|
DATE GIVEN
|
NAME
|
GIVEN TO/SPONSOR
|
|
3/17/08
|
Premarital Agreements & 2nd Marriages
|
Cedar Rapids Estate Planning Council
|
|
1/15/08
|
Business Success Planning |
Cedar Rapids Chamber of Commerce |
|
12/14/07
|
Planning and Drafting Strategies for Premarital Agreements |
Cedar Rapids Estate Planning Council |
|
12/04/07
|
Business Succession Planning |
Young President's Club |
|
10/12/07
|
Planning and Drafting Strategies for Premarital Agreements
|
Iowa Law School fall Probate CLE
|
|
10/3/07
|
Nuts & Bolts of Estate Planning
|
Iowa Bar Association: Nuts & Bolts Seminar
|
|
6/27/07
|
Estate Planning (for married couples)
|
Aegon (agent training)
|
|
4/24/07
|
Estate Planning – One Size Does Not Fit All
|
Mercy Medical Center
|
|
4/19/07
|
Planning and Drafting Strategies for Prenuptial Agreement
|
Iowa Trial Lawyer Association Family Law Seminar
|
|
2/15/07
|
Business Succession Planning
|
Iowa Small Business Development Centers
|
|
9/7/06
|
The 8 Greatest Estate Planning Techniques in Iowa
|
Lorman
|
|
5/31/06
|
Conservation Easements
|
Drake Law School
|
|
5/24/06
|
Fiduciary Duties for Trustees Under Iowa Law
|
Hills Bank
|
|
5/2006
|
Spring Tax Institute (Speaker & Chair)
|
U of I Law School & Iowa Bar Assoc.
|
|
5/2006
|
Objective Based Estate Planning – Keeping your Eye on the Ball
|
Xavier Foundation
|
|
4/2006
|
Fiduciaries Duties of Nonprofit Organization
|
Board of Directors - GCRCF
|
|
3/2006
|
Current Issues Involving Probate in Iowa
|
ISBA Law over Lunch
|
|
10/20/05
|
Recent Tax Developments in Charitable Giving
|
Luther College
|
|
10/14/05
|
Ethics in Estate Planning – Confidentiality and Conflicts of Interest in Estate Planning
|
Iowa State Bar Association – Probate & Trust Law Section
|
|
9/30/05
|
Current Topics in Estate Planning
|
University of Iowa Foundation
|
|
9/16/05
|
Half-way to Nowhere: Four Years After EGTRRA and Four Years Before Estate Tax “Repeal”: How Should we be Planning Estates
|
University of Iowa Law School
CLE
|
|
6/10/05
|
Estate Planning Objectives and Strategies: An Introduction
|
University of Iowa Alumni
|
|
5/11/05
|
Overview of Disputes Regarding Estate Planning Documents and How to Avoid Them
|
Iowa State Bar Association – Law Over Lunch
|
|
10/22/04
|
Overview of Disputes Regarding Estate Planning Documents and How to Avoid Them
|
Iowa State Bar Association – Nuts & Bolts, Iowa City
|
|
10/8/04
|
Overview of Disputes Regarding Estate Planning Documents and How to Avoid Them
|
Iowa State Bar Association – Nuts & Bolts, Drake Law School
|
|
Spring & Summer 2004
|
Asset Protection Strategies for Medical Professionals
|
Multiple Physician Groups
|
|
05/06-05/07/04
|
Overview of Disputes Regarding Estate Planning Documents and How to Avoid Them
|
Iowa State Bar Association – Bridge the Gap Seminar
|
|
10/24/03
|
Making Low-Interest Lemonade – Advanced Estate Planning Techniques that Work Well in a Low Interest Rate Environment: GRATs, Sales to Defective Trusts, and Charitable Lead Trusts
|
University of Iowa Continuing Legal Education
|
|
10/16/03
|
Ethics – Confidentiality and Conflicts of Interest in Estate Planning: The Proposed Iowa Rules of Professional Conduct and the ACTEC Commentaries
|
Iowa Trust Association
|
|
10/7/03
|
Roundtable on Wills, Trusts, and Estate Planning
|
American Cancer Society
|
|
6/19/03
|
Medicaid & Long Term Care Insurance
|
American Express Financial Seminar
|
|
5/19/03
|
Part I – Alternatives for Retaining Control Over One’s Charitable Legacy: Private Foundations, Supporting Organizations and Donor-Advised Funds
Part II – The Stewardship of Estate Planning in the New Millennium
Part III – Ethics: Confidentiality and Conflicts of Interest in Estate Planning: The Proposed Iowa Rules of Professional Conduct and the ACTEC Commentaries
|
The Kirkwood Foundation
|
|
3/25/03
|
Making Low-Interest Lemonade – Advanced Estate Planning Techniques that Work Well in a Low Interest Rate Environment
|
Society of Financial Services Professionals
|
|
4/16/03
|
Estate Planning in the New Millennium – A Moving and Elusive Target
|
Mercy Medical Center Foundation
|
|
5/3/03
|
Ethics – Confidentiality and Conflicts of Interest in Estate Planning: The Proposed Iowa Rules of Professional Conduct and the ACTEC Commentaries
|
University of Iowa Spring Tax School
|
|
2002
|
Ethics – Confidentiality and Conflicts of Interest in Estate Planning: The Proposed Iowa Rules of Professional Conduct and the ACTEC Commentaries
|
Linn Law Club
|
|
2001
|
Principal and Income Act
|
Iowa Trust Association
|
