- “Qualified Retirement Plans and Individual Retirement Accounts” Illinois Institute for Continuing Legal Education – Post-Mortem Planning Guidebook, 2020 Edition.
- “Required Minimum Distribution Rules: Who, What, When and Why” Illinois Institute for Continuing Legal Education – Retirement Benefits Issues in Estate Planning Guidebook, 2015 Edition.
- “Postmortem Planning for Retirement Benefits” Illinois Institute for Continuing Legal Education – Retirement Benefits Issues in Estate Planning Guidebook, 2015 Edition.
- “Postmortem Planning for Retirement Benefits” Illinois Institute for Continuing Legal Education –Retirement Benefits Issues in Estate Planning Guidebook, 2012 Edition.
- “Changing an Irrevocable Trust: The Impossible is now Possible,” Chicago Daily Law Bulletin, November 10, 2014.
- “Retirement Fund Beneficiary Forms Can Be Tricky,” Chicago Daily Law Bulletin, August 15, 2013.
- “Cookie Jars and Charitable Remainder Trusts – Built to be Broken Into?” Taxation of Exempts magazine, September/October 2005.
Numerous presentations to lawyers, financial planners, investment advisors, brokers, bar association groups, continuing legal education programs, law school classes, and social clubs.