SPEECHES

• The SECURE Act and other recent Developments in Estate Planning for Retirement Assets, 2021 IICLE Estate Planning Short Course
• How Irrevocable is Irrevocable? Ways to Modify Irrevocable Trusts Under Illinois Law, 2020 IICLE Estate Planning Short Course
• What to know about Retirement Planning under the new SECURE Act with an update under the CARES Act (and a few tips for planning during COVID-19), 2020, LCBA Trusts& Estates Committee
• A Refresher on Claims and the Intersection of Personal Injury & Probate, 2019 CBA Complex Issues in Probate and Trust Administration and Litigation
• Tax and Estate Planning for Divorce, 2018 Chicago Estate Planning Council
• Trust Planning for Divorce and Blended Families, 2017 ALI–CLE Estate Planning in Depth, Madison, WI
• Post-Divorce Bliss (Divorce Issues Affecting Estate Planning and Probate), 2017 IICLE Estate Planning Short Course
• Decanting and Virtual Representation, 2016 IICLE Estate Planning Short Course
• The Probate Process in Illinois, 2015 IICLE Estate Planning Short Course
• Advising Small & Moderate Estates, 2014 IICLE Estate Planning Short Course
• Will Distribution Provisions, 2014 IICLE Illinois Form Builder – Illinois Wills
• Impact of Civil Unions of Estate Planning & Administration, 2011 Lake County Bar Association Annual Trusts and Estates Conference
• The Marriage of Estate Planning and Divorce, 2007 Chicago Bar Association, Probate Practice Committee

ARTICLES

• Estate Planning & Probate “Flashpoints”, monthly author, IICLE, April 2019-April 2022
• Everything Old is New Again, author, Trusts and Estates Magazine, May 2018 (*Nominated for Editor’s “Rising Star” Distinguished Author Award)
• Divorce and Estate Planning, co-author, Estate Planning, July 2018

TREATISE

• IICLE Estate Administration, Chapter 2, Introduction to Probate and Probate Alternatives (2019 update and 2022 update), co-author
• IICLE Revocable Grantor Trusts, 2022 Edition (in progress, Publication expected 2022), co-author