The Probate Process from State to Finish – Probate Property v. Non-Probate
Assets, National Business Institute, 2017
The Probate Process from State to Finish – Tax Reporting and Post-Mortem Tax
Matters, National Business Institute, 2017
Succession Planning to Future-Proof Organizations, SKO Corporate Seminar, 2014
Traditional & Advanced Estate Planning, Young Professionals Association of
Louisville, 2014
Estate Planning Update, Louis A. Grief Tax Planning Institute, 2012
Income Taxation of Trusts and Estates, National Business Institute, 2012
Gift and Estate Planning - A New Focus, Society of Financial Service Providers, 2011
Tax Planning and Policy: The Road Ahead, UBS, 2011
Considerations for Conversion to a Roth IRA, Society of Financial Service Providers, 2010
Fiduciary Income Tax and Accounting Issues, Huntington National Bank, 2009