Articles & Presentations
Publications and Presentations
Author, Community Property Chapter, Colorado Estate Planning Handbook, 2005
Author, Planning for Community Property in Colorado, The Colorado Lawyer, June 2002 issue
Presentation, Estate Planning Update: Recent Developments in Estate and Gift
Tax, Boulder County Bar Association Trust and Estate Section, August 23, 2006
Presentation, Estate and Gift Tax Update: Recent Developments in Estate and
Gift Tax, Colorado Society of CPAs, August 9, 2006
Presentation, Estate and Gift Tax Update: Recent Developments in Estate and
Gift Tax, Larimer County Trust and Estate Bar Committee, May 24, 2006
Presentation, What Every Advisor Should Know About Dynasty Crummey Trusts, Boulder County Estate Planning Council, August 8, 2005
Presentation, Community Property Issues in Estate Planning for Mobile Clients, Colorado Bar Association Trust and Estate Section Annual Estate Planning Retreat, Telluride, June 9-12, 2005
Presentation, Estate Planning Update: Recent Developments in Estate and Gift Tax, Centennial Estate Planning Council, March 10, 2005, and Boulder County Bar Association Taxation, Estate Planning and Probate Section, March 23, 2005
Presentation, Family Limited Partnerships, Partnership Tax Class at CU, November 8, 2004
Presentation, Estate Planning Update: Where Are We Now?, Community Foundation Serving Boulder County CLE, October 7, 2004
Presentation, Family Limited Partnerships After Strangi: Still a Viable Planning Technique?, Colorado Bar Association, Trusts and Estates Section, November 2003
Presentation, Family Limited Partnership Update,2003 Advanced Estate Planning Symposium University of Denver College of Law, September 2003
Presentation, The GST Tax and the New Automatic Allocation Rules, Boulder/Longmont Chapter, Colorado Society of CPAs, June 2003
Presentation, A Primer on Trusts: The Basics and Beyond, Family Law Section, Boulder County Bar Association, February 2002
Presentation, Community Property Considerations with Colorado Residents, Boulder/Longmont Area Chapter, Colorado Society of CPAs, September 2002
Presentation, The GST Tax and the Impact of the 2001 Tax Act, Trust, Estate Planning and Probate Section, Boulder County Bar Association, September 2002
Presentation, The Impact of Community Property on Colorado Estate Planning, 2001 Advanced Estate Planning Symposium University of Denver College of Law, September 2001
Presentation, Use of Dynasty Trusts in Estate Planning, Boulder County Bar Tax Section October 25, 2000 and Boulder County Estate Planners Council February 6, 2001
Presentation, Estate Planning and Administration Issues with Imported Community Property and Joint Revocable Trusts, Colorado Bar Association CLE Seminar, October 2, 1998,
Presentation, Principles of Estate Planning with 1993 Legislative Update, CPA seminar, December 1993
Presentation, Guardianships and Related Alternatives, Community Services for Individuals with Disabilities Awareness Night, San Antonio, TX, October 12, 1993
