Past Speaking Engagements & Classes

Your Will, Is it a GOOD Will?
Pleasant View
Manheim, PA
March 27, 2017
The Probate Process from Start to Finish
NBI
Allentown, PA
March 20, 2017
Death & Taxes
PBI
Philadelphia, PA
March 13, 2017
Final Steps: Closing the Estate and Filing the Final Tax ReturnDecember 20, 2016
Estate Planning & Administration: The Complete Guide
Lancaster NBI
November 16-17, 2016
Lancaster Bar Association "Estate Planning for Qualified Plan Benefits and IRAs"
Lancaster
November 09, 2016
"Financial Strategies for Retirement"
Homestead Village
June 09, 2016
Lancaster Bar Association
"Amending, Challenging and Modifying Trusts"
Lancaster
June 08, 2016
PBI Panel Discussion
"The Art of Trust Litigation: Amending, Challenging and Modifying Trust in PA"
Philadelphia
May 13, 2016
NBI
"Trusts 101"
Reading
April 27, 2016
Pleasant View Retirement Community
"Shedding Light on Trusts as Estate Planning Tools"
Manheim
April 11, 2016
PBI
"Estate and Elder Law Symposium"
Mechanicsburg
February 23, 2016
PBI 17th Annual Estate and Elder Law Symposium
"Planning and Drafting Issues for Younger Beneficiaries"
Mechanicsburg
February 23, 2016
Rules of Trust Administration in PennsylvaniaOctober 13, 2015
PBI "How to Prepare Fiduciary Accounts," PittsburghSeptember 30, 2015
PBI "How to Prepare Fiduciary Accounts," MechanicsburgSeptember 24, 2015
PBI "How to Prepare Fiduciary Accounts," PhiladelphiaSeptember 10, 2015
PBI Solo and Small Firm Conference, Bedford Springs Topics: "Hot Tips Panel" "Planning for Long Term Care and Paying For It."July 23-24, 2015
PBI - Using Trusts as Building Blocks for Your Client’s Estate Plan, PhiladelphiaJuly 21, 2015
Basis Preservation Strategies, PBI, Philadelphia, MechanicsburgJuly 21, 2015
NBI "The Probate Process From Start to Finish," WyommissingJune 15, 2015
PBI "Using Trusts as Building Blocks for Your Client’s Estate Plan," MechanicsburgJune 11, 2015
Basis Preservation Strategies, PBI, Mechanicsburg, MechanicsburgJune 11, 2015
"My Client's Dead, Now What?", MechanicsburgMay 19, 2015
PBI - Estate Planning for Younger Couples, MechanicsburgMay 11, 2015
Practical Considerations of Drafting Issues Specific to Younger Beneficiaries Trust/Guardianships/Trustee of Funds/Education/Special Needs Children, PBI May 11, 2015
"My Client's Dead, Now What?", PhiladelphiaMay 7, 2015
"Avoid These 10 Estate Planning Mistakes", Pleasant View Retirement CommunityMay 4, 2015
The Probate Process from Start to Finish, NBI, PittsburghApril 28, 2015
Lancaster Bar Association - The New Estate Planning: Reducing Income Tax and Enhancing Basis,March 11, 2015
PICPA: Pennsylvania Inheritance Tax Update 2015 -- Western PA Tax ConferenceJanuary 9, 2015
PBI "Hot Topics in Fiduciary Litigation," Pittsburgh, Mechanicsburg & PhiladelphiaAugust 2014
"Trusts 101" sponsored by National Business Institute, one-day live seminar. HarrisburgAugust 25, 2014
PBI "Hot Topics in Fiduciary Litigation," Pittsburgh, Mechanicsburg & PhiladelphiaAugust 2014
PBI Solo and Small Firm Conference, Omni Bedford Springs Resort.July 23-25, 2014
Utilizing Experts in Orphan's Court, MechanicsburgJuly 20, 2012
Hot Topics in Fiduciary Litigation, Pennsylvania Bar InstitutePittsburgh, PA, Monday June 25, 2012
Hot Topics in Fiduciary Litigation, Pennsylvania Bar InstitutePhiladelphia, Wednesday, June 20 2012
Hot Topics in Fiduciary Litigation, Pennsylvania Bar InstituteMechanicsburg, June 6, 2012
The Incredible, Indomitable, Indefatigable Trust, The Estate Planning Council of Central PennsylvaniaFebruary 28, 2012
The 2010 Tax Relief Act: What's the Buzz About.April 11, 2011
What the New Tax Law Changes Mean for Your Estate, One for the public and one for professionalsFebruary 22 & 24, 2011
What the New Tax Law Changes Mean for Your Estate, One for the public and one for professionalsJanuary 26 & 27, 2011
Estate Planning for Women: Wills, Trusts, Taxes and Your FamilyJanuary 12, 2011
Where to Begin­An Overview of TrustsDecember 15, 2010
Harrisburg, and Allentown, PA Topics: Understanding Procedures, Ethical Challenges. More for me, Less for Uncle Sam­Tax Planning for SeniorsNovember 16, 2010
Ethical Administration Procedures: Why Each Step is ImportantAugust 16 & 18, 2010, NBI
Understanding Tax Procedures to Avoid Problems LaterAugust 16 & 18, 2010
Representing Fiduciaries without Risking Your LicenseMarch 9, 2010
Everything You Wanted to Know About Estate Planning But Were Afraid to AskNovember 17, 2009
Get Ready, Get Set, Go! For the New 2010 Roth ConversionOctober 26, 2009
Maintaining an Ethical Balance in a Trusts and Estates PracticeOctober 20, 2009
Who Gets Your IRA? Designating BeneficiariesSeptember 30, 2009
Maintaining an Ethical Balance in a Trusts and Estates PracticeSeptember 16, 2009
Probate Practice, The Essential Basics, NBI Topics discussed: Basic Tax Matters, Ethics in ProbateJuly 27/09: Allentown, July 28/09: Harrisburg
Basic Tax MattersJuly 27, 2009
The Probate Process From Start to Finish for ParalegalsJune 12, 2009
Representing Fiduciaries without Risking Your License: Emerging Issues under the Uniform Prudent Investor, Principal & Income, and Trust ActJune 11, 2009
Estate Planning: Are You Prepared?May 27 & 28, 2009
Probate: "Beyond the Basics", Harrisburg PA Topics: Valuation Problems, Liability IssuesMarch 25, 2009, NBI
Tips for Avoiding Liability Issues You May Face in ClosingMarch 17 & 18, 2009
Maintaining an Ethical Balance in a Trusts and Estates PracticeMarch 11, 2009
Planning for Long­Term Care­ Are You Prepared?Jan. 06, 2009 Lancaster PA, RR
Scranton, PA. December 16, 2008 Wyomissing, PADecember 17, 2008 Philadelphia, PA, NBI
Harrisburg, PA, November 15, 2008 Scranton, PANovember 18, 2008 Harrisburg PA, November 19, 2008
The Probate Process From Start To FinishNovember 14, 2008 Allentown, PA, November 15, 2008
Representing Fiduciaries: Emerging Issues under the Uniform Prudent Investor, Principal & Income, and Trust ActSeptember 10, 2008 October 24, 2008, MBA
State Estate Tax DecouplingJune 19, 2008
Estate Planning and Long Term Care: Are You Prepared?March 25 & 26, 2008
Estate Planning: Wills, Powers of Attorney, Living Wills, Probate and ExecutorsMarch 13, 2008 LFAG, Lancaster, PA
Estate Planning: Wills, Powers of Attorney, Living Wills, Probate and ExecutorsJanuary 8, 2008 Lancaster PA, RR
School of Legal and Money MattersOctober 2­30, 2007
Attorney Fees for Estate SettlementAugust 21, 2007
Estate Planning: Recent Developments & Common MistakesJanuary 19, 2007
Estate Planning and Long­Term Care Are You PreparedOctober 18 & 25, 2006
Pennsylvania Uniform Trust ActOctober 2006
Trust Administration in PAAugust 29, 2006 Lorman, Harrisburg, PA
Estate Planning for Women: Wills, Trusts, Taxes & Your FamilyMarch 2, 2006 OSS and TBIS, Lancaster, PA<
FLP Wars­A Report from the Front LinesOctober 12, 2005, LBA
10 Common Estate Planning MistakesJune 29, 2005, Rodgers
Women and InvestingApril 28, 2005, SJHM
Estate Planning for Women: Wills, Trusts, Taxes and Your FamilyJanuary 25, 2005
There is No "I" in Team (And there ain't no "we" either) , Interactions with ProfessionalsOctober 20, 2004
Choice of Business EntityOctober 19, 2004, SCORE, Lancaster, PA
Choice of Business EntityMarch 25, 2004 , LCAHRM
Estate Planning and Long Term Care: Are You Prepared?March 23 & 25, 2004
Choice of Business Entity LCAHRMarch 25, 2004
Estate Planning for Women: Wills, Trusts, Taxes and Your FamilyMarch 18, 2004
Choice of Business EntityFebruary 5, 2004, LBA
Estate Planning for ProfessionalsNovember 6, 2003, SJHM, Lancaster PA
Estate Planning for Estates of $1 to $5 MillionOctober 8, 2003
Death & its ComplexitiesSeptember 25, 2003 Estate & Inheritance Taxes: The Government's Share
Death & its ComplexitiesSeptember 25, 2003Inheritance and Wills
Inheritance and Wills in Jewish LawSeptember 8, 2003
Estate Planning for Women: Wills, Trusts, Taxes, and Your FamilyJune 6, 2003
Estate Planning and Long Term Care: Are You PreparedMay 14 & 22, 2003
Estate Planning in View of Death Tax Repeal & Recent Developments in Pennsylvania Law Affecting Estate PlanningJanuary 15, 2003
Estate Planning in View of Death Tax RepealJanuary 9, 2003, Simon Lever
Estate Planning for Women: Wills, Trusts, Taxes, and Your FamilyNovember 13, 2002, SJHM
Pennsylvania's New Uniform Principal and Income ActSeptember 19, 2002
Economic Growth and Tax Relief Reconciliation Act of 2001 or EGTRRA or The 'Throw Momma From the Train' ActFebruary 20, 2002
Between Scylla & Charybdis" or "Choosing an Executor and Trustee, Estate Planning Study GroupFebruary 19, 2002
Estates Over Ten Million DollarsNovember 11, 2001, PICPA, Philadelphia, PA
Planning for Larger EstatesNovember 8, 2001
It's Your Business: How to sell it or transfer it to your heirsJune 14, 2001
New Treasury Regulations on IRA Distributions and Basic Estate PlanningMarch 15, 2001 Willow Valley N.
Charitable Planned Giving TechniquesMay 3, 2001, Ephrata Public Library
Total Return Trusts: Trusts in the New MillenniumFebruary 27, 2001, DCEPC, Harrisburg
Qualified Personal Residence TrustsJanuary 18, 2001, LBA, Lancaster, PA
The Role of Planned Giving in Development2001, NBI
Basic Estate PlanningFeb. 2, 2001, Temple Beth El Men's Club
Planning for Estates Under $1,000,000November 30, 2000 Estate & Personal Finance Planning, PICPA, Hershey, PA
Advanced Issues in Estate Administration, PBI,Total Return Trusts: Trusts in the New Millennium" January 13, 2000, LCEPC, Lancaster, PA
Tax Burdens, Federal and State Death Tax Allocations2000
Estate Planning for Retirement Plan Benefits: Navigating the Maze,Sept. 14, 2000, DBAPS
Planning for Estates of Three to Ten Million DollarsNovember 11, 1999, PICPA, Hershey, PA
Total Return Trusts: Trusts in the New MillenniumNovember 11, 1999, PICPA, State College, PA
Estate Planning for Retirement Plan BenefitsOctober, 1999
"Grantor Retained Annuity Trust, GRATS1999, CLE
Grantor Retained Interest TrustMay 27, 1999
Total Return TrustsMay 27, 1999, CLEF, Lancaster PA
Basic Estate and Gift Tax,June 3, 1998, CLE, Lancaster PA
Federal Taxation of Estates & TrustsJune, 1998
What Every Accountant Should Know about Living Trusts1998, CLE
Fiduciary Income TaxJune 12, 1998, CLE, Lancaster, PA
Generation-Skipping Transfer TaxJune 5, 1998, CLE, Lancaster PA
Charitable Planned Giving Techniques1998
Family Limited Partnerships and Related Valuation Planning1998, Sept. 29, 1998, LBA
Estate Planning for Closely Held Businesses1998, CLE
Tax Burdens, Federal and State Death Tax Allocations and Funding Issues1998
Planning Your Estate1998
Taxation of Estates and Trusts1998, CLE
Planning for Small to Medium Sized Estates, One to Three Million1998
"Roth IRA's New Planning Opportunities1998
Tax Payer Relief Act of 1997: Are Estates Winners?1997
Estate Planning for RPB.March 12, 1997
Family Limited PartnershipsJuly 23, and October 15, 1997, CLE, Lancaster, PA<
Innovative Planning Strategies for the Closely Held BusinessNov. 19, 1997, Bent Creek Country Club, Lititz, PA
Estate Planning for Qualified Retirement Plan BenefitsSept. 16, 1997, YEPC, Lancaster PA
Generation­-Skipping Transfer TaxJune 24, 1997, LBA, Lancaster PA
Estate Planning for Qualified Plan Benefits and Ethics in Estate PlanningNovember 11, 14, and 18, 1996
Estate Planning for Closely Held BusinessesNovember 11, 14, and 18, 1996
Irrevocable Life Insurance Trusts -- Oct. 12,1995, LCEPC Basic Estate Planning1996, CLE
The Marital Deduction and the Non­Citizen Spouse1995, CLE
Marital Deduction Issues1995, CLE
Estate Planning for Closely Held BusinessesSept. 21, 1995, LBA
Ethics in Estate Planning1995, PCL
Estate Planning for Retirement Plan Benefits1995, CLE
Ethics in Estate PlanningJuly 25, 1994, LBA