Published Works:

Co-Author, Income Taxation of Trusts, Trust Administration in Illinois (Illinois Institute for Continuing Legal Education ("IICLE") Handbook), 1993 - 2010

Author, Asset Protection for Families (Supplement), Asset Protection (IICLE Handbook) 2010

Author/Speaker, Managing an Estate Planning Practice, IICLE Estate Planning Short Course, April-May 2010

Author/Speaker, Ethics in Estate Planning and Administration: Effective Client Communications, Chicago Bar Association Trust Law Committee Annual Seminar, 2009.

Author/Speaker, Everyday Asset Protection, IICLE Estate Planning Short Course (April-May 2007)

Author/Speaker, Translating Legalese - Practical Ethics in Client Communications, IICLE Estate Planning Short Course (April-May 2006)

Author/Speaker, This is Not Your Father’s Joint Trust, IICLE Estate Planning Short Course (April-May, 2005)

Author/Speaker, Marketing Your Estate Planning Practice, IICLE Estate Planning Short Course (May 2004)

Author / Speaker, Funding Trusts, Valuing Trust Assets, and Making Trust Distributions,  IICLE Trust Administration: Essential Duties for Trustees and Their Advisors, Springfield and Chicago, Illinois (annually 2004-2009)

Author/Speaker, Inventory and Accountings, IICLE Starting Points: Administering Your First Estate (annually 2007-2009)

Author / Speaker, Estate Planning for the Marital Deduction, National Business Institute, Chicago, Illinois (November, 2000)

Author / Speaker, Courtroom Drama - Planning for Discounts, Illinois CPA Society - Business Valuation Group, Chicago, Illinois (April, 2001)

Author / Speaker, Case Law Update, Business Valuation Association of Chicago (April 24, 2003)

Author / Speaker, Update on Valuation Issues, Illinois CPA Society - Business Valuation Conference, Chicago, Illinois (May 14, 2003)

Author / Speaker, Now That They're Gone . . . : Funding the Marital and Family Trusts and Filing the First 1041, Illinois Paralegal Association, Chicago, Illinois (October 30, 2003)

Author / Speaker, Non-Tax Considerations in Planning for the Family Business, IICLE Estate Planning for the Closely-Held or Family Business, Springfield and Chicago, Illinois (February 2004)

Author / Speaker, Funding Trusts, Valuing Trust Assets, and Making Trust Distributions, IICLE Trust Administration: Essential Duties for Trustees and Their Advisors, Springfield and Chicago, Illinois (February 2004)

Additional presentations for IICLE and for the DuPage Estate Planning Council, DuPage County Bar Association, Lake County Bar Association, Northshore Estate Planning Council, Illinois CPA Society, Illinois Paralegal Association, and others.