Maryland Institute for Continuing Professional Education of Lawyers
Drafting Wills |
Baltimore, Maryland |
11/5/85 |
C&P Telephone – Tax Reform Act of 1986
Provisions of the Tax Reform Act of 1986 Affecting Income Tax and Estate Planning for the Parents of Minor Children |
Baltimore, Maryland |
1/7/86 |
Tucker, Flyer, Sanger & Lewis
Estate Planning Considerations for Real Property |
Washington, DC |
10/16/86 |
UM Employees Retirement Planning Seminar
Estate Planning |
Missoula, Montana |
4/30/89 |
University of Montana School of Law
Partnership Tax (J.D. level course) |
Missoula, Montana |
1/89-5/89 |
Michigan Association of CPA’s Federal Tax Workshops
Partnership Taxation: A Comprehensive Analysis |
Troy, Michigan |
5/24/89 |
University of Montana School of Law
Partnership Tax (J.D. level course) |
Missoula, Montana |
1/96-5/96 |
Montana Society of CPA’s
Practical Tax Planning Tips in Partnership Taxation |
Great Falls, Montana |
11/13/89 |
Oregon Society of CPA’s 1989 OSCPA Tax Forum
Passive Losses Updated – 1989 |
Eugene, Oregon |
12/1-2/89 |
South Dakota Society of CPA’s
Partnership Taxation |
Rapid City, South Dakota |
9/25/90 |
MSU Extension Service Women’s Financial Information Program Estate Planning |
Missoula, Montana |
10/28/92 2/23/93 10/27/93 2/23/94 10/26/94 2/28/95 2/27/96 3/11/97 |
State Bar of Montana Tax for the General Practitioner
Montana Limited Liability Companies and Their Tax Considerations |
Missoula, Montana |
11/4/93 |
Western Montana Underwriters Assoc. Education Day
1994 Limited Liability Companies |
Missoula, Montana |
2/14/94 |
National Business Institute
Planning Opportunities with Living Trusts in Montana |
Missoula, Montana |
5/24/94 |
State Bar of Montana CLE & Ski
Income & Estate Planning with Respect to Qualified Plan Accounts |
Big Sky, Montana |
1/14/95 |
National Business Institute
Limited Liability Companies: The Entity of Choice in Montana |
Missoula, Montana |
3/3/95 |
Western Montana Estate Planning Council
Advice to the Surviving Spouse (Selected Topics in Post-Mortem Planning) |
Missoula, Montana |
10/10/95 |
Mont. Assoc. of Management Accountants
Limited Liability Companies in Montana: An Overview |
Missoula, Montana |
2/15/96 |
Five Valleys Burial Association
Options in Estate Planning |
Missoula, Montana |
3/4/96 |
Institute of Management Accountants
Limited Liability Companies |
Missoula, Montana |
3/14/96 |
U of Montana Employee Services and Retirement Fair
When I Die …Who Will I Trust? |
Missoula, Montana |
4/16/96 |
Community Medical Center Foundation Panel Presentation
Estate Planning and Charitable Giving: How Insurance Makes a Difference |
Missoula, Montana |
5/7/96 |
University of Montana, 44th Annual Tax Institute
Getting Up, Getting Going & Getting Out (Formation, Operation and Sales of Partnerships and LLC’s) |
Missoula, Montana |
11/8/96 |
Western Montana Estate Planning Council
Operating & Liquidating Distributions from Partnerships & LLC’s |
Missoula, Montana |
11/12/96 |
State Bar of Montana
Estate Planning Marital Deduction Provisions in Wills & Trusts (Law Planning & Drafting) |
Polson, Montana |
9/12/97 |
Western Montana Estate Planning Council
Marital Deduction Planning |
Missoula, Montana |
10/14/97 |
State Bar of Montana
Tax for the General Practitioner Retirement Plans |
Missoula, Montana |
10/15/98 |
Western Montana Estate Planning Council
Selected 1999 Revisions to the Montana LLC Act |
Missoula, Montana |
12/14/99 |
State Bar of Montana CLE & Ski
1999 Revisions to the Montana Limited Liability Company Act |
Big Sky, Montana |
1/14/00 |
State Bar of Montana Advance Tax Law Seminar
1999 Revisions to the Montana Limited Liability Company Act |
Billings, Montana |
6/16/00 |
Western Montana Estate Planning Council
Planning for the Disabled Child |
Missoula, Montana |
10/10/00 |
State Bar of Montana CLE & Ski
Tax Law for the Litigator |
Big Sky, Montana |
1/13/01 |
State Bar of Montana CLE & Ski
Asset Protection Planning in Montana Tax Law for the Litigator Part II |
Big Sky, Montana |
1/19/02 |
Western Montana Estate Planning Council
Asset Protection Planning Under Montana Law |
Missoula, Montana |
2/12/02 |
State Bar of Montana
Advanced Tax Law Seminar Asset Protection Planning in Montana |
Bozeman, Montana |
6/14/02 |
Western Montana Estate Planning Council
Resources on the Internet for Estate Planners |
Missoula, Montana |
9/10/02 |
State Bar of Montana Best of the West CLE
Asset Protection Planning in Montana |
Glasgow, Montana |
10/11/02 |
Professional Instruction Network
Choosing a Business Entity in Montana B Non-Tax Factors |
Butte, Montana |
6/26/03 |
Western Montana Estate Planning Council
Recent Montana Cases Affecting Estate Planning |
Missoula, Montana |
11/8/05 |
Western Montana Estate Planning Council
Recent Montana Cases Affecting Estate Planning – Update |
Missoula, Montana |
3/13/07 |
Western Montana Estate Planning Council
A New Approach to Basic Estate Planning |
Missoula, Montana |
1/8/08 |
State Bar of Montana
How to Succeed in a Small Firm / Solo Practice Montana Wills and Related Topics |
Kalispell, Montana |
3/14/08 |
State of Montana Employees Retirement Seminar
Estate Planning – The Jigsaw Puzzle |
Missoula, Montana |
4/1/08 |
State of Montana Employees Retirement Seminar
Estate Planning Simplified |
Missoula, Montana |
9/2/09 |
Western Montana Estate Planning Council
Recent Montana Cases Affecting Estate Planning – 2009 Update |
Missoula, Montana |
11/7/09 |
Western Montana Estate Planning Council
Recent Montana Cases Affecting Estate Planning – 2011 Update |
Missoula, Montana |
1/13/12 |
National Business Institute
Trusts 101 |
Kalispell, Montana |
12/9/13 |
National Business Institute
Trusts 101 |
Missoula, Montana |
12/12/13 |
National Business Institute
Drafting Effective Wills & Trusts |
Bozeman, Montana |
12/8/14 |
National Business Institute
Drafting Effective Wills & Trusts |
Missoula, Montana |
12/10/14 |
National Business Institute
The Probate Process From Start to Finish |
Missoula, Montana |
3/9/15 |
National Business Institute
The Probate Process From Start to Finish |
Bozeman, Montana |
12/4/15 |
National Business Institute
Trusts 101 |
Missoula, Montana |
3/24/16 |
National Business Institute
The Probate Process From Start to Finish |
Bozeman, Montana |
12/2/16 |
National Business Institute
The Probate Process From Start to Finish |
Missoula, Montana |
3/21/17 |
National Business Institute
Trusts – Made Simple |
Missoula, Montana |
3/27/18 |
Missoula Estate Planning Council
Selected Recent Montana Probate & Estate Planning Cases |
Missoula, Montana |
11/13/18 |
National Business Institute
The Probate Process From Start to Finish |
Missoula, Montana |
3/27/19 |
National Business Institute
The Probate Process from Start to Finish |
Missoula, Montana |
3/13/20 |