• Moderator for “53rd Annual Estate Planning Short Course (Champagne)” - Illinois Institute for Continuing Legal Education 2010

  • “The Business of Estate Planning or Estate Planning in Business” – St. Clair County Bar Association 2010

  • “Special Needs Trust” – Community Link 2010.

  • “Estate Planning – Why you need it and what I do” – Metro East Underwriter Association Young Agents 2010

  • “Business Killers” – National City Bank Women in Business Luncheon 2010.

  • “Lurking Malpractice in the Mundane” – Illinois Institute of Continuing Legal Education Estate Planning Teleconference Series 2009.

  • “Starting Points for Basic Estate Planning” - Illinois Institute of Continuing Legal Education 2009.

  • “Estate Planning – Importance of Will, POA, Trust” – Business Professional Women, Highland, Illinois Chapter 2009.

  • “2032A Recapture Tax” – Illinois Institute of Continuing Legal Education 52nd Annual Estate Planning Short Course in Champaign, Illinois 2009.

  • “Special Needs Trusts and Special Situations” — Illinois Institute for Continuing Legal Education Estate Planning Short Course, Chicago and Champaign, Illinois, 2008
  • “Ethical Dilemmas in Estate Planning” — Illinois Institute for Continuing Legal Education, Champaign, Illinois 2008.
  • “Basic Estate Planning: Introductory Drafting and Tax Issues” — Illinois Institute for Continuing Legal Education 2003, 2004, 2005, 2006, and 2008.
  • “Fundamentals of Drafting Basic Wills and Trusts” — Illinois Institute for Continuing Legal Education Planning Committee, Moderator and Speaker 2005, 2006, 2007 and 2008.
  • “Deciphering Boilerplate for Your Client” — Illinois Institute for Continuing Legal Education Estate Planning Short Course, Chicago, Illinois, 2007.
  • “Drafting Wills and Trusts for the Smaller Estates” — Illinois Institute for Continuing Legal Education Planning Committee, Moderator and Speaker, Springfield, Illinois and Chicago, Illinois 2004.
  • “Estate Planning” — East Side Association for Insurance and Financial Advisors, 2002. 2003, 2006 and 2007.
  • “Estate Planning” — State Retirement Systems, Investing in Your Future, 2003, 2004, 2005, 2006, 2007 and 2008.
  • “”Estate Planning” — State Retirement Systems, Countdown to Retirement, 2002, 2003, 2004, 2005, 2006, 2007 and 2008.
  • “Estate Planning” — State Retirement Systems, Education for Tomorrow’s Choices, 2002, 2003, 2004, 2005, 2006, 2007 and 2008.
  • “Tax Update and Planning Seminar” — Mathis, Marifian, Richter & Grandy Ltd., September 1997, 1999, 2001-2003, 2005-2008.
  • “Estate Planning” — Smith Barney 2007 and 2008.
  • “Estate Planning” — Edward Jones 2005, 2006, 2007 and 2008.
  • “Exploring Financial & Legal Options” — Continuing the Journey Program and the Shrine of Our Lady of Sorrows, March 2003.
  • “Tax Issues and Choice of Entities” — I Day for East Side Association of Insurance and Financial Advisors, April 2003.
  • “Estate Planning” — O’Fallon Sunrise Rotary Club 2003
  • “Estate Planning from the Beginning” — Illinois Institute for Continuing Legal Education, August 2002.
  • Moderator for “Panel of Entrepreneurial Business Women” — Leaderships Illinois, August 2002.
  • Moderator for “Balancing World and Life” — Leadership Illinois, August 2006.
  • “How to Let Your Relatives Get More than the Lawyers” — Rotary Club of St. Clair County (West), July 2002.
  • “District 6510 Estate Planning Seminar” — Rotary International, District 6510, July, August and October 2002; January 2003.
  • “The Basics of Estate Planning” — Illinois Institute for Continuing Legal Education, February 2001.
  • “Practice Skills for Young Lawyers — Estate Administration” — Illinois State Bar Association, August 2002.
  • “Estate Planning” — St. Clair County Legal Professionals.

Legal Services

Education

  • Washington University in St. Louis
    JD 1995
  • University of Kansas
    BS in Accounting and Business Administration 1991

Bar Admissions

  • Illinois
  • Missouri

Court Admissions

  • Seventh Circuit Court of Appeals
  • United States District Court for the Southern District of Illinois
  • United States District Court for the Eastern District of Missouri
  • United States Tax Court
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