• University of Kansas School of Law, J.D., 1988
o Juris Procedure, Top Paper Award, Wills and Trusts
• Wichita State University, M.B.A., Finance Emphasis, 1985
• Wichita State University, B.B.A., Finance, cum laude, 1982
• Kansas Supreme Court
• United States District Court, District of Kansas
• “Business Succession Planning for the Family Farm.” Ellis County Bar Association (Hays, KS), May, 2010
• “Donating Real Estate to Charity.” Community Foundation of Greater Butler County (Andover, KS), April 2010.
• “Choose to Plan.” Wells Fargo Advisors (Wichita, KS), February 2010.
• “Estate Planning With Art.” Wichita State University, Ulrich Museum of Art (Wichita, KS), December 2009.
• “Choose to Plan.” Retirement Planning Workshop, September 2009.
• “Estate Planning in the Current Recessionary Environment.” Financial Planning Association, May 2009.
• “Estate Planning In The Current Recession.” UBS Financial Services, Inc. (Wichita, KS), March 2009.
• “Choose to Plan.” Basic Investing and Financial Planning for Women (Wichita, KS), March 2009.
• “Guidance on Estate Tax Inclusion for Retained Interest Transfers.” Wichita Estate Planning Forum,
November 2008.
• “Estate Planning Update.” 58th Annual Kansas Tax Conference, November 2008.
• “Preserving Islamic Principles in Modern Trust Planning.” Islamic Society of Wichita,
December 2007.
• “Balancing the Charitable Giving Scale – Recent Developments in Planned Giving and Tax
Strategies.” William Newton Healthcare Foundation, November 2007.
• “Planned Giving for Donors.” Wichita State University Athletic Department, October 2007.
• “Planning for Business Succession.” National Association of Insurance and Financial
Advisors (NAIFA), October 2007.
• “Business Valuation: What Is It Worth and Why Is It Important?” Wichita Estate Planning
Council, March 2007.
• “Non-Resource Premium Financing and Life Settlement Agreements – Deal or No Deal?”
Wichita Estate Planning Forum, February 2007.
• “Asset Protection Planning.” Edward Jones, February 2007.
• “Estate Planning and Planned Giving Contributions.” Church of the Magdalen, November 2006.
• “Summary of Tax Cases and Rulings Affecting the Estate and Business Succession Planner.”
Kansas Bar Association Annual Meeting, June 2006.
• “Estate Planning in an Uncertain Tax Environment.” Wichita Estate Planning Forum,
November 2005.
• “Estate Planning Update: Tax Law Changes You Need to Know About.” Kansas Bar
Association Annual Meeting, June 2005.
• “Identifying Planning Pitfalls and Opportunities for the Client in a Second Marriage.”
Kansas Association of Insurance and Financial Advisors, May 2005.
• “The Battle Continues: Recent Cases Involving Family Limited Partnerships.” Kansas Bar
Association, Plaza Lights Institute, December 2004.
• “Estate Planning for Second Marriages (or Third... or Fourth).” Wichita Estate Planning
Council, March 2004.
• “Estate Planning for Second Marriages (or Third... or Fourth).” Kansas Bar Association
Slam Dunk Seminar, January 2004.
• “Choose to Plan – Selected Topics in Estate Planning.” Morgan Stanley Dean
Witter, November 2003.
• “Asset Protection Planning in Estate Planning.” Society of Financial Services Professionals,
Via Christi Hospital, November 2003.
• “Split-Dollar Life Insurance Planning after 2002 - Proposed Regulations.” Wichita
Estate Planning Forum Presentation, March 2003.
• “Estate Planning Practice Update.” Wichita Association of Insurance and Financial
Advisors Underwriters, Inc., February 2003.
• “Bear Market: Hidden Opportunity in Estate Planning.” Stifel Nicolaus, December 2002.
• “Choose to Plan - Selected Topics in Estate Planning.” Morgan Stanley Dean Witter,
October 2002.
• “Mediation of The Kansas Uniform Trust Code and The Guardianship and Conservatorship
Act.” Kansas Bar Association, October 2002.
• “Choose to Plan - Selected Topics in Estate Planning, Tax Benefits of Charitable Contribution
Planning.” Society of Financial Service Professionals, September 2002.
• “Choose to Plan - Selected Topics in Estate Planning, Tax Benefits of Charitable Contribution
Planning.” Legacy Community Foundation, September 2002.
• “Uniform Trust Code (S.B. 297) Overview of the Uniform Trust Code.” Kansas Bar Association
Annual Meeting, June 2002.
• “Choose to Plan - Selected Topics in Estate Planning, Growth and Tax Relief Under
Reconciliation Act of 2001.” New England Financial Seminar, February 2002.
• American Bar Association
o Section: Real Property, Probate and Trust
• Kansas Bar Association
o Section: Real Property, Probate and Trust (Executive Committee and Continuing Legal Education liaison coordinator)
o Outstanding Service Award for 2009
• Wichita Bar Association
• Wichita Estate Planning Forum
• Wichita Estate Planning Council, past director
• Super Lawyers and Best Lawyers Honoree
• Kansas Sports Hall of Fame, Board of Directors
• University of Kansas Alumni Association
• Wichita State University Alumni Association
• Wichita State University Barton School of Business, Dean’s Advisory Board
• Wichita State University Foundation Board of Directors, Secretary, National
o Advisory Council, and Giving Committee chairman
• Wichita State University Foundation Planned Giving Advisory Committee, member
and past chairman
• Wichita State University Shocker Athletic Scholarship Organization (SASO),
Board of Directors
• “Inside the Minds.” Chapter, Estate Planning Strategies, Summer 2009; Aspatore Books Trusts and Estates
Legal Series 2009
• “Estate Planning for the Second Marriage (or Third... or Fourth).” Journal of Taxation of
Investments (Summer 2007).
• Kansas Bar Association Real Estate, Probate & Trust Section Newsletter,
contributor (2003-present).
• “Probate Avoidance Devices.” Kansas Bar Association (April 2002).
• “Estate Planning with Highly Appreciated Stock.” Wichita Business Journal
(May 29, 1998). Joint two-part publication.
• “Form of Business Ownership is Critical Issue for Small Firms.” Wichita
Business Journal (July 28, 1995).
• “New Law Aims to Protect Surviving Spouses.” Wichita Business Journal
(Feb. 3, 1995).
• “Federal Estate, Gift and Generation-Skipping Tax.” Kansas Estate
Administration Handbook, Chapter 7.