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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