BHBM 36th Annual CPA Seminar – Metairie: “Providing Elder Planning & Support Services” (November 5, 2019)
BHBM Seminar for Trustees: “Busting Myths About Special Needs Trusts” (July 18, 2019)
BHBM Seminar for Trustees: “Using Grantor Trusts to Preserve Government Benefits” (July 19, 2017)
BHBM Estate Planning Seminar for Life Underwriters: “Life Insurance Beyond Estate Taxes” (May 10, 2017)
“Workers’ Compensation and the Special Needs Trust” (October 8, 2015)
BHBM Seminar for Trustees: “The Better Part of Discretion: A Trustee’s Guidelines” (July 16, 2015)
Families Helping Families – Metairie, LA: “ABLE Act – Achieving a Better Life Experience Act of 2014 for Individuals with Disabilities” (March 19, 2015)
The University of Alabama School of Law CLE – Birmingham, AL: “What Lawyers Should Know About Detecting, Preventing and Reporting Financial Exploitation of Elderly Clients” (February 27, 2015)
New Orleans Bar Association Procrastinators’ Programs: “Avoiding Disciplinary and Malpractice Claims by Using Special Needs Trusts When Representing Clients with Disabilities” (December 29, 2014)
Loyola Estate Planning Institute: “Drafting Special Needs Trusts to Preserve Governmental Benefits” (December 4, 2014)
BHBM Seminar for Trustees: “New Frontiers for Louisiana Trust Law” (June 25, 2014)
BHBM 31st Annual Seminar for Life Underwriters: “Special Concerns of Seniors and Insurance Solutions” (May 14, 2014)
2014 Elder Law Seminar: “The Use of Special Needs Trusts to Preserve Governmental Benefits” Tuscaloosa, AL (February 28, 2014)
BHBM Special Needs Trust (SNT) School for Trustees (May 22, 2013)
BHBM 30th Annual Seminar for Life Underwriters: “Financing Long-Term Care” (May 15, 2013)
Westbank Regional Library: “What You Need to Know About Financial and Legal Planning for a Family Member With a Disability” – Grenta, LA (March 25, 2013)
2013 Elder Law Seminar: “Post-Eligibility Medicaid Issues” – Tuscaloosa, AL (March 1, 2013)
2012 National Conference on Philanthropic Planning “Ethical Challenges of Fund Raising from Elderly Donors” – New Orleans, LA (October 5, 2012)
LSU Estate Planning Institute: “Special Planning Concerns for Older Clients” – Baton Rouge, LA (October 25-26, 2012)
Spina Bifida Association of Alabama: “What the Family Needs to Know About Planning for a Child with Spina Bifida” (November 9, 2012)
2nd Annual Spina Bifida Association of Greater New Orleans Parent Conference (July 24, 2012)
BHBM 29th Annual Seminar for Life Underwriters (May 15, 2012)
BHBM 28th Annual CPA Seminar – New Orleans, LA (November 16, 2011)
20th Annual Estate Planning Symposium: “Estate Planning for a Loved One with Special Need” – New Orleans, LA (November 2011)
Alabama Bar Institute CLE: “Drafting for Disabled Individuals” – Tuscaloosa, AL (October 2011)
LSU Estate Planning Conference: “Special Planning Concerns for Older Clients” – Baton Rouge, LA (October 2011)
Alabama State Bar Elder Law Seminar: “Selected Ethical Issues in Representing Older Clients” (February 2001)
Million Dollar Round Table 2010 Annual Meeting: “Keeping the Gold in the Golden Years” – Vancouver, Canada (June 2010)
Loyola University Estate Planning Conference: “Medicaid Planning” – New Orleans, LA (December 2008)
