Estate Planning is Going International. . . Are You Ready? – American College of Trust and Estate Counsel, 2016 Southeast Regional Meeting November 2016 | Speaking Engagements | Atlanta, Georgia
Going Global: The Complex World of International Estate Planning – Wilmington Trust’s Sixth Annual Trust & Estate Symposium – Florida CLEOctober 2016 | Speaking Engagements | Palm Beach Gardens, Florida
We’re Not in Kansas (or Georgia) Anymore! U.S. Estate Planning for Foreign Clients and Assets – The Georgia Society of CPAs Annual Estate Planning ConferenceJuly 2015 | Speaking Engagements | Greensboro, Georgia
Avoiding Controversy in Family Philanthropy - Fiduciary Law Institute - ICLE July 2015 | Speaking Engagements | St. Simons, Georgia
Navigating the Murky Waters: Ethical Considerations in Family Representations - Estate Planning Institute - ICLEFebruary 2015 | Speaking Engagements | Athens, Georgia
Families and Philanthropy – Georgia Planned Giving Council August 2014 | Speaking Engagements | Atlanta, Georgia
Multigenerational Family Representations: The Pitfalls and Practicalities - Fiduciary Law Institute - ICLE July 2012 | Speaking Engagements | St. Simons, Georgia
Into the Looking Glass: The Complexities of Multiple Representations in a Family Context - Fiduciary Law Institute - ICLE July 2010 | Speaking Engagements | St. Simons, Georgia
Handing Over the Keys... Business Succession Planning Challenges and Solutions - Georgia Federal Tax Conference June 2010 | Speaking Engagements | Atlanta, Georgia
Longer Lives and Greater Wealth: Solutions to the Gifting DilemmaOctober 2008 | Articles | Estate Planning
The Do's and Don'ts of Planning with Real Estate - Estate Planning Institute - ICLEFebruary 2005 | Speaking Engagements | Athens, Georgia
Estate Planning (and Investing) Through Turbulence and Uncertainty - Fiduciary Law Institute - ICLEJuly 2003 | Speaking Engagements | St. Simons, Georgia
Estate Planning Strategies for Clients Who Wait Until the Last Minute October 2001 | Articles | Estate Planning
Estate Planning with Electing Small Business Trusts March/April 1997 | Articles | Taxation for Lawyers
An Overview of Charitable Planning Techniques - Estate Planning Institute – ICLE February 1995 | Speaking Engagements | Athens, Georgia
GST Planning: A Nuts and Bolts Approach - Estate Planning Institute – ICLE February 1995 | Speaking Engagements | Athens, Georgia