Speaking Engagements

• "Highlights from the 2020 Heckerling Institute on Estate Planning," Ice Miller Tax Breakfast Exchange, Feb/March 2020. 
• "Structuring Philanthropy:  Common Mistakes in Charitable Gift Planning and How to Avoid Them," Charitable Gift Planners of Central Ohio, February 5, 2020.
• "Estate Plan Fails and How to Avoid Them," Ice Miller Tax Breakfast Exchange, June/July 2019. 
• "Family Office Fiduciaries - Fiduciary Duties and Best Practices to Avoid Conflict", Deloitte Family Office Forum, November 28, 2018.
• "Estate Planning Process and Recommendations" (Panelist), ACG Women in Transactions Case Study, May 22, 2018.
• "Planning for Clients with Diminishing Capacity":
  • Charitable Gift Planners of Central Ohio, May 2, 2018
  • Worthington Estate Planning Council, June 21, 2017
  • Ice Miller Tax Breakfast Exchange, March/April 2016
• "Tax Cuts and Jobs Act of 2017":
  • Columbus Bar Association, April 3, 2018
  • Columbus CEO Tax Talk for Businesses (Panelist), March 1, 2018
  • The Catholic Foundation, February 28, 2018
  • Ice Miller Tax Breakfast Exchange, January/February 2018
• "Duties of Individual Trustees":
  • Central Ohio Financial Planning Association Symposium, October 25, 2018
  • Tri-County Estate Planning Council, March 20, 2018
  • Ice Miller Tax Breakfast Exchange, July/August 2017
• "Women in Lodging Breakfast Panel," Ohio Hotel & Lodging Association Annual Conference, November 13, 2017.
• "Update on 2017 Tax Reform Tax Cuts and Jobs Act H.R. 1," Ice Miller Tax Breakfast Exchange, November/December 2017.
• "If It’s Broke…You Can Fix It! Consents, Releases and Private Settlement Agreements":
  • First-Knox National Bank, November 14, 2018
  • Central Ohio Estate Planning Council, May 15, 2018
  • Park National Bank, October 10, 2017
  • Huntington National Bank, April 22, 2016
  • Fifth Third Private Bank Conference, September 2015
• "A Trustee's Precarious Duty Navigating Through Family Dissension," 2017 Fifth Third Bank Trust Conference, April 25, 2017.
• "Proposed 2017 Tax Reform and its Possible Impact on Your Clients," Ice Miller Tax Breakfast Exchange, January/February 2017.
• "Planning to Minimize Income Taxes for Yourself and Your Beneficiaries," Delaware County Bank, February 16, 2016.
• "Common Mistakes in Charitable Planning," Ice Miller Tax Breakfast Exchange, November/December 2015.
• "Recent Developments That May Impact Clients' Estate Planning and Income Taxes":
  • Tri-County Estate Planning Council, October 20, 2015
  • Ice Miller Tax Breakfast Exchange, August/September 2015.
• "Do's and Don'ts of Planning with Self-Directed IRAs," Tax Breakfast Exchange, May/June 2015.
• "Common Estate Planning Mistakes You Can Help Your Clients Avoid," Ice Miller Tax Breakfast Exchange, February/March 2015.
• "Advising Clients Post DOMA Decisions":
  • Tri-County Estate Planning Council, September 16, 2014
  • Financial Planning Association of Central Ohio 2014 Symposium, September 9, 2014
  • Columbus Bar Association, 2014 Probate Law Institute, May 2014
  • Ice Miller Tax Breakfast Exchange, August/September 2013
  • Society of Financial Service Professionals, October 10, 2013
  • The Columbus Foundation Professional Council Meeting, October 31, 2013
• Business Succession Planning Webinar, AMBA, July 23, 2014.
• "What Every Woman Should Know About Estate Planning":
  • Delaware County Bank, February 19, 2014
  • Ice Miller Women's Event, Jan. 18 and 24, 2012
• "Estate Planning for the 99%," Ice Miller Tax Breakfast Exchange, May/June 2014.
• "Understanding Tax Implications of Retirement Plan Beneficiary Designations and Coordination with Estate Plans," Ice Miller Tax Breakfast Exchange, Feb/March 2014.
• "The Ohio Legacy Trust and Other Tax Protection Strategies Available to Your Client," Ice Miller Tax Breakfast Exchange, April/May 2013.
• "Over the Cliff and Back: The Impact of the American Taxpayer Relief Act on Your Clients," Ice Miller Tax Breakfast Exchange, Jan. 2013.
• "2012 Updates: New and Expiring(?) Opportunities," Ice Miller Tax Breakfast Exchange, July/Aug. 2012.
• “Independent Contractor v. Employee: Do you have employees who are not on your payroll?” Ice Miller Tax Breakfast Exchange, December 8, 2011.
• "Talking to Your Clients About Charitable Planning: The Basics You Need to Know," Ice Miller Tax Breakfast Exchange, September 14, 2011 and October 12, 2011.
• “Proactive Planning to Simplify Estate Administration for Your Clients,” Ice Miller Tax Breakfast Exchange, June 15, 2011 and July 13, 2011.
• “2010 Legislative Tax Updates,” Reforming the Health Care Profession - Transforming the Old Into the New, Ohio Society of CPAs, Columbus, Ohio, November 18, 2010.
• “For your high income and high net worth clients - Consider the impact of health care reform and other White House tax proposals, and develop a tax plan for 2010 and beyond,” Ice Miller Tax Breakfast Exchange, September 8, 2010.
• “Family Limited Partnerships - Recent Developments, Opportunities and Strategies,” Ice Miller Tax Breakfast Exchange, May 12, 2010 and June 16, 2010.
• “Roth IRA Conversions and Trusteed IRAs,” Ice Miller Tax Breakfast Exchange, November 11, 2009 and December 2, 2009.
• “Beneficiary Designations and Distribution Planning for IRAs and Qualified Plans,” Ice Miller Tax Breakfast Exchange, May 14, 2008 and June 11, 2008.