Funding Your Revocable Trust and Other Critical Steps, ACTEC Estate Planning Essentials Video Series, May 2023
Tangible Personal Property in Estate Planning, ACTEC Estate Planning Essentials Video Series, June 2023
Charitable Giving, Tips and Tricks, ACTEC Estate Planning Essentials Video Series, December 2023
Co-author with Sarah M. Barnes and Samantha E. Weissbluth, “Admission of Wills to Probate,” IICLE Litigating Disputed Estates, Trusts, Guardianships, and Charitable Bequests, Chapter 9 (2023)
Co-author with Sarah M. Barnes, “Introduction to Probate and Probate Alternatives,” IICLE Estate Administration, Chapter 2 (2019 update and 2022 update)
Co-author with Sarah Barnes and Shawn McCullough, “IICLE Revocable Grantor Trusts” (2022 Edition)
Panelist, “Navigating Unique Issues in Settlement of Trusts and Estates Disputes,” ACTEC, Fall Meeting 2023, Fiduciary Litigation Committee (2023)
“Best Practices for Fiduciary Communications During Estate (and Trust) Settlement – Striking Balance Between What’s Required & What Actually Works,” IICLE Estate Planning Short Course (2023)
“The SECURE Act and other recent Developments in Estate Planning for Retirement,” IICLE Estate Planning Short Course (2021)
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