Speaking Engagements


July 24, 2012
AICPA Advanced Estate Planning Conference – Las Vegas, NV
Grantor Trusts

June 29, 2012
Life Insurance and Estate Tax Planning: Towards a More Objective Decision

May 17, 2012
Queens University – Charlotte, NC
Estate Planning for the $5M Client

May 14, 2012
St. Louis Estate Planning Council – St. Louis, MO
Where Estate Planning and Asset Protection Intersect

May 8, 2012
Philadelphia Estate Planning Council – Philadelphia, PA
The Future of Estate Planning

May 4, 2012
Transfer Tax Idols: Season 4 – Palm Beach, FL
The Best Estate Planning Ideas for 2012

April 25, 2012
CPMC Foundation, San Francisco Symphony and Northern Trust – San Francisco, CA
Estate Planning Presentation on Timely Topics

March 27-28, 2012
Family Office Exchange – Chicago, IL
Fiduciary Risk and Litigation

February 25-28, 2012
Lincoln Financial Advisors Planning Forum – Phoenix, AZ
Why 2012 is the Best Year for Sophisticated Estate Planning Strategies

February 23, 2012
North Carolina Bar Association – Southern Pines, NC
Staying Ahead of the Paradigm: Long Range Business Planning for Elder Law Attorneys

January 25, 2012
Society of Trust and Estates Practioners: Super STEP Conference – Irvine, CA
Putting It All Together: Evaluation, Selection and Implementation Decision Making for Wealth Shifting Techniques; An Analytical, Actuarial, Financial and Practical Guide for the Conscientious Advisor

January 24, 2012
Orange County Estate Planning Council – Santa Ana, CA
Double Header Program: Blattmachr & Hesch

January 9 – 13, 2012
46th Annual Heckerling Institute on Estate Planning, Orlando, FL
What Your Mother Never Told You About Powers of Appointment: A Most Flexible Estate and Financial Planning Tool

November 17 – 18, 2011
2011 Federal Tax Clinic, Tuscaloosa, AL
Impact of the $5mm Estate Tax Exclusion

November 11, 2011
Estate Planning Council of Birmingham – Birmingham, AL
A Potpourri of Effective Estate Planning Strategies for 2011

November 8, 2011
Community Foundation of Sarasota – Sarasota, FL
Efficient Use of the New $5 Million Gift and GST Exemptions

October 13 – 14, 2011
33rd Annual Duke University Estate Planning Conference, Durham, NC
Future of the Practice of Law

September 21 – 22, 2011
The 46th Annual Southern Federal Tax Institute, Atlanta, GA
Life Insurance in Wealth Transfer Planning

September 23, 2011
Connecticut Bar Association, Hartford, CT
Determining Whether to Elect Out of the Estate Tax and Into Carryover Basis Efficient Uses of the Temporary $5 Million Exemptions

September 15 – 16, 2011
37th Annual Notre Dame Tax & Estate Planning Institute, South Bend, IN
What Your Mother Never Told You: The Truth About Charitable Remainder and Charitable Lead Trusts In Lifetime and Testamentary Contexts and Understanding Their Economics


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