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PROFESSIONAL SPEAKING

Basics to PA Trusts, Pennsylvania Bar Institute Estate & Elder Law Symposium (February 2021)*
Trust Guide for Elder Law Attorneys, Pennsylvania Bar Institute Estate & Elder Law Symposium (February 2020)*
Trust Guide for Estate Law Attorneys, Pennsylvania Bar Institute Estate Law Institute (November 2019)*
Trust Guide for Elder Law Attorneys, Pennsylvania Bar Institute 22nd Annual Elder Law Institute (July 2019)*
Tax Apportionment, Businesses Within Estates, Pennsylvania Bar Institute “Tough Problems in Estate Planning,” (December 2018)*
Business Succession Planning for Your Elder Law Client, Retirement Planning for Your Elder Law Client, Pennsylvania Bar Institute “Your Guide to Elder Law,” (December 2018)*
Getting to Yes: How to Overcome Common Objections, The Million Dollar Solution (September 2018)
Transitioning your Elder Law Practice, Pennsylvania Bar Institute 21st Annual Elder Law Institute (July 2018)*
Tax Cuts and Jobs Act: How it Affects Your Elder Law Client, Pennsylvania Bar Institute 21st Annual Elder Law Institute (July 2018)*
My Client’s Dead, Now What?, Pennsylvania Bar Institute (May 2017)*
7 Planning Steps for the Second Half of Life, Pennsylvania State Education Association Central Region Pre-Retirement Conference (February 2017)
Making Use of Trusts for Asset Protection of the Middle Class, Pennsylvania Bar Institute (January 2017)*
Importance of Retirement and Estate Planning, Lycoming College's Institute for Management Studies (October 2016)
Succession Planning for Your Elder Law Client’s Family Owned Business, 19th Annual Elder Law Institute for the Pennsylvania Bar Institute (July 2016)*
4 Things You Need to Know to Prepare for the Second Half of Life, Pennsylvania Association of School Retirees (June 2016)
Protecting the Net Egg: 4 Ways to Protect Your Retirement Funds, Cashman Financial Group (Spring 2016)
Estate Planning In Pennsylvania’s Shale Environment, Pennsylvania Bar Institute (October 2015)*
What Every Elder Law Attorney Needs to Know about FLPs, 18th Annual Elder Law Institute for Pennsylvania Bar Institute (July 2015)*
An Elder Law Attorney’s Guide to Estate Planning for Oil, Gas & Mineral Rights, 18th Annual Elder Law Institute for Pennsylvania Bar Institute (July 2015)*
The Myths & Truths of Estate Planning for Oil and Gas Interests, 16th Annual Estate & Elder Law Symposium for Pennsylvania Bar Institute (February 2015)*
A Fresh Look at FLPs, Pennsylvania Bar Institute (January 2015)*
CPA Tax Update Seminar, Tax Pro Seminars (December 2014)**
Tax Law Update for 2014, The Million Dollar Solution, tele-seminar (December 2014)
Legal Writing Workshop, Pennsylvania College of Technology (November 2014)
What’s Cooking with FLPs?, 21st Annual Estate Law Institute for Pennsylvania Bar Institute (November 2014)*
Estate Planning for Clients Who Own Gas, Oil & Mineral Rights, 17th Annual Elder Law Institute for Pennsylvania Bar Institute (July 2014)*
Savvy Social Security Planning, Cioffi Wealth Management (Spring 2014)
Trusts and Taxation, The Million Dollar Solution (Las Vegas, February 2014)
Myths and Truths About Planning in the Second Half of Life: 4 Truths Every Financial Advisor Should Know About Planning, GBU Financial Life (Spring 2013)
The Facts: Special Needs Planning in 2013, Association for Continuing Legal Education (Spring 2013)
What’s in Your Closet? How Trusts Fit into Estate Planning, DeJesus & Wethebee, accounting firm in Perkasie, Pennsylvania (December 2012)
Super Tips for Tax Season 2013, Association for Continuing Legal Education (December 2012)

Virtual Seminars

April 8, 2021: How to Protect that Special Person when they can't protect themselves
March 17, 2021: Keeping It Green
February 15, 2021: How to Protect Your Honey
January 28, 2021: Keep your Seatbelts Buckled
December 10, 2020: EZ-Pass to Estate Administration
November 18, 2020: Grandma Sent to Nursing Home
October 21, 2020: What's in Your Closet? Part 2
September 24, 2020: What's In Your Closet? Part 1
August 26, 2020: Kicking the Bucket Gracefully
July 30,2020: The Lost Art of Estate Planning