What’s New, What’s on the Horizon, and What Estate Planning Professionals Should Be Talking About with Their Clients in 2023 and Beyond, 2023 ISU Foundation Professional Advisor Conference
2022 Presentations
Advanced Tax-Sensitive Estate Planning Concepts for Rural Professionals, American Society of Farm Managers and Rural Appraisers
Basic Estate Planning Concepts Every Farm Manager & Rural Appraiser Should Know, American Society of Farm Managers and Rural Appraisers
Trusts and Estate Update: What’s New and Exciting in Estate Planning and Trust Administration for Iowans and Their Advisors, Planning for Success: Charitable Gift Strategy Seminar
Introduction to Estate Planning, Family Caregivers Center of Mercy
2021 Presentations
Planning During Times of Uncertainty, ISBA 2021 Bloethe Tax School
Planning During Times of Uncertainty, ISBA Probate and Estate Seminar
Life Insurance and Retirement Benefits, Client Webinar
What Should Attorneys Be Doing Now to Prepare for Potential Federal Tax Law Changes?, Client Webinar
Estate Planning During Times of Uncertainty, Iowa State Bar Association and the Cedar Rapids Area Estate Planning Council
Estate Planning with Discounts, Heart of America Fellows Institute of the American College of Trust and Estate Counsel (St. Louis)
Estate and Income Tax Issues and Planning, Acumen
GRATs, Grantor Trusts and Similar Techniques, American College of Trust and Estate Counsel
Introduction to Estate Planning, Family Caregivers Center of Mercy
2020 Presentations
Tax Plans of Presidential Candidates, Cedar Rapids Area Estate Planning Council Virtual Presentation
Remote Online Notary, Iowa State Bar Association and Iowa Academy of Trust and Estate Counsel Webinar
Trust Revitalization Provisions, “Planning for Success” event sponsored by Greater Cedar Rapids Community Foundation and others (Cedar Rapids, IA)
The Secure Act, Iowa Academy of Trust and Estate Counsel Webinar
2019 Presentations
Philanthropy in Iowa in 2019: Challenges and Opportunities, Iowa Academy of Trust and Estate Counsel Annual Meeting (Des Moines, IA)
The Disposition Directive and How Iowa’s Laws Affect the Deceased and Their Family at the Time of Death, Hospite – A Respite for Professional Hospice Caregivers (Cedar Rapids, IA)
Avoiding and Resolving Disputes Involving Family Farm Estates and Businesses, Professional Advisor Continuing Education Conference hosted by the Iowa State University Foundation Office of Gift Planning (Ames, IA)
How Planned Giving and Development Professionals Are Perceived by Affiliated Estate Planning Professionals: Data from Iowa and the Big 12 Region, American College of Trust and Estate Counsel (Ames, IA)
Understanding Options to Help Your Clients Accomplish the Charitable Legacy That Meets Their Goals, Professional Advisor Charitable Continuing Education Series (Cedar Falls, IA)
Importance of Advanced Directives, National Healthcare Decision Day, Mercy Hospital (Cedar Rapids, IA)
2018 Presentations
Grantor Retained Annuity Trusts (GRATs), Installment Sales to “Intentionally Defective” Grantor Trusts, Charitable Lead Annuity Trusts (CLATs), and Qualified Personal Residence Trusts (“QPRTs”), American College of Trust and Estate Counsel’s Heart of America Fellows Institute (Kansas City, MO)
The New Tax Law and How It Relates to Estate Planning in Iowa, Tenth Annual Professional Advisor Continuing Education Conference hosted by the Iowa State University Foundation Office of Gift Planning (Ames, IA)
How the New Tax Laws Will Influence Estate Planning, Blue Ribbon Panel, Iowa State Bar Association Tax Law Update Seminar f/k/a Spring Tax School (Des Moines, IA)
Co-Chair and Panelist at the U of I Fall Probate CLE, University of Iowa College of Law (Iowa City, IA)
Hot Topics in Tax-Sensitive Estate Planning, Cedar Rapids Estate Planning Council (Cedar Rapids, IA)
Philanthropy in Iowa in 2018: Challenges and Opportunities, Eastern Iowa Planned Giving Council (Swisher, IA)
Moderator, Judicial Panel on Attorney Ethics, Wells Fargo Private Bank Trusts, Estates, and Wealth Management Seminar (Cedar Rapids, IA)
2017 Presentations
Succession Planning for Farmers and Farm Owners, The American Society of Farm Managers and Rural Appraisers Annual Meeting (Savannah, GA)
Estate Planning and Business Succession Planning for Farm Owners, The Chicago Farmers Annual Meeting (Federal Reserve Bank of Chicago, Chicago, IL)
Estate Planning for High Net Worth Families, Ninth Annual Professional Advisor Continuing Education Conference hosted by the Iowa State University Foundation Office of Gift Planning (Ames, IA)
Basic Concepts for Farm Managers About Estate Planning in Iowa, The Iowa Chapter of the American Society of Farm Managers and Rural Appraisers (Ames, IA)
Top 10 Charitable Planning Ideas, “Planning for Success” event sponsored by Johnson County Community Foundation and others (Coralville, IA)
Top 10 Charitable Planning Ideas, “Planning for Success” event sponsored by Greater Cedar Rapids Community Foundation and others (Coralville, IA) Estate Planning Hot Topics Panel, Cedar Rapids Estate Planning Council (Cedar Rapids, IA)
2016 Presentations
Tax and Non-Tax Issues Related to Estate Planning for Farm Owners, Hertz Farm Management (various locations including Palm Desert, CA; Phoenix, AZ; Scottsdale, AZ; Tucson, AZ; Orlando, FL; Sarasota, FL; and Fort Myers, FL)
The New Proposed Regulations Under Internal Revenue Code Section 2704, Iowa Academy of Trust and Estate Counsel (statewide webinar)
Iowa-Specific Laws Relevant to Charitable Planning, Mid Iowa Planned Giving Council Annual Fall Conference (Ankeny, IA)
Estate Planning for Farm Families and Implications of Proposed 2704 Regulations, University of Iowa Law School’s Annual Probate and Trust Seminar (Iowa City, IA)
Permanent Land Protection (Conservation Easements, Estate Gifts, and Other Strategies), Iowa Natural Heritage Foundation’s Conservation Legacy Opportunities Seminar (Des Moines, IA)
New Proposed Regulations Under Section 2704 and Implications for Valuation Discounts in Estate Planning, Planning for the Best Seminar (co-sponsored by University of Iowa Foundation and Johnson County Community Foundation with additional co-sponsors RSM and SPMB) (Iowa City, IA)
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