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