“The Art of Planning with the Bigger Exemption,” Commerce Bank
(CPA Firm), Rubin Brown LLP
“Structuring Trusts and Administration to Minimize Fiduciary Risk,” Illinois Institute for Continuing Legal Education 60th Annual Estate Planning Short Court in Champaign and Chicago
Estate Planning speech for First Command Financial Services
Civilian Leadership Panel for Scott Air Force Base
Succession Planning Speech for Eastern Illinois Estate Planning Council in Champaign, IL
Presentation on Irrevocable Life Insurance Trusts and Use of Beneficiary Designations for NAIFA East Side in O’Fallon and Effingham, IL
Presentation for National Bank in Collinsville, IL on succession planning
“Complex Issues with Privilege,” Illinois Institute for Continuing Legal Education 59th Annual Estate Planning Short Course in Champaign and Chicago
“Why It’s Necessary to Protect and Preserve Your Assets,” Swansea Rotary Club
“Marketing and Business Development for New Attorneys," Sandberg Phoenix & von Gontard P.C. Knowledge College Course
“Administering the Estate Efficiently” and “Putting the Case to Rest – Closing the Estate," National Business Institute
Estate planning basics speech for Metro East Underwriters Association
“Advanced Estate Planning Concepts: From Goal Articulation to Strategy Implementation," The Gray Group/Merrill Lynch
“Planning for the Unexpected," Eastern Illinois Estate Planning Council
Fiduciary Litigation and Estate Issues Speech for Sandberg Phoenix & von Gontard P.C. CPA CLE Course
“Basic Provisions of a Will," Illinois Institute for Continuing Legal Education’s Starting Points: Drafting Wills Seminar
“Using Living Trusts and Powers of Attorney as Estate Planning Tools," National Business Institute’s Drafting Effective Wills and Trusts Course
“Disrupting the Trust,” Panel for the Northern Trust Advice Summit
Life Balancing Speech, Clerk’s Association
“Controlling from the Grave: Is Flexibility a Good Thing," The American College of Trust and Estate Counsel (ACTEC)
Engage, Connect and Elevate Panelist for Maryville Talks Women and Leadership in Missouri
“Professionalism: Required Recordkeeping and Saving Your Sanity," Illinois Institute for Continuing Legal Education New Lawyer Institute
Estate Planning Issues and Taxes/Succession Planning Speech for Sandberg Phoenix & von Gontard P.C. CPA CLE Course
“Administering the Estate Efficiently”, “Determining if Spouse’s Elective Share is a Reasonable Option,” and “Putting the Case to Rest – Closing the Estate,” National Business Institute
“Will and Trust Contests,” Illinois Institute for Continuing Legal Education 57th Annual Estate Planning Short Course
“Wills Overview” and “Anatomy of an Estate Plan,” Illinois Institute for Continuing Legal Education Estate Planning Basics Course in Chicago
"Balancing Many Hats and Role Reversal," Riverbend Growth Association's Ladies' Day at the Track
Panelist for Women in Leadership: Partnership with Diversity Partnership in Maryville University
Estate Taxes Speech, St. Clair County Bar Association Probate CLE
“Beneficiary Issues – Advancements Versus Gifts and Squatters in the Residence,” Illinois Institute for Continuing Legal Education
“Inventory, Annual Reports and Fiduciary Accounting," ISBA Guardianship Bootcamp
“Estate Planning Issues,” Country Companies District Sales Caravan Meeting
“Choice of Entities,” TABS Board
Midwest Business Institute Speech on Business Issues
Estate Planning Speech for Scott Credit Union
“Practice Management: Specifically, Baby Boomers, the Age Wave and Legal Zoom – How Estate Planners Can Survive the Tsunami,” Illinois Institute for Continuing Legal Education 55th Annual Estate Planning Short Course
“25 Insurance Mistakes in Estate Planning," Illinois Institute for Continuing Legal Education 55th Annual Estate Planning Short Course
Primer: “Essentials and What I Wish I Knew,” Illinois Institute for Continuing Legal Education 55th Annual Estate Planning Short Course
I-Day Speech for NAIFA East Side regarding Tax Law Updates
“Organizing the Process Within Your Office and Increasing Profitability,” Illinois Institute for Continuing Legal Education Financial Planning Tools for Small Estates Course in Springfield January 2012
“Ethical and Legal Concerns Impacting Practice Management,” Illinois Institute for Continuing Legal Education 54th Annual Estate Planning Short Course in Chicago & Springfield May 2011
Estate Planning Speech, Belleville Optimist Club January 2011
“Professional Lawyers – Civil Pursuit of a Nobel Profession," Illinois Institute for Continuing Legal Education
“Estate Planning for Disability," ISBA Solo and Small Firm Conference
“Potential Pitfalls of Representing Illinois Residents or Clients with Illinois Real Estate, UMKC Estate Planning Internship
“Planning for Clients with Disabilities, Mathis, Marifian & Richter, Ltd.
Moderator for “53rd Annual Estate Planning Short Course” Illinois Institute for Continuing Legal Education
“The Business of Estate Planning or Estate Planning in Business," St. Clair County Bar Association
“Special Needs Trust,” Community Link
“Estate Planning – Why you need it and what I do,” Metro East Underwriter Association Young Agents
“Business Killers,” National City Bank Women in Business Luncheon
“Lurking Malpractice in the Mundane,” Illinois Institute of Continuing Legal Education Estate Planning Teleconference Series
“Starting Points for Basic Estate Planning,” Illinois Institute of Continuing Legal Education
“Estate Planning – Importance of Will, POA, Trust,” Business Professional Women
“2032A Recapture Tax,” Illinois Institute of Continuing Legal Education 52nd Annual Estate Planning Short Course
“Special Needs Trusts & Special Situations,” Illinois Institute of Continuing Legal Education 51st Annual Estate Planning Short Course
“Special Needs Trusts,” St. Clair County Bar Association CLE Program
“Ethical Dilemmas in Estate Planning,” Illinois Institute of Continuing Legal Education
“Hot Topics in Probate Law," Illinois State Bar Association
“Deciphering the Boilerplate,” Illinois Institute of Continuing Legal Education 50th Annual Estate Planning Short Course
“Fundamentals of Drafting Basic Wills and Trusts,” Illinois Institute for Continuing Legal Education Planning Committee
“Drafting Wills and Trusts for the Smaller Estates,” Illinois Institute for Continuing Legal Education Planning Committee
“Basic Estate Planning: Introductory Drafting and Tax Issues,” Illinois Institute for Continuing Legal Education
“Estate Planning,” East Side Association of Insurance and Financial Advisors
“Estate Planning,” State Retirement Systems, Investing in Your Future
“Estate Planning” State Retirement Systems, Countdown to Retirement
“Estate Planning” State Retirement Systems, Education for Tomorrow’s Choices
“Estate Planning,” Morgan Stanley Smith Barney
“Estate Planning,” Smith Barney
“Estate Planning,” Edward Jones
“Exploring Financial & Legal Options,” Continuing the Journey Program at the Shrine of Our Lady of the Snows
“Tax Issues and Choice of Entities,” I Day for East Side Association of Insurance and Financial Advisors
“Estate Planning,” O’Fallon Sunrise Rotary Club
“Estate Planning from the Beginning,” Illinois Institute for Continuing Legal Education
Moderator for “Balancing Work and Life,” Leadership Illinois
Moderator for “Panel of Entrepreneurial Business Women,” Leadership Illinois
“How to Let Your Relatives Get More than the Lawyers,” Rotary Club of St. Clair County (West)
“District 6510 Estate Planning Seminar,” - Rotary International, District 6510
“The Basics of Estate Planning,” Illinois Institute for Continuing Legal Education
“Practice Skills for Young Lawyers - Estate Administration,”- Illinois State Bar Association
“Tax Update and Planning Seminar,” Mathis, Marifian, Richter & Grandy, Ltd.
“Estate Planning,” St. Clair County Legal Professionals