14th Annual Internal Revenue Service Working Together Symposium, November 2008
Seattle Estate Planning Council 53rd Estate Planning Seminar, November 2008
Oregon Society of CPAs Northwest Tax Institute, October 2008
Southern California Tax and Estate Planning Forum, October 2008
Montana Tax Institute, October 2008
University of Oregon School of Law, September 2008
Community Foundation of Sarasota County, September 2008
Philadelphia Estate Planning Council, September 2008
Santa Clara University School of Law Jerry A. Kasner Estate Planning Symposium, September 2008
Washington Attorney-CPA Tax Clinic, September 2008
Tulane Tax Institute, September 2008
ALI-ABA Estate Planning for the Closely-Held Business Owner, July 2008
American Association of Law Libraries Annual Meeting, July 2008
Estate Planning Council of Delaware, June 2008
ALI-ABA Estate Planning in Depth, June 2008
UCLA Estate Planning Institute, May 2008
West Virginia Bankers Association Financial and Estate Planning Seminar, May 2008
Washington Bankers Association Northwest Trust Conference, April 2008
U. of Miami 42nd Annual Heckerling Institute on Estate Planning, January 2008
Southern Arizona Estate Planners Day, January 2008
"2007 Federal Tax Update," Rocky Mountain Tax Refresher (Dec. 2007)
Washington Women in Tax, November 2007
"Income Tax Aspects of Family Limited Partnerships," Washington Women in Tax (Nov. 2007)
13th Annual Internal Revenue Service Working Together Symposium (Nov. 2007)
Maryland Association of CPAs Advanced Tax Institute (Nov. 2007)
Washington State Bar Association CLE (Nov. 2007)
A Hitchhiker's Guide to International Estate Planning," Southern California Tax and Estate Planning Forum (Oct. 2007)
Fargo Estate Planning Council (Oct. 2007)
Montana Tax Institute (Oct. 2007)
Washington Society of CPAs Northwest Tax Institute (Oct. 2007)
"Impact of Entity Form on the Estate Plan," Notre Dame Tax and Estate Planning Institute (Oct. 2007)
"Recent Developments in Estate Planning," Seattle Estate Planning Council 52nd Estate Planning Seminar (Oct. 2007)
Idaho State Bar Association (Sept. 2007).
Community Foundation of Sarasota County Distinguished Speaker Series, August 2007
"Important Developments in the Bill of Rights: What Elementary and Secondary Educators Should Know," We the People Summer Institute (Aug. 2007)
"The Seven Habits of Highly Effective Grantor Trusts," Community Foundation of Sarasota County Distinguished Speaker Series (Aug. 2007)
ALI-ABA Estate Planning for the Closely-Held Business Owner (July 2007)
American Institute on Federal Taxation, June 2007
American Institute on Federal Taxation (June 2007)
"Overview of Federal Wealth Transfer Taxation," ALI-ABA Estate Planning in Depth (June 2007)
"Income Tax of Gifts, Trusts, Estates, and Beneficiaries," ALI-ABA Estate Planning in Depth (June 2007)
26th Annual Kansas City Estate Planning Symposium (May 2007)
University of Richmond Law School 35th Annual Estate Planning Conference (May 2007)
"Death is Just a Permanent Change of Address: Post-Mortem Tax Planning," Estate Planning Council of North-Central Washington (May 2007)
"A Guide to New Tax Legislation and Other Recent Developments" (Alameda County (CA) Bar Association Trusts & Estates Section Annual Luncheon (Nov. 2006).
"2006 Federal Tax Update," Rocky Mountain Tax Institute (Dec. 2006); Maryland Association of CPAs Advanced Tax Institute (Nov. 2006); Montana Tax Institute (Oct. 2006); Washington Society of CPAs Northwest Tax Institute (Oct. 2006).
"Ethics and Public Service," Washington Attorney General Conference (Sept. 2006).
"Qualified Personal Residence Trusts," Washington State Bar Association (Sept. 2006).
"Recent Developments in Establishment Clause and Other Bill of Rights Cases," We the People Summer Institute (August 2006).
"Overview of Wealth Transfer TAxation," ALI-ABA Estate Planning in Depth, Madison, WI (June 2006).
"Grantors are from Mars, Grantor Trusts are from Venus," University of Miami 40th Annual Heckerling Institution on Estate Planning (January 2006).
"Ich Glueckspilz...! What to Do When Your Clients Inherit Foreign Property or Become Beneficiaries of Foreign Trusts (with M. Read Moore), University of Miami 40th Annual Heckerling Institute on Estate Planning (January 2006).
"The Seven Habits of Highly Effective Grantor Trusts, Southern California Tax and Estate Planning Forum (Oct. 2006); Monroe County (NY) Bar Association (Oct. 2006); Central Arizona Estate Planning Council (Oct. 2006); Santa Clara University School of Law, Jerry A. Kasner Estate Planning Symposium (Oct. 2006); Gonzaga Law School (Sept. 2006); ALI-ABA Estate Planning in Depth (June 2006); Washington State Bar Association Real Property, Probate & Trust Section Midyear Meeting (June 2006); J. Nelson Young Tax Institute (April 2006); Estate Planning Council of North-Central Washington (March 2006); U. of Miami 40th Annual Heckerling Institute of Estate Planning (Jan. 2006).
2005 Estate and Gift Tax Update, LearnLive Technologies Webcast (Oct. 2005).
2005 Federal Tax Update, Rocky Mountain Institute (Dec. 2005); LearnLive Technologies Webcast (Nov. 2005); Montana Tax Institute (Oct. 2005); Oregon Society of CPAs Northwest Tax Institute (Oct. 2005).
"Current Issues in the Bill of Rights," We the People Summer Institute (August 2005).
"Income Tax Aspects of Family Limited Partnerships,Minnesota Continuing Legal Education Advanced Estate Planning Series (July 2006); ALI-ABA Estate Planning for the Closely-Held Business Owner (July 2006); 6th Annual Oregon Tax Institute (June 2006); Capital University Law School 2006 Tax Conference (April 2006); Maryland Association of CPAs (Nov. 2005); J. Nelson Young Tax Institute (April 2005); Northwest Washington Estate Planning Council (March 2005).
Income Tax Aspects of Family Limited Partnerships (U. of Miami 39th Annual Heckerling Institute on Estate Planning, January 2005).
2004 Federal Tax Update (Rocky Mountain Tax Institue, December 2004; LearnLive Technologies Webcast, December 2004; Oregon Society of CPAs Northwest Tax Institute, October 2004).
Post-Mortem Tax Planning (Oregon Law Institute, October 2004).
2004 Federal Tax Update, Rocky Mountain Tax Institute (Dec. 2004); LearnLive Technologies Webcast (Dec. 2004); Washington Society of CPAs Northwest Tax Institute (Oct 2004).
Overview of Tax Issues in Probate (Washington State Bar Association, October 2004).
Post-Modern Tax Planning, Oregon Law Institute (Oct. 2004).
Citizenship and the Bill of Rights (We the People Summer Institute, August 2004).
Fiduciary Income Tax Workshop (Professional Education Systems Institue, July 2004).
Drafting Legal Document ( U. of Washington & Seattle U. Law Library Workshop, June 2004).
An Introduction to Federal Wealth Transfer Taxes (University of Washington CLE, May 2004).
Canadian Estate Planning Issues (ABA Section of Real Property, Probate & Trust Law, 15th Annual Probate & Trust Law Symposium, May 2004).
2003 Federal Tax Update (Rocky Mountain Tax Institute, December 2003; Attorney-CPA Tax Clinic, December 2003; Washington Society of CPAs Northwest Tax Institute, October 2003; Montana Tax Conference, October 2003; Washington State Bar Association Transactional Tax Committee, October 2003).
Death is Just a Permanent Change of Address: Post-Mortem Tax Planning (Seattle Estate Planning Council 48th Annual Estate Planning Seminar, November 2003; Gonzaga Law School, September 2003).
The Bill of Rights in the Twenty-First Century (We the People Summer Institute, August 2003).
Current Tax Issues for the Accountant-Adviser (Washington Society of CPAs, January 2003).
2002 Federal Tax Update (Rocky Mountain Tax Institute, December 2002; Montana Tax Conference, November 2002; Oregon Society of CPAs Northwest Tax Institute, October 2002; Gonzaga Law School, September 2002).
Perspectives on the Bill of Rights (We the People Summer Institute, August 2002).
Drafting Contracts, Wills, and Other Basic Legal Documents ( U. of Washington & Seattle U. Law Library Workshop, June 2002).
Tax Issues for Low-Income Family Law Litigant (Columbia Legal Services, April 2002).
Executive and Judicial Update (Gonzaga Law School, December 2001 and September 2001).
2001 Federal Tax Update (Montana Tax Institute, October 2001; Oregon Society of CPAs Northwest Tax Institute, October 2001; Washington State Bar Association, September 2001).
Compliance and the Small Business Owner: Oil & Water? (ORRTAX Tax Summit, October 2001).
Drafting Legal Documents (U. of Washington & Seattle U. Law Library Workshop, June 2001).
Current Issues in Federal Income Taxes (Washington Society of CPAs, February 2001).
Choosing the Right Business Entity (Small Business Administration, January 2001, November 2000, June 2000, February 2000, and August 1999).
2000 Federal Tax Update (Washington Society of CPAs, December 2000 and October 2000).
Estate Planning for Business Owners (Moss Adams Training, November 2000).
Effective Wealth-Transfer Strategies (Washington Women CPAs, October 2000).
The Best Arrow in the Quiver: Qualified Personal Residence Trusts in Contemporary Estate Planning (Montana Tax Institute, October 2000).
Audit Issues for Business Entities (Washington State Dept. of Labor & Industries, August 2000).
Planning with Retirement Accounts (University of Washington CLE, May 2000).
The ABCs of Estate Planning (Washington State Bar Association, May 2000).
An Introduction to Wealth Transfer Taxes (University of Washington CLE, April 2000).
Effective Uses of "Defective" Grantor Trusts (Gonzaga Tax Institute, October 1999; Montana Tax Institute, October 1999; American Association of Attorney-CPAs, July 1999).
Estate Planning for Business Owners (University of Washington CLE, October 1999).
Installment Sales to Grantor Trusts (Eugene-Springfield Tax Association, October 1999).
Revisiting the Buy-Sell Agreement (Washington State Bar Association, May 1999).
Drafting Qualified Personal Residence Trusts (Washington State Bar Association, April 2000).
Choice of Limited Liability Pass-Through Entities (University of Washington CLE, October 1998).
Important Considerations in Completing the Form 706 and Form 709 (University of Washington CLE, September 1998).
Understanding Limited Liability Companies and Liability for Taxes (Pacific Northwest Tax, License, Fraud Association, May 1998).
Defending the Family Entity Against the IRS (University of Washington CLE, December 1997).
Making the Best of a Crummey World (East King County Estate Planning Council, November 1997).
Transferring Wealth the Old-Fashioned Way (State Bar of Montana, October 1997).
Choice of Entity in Personal Financial Planning (Washington Society of CPAs, June 1996).
Representing the Elderly Client in Estate Planning (University of Washington CLE, April 1996).