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Speeches & Publications

  • Co-Presenter, “Primer on Discovery Issues for Estate Planners,” IICLE Estate Planning Short Course (May 2025)
  • Co-Author, “Will Contests,” IICLE Litigating Disputed Estates, Trusts, Guardianships and Charitable Bequests (2023)

  • Co-Author, “Contested Claims,” IICLE Litigating Disputed Estates, Trusts, Guardianships and Charitable Bequests (2023)

  • Co-Author, “Admitting Wills to Probate,” IICLE Litigating Disputed Estates, Trusts, Guardianships and Charitable Bequests (2023)

  • “Will & Trust Contests”, published in the handbook entitled Causes of Action (Illinois Institute for Continuing Legal Education, 2011)

  • “Heirship, Adoption & Paternity”, IICLE Webinar, 2010

  • “Will & Trust Contests”, IICLE (2010)

  • “Risk Management for Trustees: Becoming Ill-Suited for Litigation”, ALI-ABA Risk Management for Trustees Conference (2010)

  • “The Updated Risk Management Primer,” ALI-ABA Representing Estate and Trust Beneficiaries and Fiduciaries Conference (2009)

  • Co-author, “Heirship, Adoption and Paternity”, published in the handbook entitled Litigating Disputed Estates, Trusts, Guardianships and Charitable Bequests (Illinois Institute for Continuing Legal Education, 2009)

  • Co-author, “Trust Contests”, published in the handbook entitled Litigating Disputed Estates, Trusts, Guardianships and Charitable Bequests (Illinois Institute for Continuing Legal Education, 2009)

  • Co-author, “Will Contests”, published in the handbook entitled Litigating Disputed Estates, Trusts, Guardianships, and Charitable Bequests (Illinois Institute for Continuing Legal Education, 2009)

  • Co-author, “Trust Litigation”, published in the handbook entitled Trust Administration (Illinois Institute for Continuing Legal Education, 2008)

  • Co-author, “Termination of the Trust”, published in the handbook entitled Trust Administration (Illinois Institute for Continuing Legal Education, 2008)

  • Monthly co-columnist, Trusts & Estates Magazine e-newsletter (Wealth Management, 2004-2013)

  • “Fallible Fiduciaries,” Trusts & Estates Magazine e-newsletter (Wealth Management, June 1, 2004)

  • “Settlors’ Advisory,” Trusts & Estates Magazine e-newsletter (Wealth Management, June 15, 2006)

  • “Don’t Play a Game of Hearsay Russian Roulette,” Trusts & Estates Magazine e-newsletter (Wealth Management, July 13, 2006)

  • “Attorneys’ Fees,” Trusts & Estates Magazine e-newsletter (Wealth Management, January 11, 2007)

  • “Beware the Powers of Attorney,” Trusts & Estates Magazine e-newsletter (Wealth Management, March I, 2007)

  • “Who’s in Charge?” Trusts & Estates Magazine e-newsletter (Wealth Management, April 26, 2007)

  • “The Do-It-Yourself Spirit in Big Sky Country,” Trusts & Estates Magazine e-newsletter (Wealth Management, May 30, 2007)

  • “Three Hots and a Cot,” Trusts & Estates Magazine e-newsletter (Wealth Management, June 27, 2007)

  • “Sunshine State Welcomes Deadbeats,” Trusts & Estates Magazine e-newsletter (Wealth Management, July 25, 2007)

  • “Negative Energy Haunts the House of Ken Lay,” Trusts & Estates Magazine e-newsletter (Wealth Management, August 29, 2007)

  • “Corporate Trustees Beware,” Trusts & Estates Magazine e-newsletter (Wealth Management, February 10, 2008)

  • “Barred by Lunatics Law,” Trusts & Estates Magazine e-newsletter (Wealth Management, August 21, 2008)

  • “Stung by the Slayer Statute,” Trusts & Estates Magazine e-newsletter (Wealth Management, November 19, 2008)

  • “Court Leaves Florida Elderly Vulnerable,” Trusts & Estates Magazine e-newsletter (Wealth Management, January 24, 2009)

  • “Philanthropy or Spite?” Trusts & Estates Magazine e-newsletter (Wealth Management, July 28, 2009)

  • “Protect Trust Assets in Bankruptcy,” Trusts & Estates Magazine e-newsletter (Wealth Management, September 23, 2009)

  • “Posthumously Conceived Children and Their Survivor Benefit,” Trusts & Estates Magazine e-newsletter (Wealth Management, October 21, 2009)

  • “Wrestling with the Privacy Rights of John E. DuPont, Convicted Murderer,” Trusts & Estates Magazine e-newsletter (Wealth Management, January 27, 2010)

  • “A Pitch for Privacy Rights,” Trusts & Estates Magazine e-newsletter (Wealth Management, February 18, 2010)

  • “Marrying for the Money: A New Twist?” Trusts & Estates Magazine e-newsletter (Wealth Management, April 20, 2010)

  • “Filing Follies,” Trusts & Estates Magazine e-newsletter (Wealth Management, October 27, 2010)

  • “Expanding Breaches,” Trusts & Estates Magazine e-newsletter (Wealth Management, January 19, 2011)

  • “Kiss-immee of Death,” Trusts & Estates Magazine e-newsletter (Wealth Management, April 20, 2011) (this article was the basis for a quote in a June 2011 article “Unholy Marriage: How to Fight Back,” by Kelly Greene in The Wall Street Journal)

  • “The Walls have e-Ears,” Trusts & Estates Magazine e-newsletter (Wealth Management, May 17, 2011)

  • “Trustees and the Attorney-Client Privilege,” Trusts & Estates Magazine e-newsletter (Wealth Management, August 24, 2011)

  • “Assessing Older Clients’ Capacity,” Trusts & Estates Magazine e-newsletter (Wealth Management, September 21, 2011)

  • “Keeping Trusts Out of Court,” Trusts & Estates Magazine e-newsletter (Wealth Management, October 19, 2011)

  • “The Estate Tax and Wrongful Death,” Trusts & Estates Magazine e-newsletter (Wealth Management, November 5, 2012)

  • ”Father’s Will Dictates Sham Marriage,” Trusts & Estates Magazine e-newsletter (Wealth Management, December 21, 2012)

  • “Seeds of Controversy,” Trusts & Estates Magazine e-newsletter (Wealth Management, January 28, 2013)

  • “A Reckless Act?” Trusts & Estates Magazine e-newsletter (Wealth Management, February 26, 2013)

  • “Stripping Away the Mysteries of the Probate Exception,” Trusts & Estates Magazine e-newsletter (Wealth Management, April 23, 2013