“Spousal Lifetime Access Trusts (SLATs) for Estate Tax Planning: Is a SLAT Right for Me?,” UB Greensfelder LLP 9th Annual Private Client Symposium (October 2024)
"Best Practices for Client Intake and How to Spot Issues," Basic Estate Planning & Probate Institute (November 2023)
“A Gift-Giving Guide: Help Your Clients Make a Lasting Impact with Their Gifts,” Ulmer & Berne LLP Webinar (December 2022)
“Spousal Lifetime Access Trusts (SLATs) for Estate Tax Planning: Is a SLAT Right for Me?,” UB Greensfelder LLP 9th Annual Private Client Symposium (October 2024)
"Best Practices for Client Intake and How to Spot Issues," Basic Estate Planning & Probate Institute (November 2023)
“A Gift-Giving Guide: Help Your Clients Make a Lasting Impact with Their Gifts,” Ulmer & Berne LLP Webinar (December 2022)
“Spousal Lifetime Access Trusts (SLATs) for Estate Tax Planning: Is a SLAT Right for Me?,” UB Greensfelder LLP 9th Annual Private Client Symposium (October 2024)
"Best Practices for Client Intake and How to Spot Issues," Basic Estate Planning & Probate Institute (November 2023)
“A Gift-Giving Guide: Help Your Clients Make a Lasting Impact with Their Gifts,” Ulmer & Berne LLP Webinar (December 2022)