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Pre-2014 Presentations by Turney Berry

Pre-2014 Presentations by Turney Berry

For a list of Mr. Berry's most recent presentations, please see his bio.

  • "Ethics," Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (December 2013)
  • "Notable Developments in Estate Planning," Tennessee Federal Tax Conference (November, 2013)
  • "Notable Developments in Estate Planning," 24th Annual Evansville Bar Association Estate and Business Institute (November 2013)
  • "Charitable Planning Ideas in a World of Lower Estate Taxes and Higher Income Taxes," Planned Giving Council of Middle Tennessee (November 2013)
  • "Charitable Giving," Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (November 2013)
  • "Estate Planning in 2014," Physician Seminar with U of L & Jewish Hospital & St. Mary's Foundation (November 2013)
  • "Notable Developments in Estate Planning," Stock Yards Bank Estate & Tax Seminar (October 2013)
  • "Retaining, Obtaining, and Sustaining Basis," University of Montana Tax Institute (October 2013)
  • "Retaining, Obtaining, and Sustaining Basis," Notre Dame Tax & Estate Planning Institute (October 2013)
  • "Annual Exclusion," Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (September 2013)
  • "Connecting with Kentucky's Challenges," 2013 KY Summit on Philanthropy (September 2013)
  • “Estate Planning for Non-Married Clients,” Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (August 2013)
  • “Notable Developments in Estate Planning,” 40th Annual Midwest/Midsouth Estate Planning Institute (July 2013)
  • “Estate Planning for the rich, the poor, and the folks next door,” LBA Probate & Estate Section (June 2013)
  • “Your Best Charitable Giving Techniques for 2013,” 37th Annual American Institute on Federal Taxation (June 2013)
  • “Business Succession or Business Cessation? Passing the Baton to the Next Generation,” Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (June 2013)
  • “Planned Giving; Gift-Giving and Fundraising Issues,” National Business Institute Event: Tax Exempt Organizations From Start to Finish (June 2013)
  • “Selected Legal Aspects of Non-Profit Corporations,” Get on Board-Center for Nonprofit Excellence (May 2013)
  • “Current Developments,” University of Louisville 16th Annual Estate Planning Institute (May 2013)
  • “Charitable Planning Strategies and Ideas,” Owensboro - Green River Area Community Foundation (May 2013)
  • “Ethics,” Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (April 2013)
  • “Trust and Estate Practice: Planning Ahead,” Attorneys Liability Assurance Society Inc Webcast (April 2013)
  • “Symposium II: The Bigger They Are, The Harder They Fall Unless We Work Hard To Make Them Small,” ACTEC 2013 Annual Meeting (March 2013)
  • “Estate Planning Techniques that Make Sense in 2013,” Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (February 2013)
  • “Estate Tax Updates for 2013,” Bluegrass Estate Planning Council (February, 2013)
  • “Tricks and Traps in Disclaimers - Including the Use of Defined Value Clauses,” Cannon Financial Institute, Inc., The 2013 Estate Planning Teleconference Series (January 2013)
  • “A New Year. A New Congress. New Plans? Old Ideas?,” Central Kentucky Planned Giving Council (January 2013)
  • "Fiduciary Litigation Update,” Heckerling Institute on Estate Planning (January, 2013)
  • "Tax Legislation in the Lame Duck Congressional Session," Southern Federal Tax Institute (December 2012)
  • "Recent Developments in Estate Planning: Round 2," Cannon Financial Institute, Inc., The 2012 Estate Planning Teleconference Series (December 2012)
  • “Achieving Landowner Goals,” Louisville Bar Association (December 2012)
  • “Recent Developments of Interest to Estate Planners,” 23rd Annual Estate and Business Planning Institute, Evansville Bar Association (November 2012)
  • “Recent Developments of Interest to Estate Planners,” Tennessee Society of CPAs Federal Tax Conference (November 2012)
  • "Recent Developments for Fiduciaries,” 57th Annual Estate Planning Seminar, Washington State Bar Association (November 2012)
  • "What You Don’t Know Can Hurt You: Estate Planning Opportunities For 2012 That (May) Disappear On January 1, 2013," University of Louisville Foundation, Inc. (November 2012)
  • "Notable Developments of Interest to Estate Planners,” Stock Yards Bank Estate and Tax Seminar (October 2012)
  • "Notable Developments of Interest to Estate Planners,” 34th Annual Duke University Estate Planning Conference (October 2012)
  • "Notable Developments of Interest to Estate Planners,” Boys & Girls Club of Metro Atlanta (October 2012)
  • "Making a Difference in Advising Philanthropic Clients,” Cannon Financial Institute, Inc., The 2012 Estate Planning Teleconference Series (October 2012)
  • "Litigation Update: Why the Competence and Predictability of the Court of Chancery Is the Real Delaware Advantage,” Delaware Bankers Trust Conference (October 2012)
  • "Notable Developments of Interest to Estate Planners,” Estate Planning Council of Memphis (September 2012)
  • "Fiduciary Case Law Update,” Notre Dame Tax & Estate Planning Institute (September 2012)
  • "Timeless and Timely Topics, Tips and Tidbits: A Tax and Legal Review,” Practical Planned Giving Conference (September 2012)
  • "Correcting Acts of Self Dealing,” ABA Real Property, Probate and Trust Law Section Joint Meeting With The Tax Section (September 2012)
  • "Trust Funding Issues from the Trenches,” Cannon Financial Institute, Inc., The 2012 Estate Planning Teleconference Series (August 2012)
  • "Recent Development of Interest to Estate Planners,” UK Midwest/Midsouth Estate Planning Institute (July 2012)
  • “Passing the Torch Without Dousing the Flame: Estate Planning for Closely-Held Business Owners,” Cannon Financial Institute, Inc., The 2012 Estate Planning Teleconference Series (June 2012)
  • "How To Lower The High Cost Of Dying: Estate Planning In Uncertain Times,” Jewish Community Board of Akron (May 2012)
  • "Selecting the Best Charitable Donee,” Birmingham Estate Planning Council (May 2012)
  • “Making the CLT your New Best Friend,” Partnership for Philanthropic Planning In Kentuckiana (May 2012)
  • "Recent Developments of Interest in Charitable Planning,” American Council on Gift Annuities (April 2012)
  • "Charitable Gift Planning Options in an Uncertain World,” University of Southern California 2012 Trustee Conference (March 2012)
  • "Getting Ready for April 15th—Trust Income Tax Issues Faced by Estate Planning Practitioners,” Cannon Financial Institute, Inc., The 2012 Estate Planning Teleconference Series (March 2012)
  • "Sorting, Sifting, and Synthesizing What You Know About Estate Planning,” All Children's Hospital Foundation Estate Tax Seminar (February 2012)
  • "Notable Developments of Interest to Estate Planners,” Estate Planning Council of Portland (February 2012)
  • "Recent Developments for Fiduciaries,” Heckerling Institute on Estate Planning (January 2012)
  • "Notable Developments of Interest to Estate Planners - 2011,” Bluegrass Estate Planning Council (January 2012)
  • "Divided Trusteeships Across Donative and Commercial Trusts," Delaware Bankers Association 2011 Delaware Trust Conference (November 2011)
  • "Notable Developments of Interest to Estate Planners - 2010-2011,” Evansville Bar Association Estate & Business Planning Institute (November 2011)
  • "Charitable Planning,” Cannon Financial Institute, Inc., The 2011 Estate Planning Teleconference Series (November 2011)
  • "Notable Developments of Interest to Estate Planners - 2010-2011,” 2011 Tennessee Federal Seminar (November 2011)
  • "Notable Developments of Interest to Estate Planners - 2010-2011,” Maryland Advanced Tax Institute (October 2011)
  • "Fiduciary Litigation and Uniform Law Update:  UTC Litigation, Other Litigation, the Power of Attorney Act, and a Preview of Issues in the Premarital and Marital Agreements Act,” So. California Tax & Estate Planning Forum (October 2011)
  • "Notable Developments of Interest to Estate Planners - 2010-2011,” Stock Yards Bank Estate and Tax Seminar (October 2011)
  • "Current Legal and Practical Issues Facing Foundations,” Kentucky Summit on Philanthropy (October 2011)
  • "Thinking About Long-Term and Perpetual Trusts,” Central Indiana Community Foundation (October 2011)
  • "Breaking the Mold:  Options in Traditional Endowment Design,” Partnership for Philanthropic Planning (October 2011)
  • “Fiduciary Law and Transfer Tax Update,” Wyatt, Tarrant, & Combs, LLP, (September 2011)
  • “Charitable Planning in 2011 and Beyond,” Southern Federal Tax Institute (September 2011)
  • "The Central Insights of Wealth Transfer Strategies a Common Sense Approach to Thinking About Estate Planning,” The 37th Annual Notre Dame Tax and Estate Planning Institute (September 2011)
  • "Immortality and the Law: Theory and Practice,” ALI-ABA Sophisticated Estate Planning Techniques (September 2011)
  • “Disclaimers,” Cannon Financial Institute, Inc., The 2011 Estate Planning Teleconference Series (September 2011)
  • “Lawyer's Role on Nonprofit Boards,” LBA Leadership Academy (August 2011)
  • “Fiduciary Law Developments, Summer 2011,” BB&T University Wealth Learning & Development, Louisville, KY (August 2011)
  • "Coordinating Legal Aspects of Estate Planning with Financial Planning,” Cannon Financial Institute, Inc., The 2011 Estate Planning Teleconference Series (August 2011)
  • “Recent Charitable Planning Strategies for Families in Uncertain Times,” Georgia Federal Tax Conference (June 2011)
  • "Estate Planning for Professionals, Including Doctors, Lawyers, Accountants, Professors, Etc.,” Cannon Financial Institute, Inc., The 2011 Estate Planning Teleconference Series (June 2011)
  • “Fiduciary Follies, Foibles, and Fun,” 2011 Indiana Banker’s Association Mega Conference (May 2011)
  • “How to Lower the High Cost of Dying,” Berea College Life Planning Workshop (May 2011)
  • “How to Lower the High Cost of Dying,” University of Louisville Golden Alumni 2011 Reunion (May 2011)
  • “Issues in Fiduciary Litigation – How to Minimize Exposure,” South Carolina Bankers Association 2011 Trust Conference (April 2011)
  • “Timely Tips and Topical Tidbits: Reflection and Comment on Interesting Ideas and Developments in the Current Environment,” University of Louisville 14th Annual Estate Planning Institute (April 2011)
  • “Hot Topics in Fiduciary Liability: Avoiding Traps, Thickets and Tax Balls,”  Connecticut Open Bar Section Meeting (April 2011)
  • "Notable Developments of Interest to Estate Planners,” Blue Grass Estate Planning Council (February 2011)
  • “The Whether, Why, Whom, What and When of the Trustee’s Duty to Notify Beneficiaries," 45th Annual Heckerling Institute on Estate Planning (January 2011)
  • “Charitable Planning And Other Fun Ideas Of Interest To Estate Planners,” Southern Arizona Estate Planning Council (December 2010)
  • “Notable Developments in Estate Planning,” Evansville Bar Association (November 2010)
  • “Notable Developments in Estate Planning,” Tennessee Tax Conference (November 2010)
  • “Notable Developments in Estate Planning,” Maryland Advanced Tax Institute (November 2010)
  • “Notable Developments in Estate Planning,” Stock Yards Bank Estate and Tax Seminar (October 2010)
  • “Hot Topics in Fiduciary Liability:  Avoiding Traps, Thickets and Tax Balls,” 2010 Duke University Estate Planning Conference (October 2010)
  • “Exit Strategies: If You Can’t Get Out, Should You Get In?” Partnership for Philanthropic Planning (October 2010)
  • “Charitable Gifts of Business Interests,” Southern Federal Tax Institute (September 2010)
  • “Charitable Planning Strategies for Individuals and Families in Changing and Uncertain Times,” Cleveland Community Foundation (September 2010)
  • “Selecting the Best Charitable Donee: Public Charity, Donor Advised Fund or Private Foundation,” ALI-ABA (September 2010)
  • “UPMIFA - UPMIFA: No Panacea But Possibilities, Pitfalls, and Pratfalls," Center for Nonprofit Excellence (September 2010)
  • “UPMIFA: Uplifting, Upsetting, or Up-in-the-Air?” KY CPA Non-Profit Conference (August 2010)
  • “Notable Developments in Estate Planning,” 37th Annual Midwest/Midsouth Estate Planning Institute, University of Kentucky College of Law (July 2010)
  • “UPMIFA: Uplifting, Upsetting, or Up-in-the-Air?” Central Kentucky Planned Giving Council (May 2010)
  • “New Estate Planning & Probate Statutes add Clarity, Confusion, Possibilities and Pitfalls,” Louisville Bar Association (May 2010)
  • Best Ideas Workshop, Cincinnati Estate Planning Council/The Greater Cincinnati Foundation (May 2010)
  • “Beat the Busted Buy-Sell: The Ten Common Mistakes in Planning, Drafting and Implementing Buy-Sell Agreements,” Kentucky Bar Association 20th Annual Issues for Corporate House Counsel CLE Seminar (April 2010)
  • “Selecting the Best Donee:  Public Charity, Donor Advised Fund, or Private Foundation,” The ACTEC 2010 Annual Meeting (March 2010)
  • “Integrating Charitable and Estate Planning:  To Do Well As You Do Good,” 12th Annual Estate, Tax, Legal & Financial Planning Seminar, All Children’s Hospital Foundation, Tampa, Florida (February 2010)
  • “Charitable Planning with Closely-Held Businesses,” 44th Annual Heckerling Institute on Estate Planning (January 2010)
  • “Comments on Estate Tax Repeal,” 39th Annual Estate Planning Seminar, Estate Planning Council of Portland, Inc. (January 2010)
  • “Estate and Charitable Planning,” Lincoln Heritage Council (Boy Scouts) (November 2009)
  • “Recent Developments of Interest to Estate Planners,” 2009 Tennessee Federal Tax Conference, Tennessee Society of CPAs and Tennessee Federal Tax Institute (November 2009)
  • “Recent Developments of Interest to Estate Planners,” West River Estate Planning Council, Rapid City, South Dakota (November 2009)
  • “Recent Developments of Interest to Estate Planners,” Advanced Tax Institute, Maryland Association of CPAs (November 2009)
  • “Incentive Trusts for Children,” ALI-ABA, Live Telephone Seminar/Live Audio Webcast (October 2009)
  • “Recent Developments of Interest to Estate Planners,” Stock Yards Bank Estate and Tax Seminar (October 2009)
  • “Recent Estate and Charitable Developments,” The Jewish Community Endowment Fund (Albany, New York) (September 2009)
  • “Fiduciary Concerns in a Litigious Environment,” Estate Planning Council of Louisville (September 2009)
  • “Charitable Planning and Exempt Organization Developments,” ACTEC Southeast Region Meeting (September 2009)
  • “Recent Developments of Interest to Estate Planners,” 36th Annual Midwest/Midsouth Estate Planning Institute, University of Kentucky College of Law (July 2009)
  • “Recent Developments of Interest to Estate Planners,” 36th Annual Midwest Estate Tax and Business Planning Institute” Indiana Continuing Legal Education Foundation (June 2009)
  • “Preserving Family Assets – The Marriage of Business Planning and Charitable Planning,” Greater Milwaukee Foundation, Milwaukee, WI (May 2009)
  • "Tax Issues and Selecting the Appropriate Charitable Entity for Charitable Planning,” Alabama Planned Giving Council, Birmingham, AL (June 2009)
  • "Tax Issues and Selecting the Appropriate Charitable Entity for Charitable Planning,” American Institute on Federal Tax (June 2009)
  • “Integrating Charitable and Estate Planning:  Doing Well by Doing Good,” 18th Annual Trust Advisors Forum (February 2009)
  • “Notable Developments of Interest to Estate Planners,” Bluegrass Estate Planning Council (January 2009)
  • “Recent Developments of Interest to Estate Planners,” Tennessee Federal Tax Conference, Tennessee Society of CPAs and Tennessee Federal Tax Institute (December 2008)
  • “Recent Developments of Interest to Estate Planners,” “Enforcing the Charitable Restrictions Your Clients Care About,” and “Interesting New Charitable Planning Ideas,” Kentucky Planned Giving Council (December 2008)
  • “Recent Developments of Interest to Estate Planners,” 19th Annual Estate and Business Planning Institute, Evansville Bar Association (November 2008)
  • “Recent Developments of Interest to Estate Planners,” Annual Joint Program of the Monroe County Bar Association and the Estate Planning Council of Rochester, NY (November 2008)
  • “Recent Developments of Interest to Estate Planners,” 2008 Advanced Tax Institute, Maryland Association of CPAs (November 2008)
  • “Recent Developments of Interest to Estate Planners,” Stock Yards Bank & Trust Estate & Tax Seminar, Jeffersonville, IN (October 2008)
  • “Matching Techniques, Donors, and Donees,” Kentucky Nonprofit Leadership Forum, Lexington, KY  (October 2008)
  • “Private Foundations, Donor Advised Funds, or Supporting Organizations: The Taxpayer Conundrum,” Connecticut Bar Association Open Meeting, New Haven, CT (October 2008)
  • “Restricted Charitable Gifts,” Tulane University (September 2008)
  • “Private Foundations, Donor Advised Funds, or Supporting Organizations: The Taxpayer Conundrum,” 43rd Annual Southern Federal Tax Institute (September 2008)
  • “Donor Centered Philanthropy: Imposing and Enforcing Restrictions,” ALI-ABA Sophisticated Estate Planning Techniques (September 2008)
  • “Recent Developments of Interest to Estate Planners,” 35th Annual Midwest/Midsouth Estate Planning Institute, University of Kentucky College of Law (July 2008)
  • “Estate Planning at Poolside: Early Summer Musings, Meditations and Flights of Fancy,” Louisville Bar Association Probate & Estate Section (June 2008)
  • “Recent Developments of Interest to Estate Planners,” 35th Annual Midwest Estate Tax and Business Planning Institute, Indiana Continuing Legal Education Foundation (June 2008)
  • “Preserving Family Assets: The Marriage of Estate Planning and Charitable Giving,” Greater Cincinnati Foundation Seminar (June 2008)
  • “Financial Planning Update,” Kentucky Society of CPAs (May 2008)
  • “Estate Planning Issues for the Horse Owner,” University of Kentucky 23rd Annual National Conference on Equine Law (April 2008)
  • “Recent Developments of Interest to Fiduciaries,” National City Bank Trust Conference (May 2008)
  • “Recent Developments of Interest to Estate Planners,” North Dakota Bankers Association Tri-State Trust Conference (April 2008)
  • “Estate Planning Considerations in Corporate Liquidity Events,” KBA Corporate House Counsel Section 18th Annual Issues for Corporate House Counsel CLE (April 2008)
  • “2007 Developments of Interest to Estate Planners,” BNA Tax Management Seminar (February 2008)
  • "A Practitioner’s Perspective," Uniform Probate Code Developments, UCLA (February 2008)
  • “Recent Developments of Interest to Estate Planners,” Estate Planning Council of Portland (January 2008)
  • “Ten Common Mistakes in Drafting Buy-Sell Agreements,” ACTEC Southeastern Regional Meeting (November 2007)
  • “Recent Developments of Interest to Estate Planners,” Tennessee Federal Tax Conference, Tennessee Society of CPAs, Nashville, TN, (December 2007)
  • “Recent Developments of Interest to Estate Planners,” 2007 Advanced Tax Institute, Maryland Association of CPAs, Baltimore, MD, (November 2007)
  • “Recent Developments of Interest to Estate Planners,” Bluegrass Estate Planning Council, Lexington, KY (November 2007)
  • “Recent Developments of Interest to Estate Planners,” Evansville Bar Association, Evansville, IN (November 2007)
  • “Recent Developments of Interest to Estate Planners,” 29th Annual Duke University Estate Planning Conference, Durham, NC (October 2007)
  • “The Getting Part of Giving: What Happened to My Charitable Deduction?” The 42nd Annual Southern Federal Tax Institute, Atlanta, GA (October 2007)
  • “Recent Developments of Interest to Estate Planners,” Midwest/Midsouth Estate Planning Institute, University of Kentucky College of Law, Lexington, KY (July 2007)
  • “2006-2007 Recent Developments of Interest to Estate Planners,” 34th Annual Midwest/Midsouth Estate Planning Institute” Indianapolis, IN (June 2007)
  • “Estate Litigation: What Every Attorney Needs to Know about Probate & Estate Planning,” Kentucky Bar Association Annual Convention, Louisville, KY (June 2007)
  • “Update on Estate and Trust Issues,” Fratcher Estate and Trust Symposium, University of Missouri, Columbia, MO (May 2007)
  • “Innovative Charitable Planning Ideas,” Ohio Fellows ACTEC, Cincinnati, OH (April 2007)
  • ”We’ll Sell the Business If We Can Pay No Tax,” 2007 ACTEC Annual Meeting, Scottsdale, AZ (March 2007)
  • "Notable Developments of Interest to Estate Planners,” Eighth Annual Vincennes University Wills, Trusts, and Ethics Institute (December 2006)
  • "Recent Developments of Interest to Estate Planners,” Evansville Bar Association (November 2006)
  • "Recent Developments of Interest to Estate Planners,” Maryland Association of CPAs (November 2006)
  • "Preserving Family Assets: The Marriage of Estate Planning and Charitable Giving,” Gulf Coast Community Foundation (November 2006)
  • “Wills for Heroes,” Kentucky Bar Association Young Lawyers Section (October 2006)
  • "Recent Developments of Interest to Estate Planners,” Stock Yards Bank Estate and Tax Seminar (October 2006)
  • "Notable Developments of Interest to Estate Planners,” Sisters of St. Benedict (October 2006)
  • “Annual Uniform Trust Code Conference - Drafting for States Which Lack the UTC,” ACTEC 2006 Fall Meeting, Providence, RI (October 2006)
  • "Recent Developments of Interest to Estate Planners,” Middle Tennessee Estate Planning Council (October 2006)
  • “Uniform Law Developments and Other Things On My Mind,” Estate Planning Council of Louisville, Louisville, KY (September 2006)
  • “Wait, Wait, Can I Do That? – A Critical View of Challenging Charitable Planning Techniques,” (with Martin Hall) and "On the Edge or Into the Abyss: Can Charity Begin at Home and End There Too?” 21st Annual Advanced ALI-ABA Course of Study - Sophisticated Estate Planning Techniques (September 2006)
  • "Notable Developments of Interest to Estate Planners and Other Fascinating Topics,” Louisville Bar Association Probate Section (September 2006)
  • “Recent Developments of Interest to Estate Planners,” Midwest/Midsouth Estate Planning Institute, University of Kentucky College of Law, Lexington, KY (July 2006)
  • “Notable Developments of Interest to Estate Planners,” 33rd Annual Midwest/Midsouth Estate Planning Institute,” Indianapolis, IN (June 2006)
  • “Preserving Family Assets: The Marriage of Estate Planning and Charitable Giving,” 20th Annual Southern Region Meeting of ACTEC Fellows, Memphis, TN (April 2006)
  • "On the Edge or Into the Abyss: Can Charity Begin at Home and End There, Too?" (with Martin Hall and Sara Sadler), American College Of Trust And Estate Counsel 2006 Annual Meeting (March 2006)
  • “Recent Developments of Interest to Estate Planners,” Estate Planning Council of Portland 35th Annual Estate Planning Seminar, Portland, OR (January 2006)
  • “Recent Developments of Interest to Estate Planners,” University of Louisville Louis A. Grief Tax Institute (December 2004)
  • “Recent Developments of Interest to Estate Planners,” Birmingham Estate Planning Council (December 2004)
  • “Recent Developments of Interest to Estate Planners,” Evansville Bar Association (November 2004)
  • “Recent Developments of Interest to Estate Planners,” Maryland Association of CPAs 2004 Advanced Tax Institute Conference (November 2004)
  • “Families Who Do Good May Also Do Well,” Kentucky Society of CPAs (November 2004)
  • “Tax Developments for Fiduciaries,” National City Bank Fiduciary Officers Conference (October 2004)
  • “Recent Developments of Interest to Estate Planners,” Duke Estate Planning Conference (October 2004)
  • “Preserving Family Assets: The Marriage of Estate Planning and Charitable Giving,” The Community Foundation of Muncie and Delaware County, Inc. (October 2004)
  • “Preserving Family Assets: The Marriage of Estate Planning and Charitable Giving,” The Madison County Community Foundation (October 2004)
  • “Recent Developments of Interest to Estate Planners,” American College of Trust and Estate Counsel, Mid-Atlantic Regional Meeting (September 2004)
  • “Recent Developments of Interest to Estate Planners,” American Banker’s Association Advanced Trust School (August 2004)
  • “Transferring Business Interests to Charity,” American College of Trust and Estate Counsel, Annual Meeting, San Antonio, TX (March 2004)
  • “Recent Developments of Interest to Estate Planners,” Estate Planning Council of Portland, Oregon (January 2004)
  • “Recent Developments of Interest to Estate Planners,” Healthcare Financial Management Association, Lexington, Kentucky (January 2004)
  • “Recent Developments of Interest to Estate Planners,” 27th Annual Midwest Estate, Tax &  Business Planning Institute, Indiana Continuing Legal Education Forum (June 2000-2007 2009)
  • “Recent Developments of Interest to Estate Planners,” Georgetown University Law Center (October 1999 - 2003)
  • “Recent Developments of Interest to Estate Planners,” University of Louisville Louis A. Grieb Tax Institute (December 2003)
  • “Recent Developments of Interest to Estate Planners,” Maryland Association of CPAs 2003 Advanced Tax Institute Conference (November 2003)
  • “Recent Developments of Interest to Estate Planners,” Evansville Bar Association (November 2003)
  • “Recent Developments of Interest to Estate Planners,” and “Advanced Estate Planning and Charitable Techniques,” Estate Planning Council, Eugene, Oregon (May 2003)
  • “Preserving Family Assets: The Marriage of Estate Planning and Charitable Giving,” North Central Planned Giving Council, Ashland University (November 2002)
  • “Advanced Charitable Techniques,” The Estate Planning Council of Portland, Oregon (October 2002)
  • “Fall Estate Planning Update,” National video seminar, ALI-ABA (September 2002)
  • "Preserving Family Assets: The Marriage of Estate Planning and Charitable Giving,” Palm Beach Community Foundation (September 2002)
  • “Advanced Charitable Planning,” Fall Conference for Community Foundations, Council on Foundations (2000-2001)
  • “Notable Developments of Interest to Estate Planners,” Portland, Oregon (January 2000)
  • “Estate Freezes: GRATs, Sales to Grantor Trusts, and Appreciation Transfer Trusts,” 26th Annual Midwest Estate, Tax & Business Planning Institute, Indiana Continuing Legal Education Forum (1999)
  • “Using Family Limited Partnership in Estate Planning,” Evansville Estate Planning Council (1998)
  • “The Law and Lore of Family Foundations.  Understanding the Possibilities and Pitfalls,” 1998 Fall Seminar, American College Of Trust And Estate Counsel, Cleveland, Ohio (1998)
  • “Planning for Reality: Is it Possible to be Fair to Both the Current and Future Trust Beneficiaries?” Advanced Estate Planning Institute, Georgetown University, Washington, D.C. (1998)
  • “Current Issues in Charitable Giving,” Estate Planning Council of Portland (1998)
  • “Understanding and Planning To Minimize the Generation Skipping Transfer Tax,” 25th Annual Midwest Estate, Tax & Business Planning Institute, Indiana Continuing Legal Education Forum (1998)
  • “How To Market Your Product: Operating a Successful Estate Planning Practice,” Estate Planning Section, Commercial Law Affiliates (1997)
  • “Integrating Estate Planning and Charitable Goals,” Palm Beach Estate Planning Council (1996)
  • “Recent Developments of Interest to Estate Planners,” University of Denver Advanced Estate Planning Symposium (1995, 1997, 1999, 2001, 2003, 2005, 2007, 2009)
  • “Gilding the Golden Years,” U of L Golden Alumni, Louisville, KY (May, 1995 - 2009)
  • “Supporting Organizations: An Attractive Alternative to the Private Foundation,” and “Gift Annuities in the 1990s,” Council on Foundations (Fall 1995)
  • “Tax Planning and The Planned Giving Professional,” 25th Annual CASE/NAIS Independent Schools Conference, Charleston, SC  (April 1995)
  • “Recent Developments of Interest to Estate Planners," Midwest/Midsouth Estate Planning Seminar, University of Kentucky (July 1992-2017)
  • “Recent Developments of Interest to Estate Planners,” Louisville Bar Association (1992-2008)
  • "Tax Planning Techniques for Potential Audits and Litigation,” University of Kentucky Estate Planning Institute (July1988)
  • "Oral Decision Making and the Structure of Roman Law,” Annual Meeting, Classical Association of the Middle West and South, New Orleans, LA (with Ronald J. Mann) (April 1988)
  • “Kentucky Probate and Trust Developments,” Kentucky Practical Probate, Professional Education Systems (1988)
  • “Estate Administration and Drafting to Avoid Probate and Administration Problems,” Kentucky Practical Probate, Professional Education Systems (1987)