Articles and Presentations

Estate planning and business planning are specialty practice areas.  As authors, speakers and industry leaders, we have focused on these practice areas for years.  We apply this experience and focus to the work we do for our clients. We are consulted on industry issues and practices, and have the experience, credentials and expertise to provide expert advice and consultation.


Succession Planning Strategies for Professional Associations, Dec. 2008 issue of Estate Planning. Download PDF

Family Business Succession Planning: Devising an Overall Strategy, May 2004 issue of Journal of Financial Service Professionals. Download PDF

The LifeCycle Buy-Sell Harmonizes Business Owners’ Diverse Objectives, Feb. 2003 issue of Estate PlanningDownload PDF

Using a General Partnership to Structure and Fund a Buy-Sell Agreement, Jan. 2000 issue of Journal of Financial Service Professionals.  Download PDF

Recent Presentations

Estate Planning: Protecting your Life’s Work and Savings, at Saint Johns University for Catholic United Financial’s annual meeting on August 6, 2011.  Download Flier

The Rising Tide in Standards of Care:  How to Stay Afloat in Turbulent Times, for Society of Financial Service Professionals national video teleconference June 16, 2011.  Download Flier

Advanced Business Succession Planning, Coordinating Buy-Sell Planning with Estate Planning, for Northern Trust on August 26, 2010, in Fort Lauderdale Florida.   Download Flier