- Asset Protection – The Importance of Planning. Wichita Estate Planning Council, May 2021.
- Additional Client Goal: Estate Planning. Edward Jones Financial Advisors Summit. Wichita, KS – March 2019.
- Stewardship & Planned Giving. Church of the Magdalen. Wichita, Kansas – March, April, June, October & November 2017.
- Planning in a Time of Uncertainty. TrueNorth. Wichita, KS – March 7, 2017.
- Planning in a Time of Uncertainty. Various YPO Groups. Wichita, KS – February 2017.
- New York Life Roundtable Event. Hinkle Law Firm. Wichita, KS – February 2017.
- Selected Topics in Estate Planning. Catholic Diocese. Wichita, KS – September 2016.
- Portability and Income Tax Basis Planning. New York Life. Wichita, KS – August 2016.
- Selected Topics in Estate Planning. Catholic Diocese. Wichita, KS – February 2016.
- Selected Topics in Estate Planning. NAIFA. Wichita, KS – April 2015.
- Asset Protection for Professionals. Morgan Stanley Smith Barney. Wichita, KS – January 2014
- End-of-Life Concerns & Considerations in Estate Planning. St. Thomas Aquinas Catholic Church Seminar for Wichita, KS – September 2012
- Business Succession Planning. Schreck Financial Group. Wichita, KS – September 2012 Recent Developments in Estate Planning. Western Kansas Planned Giving Council at Fort Hays State University – July 2012
- Estate Planning Considerations for Physicians. Via Christi Foundation. Wichita, KS – March 27 -29 2012
- Succession Planning. 8th Annual Insurance & Advisors Continuing Education meeting. KSU Foundation in Manhattan, KS. – February 2012
- Estate Planning Update. NAIFA-Wichita Continuing Education Session. Wichita, KS – October 2011.
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Changes in Estate Planning and Taxes. NAIFA-Wichita Continuing Education Session. Wichita, KS – March, 2011.
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Business Succession Planning for the Family Farm. Kansas Bar Association Ag Section CLE. Manhattan, KS – October 2010.
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Business Succession Planning for the Family Farm. National Association of Tax Professionals 17th Annual Meeting and Seminar. Wichita, KS – October 2010.
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This Old House: Remodeling Strategies for the QPRT. Wichita Estate Planning Forum. Wichita, KS – September 2010.
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Business Succession Planning for the Family Farm. Ellis County Bar Association. Hays, KS – May 2010.
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Donating Real Estate to Charity. Community Foundation of Greater Butler County. Andover, KS – April 2010.
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Choose to Plan. Wells Fargo Advisors. Wichita, KS – February 2010.
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Estate Planning With Art. Wichita State University, Ulrich Museum of Art. Wichita, KS – December 2009.
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Choose to Plan. Retirement Planning Workshop – September 2009.
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Estate Planning in the Current Recessionary Environment. Financial Planning Association – May 2009.
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Estate Planning In The Current Recession. UBS Financial Services, Inc. Wichita, KS – March 2009.
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Choose to Plan. Basic Investing and Financial Planning for Women. Wichita, KS – March 2009.
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Guidance on Estate Tax Inclusion for Retained Interest Transfers. Wichita Estate Planning Forum. Wichita, KS – November 2008.
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Estate Planning Update. 58th Annual Kansas Tax Conference – November 2008.
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Preserving Islamic Principles in Modern Trust Planning. Islamic Society of Wichita. Wichita, KS – December 2007.
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Balancing the Charitable Giving Scale – Recent Developments in Planned Giving and Tax Strategies. William Newton Healthcare Foundation – November 2007.
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Planned Giving for Donors. Wichita State University Athletic Department. Wichita, KS – October 2007.
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Planning for Business Succession. National Association of Insurance and Financial Advisors (NAIFA) – October 2007.
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Business Valuation: What Is It Worth and Why Is It Important? Wichita Estate Planning Council. Wichita, KS – March 2007.
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Non-Resource Premium Financing and Life Settlement Agreements – Deal or No Deal? Wichita Estate Planning Forum. Wichita, KS – February 2007.
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Asset Protection Planning. Edward Jones – February 2007.
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Estate Planning and Planned Giving Contributions. Church of the Magdalen. Wichita, KS – November 2006.
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Summary of Tax Cases and Rulings Affecting the Estate and Business Succession Planner. Kansas Bar Association Annual Meeting – June 2006.
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Estate Planning in an Uncertain Tax Environment. Wichita Estate Planning Forum. Wichita, KS – November 2005.
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Estate Planning Update: Tax Law Changes You Need to Know About. Kansas Bar Association Annual Meeting – June 2005.
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Identifying Planning Pitfalls and Opportunities for the Client in a Second Marriage. Kansas Association of Insurance and Financial Advisors – May 2005.
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The Battle Continues: Recent Cases Involving Family Limited Partnerships. Kansas Bar Association, Plaza Lights Institute. Kansas City, MO – December 2004.
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Estate Planning for Second Marriages (or Third… or Fourth). Wichita Estate Planning Council. Wichita, KS – March 2004.
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Estate Planning for Second Marriages (or Third… or Fourth). Kansas Bar Association Slam Dunk Seminar – January 2004.
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Choose to Plan – Selected Topics in Estate Planning. Morgan Stanley Dean Witter – November 2003.
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Asset Protection Planning in Estate Planning. Society of Financial Services Professionals, Via Christi Hospital. Wichita, KS – November 2003.
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Split-Dollar Life Insurance Planning after 2002 – Proposed Regulations. Wichita Estate Planning Forum Presentation. Wichita, KS – March 2003.
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Estate Planning Practice Update. Wichita Association of Insurance and Financial Advisors Underwriters, Inc. Wichita, KS – February 2003.
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Bear Market: Hidden Opportunity in Estate Planning. Stifel Nicolaus – December 2002.
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Choose to Plan – Selected Topics in Estate Planning. Morgan Stanley Dean Witter – October 2002.
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Mediation of The Kansas Uniform Trust Code and The Guardianship and Conservatorship Act. Kansas Bar Association – October 2002.
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Choose to Plan – Selected Topics in Estate Planning, Tax Benefits of Charitable Contribution Planning. Society of Financial Service Professionals – September 2002.
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Choose to Plan – Selected Topics in Estate Planning, Tax Benefits of Charitable Contribution Planning. Legacy Community Foundation – September 2002.
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Uniform Trust Code (S.B. 297) Overview of the Uniform Trust Code. Kansas Bar Association Annual Meeting – June 2002.
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Choose to Plan – Selected Topics in Estate Planning, Growth and Tax Relief Under Reconciliation Act of 2001. New England Financial Seminar – February 2002.