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Get on the path to results today.
Illinois Bar Journal
"Managing Your Electronic Estate: The New Digital Assets Act",
Vol. 104, No. 11, November, 2016.
"Trust & Trustees Act Modernized: Decanting & Directed Trusts: Are You Ready",
Vol. 100, No. 11, November 2012.
"Dynasty Trusts for Everyone", Vol. 100, No.8, August, 2012.
"Looking at 2011 and Beyond", Vol. 99, No. 11, November, 2011.
"The New Illinois Power of Attorney Act", Vol. 98, No. 11, November, 2010.
Illinois State Bar Association Trusts and Estates Newsletter
"Trust Taxation and Due Process", Vol. 60, No. 8, February 2014
"Prompt Assessment of Federal Tax Related to a Decedent", Vol. 51, No. 4, June, 2005.
"Discharge of Personal Responsibility for Federal Tax", Vol. 52, No.1, August, 2005.
"Stranger Than Fiction, The Illinois Attorney General Want Trustees to What?:
Estates and Trusts regulated by the Attorney General under the Charitable Trust Act",
Vol. 53, No. 4, June 2007.
Illinois Institute for Continuing Legal Education
Estate Planning for Illinois Attorneys: The Basics and Beyond, 2012 Edition
Chapter: Advance Directives
Also: 2005 Edition, Update for 2007
American Bar Association
Contributor, "Comments by the ABA Tax Section to the IRS on Notice 2011-101"
(Tax Issues and Consequences of Decanting), April 2012
"Disposition of Remains Act versus Health Care Power of Attorney",
Vol. 25, No. 5, June/July, 2011.
Chicago Daily Law Bulletin
"An Estate Plan is a Work in Process"
John Marshall Law School (now University of Illinois at Chicago Law School),
Certificate Program, Adjunct Professor, 2015-2019
Planning for Modest Estates (developed and taught on-line course)
Illinois Institute of Continuing Legal Education
New Trends in Trust Administration: Decanting and Directed Trusts 2013
Statutory Health Care Powers of Attorney and Living Wills 2005
Chicago Bar Association Trust Law Committee
Probate Process (Panel), 2018
New Developments: Illinois Legislation, 2012
Planning for 2013, 2012
Illinois State Bar Association
Directed Trusts & Decanting Webinar, 2012
Estate Administration: Boot Camp - First Meeting With Client, 2011
What Every Estate Planner Should Know - The Insolvent Estate - Proper Handling of Estate Claims, 2005
Fundamental Estate Planning For Modest Estates - Advance Directives, 2006
Planning Strategies for Receiving Qualified Plans And IRAs - Beneficiary Designations and
Estate Planning, 2007
Guardianship Estate Basics And Powers of Attorney - Ethical Considerations in Transition Periods, 2009
Greater North Shore Estate and Financial Planning Council
Managing Your Digital Assets
Catholic Charities, Legal Advisory Committee
End of Life Decisions - Health Care Power of Attorney, 2012
Holy Name Parish Speaker Series
Advance Directives for the Sandwich Generation, 2013
American Bankers Association Webinar
What Bankers Need to Know About the New Power of Attorney Act, 2011
Estate Planning Council of Greater Joliet
Advance Directives, 2006
Lake Bluff Public Library
Advance Directives, 2007
Glencoe Public Library
Basic Estate Planning Techniques, 2011
Illinois State Bar Association: Trust Law Committee
Organizer & Moderator
Probate Basics - Start to Finish, 2008
Guardianship Estates: What You Need to Know, 2009
Ethics in Estate Planning, Guardianships and Trust & Estate Administration (Series), 2009
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