Author and Presenter of Legal Education Classes:
The New Form 990 – Spotlight on Board Governance – Board Source National Leadership Conference, Washington, DC (2008)
Advising NonProfits. Wealth Counsel, LLC – two day class presented in Atlanta, GA (2006)
All in the Family Business; or Will the Family Still Have Thanksgiving Dinner Together, HOT TOPICS IN ESTATE PLANNING, Oregon State Bar Continuing Legal Education (2005)
Estate Planning for Non-Traditional Couples, 2005 ESTATE PLANNING CONFERENCE, Oregon Society of Certified Public Accountants Continuing Education (2005)
Property Agreements and Domestic Partner Agreements, ESTATE PLANNING FOR THE NONTRADITIONAL COUPLE, Oregon State Bar Continuing Legal Education (2004)
Toolkit for Advising Nonprofits, Wealth Counsel, LLC, presented in Chicago, Illinois, (2004)
Domestic Partner Planning, Wealth Counsel, LLC presented in Las Vegas, Nevada, May, (2004)
Charitable Planning and Oregon Estate Tax Update, Benton and Linn Counties Certified Public Accountant Association, Corvallis, Oregon (2003)
Revocable Living Trusts and Testamentary Wills, Wealth Counsel, LLC – a two day continuing education class for estate planning attorneys, presented in St. Louis, Missouri (2002)
Succession Issues for the Type “A” Business: Equal, Full-Time Owners, BUSINESS SUCCESSION PLANNING, Oregon State Bar Continuing Legal Education (1995)
Getting Money Out of the Business – Coauthor, ESSENTIALS OF BUSINESS LAW, Oregon State Bar Continuing Legal Education (1995)
Ethical Problems of Lawyers Serving on Nonprofit Boards – Coauthor, ADVISING NONPROFIT ORGANIZATIONS, Oregon State Bar Continuing Legal Education (1995)
Getting Money Out of the Business – Coauthor, COUNSELING OREGON CORPORATIONS, Oregon State Bar Continuing Legal Education (1993)
Drafting Domestic Partnership Agreements – Coauthor, DOMESTIC PARTNERSHIPS FROM CREATION TO DISSOLUTION, Oregon State Bar Continuing Legal Education (1996)
Presentations:
Business Succession For Farmers, Oregon Seed Growers, Annual Conference (2010)
Farmland Transition and Business Succession, Oregon State University Austin Family Business Program, (2009)
Limiting Your Company’s Liability, Linn Benton Community College, Small Business Development Program (2003, 2005, 2006, 2008, 2009, 2010)
Planning for Domestic Partners, Willamette Valley Estate Planning Council (2007)
The Pension Protection Act, Samaritan Health Systems Foundations (2007)
Non Profit Board Training for Officers, Financial Stewardship Resources, Inc. (2009)
Implications of the Current Financial Storm for Retirees, Oregon State University Retirement Association (2008)
Estate and Charitable Planning, Oregon State University Gerontology Conference (2007)
Integrating Charitable Giving Into Your Client’s overall Planning Objectives, Samaritan Health Systems Foundations (2006)
Working with NonProfits, WealthCounsel, LLC, (2005)
Restricted Funds, Gaming Regulations and Public Disclosure Documents, Presented to 4-H by Financial Stewardship Resources, Inc. (2004)
Personal Liability for NonProfit Board Members, Financial Stewardship Resources, Inc. (2004)
Policies Your Board Cannot Live Without, Financial Stewardship Resources, Inc. (2005, 2006, 2008, 2009, 2010, 2012)
Planned Giving and Charitable Donations, two hour training presented to numerous nonprofit organizations
Risk Assessment Workbook for Nonprofit Boards, Co-author, HarvestKeepers, Inc. (2004, 2005)
Numerous presentations to professional advisory groups, including attorneys, certified public accountants and investment advisors, on charitable remainder trusts, charitable giving, business succession planning, and estate planning.
Articles:
MediaLaw – Qualified Journalist’s Privilege Covering Broadcast Materials May Be Overridden to Permit In-Camera Review – U.S. v. Cuthbertson, 630 F.2d 139 (3d Cir. 1980), 54 TEMP. L.Q. 170 (1981).
Medical Malpractice – Pennsylvania Declares Mandatory Medical Malpractice Arbitration System Unconstitutional – Mattos v. Thompson, 421 A.2d 190 (PA. 1980), 54 TEMP. L.Q. 459 (1981).