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Speeches & Publications

 

  • “Planning with Powers of Appointment and Disclaimers,” Presenter, Chicago Estate Planning Council (May 2025)
  • Co-author, “Ch. 10, Tax Issues,” Limited Liability Companies (IICLE , 2025)
  • “Basis Planning: Maximizing Tax Efficiency for Estates and Transfers,” Illinois Institute for Continuing Legal Education – 2025 Estate Planning Short Course (May 2025)
  • Panelist, Utilizing Your Team of Advisors to Guide a Client Through the Sale of Their Business, Exit Planning Institute Chicago Chapter (March 2025)
  • “Planning for Family Members in Need,” Co-presenter, Chicago Bar Association – Trust Law Committee (February 2025)
  • “Client Intake & Communication”, Presenter, Illinois Institute of Continuing Legal Education (IICLE) – Estate Planning Boot Camp (December 2024)
  • “The Top Ten Drafting Considerations for Trusts,” Co-presenter, Illinois Institute of Continuing Legal Education (IICLE) – Advanced Asset Protection Planning (September 2024)
  • “Who’s the Trustee, Identifying Trustee Issues During Drafting and Administration,” Presenter, Illinois Institute of Continuing Legal Education (IICLE) –  2024 Estate Planning Short Course (May 2024)
  • “Representing Estate and Trust Beneficiaries and Fiduciaries”, Co-presenter, ALI-CLE webinar (April 2024)
  • “Corporate Entities and Their Impact to Owners,” Presenter, The Business of Family Business Ownership (March 2024)
  • “Estate Tax Planning for Beginners,” Illinois Institute for Continuing Legal Education – Estate Planning for the 99% (December 2023)
  • “A New Generation of Estate Planning: Beyond Electronic Wills,” Co-presenter, Illinois Institute for Continuing Legal Education – 2023 Elder Law Short Course (October 2023)
  • “Secure Act 2.0,” The Admiral at the Lake Foundation (July 2023)
  • “How to Leverage the Internet to Ethically Market Your Practice and Improve Client Relationships,” Co-presenter, Illinois Institute for Continuing Legal Education – 2023 Estate Planning Short Course (May 2023)
  • Co-author, “Revocable Grantor Trusts,” (IICLE, 2023)
  • “Multistate Jurisdiction over Trustees and Beneficiaries,” Co-presenter, Illinois Institute for Continuing Legal Education – 2022 Estate Planning Short Course (May 2022)
  • Author, “Ch. 1, Managing Decedent’s Operating Business and Related Problems,” Estate Administration: Business and Tax-Related Issues (IICLE, 2022)
  • Author, “Ch. 1, Managing Decedent’s Operating Business and Related Problems,” Estate Administration: Business and Tax-Related Issues (IICLE, 2022)
  • Co-author, “Ch. 10, Tax Issues,” Limited Liability Companies (IICLE, 2022)
  • “Introduction to the Illinois Electronic Wills Act,” Lake County Bar Association Trusts & Estates Committee (October 2021)
  • Co-author, “Estate Planning During COVID-19: Current Law and Restrictions and Some Proposed Solutions,” IICLE Estate Planning & Probate Law Flashpoints (April 2020)