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Checklist of Estate Planning Issues for Non-Married Couples, Anchorage Estate Planning Council, October 26, 2009
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Estate Planning for Retirement Benefits and other Really Sexy Topics You were Afraid to Ask About; Alaska Society of CPAs, February 20,2008, Anchorage
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Estate Planning for Disabled Family Members: Third Party Trust Planning; Alaska Bar Association, February 20-23, 2007, Juneau, Anchorage and Fairbanks
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Asset Protection Planning Options In Alaska, Alaska Society of CPA’s, November 20, 2002, Anchorage
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Asset Protection Planning Options In Alaska, Alaska Real Estate Agent’s Continuing Education Program, October 21, 2002, Anchorage
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Alaska Society of Independent Accountants, Estate Planning in the 21st Century, September 22, 2001, Anchorage
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Anchorage Estate Planning Council, Alaska Community Property: Now that We have it, is it Working?, October 30, 2000, Anchorage
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Alaska State Association of Life Underwriters, Alaska’s Community Property Law, May 13,
1999 (1.0 CE units)
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Alaska Society of CPA, Alaska’s Community Property Law, January 22, 1999
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35th Annual Hawaii Tax Institute, Estate Planning Considerations Using Domestic Asset Protection Trusts: Will the Alaska Law Really Work?, October 27, 1998
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Alaska Society of CLU and CFC, The Alaska Trust Act and Community Property Act, September 25, 1998
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Alaska Bar Association CLE, The Alaska Community Property Act, (Moderator), August 4, 1998
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Alaska Bar Association CLE, Limited Liability Vehicles – Changes to the S Corporation Regulations, October 9, 1997
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Alaska Planned Giving Council, Charitable and Estate Planning Techniques, April 16, 1997
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ALL-ABA Estate Planning Techniques, Faculty Member and Presenter on “Ethics in Estate Planning,” and “Alaska’s New Probate Code -- AS 13.12,” Anchorage, Alaska, August 23-24, 1996
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Alaska Society of Certified Public Accountants, The AICPA: Getting the IRS Off Your Client’s Back (8.0 CE units), Anchorage and Fairbanks, September/October 1995
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Alaska Bar Association CLE, Limited Liability Companies AS 10.50, April 19, 1995
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Alaska Society of Certified Public Accountants CE Program, Estate Planning In the Real World: a Practical Analysis of the Issues and Planning Available for Your Clients, January 11, 1995
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Southern Alaska Life Underwriters, Analysis of Case Study, November, 1994
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Alaska Bar Association CLE (moderator), Basic Estate Planning, Probate & Guardianship, October 18, 1994
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Internal Revenue Service (ADO), Collection Officers Annual CE Program, Collection Issues from the Attorney’s Perspective, March 1994
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Anchorage Estate Planning Council, Foreign Trusts - Protection of Assets & Estate Planning Issues, February 28, 1994
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Price Waterhouse’s Annual CE Program, Accountant Liability Issues, January 25, 1993
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University of Alaska Anchorage, Benefits Class/Seminar, Estate Planning and the Need for a Will, November 11, 1993
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Anchorage Bar Association Annual Meeting, Year End Tax Planning Issues, November 9, 1992
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Alaska Society of Women Accountants CE Program, The Estate Planning and the Generation Skipping Transfer Tax, February 10, 1992
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Anchorage Bar Association Annual Meeting, Year End Tax Planning Issues, November 11, 1991
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Certified Life Underwriters Group, Analysis of Case Study, June 5, 1991
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Anchorage Bar Association Annual Meeting, Year End Tax Planning Issues, November 14,
1990
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Anchorage Estate Planning Council, The Use of Family Limited Partnerships and
Corporations in Estate Planning, February 26, 1990
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Alaska Pacific University (guest lecturer), Partnership Taxation, Anchorage, November 6,
1989
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Alaska Pacific University (adjunct professor), Employee Benefits and Business Law, Fall 1988
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Alaska Bar Association CLE, Understanding Business Organizations in Alaska, Anchorage,
April 25, 1986
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Probate/Estate Planning News, "Valuation of Art and Collectibles," Vol. 3, Issue 1, August 1990.
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