Publications:

  • Minnesota Probate Deskbook (Co-Author), Minnesota Practice Series, West, 2004-2008
  • An Estate Planner’s Manual for Evaluating Appraisals and Appraisers (Co-Author) 
  • American College of Trust and Estate Counsel 
  • Drafting Wills and Trust Agreements in Minnesota, 6th ed. (Co-Author), Minnesota State Bar Association, 1998-2008 

RECENT CLASSES AND PRESENTATIONS 

  • “Death, Taxes and Senior Executives” National Association of Stock Plan Professionals (NASPP), San Francisco, CA 
  • “Death, Taxes and Senior Executives:  Planning Perils, Pratfalls & Pointers in Estate Planning and Retirement Programs Involving Executive Compensation,” Minnesota Probate & Trust Law Section Annual Conference
  • “Advising Clients and Fiduciaries with Significant IP Interests,” Minnesota Probate & Trust Law Section Annual Conference
  • “Family Capital, Family Business and Free Enterprise,” Opus College of Business and Center for Family Enterprise
  • "How the Estate Tax Affects Transfers of Family Business Ownership," University of Saint Thomas' Center for Family Enterprise
  • “Transition Strategies for Family Business Owners," Society of Financial Service Professionals' Annual Meeting
  • “Unlocking The Charitable Potential of Closely Held Assets,” The Minneapolis Foundation
  • “Transitions in Family Business Enterprises,” University of Saint Thomas’ Center for Family Enterprise (2008)

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