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Phone:
(502) 365-3782

Address:
6009 Brownsboro Park Blvd, Suite H
Louisville, KY 40207

“Blending Estate, Tax and Financial Planning for Philanthropy” (Community Foundation of Louisville / Green River Area Community Foundation – Owensboro – May 2016)

“An Overview of Life Cycle Planning” (NAIFA – South Central Indiana, May 2016)

“The Changing Tax and Life Cycle Planning Setting for Philanthropy” (Foundation for Appalachian Kentucky – Russell Springs, Prestonsburg – April 2016)

“Life Cycle Estate Planning” (Southern Indiana Estate Planning Council, February 2016)

“Wills, Trusts, and Charities: Tips and Traps” (Kentucky Bar Association’s Kentucky Law Update – Bowling Green, Covington, Ashland, Louisville, Paducah, Prestonsburg, London, Lexington – September, October, November, December 2015)

“What Estate Planners Should Know About Divorce Law – But May Not” (Panel Moderator) (Estate Planning Council of Louisville, September 2015)

“Boomers, Inheritance & Charities: Planned Giving Pitfalls and Opportunities” (Partnership for Philanthropic Planning of Kentuckiana, September 2015)

“Business Entity Choice¬†for Farmers and Ranchers” (National Business Institute, November 2014)

“Irrevocable Life Insurance Trusts” (Half Moon Seminars, August 2014)

“Testamentary Trusts in the Estate Plan” (Half Moon Seminars, August 2014)

“Generation Skipping Tax and Advanced Estate Planning” (Guest Lecturer, Bellarmine University Graduate Accounting Program, June 2014)

“Incorporation Process for Tax-Exempt Organizations” (National Business Institute, June 2014, June 2015)

“Trust Administration Before and After the Uniform Trust Code” (University of Louisville 17th Annual Estate Planning Institute (panel participant), May 2014)

“Tax and Asset Protection Planning Opportunities With Delaware Trusts” (Louisville Estate Planning Council (two-part presentation), October and November¬†2011) (Co-presenter)

“Optimizing an Estate Plan’s Tax Benefit by Lifetime Charitable Giving” (Bowling Green Estate Planning Council, September 2011)

“Top 10 Estate Planning Mistakes” (Kentucky Bar Association Annual Convention, Lexington, Kentucky, June 2011) (Co-presenter)

“The Best Ideas of 2011: Defined Value Formula Clauses” (Cincinnati Estate Planning Council, May 2011) (Co-presenter)

“The 2010 Tax Act: Opportunities for Advisors” (Louisville Bar Association, January 2011) (Co-presenter)

“Tax and Non-Tax Recent Developments of Interest to Estate Planners” (Hoosier Hills Estate Planning Council, Bloomington, Indiana, September 2010)

“Kentucky Fiduciary Law and Socially Responsible Investing” (Louisville Bar Association, July 2010) (Co-presenter)

“Recent Developments of Interest to Estate Planners” (37th Annual Midwest Estate, Tax & Business Planning Institute, Indiana Continuing Legal Education Forum, Indianapolis, June 2010)

“Buy-Sell Planning for Business Entities” (National Business Institute, June 2010)

“Corporate and LLC Organization and Operation” (National Business Institute, June 2010)

“S-Corporations: Organization, Operation, and Estate Planning Considerations” (National Business Institute, June 2010)

Assistant instructor (with Adjunct Professor Turney Berry) at Vanderbilt Law School for seminar “Representing the Family Business” (2007, 2008, 2009)

“Your Client Moved to Florida – Now What? Florida Issues for Kentucky Estate Planners” (Louisville Bar Association, December 2009)

“Recent Developments of Interest to Estate Planners” (20th Annual Estate and Business Planning Institute, Evansville Bar Association, November 2009)

“Transfer Tax Issues in Estate Administration” (National Business Institute, November 2009)

“Tax and Non-Tax Recent Developments of Interest to Estate Planners” (12th Annual Estate Planning Institute, University of Louisville-Brandeis School of Law, April 2009)

“Recent Developments of Interest to Estate Planners” (Louisville Bar Association, September 2008)

“Transfer Tax Considerations in Drafting an Effective Estate Plan” (National Business Institute, September 2008, September 2009)

“Evaluating Risks and Rewards of Testamentary and Revocable Trust Planning” (35th Annual Midwest/Midsouth Estate Planning Institute, University of Kentucky College of Law, July 2008) (Co-presenter)

“Trust Administration in Kentucky” (Lorman, May 2008)

“Planning for the Non-Taxable Estate” (National Business Institute, May 2008)

“Estate Planning Considerations in Corporate Liquidity Events” (Kentucky Bar Association – Corporate Counsel Section, April 2008) (Co-presenter)

“Non-Tax Aspects of Family Business Succession Planning” (Louisville Bar Association, September 2007) (Co-presenter)

“Considerations in Planning for Incapacity” (National Business Institute, March 2007, September 2009)

“An Introduction to the Use of Charitable Techniques in Estate Planning” (National Business Institute, March 2007)