Articles & Presentations
Co-author. Minnesota Estate Planning, Wills and Trusts Library Forms and Practice Manual
. 1st ed. Brooklandville, MD: Data Trace Company, 2009.
“Qualified State Tuition Programs (QSTPs)”
“Tax Aspects of Conservation Easements”
“Tax Case: Family Limited Partnerships Funded With Personal Use Property”
"Insight Series: Wealth Management
." CFA Society Minnesota. 24 June, 2014.
"Complex Assets: The Most Overlooked Charitable Donations," Fidelity Charitable, 16 May 2012
Family Limited Partnerships in Minnesota, Sterling Education Services, 14 June 2001.
Current State Estate Tax Developments and Planning, Westlaw Seminar, 23 Apr. 2003.
Asset Protection in the Current Day
Basic Estate Administration for the Minnesota Paralegal
Tax Aspects of Conservation Easements, Probate & Trust Law Section Annual Meeting, 17 June 1999.