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Speeches & Publications

  • “Planning for the Modern Entrepreneur”, STEP, Colorado Chapter (June 2021)
  • “Estate Planning in Contemplation of 2021 Tax Law Changes,” STEP, St. Louis Chapter (September 2020)
  • “Planning with Grantor Trusts,” Bryan Cave Leighton Paisner Private Client CLE Seminar (August 28, 2019)
  • “Foreign Income & Estate Tax Planning for Individuals & Trusts” (July 19, 2019)
  • Tax Issues for US/UK Families & Those Moving Between the Two Countries; Bryan Cave Leighton Paisner Private Wealth Seminar, London (June 5, 2019)
  • “U.S. Tax Planning in Anticipation of Moving To and From the United States”, STEP St. Louis (March 27, 2019)
  • “Charitable Giving: A Primer”, Bryan Cave Leighton Paisner Private Client Seminar, Denver, Colorado (May 15, 2019)
  • “Transatlantic Families,” STEP Journal, Volume 27/Issue 4 (May 2019)
  • “Modifying Noncharitable Irrevocable Trusts Under the Colorado Uniform Trust Code and Beyond,” Bryan Cave Private Client Seminar, Denver, Colorado (August 23, 2018)
  • “Tax Planning for Expatriation”, STEP St. Louis (May 9, 2018)
  • “US Estate and Gift Tax Rules for Non-US Citizens”, Bryan Cave Leighton Paisner Seminar, Dubai (May 2, 2018)
  • “Grantor Trusts,” National Business Institute Seminar (September 12, 2016)
  • “Estate Planning During and After Divorce,” 16th Annual Family Law Conference Presented by MoBarCLE and The Family Law Section (August 5, 2016)
  • “Irrevocable Life Insurance Trusts,” National Business Institute’s Top Estate Planning Techniques Seminar (May 18, 2016)
  • “Estates Must Now Request Closing Letters from IRS,” American Bar Association, Real Property, Trust and Estate Law Section, eReport (September 2015)
  • “Accommodating Post-Drafting Changes in Circumstances and Law,” National Business Institute Seminar – Wills and Trusts: Mistakes to Avoid, St. Louis, Missouri (November 13, 2015)
  • “Trusts 101,” National Business Institute Seminar (October 2010)
  • “Gift and Estate Tax: Procedure and Strategy,” National Business Institute Seminar (December 2008)