Funding Formula Devises and Distributions
February 2012: CBA-CLE
Generation Skipping Transfers: A Basic Overview
April 2011: University of Colorado School of Law – Guest Lecture in Estate Planning
Tax Relief Act of 2010 - GST Implications
April 2011: Boulder County Estate Planning Council
January 2011: CLE in Colorado, Inc.
GST Havoc
November 2010: CLE in Colorado, Inc.
Introduction To The Marital Deduction: Planning To Minimize Estate Taxes
April 2010: CLE in Colorado, Inc.
Impact of the Temporary “Repeal:” What Do We Do Now?
April 2010: CLE in Colorado, Inc.
10 Tips for Planning for Death and Disability
May 2010: First Lutheran Church
December 2009: PEO
Asset Protection for the Common Man: The Colorado Perspective
November 2009: CLE in Colorado, Inc.
Advising GST Trust Beneficiaries
May 2009: Estate Planning Council of Southeast Denver, Inc.
February 2009: Boulder County Estate Planning Council
Marital Deduction Planning: Beyond the Basics
December 2008: Colorado Society of C.P.A.s
November 2008: CLE in Colorado, Inc.
GST Trusts Reach Adulthood: Advising the GST Trust Beneficiary
June 2008: Colorado Bar Association Trust & Estate Section Estate Planning Retreat, Santa Fe, NM
March 2008: Boulder County Bar Association
Introduction To The Marital Deduction: Planning To Minimize Estate Taxes
February 2008: CLE in Colorado, Inc.
March 2006: CLE in Colorado, Inc.
March 2004: CLE in Colorado, Inc.
April 2002: CLE in Colorado, Inc.
March 2000: CLE in Colorado, Inc.
April 1998: CLE in Colorado, Inc.
Hot Topics in Estate Planning
August 2006: Boulder County Estate Planning Council
February 2006: Larimer County Estate Planning Council
Family Financial Planning Seminar
May 2006: Imagine! Foundation, Longmont, CO
Post-Mortem Planning in a Post-EGTRRA World
October 2004: Boulder County Bar Association CLE
June 2004: Colorado Bar Association Trust & Estate Section Estate Planning Retreat, Santa Fe, NM
co-presented with Jennifer M. Spitz
Hot Topics in Colorado Law: Estate Planning Update
November 2003: Colorado Bar Association CLE
Funding Formula Devises and Distributions
November 2003: Colorado Bar Association CLE
Formula Clauses – Drafting and Administration
November 2002: Boulder County Bar Association CLE
Whither The Death Tax?
February 2002: Boulder County Estate Planning Council
November 2001: El Paso County Bar Association Probate Breakfast CLE
September 2001: Boulder County Bar Association CLE
Recent Tax Developments
January 2002: Twin Peaks Rotary Club, Longmont, CO
Recent Developments in Colorado Law
October 2001: Centennial Estate Planning Council
General Session: Statutory and Case Law Update
June 2001: Colorado Bar Association Trust & Estate Section Estate Planning Retreat
Fools Rush In – What You Don’t Know (About Trusts, Estates And Taxes) Can Hurt You!
September 2000: Colorado Bar Association Annual Convention Round Table Discussion, Keystone, CO
The Perilous Federal Gift Tax Return
January 2000: Boulder County Bar Association
Lifetime Gifting Meets The Generation-Skipping Transfer Tax
April 1998: Boulder County Estate Planning Council
March 1998: Boulder County Bar Association
Family Owned Business Exclusion—The New §2033A
October 1997: Boulder County Estate Planning Council
Post-Mortem Planning for the Surviving Spouse
June 1991: Colorado Bar Association Trust & Estate Section Estate Planning Retreat, Taos, NM