Selected Developments Affecting Our Planning in 2017 & Beyond” The Laureate Gathering, San Diego, California (February 2017).

“Redeeming Wayward Life Insurance Trusts.” 2017 STEP-OC Institute, Newport Beach, California (January 2017).

“Estate Planning in 2017 and Beyond.” Word on the Street Webinar, (December 2016).

“November and Beyond: Challenges & Opportunities under the Tax Policies of the Next President.” 2016 WealthCounsel National Symposium, Reston, Virginia (October 2016).

“The Motivator: How Change Drives Your Marketing.” Exit Planning Institute 2016 International Summit, Las Vegas, Nevada (September 2016).

“Current Developments Affecting Charitable, Income and Transfer Tax Planning.” Advisors in Philanthropy Annual National Conference, Chicago, Illinois (May 2016).

“Current Developments Affecting Our Planning in 2016 & Beyond” The Laureate Gathering, San Diego, California (February 2016).

“Behind Door Number Three: Latest News, Surprises and Hot Button Issues in Trusts and Estates” WealthCounsel 2015 National Symposium, San Diego, California (July 2015).

“Wealth Planning in 2015 and Beyond: What’s New & What Do We Do” Advisors in Philanthropy Annual Conference, Chicago, Illinois (April 2015).

“The World Has Changed: Learning to Survive and Thrive As Advisors in the New World” Michigan Forum, Lansing Michigan (September 2014).

“The Implications of Clark v. Rameker: Protecting Inherited IRAs, WealthCounsel National Conference Planning for the Generations, Denver, Colorado (July 2014).

“The World has Changed: Resetting Your Planning Focus to Thrive in 2013 and Beyond,” WealthCounsel National Conference Planning for the Generations, Denver Colorado (July 2013).

“Planning under the American Taxpayer Relief Act,” The Laureate Gathering, San Diego, California (February 2013).

“What’s New in Wealth Strategies Planning,” The Laureate Gathering, San Diego, California (February 2012).

“What the Election Results Mean for the Estate Planning Community,” Interdisciplinary Planning Series Webinar, WealthCounsel (December 2012).

“Planning for the 3.8% Medicare Surtax,” RBC AWM Quarterly Webinar (November 2012).

“What’s New in Wealth Strategies Planning,” The Laureate Gathering, San Diego, California (February 2011).

“Ins and Outs of the 2010 Estate Tax Administration Conundrum,” The Laureate Gathering, San Diego, California (February 2011).

“What’s New in Wealth Strategies Planning,” The Laureate Gathering, San Diego, California (February 2010).

“What’s New in Wealth Strategies Planning,” The Laureate Gathering, San Diego, California (February 2009).

“Irrevocable Life Insurance Trust Rescue Strategies: Chapter One,” The Laureate Gathering, San Diego, California (February 2008).

“What’s New in Wealth Strategies Planning,” The Laureate Gathering, San Diego, California (February 2008)

“What’s New in Estate and Wealth Strategies Planning,” RBC Annual National AWM Conference, Denver, Colorado (July 2007).

“What’s New in Estate, Wealth and Transfer Planning,” The Southern Arizona Estate Planning Council, Tucson, Arizona (April 2006).

“Interdisciplinary Practice: Working Together with Other Professionals”

The Financial Planning Association Orange County Chapter, Irvine, California (November 17, 2004).

“Funding the Purchase of Life Insurance in 2004 and Beyond Using Language Techniques Including Limited Partnerships, GRATs, CLATs and Sales to IGTs.” School of Life 2004, Orlando, Florida (October 29, 2004)

“Integrating GRATs into Estate Plans in 2004 and Beyond” Wealth Counsel, Chicago, Illinois (October 22, 2004).

“In’s and Out’s of the Charitable Lead Trust” National Committee on Planning Giving, Dallas, Texas (October 16, 2004).

“Planning with Charitable Lead Trusts” The Institute for Dynamic Wealth Innovation, Chicago Illinois (July 24, 2004)

“Motivating Clients in Uncertain Times” Wealth Counsel Spring Conference Plenary Session, Las Vegas, Nevada (April 30, 2004).

“Tax Law Updates” “Dealing with IRS Issues Regarding FLP’s and LLC’s,” “Testamentary Charitable Lead Trusts,” “Ethical Issues in Estate Planning” The Teton Institute, Nashville, Tennessee (March 19 – 20, 2004).

“Changes Impacting Financial Planning Advisors and their Clients” Minnesota Society of Financial Service Professionals (May 2003).

Two Day Charitable Lead Trust Workshop, NNEPA Spring 2003 Collegium, Orlando, Florida (April 28 – 29, 2003).

“The Future of Multidisciplinary Practice (MDP)” National Association of Philanthropic Planners, Conference on Philanthropy, Albuquerque, New Mexico. (November 2001).

“Charitable Lead Trusts” MDP Virtual University – Estate Planning Course. www.mdpacademy.com.

“Net Unrealized Appreciation” with Robert Keebler, AICPA Webcast from New Jersey AICPA broadcast headquarters.