Publications
Co-author, “Lifetime Transfers of Appreciating Assets: When Does it Pay?” Trusts & Estates Magazine (January 2017)
Co-author, “Tax Law Update,” Trusts & Estates Magazine (August 2018, December 2013, June 2009, February 2009)
Contributor, “Tax Year in Review,” Trusts & Estates Magazine (January 2010-2012, 2014)
Seminars
“Carry Derivatives: Making the Most of Your Carried Interest in Your Estate Plan” (2018)