Pre 2014 Presentations by Turney Berry

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

  • “Recent Tax Developments for Estate Planners,” American Law Institute CLE-ACTEC Teleconference on Estate and Gift Tax Recent Developments (December 2014)
  • “Future of Estate Planning and Fiduciary Services,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (December 2014)
  • “Uniform Laws: Changing Estate Planning Practice Across the Nation,” ALI-CLE Telephone seminar/audio webcast (November 2014)
  • “Notable Developments of Interest to Estate Planners,” Tennessee Federal Tax Conference (November 2014)
  • “Notable Developments of Interest to Estate Planners,” Evansville Bar Association (November 2014)
  • “Retaining, Obtaining and Sustaining Basis and Venn Diagrams: The Intersection of Estate & Income Tax,” 40th Annual Notre Dame Tax & Estate Planning Institute (November 2014)
  • “The Uniform Trust Code and Charitable Giving and Community Foundations,” Foundation for the Tri-State Community (November 2014)
  • “Doing Well By Doing Good: Integrating Charity Into Your Estate Plan,” United Way Foundation of Indian River County/Indian River Community Foundation (October 2014)
  • “Recent Cases, Regulations, Rulings, and Pronouncements,” Southern Federal Tax Institute Annual Meeting (October 2014)
  • “Professional Liability and Ethics in Trusts and Estates,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (October 2014)
  • “Charitable Giving in the New Estate Planning Environment,” Jewish Federation of Greater Philadelphia’s Bronstein Seminar for Professionals (October 2014)
  • “Estate Planning in the New World Order: What to do Now that Estate Planning is More Complex than Ever. Your Client May Not Have an Estate Tax Problem but What About Income Tax?” Colorado Bar Association 25th Advanced Estate Planning Symposium (September 2014)
  • “Who Wants This Job? Selection of Trustees and Other Fiduciaries,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (August 2014)
  • “2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go!” National Association of Estate Planners & Councils Webinar Series (August 2014)
  • “Notable Developments in Estate Planning,” University of Kentucky 41st Annual Midwest-Midsouth Estate Planning Institute (July 2014)
  • “What Every Estate Planner and Fiduciary Needs to Know About the UTC,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (July 2014)
  • “Donor-Centric Philanthropy: Mixing and Matching Private Foundations, Donor Advised Funds, and Supporting Foundations,” ALI CLE Charitable Planning Techniques (June 2014)
  • “Don’t Forget Your Property Law: Uniform Prudent Management of Institutional Funds Act, Legal and Accounting Requirements, and other State Law Topics,” ALI CLE Charitable Planning Techniques (June 2014)
  • “Grantor Trusts,” Texas Bar CLE 38th Annual Advanced Estate Planning & Probate Course (June 2014)
  • “Charitable Planning Strategies for Non-Traditional Unions,” Society of Financial Service Professionals/American Cancer Society (June 2014)
  • “Pitfalls and Pots of Gold: Ethical Considerations with Charitable Giving,” Partnership for Philanthropic Planning Kentuckiana (June 2014)
  • “Ethics Considerations for the Trust and Estate Practitioner,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (May 2014)
  • “Charitable Planning in the Current Tax and Personal Planning Environment,” The Community Foundation of Western North Carolina 23rd Annual Professional Seminar (May 2014)
  • “Updates in Estate Planning Topics for 2014,” Bluegrass Estate Planning Council (May, 2014)
  • “Deft Diplomacy – Designing and Administering Discretionary Trusts,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (April 2014)
  • “Planning for 2014 and Beyond,” Memphis Chapter of the Society of Financial Service Professionals (April 2014)
  • Fixing a Broken Estate Plan,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (February 2014)
  • “The Role of Federal Law in Private Wealth Transfer,” The Vanderbilt Law Review Spring 2014 Symposium (February 2014)
  • “Things You Think You Know about Estate Planning: Myths and Mistakes,” ALI CLE Advanced Estate Planning Techniques (February 2014)
  • “Recent Developments of Interest to Estate Planners,” Estate Planning Council of Portland 43rd Annual Estate Planning Seminar (January 2014)
  • “Charitable Lead Trusts, For Fun, For Profit, For Good,” USC Gould School of Law 2014 Tax Institute (January 2014)
  • “Hot Topics in Estate and Gift Tax Planning,” USC Gould School of Law 2014 Tax Institute (January 2014)
  • “Estate Planning Strategies for 2014,” Cannon Financial Institute, Inc., The 2014 Estate Planning Teleconference Series (January 2014)
  • “Recent Developments for Fiduciaries 2014,” 48th Annual Heckerling Institute on Estate Planning (January 2014)
  • “Charitable Giving in the New Estate Planning Environment,” 48th Annual Heckerling Institute on Estate Planning (January 2014)
  • “Charitable Planning Today,” 48th Annual Heckerling Institute on Estate Planning (January 2014)
  • “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)