“Protecting Valuable Collection: Jewelry and Watches,” Society of Trust and Estate Practitioners (STEP), Colorado Chapter (March 2023)
“Planning for the Modern Entrepreneur,” Society of Trust and Estate Practitioners (STEP), Colorado Chapter (June 2021)
“Estate Planning in Contemplation of 2021 Tax Law Changes,” Society of Trust and Estate Practitioners (STEP), St. Louis Chapter (September 2020)
“State Income Tax Planning with ING Trusts and North Carolina Dept. of Revenue v. Kaestner,” BCLP Private Client CLE Seminar (August 28, 2019)
“Modifying Noncharitable Irrevocable Trusts Under the Colorado Uniform Trust Code & Beyond,” BCLP Private Client CLE Seminar (August 23, 2018)
Guest Lecturer, “Probate and Trust Administration,” and “Fiduciary Duties,” Denver University Sturm School of Law, Trusts and Estates Class (2016)
“Covering Your Basis: The Evolution of the Delaware Tax Trap from Pitfall to Prescription,” Georgia Fiduciary Law Institute (July 2015)
Guest Lecturer, Marital Deduction Planning and Other Topics, Washington University School of Law (2013-2014)