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, Georgia)

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, Iowa)

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 at the Planning For Success Event

  •  “Planning for Success” event sponsored by Johnson County Community Foundation and others (Coralville, Iowa)

Top 10 Charitable Planning Ideas at the Planning For Success Event

  • “Planning for Success” event sponsored by Greater Cedar Rapids Community Foundation and others (Coralville, Iowa)

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)

2015 PRESENTATIONS

Can a Trust be Changed or Fixed After the Fact? Amendment Powers, Decanting, and other Strategies

  • Planning for the Best Seminar

Fixing Broken Trusts and Drafting Flexibility into New Trusts: What Can We Do without Decanting Statute?

  • MidWestOne CLE

Fixing Broken Trusts

  • Cedar Rapids Area Estate Planning Council

Leaving the Farm or the Business to the Next Generation: Tips for Minimizing Income Taxes, Estate Taxes and Family Fights

  • Professional Advisor Conference, Iowa State University

Decanting - What Can Be Done Absent an Enabling Statute?

  • Iowa State Bar Association Annual Meeting

Hertz Farm Management Presentations

  • July, Iowa & Illinois; October, Texas

2014 PRESENTATIONS

Ethical Issues in Charitable Gifting and Estate Planning

  • Iowa Trust Association 2014 Annual Convention

Avoiding Ethical and Liability Pitfalls: Recent Developments Impacting Estate Planning Advisors and Their Clients

  • 2014 Professional Advisor Conference

Ingram Case - Duties Attorney, Unauthorized Practice of Law

  • Cedar Rapids Estate Planning Council

Decanting: It Shouldn't be Limited to Vintners

  • Iowa State Bar Association Annual Meeting

Elder Abuse / Power of Attorney Act / Ingram Decision / Unauthorized Practice of Law

  • Iowa Trust Association Fall Meeting

Ethics in Estate Planning: What is the Difference Between an Estate Planning Lawyer and a Non-Lawyer Estate Planner, and Why Does it Matter?

  • IPTV

The Ever-Changing American Family: Implications for Planning Posed by Evolving Definitions of Marriage, Parentage, and Family

  • IPTV

Blended and Non-Traditional Family Planning

  • Financial Planning Association of Iowa (Des Moines, IA)

Hertz Farm Management Presentation

  • Orlando, FL

Successfully Planning an Estate or Trust

  • Hawkeye's Money Smart Ag Conference

2013 PRESENTATIONS

Estate Planning for Married Couples in Iowa

  •  Iowa State Bar Association, Tax Section

Tax-Sensitive Estate Planning in 2013, With an Emphasis on Charitable Giving Strategies

  • Mercy Hospital

Charitable Giving Strategies in 2013: Helping Donors Get the Maximum Match From the Government When They Give

  • Northeast Iowa Community Foundation

Tax-Sensitive Estate Planning in 2013, With an Emphasis on Charitable Giving Strategies

  • Quad Cities Estate Planning Council

Premarital Agreements, Post-marital Agreements, and the Elective Share

  • Iowa Associate for Justice

Charitable Giving Strategies and Tax Incentives Every School and School FoundationShould Know: Helping Your Donors Get a Match From the Government When They Give hosted by Iowa School Board Association Conservation Easements and Land Preservation in the Midwest

  • University of Iowa Law School

The Ever-Changing American Family: Implications for Planning Posed by Evolving Definitions of Marriage, Parentage and Family

  • Iowa State Bar Association

The Aging Population and Effective Representation of Older Clients

  • Health Law & Policy Resource Center, University of Iowa College of Law

Estate and Business Succession Concepts for Farmers and Farm Owners

  • Iowa Farm Business Association

Current Estate Planning Issues

  • Iowa Trust Association

2012 PRESENTATIONS

University of Iowa Law School Fall Probate CLE, Chair

The Uniform Prudent Investor Act and the Duty to Diversify: The Devil is in the Details

  • Webinar for US Bank Community Trust Officers in 60+ locations across 18+ states

Estate Planning in Uncertain Times: Back to the Future, with Darrel Morf

  • Mercy Medical Center Foundation

Advising, Accounting and Ethical considerations for your Nonprofit, Panel Member

  • AFP Eastern Iowa, a chapter of the Association of Fundraising Professionals

Hertz Farm Management Presentations

  • Orlando FL, Sarasota FL, Fort Myers FL, Palm Springs CA, Phoenix AZ, Tucson AZ, Mesa AZ

2011 PRESENTATIONS

Planning For the Best Seminar, Chair

Iowa State Bar Association Fall Probate Seminar, Panel on Teamwork

  • Eastern Iowa Planned Giving Center

United States Supreme Court - Petitioning For Writ Of Certiorari

  • Iowa City Corporate Counsel

Planning in the Wake of the 2010 Tax Legislation: Navigating the Planning Storm with only Two Years of Visibility

  • Tri-State Estate Planning Council (Dubuque, IA)

Estate Planning after the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, Panel Discussion

  • Iowa State Bar Association Convention, Spring 2011

Inherited Wealth: How do I Empower my Children Rather than Corrupt their Initiative: Drafting and Administrating Trusts without Trust-Babies

  • Webinar Series

Practical Strategies for Drafting and Estate Planning in 2011

  • For US Bank Community Trust Officers in 60+ locations across 18+ states

Planning in the Wake of the 2010 Tax Legislation: Navigating the Planning Storm with only Two Years of Visibility, Society of Financial Planning Professionals

  • Elmcrest Country Club (Cedar Rapids, IA)

Update on 2010 Estate Tax Legislation

  • Seminar for Estate Planning Professionals Sponsored by the Burlington YMCA

Advanced Care Planning - More than Healthcare Powers of Attorney and Living Wills, ACTEC Blue Ribbon Panel

  • Spring Tax Institute 2011

Planning for the Modern Family; Challenges Posed by Changing Social Norms and Evolving Reproductive Technologies, with US Bank Business Succession Planning

  • Iowa Small Business Development Centers (Emmetsburg, IA)

Business Succession Planning

  • Iowa Small Business Development Centers (Cedar Rapids, IA)

Valuation Issues in Planning: Wielding the Two-Edged Sword of Valuation-Based Planning Without Cutting Yourself

  • Webinar Series

Practical Strategies for Drafting and Estate Planning in 2011

  • For US Bank Community Trust Officers in 60+ locations across 18+ states

Panel on Aging and Incapacitation Issues

  • Cedar Rapids Area Estate Planning Council

Conservation Easements and Legal Strategies for Private Philanthropy Involving Land Preservation

  • Cultural Property Class - University of Iowa School of Law

Practical Strategies for Drafting and Estate Planning in 2011

  • Webinar Series

Practical Strategies for Drafting and Estate Planning in 2011

  • For US Bank Community Trust Officers in 60+ locations across 18+ states

Estate Planning in Light of the New Tax Law

  • Black Hawk County Estate Planning Council

Tax and Non-Tax Estate Planning Considerations for Farmers in 2011 and Beyond: As You Sow, So Shall You Reap. Sponsored by Hertz Farm Management

Hertz Farm Management Presentations

  • Dallas, TX & Houston, TX