"Human speech is like a cracked tin kettle, on which we hammer out tunes to make bears
dance when we long to move the stars."
—Flaubert, from Madame Bovary
“Comparative Estate Law – Funds and Families Moving Across Borders,” NYSBA International Estate Planning Institute, Singapore, October 2009.
“International Employees: Immigration, Tax and Benefits Issues,” Colorado Bar Association CLE, January 29, 2009 (co-presenting with Marie Lowe, Esq., Law Offices of Marie H. Lowe, Denver, and Nancy Strelau, Esq., Brownstein, Hyatt, Farber & Schreck, Denver).
“Introduction to International Estate Planning,” STEP/NYSBA 4th Annual International Estate Planning Institute, New York, May 2008.
“Some Hot Topics in Inbound Estate Planning: Planning Techniques for the Former-Long Term US Resident,” BNA Tax Management, Inc. Estates, Gifts and Trusts Advisory Board Meeting, April, 2007 (co-presenting with Glenn Fox, Esq., Alston & Bird LLP, New York, Kevin Mullin, Mullin Dean & Heimos LLP, Denver).
“U.S. Immigration Law for the Estate Planner,” National CLE Conference, Snowmass, Colorado, January 2006.
“An Introduction to Immigration Law for the Estate Planner,” BNA Tax Management, Inc. Estates, Gifts and Trusts Advisory Board Meeting, September, 2005 (co-presenting with Gideon Rothschild, Esq., Moses & Singer, New York, Richard Nenno, Wilmington Trust, Delaware).
“Tips and Strategies for Effective Drafting and Implementation,” QDRO Creation in Colorado, National Business Institute CLE conference, Denver, Colorado, April 2004 (preparation of course materials only).
“The Effect of the U.S. TIET on Foreign Trusts and the Financial Sector and Possible Solutions for Both Non-Compliant and New Clients,” Bahamas Institute of Bankers & Association of International Bank and Trust Companies Banker’s Week Seminars, Nassau, Bahamas, May 2002.
“Estate Planning for Non-Resident U.S. Citizens and Expatriates;” “Ethics in International Tax and Estate Planning,” The Economic Growth and Tax Relief Reconciliation Act of 2001, Lorman Education Services CLE conference, Denver, December 2001 (co-presenting with Grace Chung, Snell & Wilmer, Denver).
Employee Stock Ownership Plans in Colorado, National Business Institute CLE conference, Denver, December 2001 (co-presenting with Evan L. Rhodes, American Business Resource Corp., Phoenix, and Charles R. Schaul, S&B Valuation Service, Phoenix).
“The Domestic Versus International Policy for Private Placement Life Insurance Planning: A Pros and Cons Analysis;” “Utilizing Offshore Life and Annuity Products for International Employee Benefit Planning,” Institute for International Research conference, International Life Insurance and Annuity Products, Nassau, Bahamas, November 2001 (co-presenting with Grant Markuson, Markuson & Neufeld, Chicago; Ramiro Curiel, Mass Mutual Ins. Co., Bermuda; Gerry Nowotny, Marsh McLennan Companies, Cayman Isl.; Lee Williams, Royal Bank of Canada, Jersey; David Whelehan, AG Transnational Inc., British Virgin Isl.; Karin Landry, Watson Wyatt Worldwide, Boston).
“Qualified Intermediaries, Meet Your New Partner: The Internal Revenue Service,” Bahamas Institute of Bankers & Association of International Bank and Trust Companies Banker’s Week Seminars, Nassau, Bahamas, May 2001.
Employee Stock Ownership Plans in Colorado, Lorman Education Services CLE conference, Denver, March 2001 (co-presenting with Evan L. Rhodes, American Business Resource Corp., Phoenix, and Charles R. Schaul, S&B Valuation Service, Phoenix).
“Advanced Planning with Domestic and International Private Placement Life Insurance,” Institute for International Research conference, Offshore Trusts For Private Clients, Coral Gables, Florida, March 2001 (co-presenting with Grant R. Markuson, David Neufeld, Markuson & Neufeld, Chicago).
“The Changing Offshore World - What's Out, What’s Left,” Institute for International Research conference, Capitalizing on International Estate & Income Tax Planning, Miami, Florida, January 2001.
“Successfully Using Offshore Life Insurance and Annuities to Increase Asset Protection,” Institute for International Research conference, Offshore Life Insurance and Annuities Forum, Nassau, Bahamas, November 2000.
“General Applicability of the Internal Revenue Code, Securities Issues and Solicitation Issues to Offshore Life and Annuities,” Lorman Education Services CLE conference, Tax and Estate Planning with Offshore Life Insurance and Annuities, Denver, October 2000.
“The Changing Face of Banking - Forming Offshore Insurance Subsidiaries,” Bahamas Institute of Bankers & Association of International Bank and Trust Companies Banker’s Week Seminars, Nassau, Bahamas, May 2000.
“Increasing Asset Protection through Offshore Life and Annuities: Understanding Key Asset Protection Laws,” Institute for International Research conference, Offshore Life Insurance and Annuities Forum, Nassau, Bahamas, January 2000.
“Offshore Banking: Cautionary Tales and Risk Management Structures,” Bahamas Institute of Bankers & Association of International Bank and Trust Companies Banker’s Week Seminars Nassau, Bahamas, May 1999.
“Financial Planning Opportunities You May Not Know About,” Annual Convention, American Association of Osteopathic Family Practitioners, San Diego, California, 1999.