Speaking Engagements
Presenter, “Introduction to Sweat Equity Compensation Plans,” Presentation to Black Connect, November 19, 2025
Presenter, “Estate of Bob Marley – No Will, No Cry: Planning for Faith,” Estate Planning Misfires of the Rich and Famous Webinar, July 16, 2025
Author and Co-Presenter, “Who Wins When: An Analysis of Techniques that Use Grantor Trusts to Techniques that Use Non-Grantor Trusts,” Notre Dame Tax and Estate Planning Institute, September 2024
Publications
Author, “Designing a Private Decanting Power,” Journal of Estate & Tax Planning, Issue 47, October 2025
Co-Author, “Determining Ownership in Multiple-Grantor Trusts,” New York Law Journal, September 2024
Author and Co-Presenter, “Who Wins When: An Analysis of Techniques that Use Grantor Trusts to Techniques that Use Non-Grantor Trusts,” Notre Dame Tax and Estate Planning Institute, September 2024
Author, “Planning at the Eleventh Hour,” Trust & Estates Magazine, January 2024
Author, “Succeeding at the Pass: Succession Planning Strategies for Family Businesses,” New York Law Journal, September 2023