‘Maximizing the Increased Federal Transfer Tax Exemptions,’ American Bar Association - June 2018, co-author

‘How to Maximize the Increased Transfer Tax Exemptions,’ __ Withers article - February 21, 2018, co-author

‘How the New Federal and New York Estate Tax Exemption Could Affect Your Estate Plan,’ Withers article - January 2018, co-author

‘How the New Federal and Connecticut Estate and Gift Tax Exemption Could Affect Your Estate Plan,’ Withers article - January 2018, co-author

‘The Rising Tide Carry CLAT,’ Trust and Estates, October 2016, co-author

‘Uniform Law Update: Uniform Trust Decanting Act,’ Probate & Property Magazine, May/June 2016

‘Panel focuses on tax planning,’ Greenwich Time, May 7, 2016, quoted

‘CLAT Planning to Mitigate Income Tax on Bringing Deferred Compensation Onshore in 2017,’ Withers Bergman LLP, April, 2016, co-author

‘Gain From the Value of a Good Valuation,’ Probate & Property Magazine, September/October 2014, co-author

‘Young Trusts and Estates Lawyer Lands ABA Fellowship,’ CT Law Tribune, August 29, 2014, quoted

‘IRS Attacks Common Estate Planning Technique in Estate of Woelbing,’ CBA Estates & Probate Section Newsletter, June 2014, co-author

‘Trusts Can Materially Participate in Trade or Business: Taxpayer Victory in Frank Aragona Trust v. Commissioner,’ Wealthmanagement.com, April 2014, co-author

‘IRS Provides Relief for Small Estates to Make a Late Portability Election,’, February 3, 2014

‘Unwrapping the Net, Net Gift,’ Trusts and Estates Magazine, February 19, 2014, co-author

‘Intra-Family Loans to Provide Liquidity for Estates 25 Years After Graegin,’ Connecticut Bar Association, Estates & Probate Newsletter, January 2014, co-author

‘IRS SCINs a Cat: CCA 201330033 Limits Use of Mortality Tables,’ Wealthmanagement.com, August 5, 2013, co-author

‘Death and Taxes - Estate Tax Return Preparation,’ ABA Section of Real Property, Trust & Estate Law eCLE Webinar - April 2019

‘Estate Planning for Resident and Non-Resident Aliens - Navigating Estate, Gift and GST Tax Rules; Leveraging Estate and Lifetime Gifting Opportunities’ Strafford Publications Webinar - January 2019

‘Planning the Estate: Multijurisdictional Estate Planning with a Family Business,’ Columbia University Business School Family Business Management - November 2018

‘Planning with a Family Business: Beyond the Estate Tax’, ABA RPTE eCLE - October 2018

‘Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Founders’, Strafford - September 2018

‘Planning the Estate: Multijurisdictional Estate Planning with a Family Business’, guest lecture at Columbia University Business School - July 2018

‘Family Business Planning Including Chapter 14 Implications’, ABA RPTE Skills Training Program (Advanced Topics) New York, New York - July 2018

‘Tax reform and the family office’, Withers Greenwich event - June 2018, __ speaker __

‘Planning with a Family Business: Beyond the Estate Tax’, ABA RPTE Spring Symposium, Orlando, Florida - May 2018

‘Section 199A - Planning to Maximize the Deduction’, ABA RPTE eCLE - April 2018

‘Planning the Estate: Multijurisdictional Estate Planning with a Family Business,’ Columbia School of Business - November 2017

‘Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Founders,’ Strafford - August 2017

‘Family Business Planning Including Chapter 14 Implications,’ ABA RPTE Skills Training Program (Advanced Topics), New York, NY - July 2017

‘Federal Issues in Estate Administration,’ for the ABA Section of Real Property, Trust & Estate Law - June 2017

‘Planning the Estate: Multijurisdictional Estate Planning including Interplay with Tax Treaties,’ Columbia School of Business - June 2017

‘Federal Post-Mortem Estate Planning Issues and 2016/2017 Developments,’ Estates and Probate Section of the Connecticut Bar Association, New Haven, CT - May 2017

‘The Bad and Ugly of Trust Drafting,’ Federal Tax Institute of New England, Portland, CT – November 2016

Personal Finance Seminar with Notre Dame Women Connect - October 2016, panelist

‘Planning the Estate: Multijurisdictional Estate Planning including Interplay with Tax Treaties’, Columbia School of Business - August 2016

‘Estate Tax Return (Form 706) Preparation’, ABA Section of Real Property, Trust and Estate Law Paralegal eLearning Program - August 2016

‘Tax Consequences of Trusts’, National Business Institute (NBI) - July 2016

‘Planning the Estate: Cross Border Income and Transfer Tax for Families and Individuals, Including Wealth Transfer Techniques and Trusts’, Columbia School of Business - June 2016.

‘It’s Time to Come Ashore: Tax Planning Strategies in the Wake of IRC Section 457A’, - May 2016

‘Avoiding International Entanglements for the Domestic Estate Planning Attorney,’ ABA/RPTE Spring Symposia, Boston, MA - May 2016

‘Tax Consequences of Trusts’, National Business Institute (NBI) - April 2016

‘Estate Tax Preparation and Audit Mitigation Strategies’, ABA Section of Taxation and Section of Real Property, Trust and Estate Law, Trust and Estate Division, 2015 Joint Fall CLE Meeting, Chicago, IL - September 2015

‘Family Business Planning Including Chapter 14 Implications’, ABA RPTE Skills Training Program (Advanced Topics), New York, NY - July 2015

‘Grantor Trusts’, National Business Institute (NBI) Seminar titled Trusts 101’ - June 2015

‘Introduction to Estate Tax Returns, Estate Expenses and Deductions,’ ABA Real Property, Trust & Estate Law Section’s 2015 Paralegal eLearning Program: ‘From Undertaker to Litigator and Steps in Between’ - June 2015

‘Wealth Planning for Fund Carried Interests and Related Chapter 14 Implications’, ABA Real Property, Trust and Estate Law Section’s Business Planning Group - May 2015

‘Tax Consequences of Trusts’, National Business Institute (NBI) - May 2015

‘Wealth Transfer Planning for Fund Carried Interests and Related Chapter 14 Implications’, 15th Annual New York State Society of CPAs Westchester Tax, Estate and Financial Planning Conference - May 2015

‘Planning to Avoid Indirect and Other Unanticipated Gifts with Business Entities,’ ABA Section of Real Property, Trust & Estate Law’s Estate Planning and Real Property Spring Symposium - May 2015

‘Wealth Planning, US Transfer Taxes and the Taxation of Trusts,’ Charles F. Dolan School of Business, Fairfield University - April 2015

‘Legal Concerns Relevant to the New Generation,’ Columbia Business School Family Business Club Conference 2015 - February 2015

‘Role of Lawyers as Advisors in Family Businesses,’ Columbia School of Business - February 2015

‘Advanced Estate and Trust Administration’, National Business Institute (NBI) Seminar - June 2014

‘Wealth Transfer Planning for Fund Carried Interests and Related Chapter 14 Implications,’ sponsored by The Community Foundation for Greater New Haven - June 2014

‘Wealth Planning, US Transfer Taxes and the Taxation of Trusts,’ Charles F. Dolan School of Business, Fairfield University - April 2014

‘Chapter 14 in 2014: IRS Continues its Attack under Chapter 14 Valuation Rules’, ABA Section of Real Property, Trust and Estate Law - March 2014