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Publications & Presentations

Publications

  • "Navigating the Murky Waters of Discretionary Distribution Standards," The St. Louis Bar Journal, Fall 2015

Presentations

  • “Advanced Topics in Estate Planning,” HalfMoon Education, Inc., Estate Planning Seminar, November 2016.
  • “Discretionary Distribution Standards,” Commerce Bank, Lunch ‘n Learn, November 2016. 
  • "Charitable Giving:  Encouraging Lasting Legacies from Alumni," Missouri Community College Association, Forward Together:  MCCA Annual Convention, November 2016
  • "Directed Trusts: Who's The Boss?" Bar Association of Metropolitan St. Louis, Annual Estate Planning Institute, St. Louis, MO, April 2016
  • "Planning with Irrevocable Trusts," Bar Association of Metropolitan St. Louis, ABCs of Estate Planning, St. Louis, MO, January 2016
  • "Wicked Stepmothers or Evil Stepchildren? Challenges in Estate Planning for Blended Families," Stinson Leonard Street Estate Planning and Fiduciary Litigation Seminar, Denver, CO, December 2015 
  • "Wicked Stepmothers or Evil Stepchildren? Challenges in Estate Planning for Blended Families," Stinson Leonard Street Estate Planning and Fiduciary Litigation Seminar, St. Louis, MO, November 2015 
  • "Designing and Administering Discretionary Trusts," Stinson Leonard Street Estate Planning and Fiduciary Litigation Seminar, St. Louis, MO, 2014 
  • Moderator, Stinson Morrison Hecker LLP Annual Tax Seminar, St. Louis, MO, December 2013
  • "Asset Protection Planning," Enterprise Bank & Trust, St. Louis, MO, December 2011
  • "Essential Estate Planning," Bar Association of Metropolitan St. Louis, ABCs of Estate Planning, St. Louis, MO, October 2011
  • "Asset Protection Planning," Stinson Annual Tax Seminar, November 2011
  • "When are Assets Creditor Proof?" Stinson Annual Banking Seminar, September 2011
  • "Advanced Estate Planning Techniques," Stinson Annual Tax Seminar, December 2010
  • "Advanced Estate Planning Techniques," Heartland Bank, St. Louis, MO, October 2010
  • "Estate Planning Basics," Heartland Bank, St. Louis, MO, September 2010
  • "Asset Protection Planning and Estate Tax Update," Stinson Annual Tax Seminar, November 2009
  • "Gifting Strategies," Enterprise Bank & Trust, St. Louis, MO, Sept. 2009
  • "Asset Protection Planning," Enterprise Bank & Trust, St. Louis, MO, July 2009
  • "Successful Fiduciary Appointments," The Commerce Trust Company, St. Charles, MO, May 2008
  • "Drafting the Essential Components of a Living Trust,” National Business Institute, St. Louis, Missouri, February 2008  

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