"Asset Protection for the Common Man," Included in the manuscript materials for the American College of Trust and Estate Counsel Southern Regional Meeting, Asheville, North Carolina, September 23, 2005, and the seminar materials for the Twenty-Seventh Annual Duke University Estate Planning Conference sponsored by the Duke University Estate Planning Council and Duke University Law School, October 6-7, 2005
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“Powers of Attorney: Scope and Practical Applications,” included in the proceedings of the Twenty-Fifth Annual Estate Planning and Fiduciary Law Seminar sponsored by the NCBA, July 2004, Kiawah Island, SC
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“The Modification and Termination of Irrevocable Trusts Act–A Primer, Updated,” included in manuscript materials of the North Carolina Bar Association Hot Topics Seminar November 13, 2003, Cary, North Carolina.
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“Drafting and Using Powers of Attorney in Real Life Situations,” included in the Proceedings of the Twenty-Fourth Annual Duke University Estate Planning Conference, October 24-25, 2002.
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“What Makes a Client a Charitable Donor--One Lawyer’s Perspective,” included in the proceedings of the South Carolina Planned Giving Council meeting March 8, 2002, at Charleston.

“Improving the Plan--Fixing the Mess: Using the New North Carolina Statute to Amend Irrevocable Trusts; Practical Uses of Disclaimers,” included in the proceedings of the Twenty-Second Annual Estate Planning and Fiduciary Law Seminar sponsored by the North Carolina Bar Association, July 19-21, 2001, Kiawah Island, South Carolina; Queens University Estate Planning Day, Charlotte, North Carolina, January 30, 2003.

“Tax Traps for Estate Planning Counsel”, included in the proceedings of the Twenty-Second Annual Advanced Estate Planning and Administration Seminar sponsored by the Estate Planning Section of the Virginia Bar Association and the Virginia Law Foundation, Tides Inn, Irvington, Virginia, April 20-22, 2001.

“Gift Tax Update--Planning for 2001”, included in manuscript materials for American Bankers Association Trust, Asset Management and Marketing Conference, San Francisco, California, February 2, 2001.

“Gift Strategies and Pitfalls”, included in manuscript materials for Georgia Bar Association Section on Estate Planning and Fiduciary Law Annual Meeting, Sea Island, Georgia, July, 2000.

“Transfer Tax Planning Issues: Estate Tax Issues for Intentionally Defective Trusts; GRATs and QPRTs--Planning Techniques When Grantor’s Death is Imminent; Inter Vivos QTIP Dispositions--Gift Tax and § 2702 Issues; Trust Funding and Administration--Delay in Funding the Marital Trust”, included in manuscript materials for Internal Revenue Service National Estate and Gift Tax Continuing Professional Education Program, Chicago, Illinois, July, 2000.

“Subchapter J: Income Taxation of Trusts and Estates”, included in manuscript materials for American Bankers Association National Trust School, Northwestern University, Chicago, Illinois, July, 2000, 2001, 2002.

“Gift Planning Strategies for the New Millennium”, included in manuscript materials for American Bankers Association Annual Asset Management and Marketing Conference, New York City, February 6-8, 2000.

“Non-Charitable Inter Vivos Gifts--A Plan for Tax Relief”, included in the proceedings of the Thirty-Fourth Annual University of Miami School of Law Philip E. Heckerling Institute on Estate Planning [included in 34 Univ. Miami Inst. Est. Plan. ch. 15 (Matthew Bender 2000)], Miami, Florida, January 10-14, 2000.

“The Lawyer’s Duty to the Tax System--Considerations for Probate Counsel”, included in the proceedings of the Twentieth Annual Estate Planning and Fiduciary Law Seminar sponsored by the North Carolina Bar Association, July 22-24, 1999, Pawley’s Island, South Carolina.