Speeches & Publications
  • “Representing Estate and Trust Beneficiaries and Fiduciaries”, Co-presenter, ALI-CLE webinar (April 2024)
  • “Pay Me Now or Pay Me Later,” Northwest Suburban Estate Planning Council (September 2023)
  • “Valuation Issues in Estate Planning;” “Speed Round-SECURE in Small Bites;” “What to do when a client dies? A consolidated case study,” AICPA Engage Conference (June 2023)
  • “Preparing to Practice Law & Technology in the Practice,” DePaul University College of Law, Law Student Seminar (February 2022)
  • “Modifying Irrevocable Trusts to Maximize Flexibility,” Missouri Society of Certified Public Accountants, Elder Law Conference (September 2021)
  • “Modifying Irrevocable Trusts,” American Institute of Certified Public Accountants Engage Seminar (July 2021)
  • “Estate Planning and Trust Administration Under the Illinois Trust Code: Top 10 Changes to How We Administer Trusts and Practice Law,” IICLE Estate Planning Short Course (May 2021)
  • “How Irrevocable is an Irrevocable Trust,” IICLE Estate Planning Short Course (May 2020)
  • “A Practical Guide to Working from Home for Solo and Small Firms During COVID-19,” American College of Trust and Estate Counsel Webinar (April 2020)
  • “Estate Planning Fundamentals Training Program – Drafting Tips for Revocable Trusts,” Chicago Estate Planning Council (January 2019)
  • “What You Need to Know about the Changes to the Illinois LLC Act” IICLE Estate Planning Short Course (May 2018)
  • Moderator, “Probate Judges Panel,” IICLE Estate Planning Short Course (May 2017)
  • “Managing Ethics in Your Practice,” IICLE Estate Planning Short Course (May 2017)
  • “Understanding Trusts for Accountants,” Illinois CPA Society Tax Committee (January 2018)
  • “Preserving & Growing What Is Most Important to You,” The Morton Arboretum Panel Discussion (September 2016)
  • “Managing a Family Business,” Daily Herald Business Journal Forum (June 2016)
  • “2015 Recent Developments,” Sikich LLP’s 2015 Annual Tax Conference (November 12, 2015)
  • “Planning with Residential Real Estate,” IICLE’s 58th Estate Planning Short Course (May 2015)
  • “Understanding Life Insurance,” IICLE Seminar Starting Points:  Basic Estate Planning (August 2014)
  • “Client Intake and Counseling Procedures,” IICLE Seminar Basic Estate Planning (August 2014)
  • “Anatomy of a Will,” IICLE Seminar (October 2011)
  • “Estate Planning for Parents,” CEPC Public Outreach at North Side Parent’s Network (September 2011)
  • “Creative Ways to Limit the Value of a Gift,” IICLE Estate Planning Short Course (May 2011)
  • “Using Buy-Sell Agreements,” Client event for JPMorgan’s Private Wealth Management (May 2010)
  • “Asset Protection Planning with Domestic and Offshore Trusts,” IICLE Advanced Asset Protection Seminar (October 2010)
  • Co-Author, “Post-Mortem Planning with Life Insurance,” IICLE Guide to Postmortem Estate Planning (2010, supplement in February 2012)
  • “Drafting Trusts for Asset Protection,” IICLE Advanced Asset Protection Seminar (2006 and 2007)

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