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)
