Monthly Newsletter on Estate Planning and Probate sent to Clients, CPAs, and Lawyers
Bi-Monthly Newsletter on Business Transactions sent to Clients, CPAs, and Lawyers
"Estate and Financial Planning 101"
Presented to St. Mary's Catholic Church, April, 2024
Presented to Jackson Energy Authority, May, 2023
Presented to University of Memphis at Lambuth, September, 2019
"IRS Section 754 Elections"
UT Martin Ag Conference, August, 2022
"Understanding Appraisals and Cross Examining Appraisers"
Chancellor Butler's Family Law Seminar, December, 2020
“Revocable Living Trusts”; “Trust Used for Tax Reduction”
NBI – Trusts 101, August, 2018
“Tax Deadlines and Preparing, Coordinating and Filing Returns”
NBI – The Ultimate Guide to Probate, October, 2017
“Business Entities in Tennessee”
West Tennessee Society of CPA’s, September, 2017
“Business Entities in Tennessee”
NBI – Top Estate Planning Techniques, July 2017
“Succession Planning for the Business Owner”
TAM Probate & Estate Planning Conference, December, 2016
“Asset Protection Planning”
Madison County Bar Association, November, 2016
“Succession Planning for the Business Owner”
TAM Probate & Estate Planning Conference, October, 2016
“Charitable Giving”
Englewood Baptist Church, September, 2016
“Succession Planning for the Business Owner”
West Tennessee Society of CPA’s, July 2016
“Asset Protection Planning”
Obion County Bar Association, December, 2015
“Elective Share Estate Litigation”
NBI Probate Process From Start to Finish, October, 2015
“Elective Share Estate Litigation”
TAM Probate & Estate Planning Conference, December, 2014
“Estate Planning in 2013 & Beyond”
TAM Probate & Estate Planning Conference, October, 2013
“Farm Leases”
Tennessee Farm Bureau Presidents’ Conference, August, 2013