Association of Corporate Counsel CLE: “The SECURE Act” (July 16, 2020)
BHBM 36th Annual CPA Seminar – Mandeville: “Providing Elder Planning & Support Services” (October 23, 2019)
BHBM Seminar for Trustees: “Directed Trusts” (July 18, 2019)
BHBM 36th Annual Estate Planning Seminar for Life Underwriters: “Estate Planning in Louisiana” (May 15, 2019)
Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Estate Planning in Louisiana” (March 19, 2019)
BHBM 35th Annual CPA Seminar: “Preparing an Estate Plan in View of the Tax Cuts and Jobs Act of 2017” and “Choice of Business Entity Including In-Depth Review of 199A Guidance” (October 17 & November 1, 2018)
BHBM 35th Annual Estate Planning Seminar for Life Underwriters: “Preparing an Estate Plan in View of the Tax Cuts and Jobs Act of 2017” (May 16, 2018)
Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Preparing an Estate Plan” (April 18, 2018)
BHBM & The Greater New Orleans Foundation Organization Effectiveness Initiative: “Nonprofit Compliance Workshop” (February 20, 2018)
BHBM 34th Annual CPA Seminar – Metairie: “Use of Grantor Trusts in Sophisticated Estate Planning” (November 8, 2017)
Meritas Trusts & Estates Practice Group Meeting: “Recent Developments in Federal Estate, Gift and GST Tax” (November 3, 2017)
BHBM 34th Annual CPA Seminar – Covington: “Use of Grantor Trusts in Sophisticated Estate Planning” (October 18, 2017)
LSU Law 47th Annual Estate Planning Seminar (October 13, 2017)
BHBM & The Greater New Orleans Foundation Organization Effectiveness Initiative: “Nonprofit Compliance Workshop” (August 22, 2017)
Society of Louisiana CPAs Annual Not-for-Profit Workshop: “Board Member Responsibilities” (July 28, 2017)
BHBM Seminar for Trustees: “Use of Grantor Trusts in Sophisticated Estate Planning” (July 19, 2017)
New Orleans Planned Giving Counsel: “Estate Planning Techniques Using Grantor Trusts” (June 6, 2017)
BHBM Estate Planning Seminar for Life Underwriters: “Estate Planning Case Study & Panel Discussion” (May 10, 2017)
University of New Orleans CPE: “Estate Planning Techniques Using Grantor Trusts” (April 27, 2017)
BHBM 33rd Annual CPA Seminar – Metairie: “Section 2704 Proposed Regulations: The Death of Transfer Tax Valuation Discounts for Family Entities?” (November 16, 2016)
BHBM 33rd Annual CPA Seminar – Covington: “Section 2704 Proposed Regulations: The Death of Transfer Tax Valuation Discounts for Family Entities?” (October 19, 2016)
BHBM 33rd Annual Estate Planning Seminar for Life Underwriters: “Estate Planning Case Study & Panel Discussion” (May 18, 2016)
Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Grantor Trusts: Uses and Abuses” (March 2, 2016)
Loyola University New Orleans 2015 Annual Estate Planning Conference: “Grantor Trusts: Uses and Abuses” (December 4, 2015)
BHBM 32nd Annual CPA Seminar – New Orleans: “Estate Planning Case Study & Panel Discussion” (November 17, 2015)
BHBM 32nd Annual CPA Seminar – Covington: “Estate Planning Case Study & Panel Discussion” (October 28, 2015)
BHBM Seminar for Trustees: “Recent Developments in Trust Jurisprudence” (July 16, 2015)
BHBM 32nd Annual Life Insurance Seminar: “Estate Planning Case Study & Panel Discussion” (May 14, 2015)
Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Estate Planning After ATRA and Compliance Issues” (March 11, 2015)
BHBM 31st Annual CPA Seminar – New Orleans: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” (November 11, 2014)
BHBM 31st Annual CPA Seminar – Covington: “Current Events: State and Federal Income Tax, Gift and Estate Tax Updates” (October 28, 2014)
BHBM Seminar for Trustees: “Recent Developments in Trust Jurisprudence” (June 25, 2014)
BHBM 31st Annual Life Insurance Seminar: “Federal Tax Law Updates” (May 14, 2014)
Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: “Business Succession Planning” (March 26, 2014)
BHBM 30th Annual CPA Seminar – New Orleans: “Health Care Reform Act: Answers to Frequently Asked Questions” (November 6, 2013)
BHBM 30th Annual CPA Seminar – Covington: “Health Care Reform Act: Answers to Frequently Asked Questions” (October 23, 2013)
BHBM 30th Annual Life Insurance Seminar: Panel Discussion on Trust Mergers, Decanting and More (May 15, 2013)
New Orleans Chapter Society of Financial Service Professionals Sections Day: “Impact of Interest Rates on Estate Planning” (March 13, 2013)
Loyola University College of Law 2012 Annual Estate Planning Conference: The Nuts and Bolts of Family Limited Partnership/LLC’s in Estate Planning (November 30, 2012)
BHBM 29th Annual CPA Seminar – New Orleans: Current Events (November 7, 2012)
BHBM 29th Annual CPA Seminar – Covington: Current Events (October 17, 2012)
BHBM 29th Annual Life Insurance Seminar (May 15, 2012)
FPA of Greater New Orleans – 2012 Education Day; “Impact of Interest Rates on Estate Planning” (May 4, 2012)
Society of Financial Service Professionals New Orleans Chapter Sections Day Seminar: (March 14, 2012)
BHBM 28th Annual CPA Seminar (Covington – October 19, 2011; New Orleans – November 16, 2011)
