Seminars
Panelist, Estate Planning Misfires of the Rich and Famous 2023, New York City Bar Association Webinar, July 12, 2023
Panelist, Blockchain: Tax, Trust and Estate Issues, New York City Bar Association Webinar, June 12, 2023
Presenter, Do’s and Don’ts When Structuring FLPs, Hybrid 2023 May Tax Meeting, American Bar Association, Section of Taxation, May 5, 2023
Presenter, Strategies to Mitigate the “Burn” of Grantor Trust Status, Bank of America Webinar, March 27, 2023
Presenter, Current Developments in Estate & Gift Taxation, Strafford Publications, November 16, 2022
Panelist, Creative Estate Planning for Private Equity and Hedge Fund Partners, JPM Global Headquarters, November 15, 2022
Presenter, Gifting Strategies: Leveraging Your Client’s Gift Tax Exemption, Strafford Publications, November 1, 2022
Presenter, To Reimburse or Not to Reimburse? Grantor Trust Reimbursement Statutes Offer a Solution to a Trustor’s Income Tax Woes, But Beware of the “Burn”, Notre Dame Estate Planning Institute, November 2022
Panelist, Estate Planning Misfires of the Rich and Famous 2022, New York City Bar Association Webinar, July 13, 2022
Presenter, Structuring Incomplete Gift Non-Grantor Trusts: Key Provisions, Tax Planning, Trust Situs and More, Strafford Publications, July 12, 2022
Presenter, Hybrid 2022 May Tax Meeting, American Bar Association, Section of Taxation, May 14, 2022
Presenter, Structuring Non-Grantor Trusts for Wealth Transfers and Income Tax Planning, Webinar, Strafford, February 8, 2022
Presenter, Grantor Trust Reimbursement Statutes, Connecticut Bar Association, Estate & Probate Section, February 7, 2022
Panelist, Recent Developments in Federal and NYS Tax Law Affecting Estate Planning, New York City Bar Association Webinar, November 3, 2021
Co-Presenter, Grantor Trust Reimbursement Statutes, 33rd Annual RPTE Virtual National CLE Conference, April 22, 2021
Gifting Strategies: Leveraging Your Client’s Gift Tax Exemption Now and Planning for 2026 (and Beyond), Webinar, Strafford, 2019
Planning at the Eleventh Hour: A Practitioner’s Checklist for Clients Near Death, Norfolk & Plymouth Estate and Business Planning Council, Randolph, Massachusetts, 2017
Planning at the Eleventh Hour: A Practitioner’s Checklist for Clients Near Death, Webinar, Penton Wealth Management, Trusts & Estates, 2016
Probate Boot Camp, National Business Institute, 2015
Digital Assets, Planning with; Bequeathing of; Disposing of; and Protecting Your Digital Assets After Your Death, Rockland County Estate Planning Council, Nyack, New York, 2014
Women, Money and Power in American Society, Princeton Senior Resource Center, Princeton, New Jersey, 2014
Publications
Co-Author, "Strategies to Mitigate the 'Burn' of Grantor Trust Status," Bloomberg Tax Management Estates, Gifts, and Trusts Journal (Coming May 2023)
Co-Author, "Celebrity Estate Planning: Misfires of the Rich and Famous VI," Probate & Property Magazine (Coming September/October 2023)
Co-Author, "Help—My Child is About to Receive A Windfall!" Trusts & Estates, September 2021
Co-Author, "Grantor Trust Reimbursement Statutes," Trusts & Estates, February 2021
Contributor, "Year in Review," Trust & Estates Magazine
Contributor, "The Complete Estate Planning Sourcebook," Wolters Kluwer
"Planning at the Eleventh Hour: Part II: Augmenting A Practitioner’s Checklist for Clients Near Death," Penton Wealth Management, Trusts & Estates, March 21, 2019
“Planning at the Eleventh Hour: A Practitioner’s Checklist for Clients Near Death,” Penton Wealth Management, Trusts & Estates, May 18, 2016
“Sales to IDGTS: A Hearty Recipe for Tax Savings,” Fall 2014
“Reading Between the Lines, Putting “Personal” Back into Personal Law,” American Bar Association, Probate & Property Magazine, March 2014
“Planning for Franchisee Succession, Asset Protection,” American Bar Association, The Franchise Lawyer, Fall 2013
Press Mentions
“‘Elmo’s Song’ Case Gives Kirkland Associate Chance to Shine,” Bloomberg Law, September 13, 2017
“Kirkland, NYC Charities Secure 'Sesame Street' Royalties,” Law360, August 25, 2017
“Your Money: The Truth About 'Power of Attorney' Documents,” www.nj.com, July 01, 2014
“Your Money: The Taxing Truth About Inheritances,” www.nj.com, April 09, 2014
