Planning for the Dying Client
MCLE Panel Member, 2005

Family Limited Partnerships
Massachusetts Bar Association, Chair, 2005

Estate, Gift & GST Tax
MCLE Panel Member, 2007, 2009, 2011, 2013, 2015

Fundamental Principles of the Gift Tax
Boston Bar Association, 2008

Installment Sales to Defective Grantor Trusts
Trusts & Estates Consortium, 2009

Gifts to Grantor Retained Annuity Trusts and Sales to Defective Grantor Trusts
Boston Bar Association, 2012

Life Insurance Basics, from Planning to Purchase
Boston Bar Association, 2012

Drafting Considerations under the Massachusetts Uniform Trust Code
Boston Bar Association and Trusts and Estates Consortium, 2012

Intra-Family Loans
Boston Bar Association, 2013

Crunching the Numbers
Boston Bar Association, 2015 (Chair and panel member)

Administration of “Unfunded” Life Insurance Trusts from the Trustee’s Point of View
Boston Bar  Association, 2015

Administration of “Unfunded” Life Insurance Trusts from the Trustee’s Point of View
Massachusetts Bar Association Probate Conference, 2015

Conflicts of Interest in Estate Planning and Fiduciary Representation, 2015 (Chair and panel member)

Administration of “Unfunded” Life Insurance Trusts from the Trustee’s Point of View
Trusts & Estates Consortium, 2017

Administration of “Unfunded” Life Insurance Trusts from the Trustee’s Point of View
Boston Probate and Estate Planning Forum, 2017

Inheritance, Trusts & Divorce
MCLE, Chair and Panel Member, 2017

Trust Assets in Divorce – Trustees and Trust Advisors Beware!
Boston Bar Association, 2017

Trust Assets in Divorce – Trustees and Trust Advisors Beware!
US Trust, 2017

Administration of “Unfunded” Life Insurance Trusts from the Trustee’s Point of View
Boston Estate Planning Council, 2018

Estate Planning Basics
Harvard Business School Student Seminar, 2018, 2019, 2020

Ethical Considerations in Estate Planning
ACTEC New England Fellows Institute, 2024