Speaking Engagements
Co-Presenter, “Remainder Purchase Marital (“RPM”) Trusts: A Novel Alternative for Significant Wealth Transfer Strategies,” Notre Dame Tax and Estate Planning Institute, November 6, 2025
Presenter, “Estate Planning Misfires of the Rich and Famous 2025,” New York City Bar Association, July 16, 2025
Presenter, “Estate Planning in Today’s Dynamic Market Environment,” Webinar, February 6, 2024
Publications
Co-Author, “The RPM Trust Returns: Explanation and Analysis of the Remainder Purchase Marital Trust,” Notre Dame Tax and Estate Planning Institute
Co-Author, “Succeeding at the Pass: Succession Planning Strategies for Family Businesses,” New York Law Journal, September 10, 2023
Contributor, “The Complete Estate Planning Sourcebook,” Wolters Kluwer