- GuardianshipEstate Planning and Probate – experience in preparation of wills, powers of attorney, management trusts, life insurance trusts; preparation of federal estate, gift and generation-skipping tax returns; handling guardianships and probate matters including independent and dependent administrations with particular expertise in life insurance in estate planning.
- Business Disputes, 2nd Annual Family & Closely Held Business Institute, Business Law, Probate & Estate Planning and Taxation Sections, State Bar of Michigan, "Life Insurance Planning for the Closely Held Business", Plymouth, Michigan
- Estate Planning“Split Dollar Fundamentals – Intergenerational Split Dollar,” 57th Annual Phillip Heckerling Institute on Estate Planning, 2:00-3:30 p.m., Orlando World Center Marriott Resort and Convention Center, Orlando, Florida
- Wills
- Trusts
- Power of Attorney
- ProbateState Bar of Texas – Certified Specialist in Estate Planning and Probate Law by the Texas Board of Legal Specialization; member of Sections of Taxation and of Real Estate, Probate and Trust Law; past Probate Editor of Newsletter of Real Estate, Probate and Trust Law Section.
- Tax Law“So You Think You Know Everything About the Income Taxation of Life Insurance. Well, Think Again!,” State Bar of Texas Advanced Tax Law Course, Austin, Texas.