When Helping Can Hurt: Malpractice and Discipline in an Elder Law Practice, NAELA Annual Conference, Milwaukee, FL, USA, May 2026
The Five “C’s” of an Ethical Elder Law Practice, Stetson's Fundamental's in Special Needs Trust Administration, Milwaukee, WI, USA, May 2026
Who Steers the Ship when the Client has Diminshed Capacity, Heartland Special Needs Planning Conference, Kansas City, FL, USA, May 2026
Trustee Obligations in a AI World, Stetson's Fundamental's in Special Needs Trust Administration, St. Petersburg (Online), FL, USA, 2026
Malpractice in an Elder Law Practice, Stetson Special Needs Trust Conference, Clearwater, FL, USA, October 2025
Do This, Don’t Do That Avoiding Malpractice Liability, Missouri NAELA Conference, Kansas City, MO, USA, 2025
Dealing with Difficult Families, Sarasota Estate Planning Conference, Sarasota, FL, USA, November 2023