2017 Presentations

  • "Basics of Guardianship and Conservatorships," ARC of East Central Iowa, 11/6/17
  • “Estate Planning,” Friends of India, 10/1/17

2016 Presentations

  • "Estate Planning Issues for Family Law Attorneys," Linn County Family Law Committee, 3/3/16
  • "Estate and Business Succession Planning for Farmers,” Farm Bureau Financial Services, 2/25/16

2015 Presentations

  • "Special Needs Planning & Medicaid," U of I Athletic Club, 7/30/15
  • "Special Needs Planning presented to Aging Services," Milestones, 6/25/15
  • "International Tax Issues," International Traders, Cedar Rapids, IA, 2/26/15

2014 Presentations

  • "Basic Estate Planning," Kiwanis of Hiawatha, 7/15/14
  • "Basic Estate Planning," Transamerica, 5/21/14

2013 Presentations

  • “Pledging Assets in a Revocable Trust," Webinar, 7/23/13
  • “Myers and Frye, Oh My!” Case Law Update, Iowa State Bar Association Annual Meeting, 6/20/13

2012 Presentations

  • “Medicaid Eligibility and Estate Planning: the Good, the Bad, and the Ugly," University of Iowa College of Law, Probate and Trust Law CLE, 9/28/12
  • "Estate Planning and Wealth Management," Guest Lecturer, University of Iowa MBA Program, 11/1/12
  • “Estate Planning for the Small Business Owner," Annual Meeting of the Iowa Water Well Association, 1/26/12

2010 Presentation

  • "Nuts & Bolts of Estate Planning," presented to the 2010 Nuts & Bolts ISBA CLE, 10/11/10

2009 Presentations

  • "Nuts & Bolts of Estate Planning," presented to the 2009 Nuts & Bolts ISBA CLE, 10/19/09
  • University of Iowa College of Law, Probate and Trust Law CLE, 10/9/09
  • “Oddities and Challenges in Probate Law,” National Business Institute, 6/30/09
  • “Special Needs Trusts,” hosted by Guaranty Bank & Trust Company, 5/12/09