SPEECHES

• “Artificial Intelligence and its Impact on Trusts and Estates Practice,” IICLE Estate Planning Short Course (2025)
• Panel Moderator, “Panel of Current Developments: New Laws, New Regulations and How They Are Practically Applied,” IICLE Estate Planning Short Course (2025)
• 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
• 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 Assets,” IICLE Estate Planning Short Course (2021)
• “How Irrevocable is Irrevocable? Ways to Modify Irrevocable Trusts Under Illinois Law,” IICLE Estate Planning Short Course (2020)
• “What to know about Retirement Planning under the new SECURE Act with an update under the CARES Act (and a few tips for planning during COVID-19), LCBA Trusts& Estates Committee (2020)
• “A Refresher on Claims and the Intersection of Personal Injury & Probate,” CBA Complex Issues in Probate and Trust Administration and Litigation (2019)
• “Tax and Estate Planning for Divorce,” Chicago Estate Planning Council (2018)
• “Trust Planning for Divorce and Blended Families,” ALI–CLE Estate Planning in Depth, Madison, WI (2017)
• “Post-Divorce Bliss (Divorce Issues Affecting Estate Planning and Probate),” IICLE Estate Planning Short Course (2017)
• “Decanting and Virtual Representation,” IICLE Estate Planning Short Course (2016)
• “The Probate Process in Illinois,” IICLE Estate Planning Short Course (2015)
• “Advising Small & Moderate Estates,” IICLE Estate Planning Short Course (2014)
• “Will Distribution Provisions,” IICLE Illinois Form Builder – Illinois Wills (2014)
• “Impact of Civil Unions of Estate Planning & Administration,” Lake County Bar Association Annual Trusts and Estates Conference (2011)
• “The Marriage of Estate Planning and Divorce,” Chicago Bar Association, Probate Practice Committee (2007)

ARTICLES

• 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)
• Monthly Author, “Estate Planning & Probate ‘Flashpoints’,” IICLE (April 2019-April 2022)
• Author, “Everything Old is New Again,” Trusts and Estates Magazine, Nominated for Editor’s “Rising Star” Distinguished Author Award (May 2018)
• Co-Author, “Divorce and Estate Planning,” Estate Planning (July 2018)

TREATISE

• Co-Author, “Estate Administration, Chapter 2, Introduction to Probate and Probate Alternatives” (IICLE, 2019 update and 2022 update)
• Co-Author, “Revocable Grantor Trusts (IICLE, 2022 Edition)