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									KANSAS CITY ESTATE PLANNING SYMPOSIUM
PAST SPEAKERS BY NAME

Speaker Name              Company                               City                 Topic                                                                         Year
Adams, Jean T.            Womble Carlyle Sandridge & Rice, PLLC Winston-Salem, NC    Solving the 3-D Puzzle: Working With Retirement Benefits in Estate Planning   2008
Adams, Roy                Schiff Hardin & Waite                 Chicago, IL          Selection of Trustee in the Context of Right of Withdrawal                    1992
Aghdami, Farhad           Williams Mullen                       Richmond, VA         Insurance Planning Potpourri                                                  2007
Akers, Stephen                                                                       Selection of Entity/Buy Sell Agreements                                       1994
Akers, Stephen            Jenkens & Gilchrist                    Dallas, TX          Current Developments                                                          1989

Akers, Stephen                                                                       Estate Administration - A Summary of Practical Tax Planning Ideas          1995
Akers, Stephen R.         Bessemer Trust                         Dallas, Texas       Trustee Selection; Retaining Strings Without Getting “Strung-Up”           2003
Akers, Stephen R.         Bessemer Trust                         Dallas, TX                                                                                     2005
                                                                                     Post-Mortem Planning: A Review of Income, Gift and Estate Tax Planning Strategies
Akers, Stephen R.         Bessemer Trust Company                 Dallas, TX          Current Developments and Hot Topics Update                                 2007
Angus, Barbara                                                                       The Tax Year in Review                                                     1997
                                                                                     Valuing the Family Business at Death - Planning Opportunity to Save
Apolinsky, Harold         Sirote & Permutt, P.C.                 Birmingham, AL      the Client                                                                 1993

Aucutt, Ronald D.         McGuire, Woods, Battle & Boothe LLP    McClean, VA         Installment Sales to Defective Grantor Trusts                                 1999
                                                                                     Funding Your Child's Education - Must It All Be from After -Tax
Avedisian, James          Coopers & Lybrand                      San Francisco, CA   Dollars                                                                       1986

Bart, Susan T.            Sidley Austin LLP                      Chicago, IL         Graduate Level 529 College Savings Accounts                                   2007
Belcher, Dennis I.        McGuireWoods LLP                       Richmond, VA        How to Meet Liquidity Needs in a Private Business Owner’s Estate              2006
Belcher, Dennis I.        McGuireWoods LLP                       Richmond, VA        Current Ethical Issues                                                        2006
Berall, Frank             Copp, Koletsky, Berall & Hempstead     Hartford, CT        Financial and Estate Planning for the Second Spouse                           1985
Berkson, Edward           Southwestern Life                      Dallas, TX          Changing Role of Life Insurance in Estate Planning                            1982

Bilter, D. Keith          Thelen, Marrin, Johnson & Bridges      San Francisco, CA   Generation Skipping: Planning and Drafting Techniques                         1989

Bilter, D. Keith          Thelen, Marrin, Johnson & Bridges      San Francisco, CA   Generation-Skipping Transfer Tax                                              1987

Bilter, D. Keith          Thelen, Marrin, Johnson & Bridges      San Francisco, CA   Treasury's New Generation-Skipping Proposal                                   1984
                                                                                     Charitable Giving and the Use of Private Foundations and Related
Blattmachr, Jonathan      Milbank, Tweed, Hadley & McCloy        New York, NY        Entities in Estate Planning                                                   1995
Blattmachr, Jonathan      Milbank, Tweed, Hadley & McCloy        New York, NY        Planning Techniques in Charitable Giving                                      1993
Blattmachr, Jonathan      Milbank, Tweed, Hadley & McCloy        New York, NY        Generation-Skipping                                                           1990

Blattmachr, Jonathan G.   Milbank, Tweed, Hadley & McCloy        New York, NY        IRS Audit Program for Fiduciary Income Tax Return                             1985
Blattmachr, Jonathon      Milbank, Tweed, Hadley & McCloy        New York, NY        Marital Deductions Formulas and Planning Techniques                           1989
Blattmachr, Jonathan G.   Milbank, Tweed, Hadley & McCloy LLP New York, NY           Current Ethical Issues                                                        2006
Blattmachr, Jonathan G.   Milbank, Tweed, Hadley & McCloy LLP New York, NY           Latest Planning Strategies                                                    2006
Blend, Stanley L.                                                San
                          Oppenheimer, Blend, Harrison and Tate, Inc. Antonio, TX                                                                                  2005
                                                                                     The Current State of Family Limited Partnerships and Other Entities Used for Asset Management Purposes
Bourland, Michael V.      Bourland, Smith, Wall & Wenzel, P.C.   Fort Worth, TX      Charitable Contribution & Business Succession Planning                        2000
Bourland, Michael V.      Bourland, Wall & Wenzel, P.C.          Fort Worth, Texas   Charitable Giving – Public Charities and Private Foundations                  2003
Bourland, Michael V.      Bourland, Wall & Wenzel, P.C.          Ft. Worth, TX       Implementation and Documentation of the Succession Plan                       2005
Bourland, Michael         Bourland, Wall & Wenzel, P.C.          Ft. Worth, TX       Getting the Family Business Ready to Sell                                     2005
Brody, Lawrence           Bryan Cave                             St. Louis, MO       Insurance Planning: Cutting Edge Techniques                                   2001

Brody, Lawrence           Bryan, Cave, McPheeters & McRoberts St. Louis, MO          Buy-Sell Planning for the 90s                                                 1991
                                                                                     The Use of Life Insurance in Estate Planning (Focusing on Its Use in
Brody, Lawrence           Bryan, Cave, McPheeters & McRoberts St. Louis, MO          Irrevocable Insurance Trusts)                                                 1990

Brody, Lawrence           Bryan, Cave, McPheeters & McRoberts St. Louis, MO          IRC Section 2036 (c)                                                          1989

                                                                                     The Tax Consequences of the Use of Insureance-Related
                                                                                     Compensation Arrangements (With emphasis on Split Dollar
Brody, Lawrence           Bryan, Cave, McPheeters & McRoberts    St. Louis, MO       Arrangements and Non-Qualified Deferred Compensation Plans)                   1987
                          Husch, Eppenberger, Donohue, Elson &
Brody, Lawrence           Cornfeld                               St. Louis, MO       Use of Irrevocable Life Insurance Trusts - 1986 Update                        1986
Brody, Lawrence           Bryan Cave LLP                         St. Louis, MO       What’s Hot and What’s Not in Sophisticated Life Insurance Planning            2004
                          Superior Court Justice, Cumberland
Brown, Carol C.           County                                 Portland, Maine     Retirement Planning Concepts for the Closely Held Business                    2000
                                                                                     Non-Qualified Deferred Compensation: What Every Estate Planner
Burton, Robert            New York Life Insurance Company        Oakland, CA         Should Know                                                                   1993
Campisi, Dominic J.           Evans, Latham & Campisi                San Francisco, CA     Fiduciary Litigation                                                       2007
Choate, Natalie B.            Bingham McCutchen LLP                  Boston, MA            Death and Taxes: The Inherited Retirement Plan                             2006
Coleman, Virginia                                                                          Beneficiary Designation with Qualified Plans                               1996
                              National Life Insurance Company of
Commito, Thomas               Vermont                                Montpelier, VT        Life Insurance - Recent New Concept and New Products                       1985
                              Husch, Eppenberger, Donohue,
Cornfeld, Dave                Cornfeld & Jenkins                     St. Louis, MO         Powers of Withdrawl                                                        1989
Covey, Richard                                                                             Final Regulations Under the Generation-Skipping Transfer Tax               1996
Crisafulli, Michael                                                                        Estate Planning: Big Value, Big Risks                                      1998
                              New England Mutual Life Insurance
Culhane, Floyd                Company                                Boston, MA            Estate Planning and the VEBA                                               1983


Danforth, Hon. John C.
                           University of Washington School of Law,
Donaldson, Prof. Samuel A. Seattle                                 Seattle, WA          7 Habits of Highly Effective Grantor Trusts                                   2007
Dryburgh, Erik             Silk, Adler & Colvin                                         Creative Giving: Stock Options, CRT’s and Other Ideas
                                                                   San Francisco, California                                                                          2002

                                                                                           When Congress Decided to Value the Family Business: The Legacy
Eastland, S. Stacey           Baker & Botts                          Houston, TX           of Chapter 14                                                              1991
Eastland, S. Stacy            Baker & Botts, LLP                     Houston, TX           Using FLP's in Estate Planning                                             2000
Eastland, S. Stacy            Goldman, Sachs & Co.                   Houston, TX                                                                                      2006
                                                                                           New Opportunities, Strategies And Defenses For The Family Limited Partnership Technique
Edwards, Mark                 Poyner & Spruill                       Charlotte, NC         From self-Trustee to Trust company: A Trip of a Lifetime                   2001
Edwards, Mark                 Poyner & Spruill                       Charlotte, NC         Legislative Developments                                                   2001
                                                                                           Winning the Ulitmate Gambling Contract: Life Insurance in the
Edwards, Mark                 Poyner & Spruill, LLP                  Charlotte, NC         Modern Estate Plan                                                         1998
                                                                                           Practical Tax Planning for the Middle-Size Estate: Four Aces and
Edwards, Mark                                                                              Three Kings                                                                1997

Edwards, Mark                                                                              Family Business Estate Planning: Self-Canceling Installment Notes          1996
Edwards, Mark B.              Poyner & Spruill, LLP                    Charlotte, NC        Estate Planning for Clients with a Short Life Expectancy                  2000
Edwards, Mark B.              Poyner & Spruill LLP                                          I Don’t Want It; You Take IT – Disclaimers in Post-EGTRRA Estate Planning 2002
                                                                       Charlotte, North Carolina
Edwards, Mark B.              Poyner & Spruill LLP                                          Through the Looking Glass: Thoughts On The Future Of Estate Planning
                                                                       Charlotte, North Carolina                                                                      2003
Edwards, Mark B.              Poyner & Spruill LLP                     Mooresville, NC      Pooh and the Honey Pot: Making the Honey Last A Very Long Time            2005
Edwards, Mark B.              Poyner & Spruill LLP                     Mooresville, NC      Row, Row, Row Your Boat: The Art of Going Forward While Looking Backward  2006
Edwards, Mark B.              Poyner & Spruill LLP                     Mooresville, NC      Now You See It’ Now You Don’t - - - Capacity in the Planning Process      2007
Edwards, Mark B.              Of Counsel Poyner & Spruill LLP          Charlotte, NC        The Place of the Gift Tax in an Estate Tax Dominated World                2008
English, Prof. David M.                                                Law
                              University of Missouri-Columbia School ofColumbia, MO         The Uniform Trust Code                                                    2005
Ethics panel                  Roth, Gille Bacon, Travis                                     Ethics                                                                    2001
Ethics Panel                  Edwards, Badgerow, Gille Bacon                                Ethics Panel Discussion Including Multidisciplinary Practice              2002

Feinberg, Marc                West & Feinberg, P.C.                  Bethesda, MD          New Tax Freeze and GRITS                                                   1988
Fiore, Owen                   The Fiore Law Group                    San Jose, CA          The Impact of Tax Controversy Issues on Estate Planning                    1999
Fiore, Owen                   Law Office of Owen G. Fiore            San Jose, CA          A Case Study Approach to Planning the "No Tax" Estate                      1994
Fiore, Owen                   Law Office of Owen G. Fiore            San Jose, CA          Effective Estate Planning for the 90s                                      1993
Fox IV, Charles               Schiff Hardin & Waite                  Chicago, IL           Fiduciary Liability for Environmental Hazards                              1991
Fox IV, Charles D. (“Skip”)   Schiff Hardin LLP                      Chicago, IL           Recent Developments in Estate Planning and Administration                  2005
Fox IV, Charles D. (“Skip”)   McGuireWoods LLP                       Charlottesville, VA   Recent Developments in Estate Planning and Trust Administration            2006
Fox IV, Charles D. (“Skip”)   Schiff Hardin LLP                      Chicago, IL           Asset Protection Planning: Onshore, Offshore or Unsure?                    2006
Froid, Gary                   Northwestern Mutual Life               St. Petersberg, FL    Use of Reverse Split Dollar as a Planning Tool in Large Estates            1989



Gabriel, Jack                 Touche Ross & Company                  San Francisco, CA     IRS Estate Tax Audits - The Best Defense                                   1986
                              Kohn, Shands, Elbert, Gianoulakis &
Giljum, Joe                   Giljum                                 St. Louis, MO         Current Estate and Gift Tax Developments                                   1987
                              Kohn, Shands, Elbert, Gianoulakis &
Giljum, Joe                   Giljum                                 St. Louis, MO         Current Estate and Gift Tax Developments                                   1984
                              Kohn, Shands, Elbert, Gianoulakis &
Giljum, Joe                   Giljum                                 St. Louis, MO         Post-Mortem Estate Planning                                                1983
                              Kohn, shands, Elbert, Gianoulakis &
Giljum, Joe                   Giljum                                 St. Louis, MO         Proper Use of Marital Deductions and Q-Tips                                1982

                                                                                          Understanding and Working with the Generation-Skipping Transfer
Halbach, Edward                                                                           Tax                                                                         1994
Hanna, Francis M.             UMKC School of Law                     Kansas City, MissouirEthics and Malpractice Workshop: Recent Case Studies and Conflicts Issues   2003
Harl, Neil                    Iowa State University                  Ames, IA             Estate Planning Implications of Structuring Farm Business                   1982
Hawkins, George B.            Banister Financial, Inc.               Charlotte, NC        Valuation of Closely Held Businesses                                        2004
Herrick, David C.          The Nautilus Group                      Addison, TX         Sophisticated Premium Gifting Strategies - Opportunities and Pitfalls         2008
Hirschson, Linda                                                                       Marital Estate Planning                                                       1994
Hodges II, Charles E.                                               Martin
                           Chamberlain, Hrdlicka, White, Williams & Atlanta, GA                                                                                      2008
                                                                                       I Thought This Was Just Between Us: Privileges and Ethics Pitfalls in Tax Planning
Holt, Marcia Chadwick      Davis, Graham & Stubbs LLP               Denver, CO         Planning for Distributions from Qualified Plans and IRAs                      1999
Horn , Jerold I.                                                    Peoria, IL         Flexible Trusts For Uncertain Times                                           2004
                           University of Missouri-Kansas City
Hoyt, Christopher          School of Law                            Kansas City, MO    IRA and Retirement Plan Distribution Rules Made Simple                      2001
Hoyt, Prof. Christopher    UMKC School of Law                       Kansas City, MO    Charitable Planning in the New Tax Environment                              2007
                                                                                       The Use of Life Insurance in Personal Planning, Including the Use of
Huff, William              Holme Roberts & Owen                    Denver, CO          Irrevocable Life Insurance Trust                                             1990
Huff, William              Holme Roberts & Owen                    Denver, CO          Using Irrevocable Life Insurance Trust with "Crummy" Powers                 1988
Hughes, Catherine V.       US Treasury Department                  Burke, VA           A View from the Treasury Department                                         2008

Irish, Leon E.             Caplin & Drysdale, Chtd.                Washington, D.C.    Planning Opportunities in Employee Benefits                                  1985



Jeans, Anna                Ludwig & Curtis, P.C.                   San Francisco, CA   ESOP's and Estate Planning: Distribution from Qualified Plans               1988
Johanson, Stanley          University of Texas School of Law       Austin, TX          Recent Developments Affecting Estate Planning                               2001
Johanson, Stanley          University of Texas, School of Law      Austin, TX          Recent Developments Affecting Estate Planning                               1998
Johanson, Stanley M.       Univeristy of Texas, School of Law      Austin, TX          Recent Developments Affecting Estate Planning                                2000
Johanson, Stanley M.       University of Texas, School of Law      Austin, TX          Recent Developments Affecting Estate Planning                               1999
Johanson, Stanley M.       University of Texas School of Law       Austin, Texas       Recent Developments Affecting Estate Planning                               2002
Johanson, Stanley M.       University of Texas School of Law       Austin, Texas       Recent Developments Affecting Estate Planning                               2003
Johanson, Stanley M.       The University of Texas School of Law   Austin, TX          Recent Developments Affecting Estate Planning                               2004

Johanson, Prof. Stanley M. The University of Texas School of Law   Austin, TX          New Developments                                                            2007
Johanson, Prof. Stanley M. The University of Texas School of Law   Austin, TX          Recent Developments Affecting Estate Planning                               2008

Kasner, Jerry A.                                                   Grass Valley, CA    Defectively Drafted Marital Deduction Trusts                                 1999
                                                                                       Structuring the Family Business Entities to Minimize Transfer
Kelley, Donald             Kelley, Scritsmier, Moore & Byrne, PC   North Platte, NE    Problems                                                                    1984
Kimball, Curtis R.         Willamette Management Associates        Atlanta, GA         Valuation – FLP Discounts and Other Appraisal Issues                        2007
                                                                                       Continuity of the Closely-Held Corporation After the Death of a
                           Kdaugherty, Kuperman, Golden, Carlisle                      Principal Shareholder and the Impact of TEFRA on Estate Planning in
Kuperman, David            & Morehead                             Austin, TX           Connection with Qualified Plans                                              1983

Lane, Ph.D., Sam H.        Aspen Family Business Group             Ft. Worth, TX       Role of Emotional Factors in Effective Succession Planning                  2008
Lang, Dudley               McCutchen, Black, Verleger & Shea       Los Angeles, CA     S Corporation in Estate Planning                                            1987
Lang, Michael B.           Chapman University School of Law        Orange, CA          Selected Current Ethical Concerns for Estate Planners                       2005
Le Van, Gerald             Louisiana State University              Baton Rouge, LA     Estate Planning for the Dying Client                                        1982
Leimberg, Stephan R.       Leimberg and LeClair, Inc.              Bryn Mawr, PA       What's Hot, What's Not                                                      2000
Lerner, Ralph E.           Sidley Austin Brown & Wood, LLP         New York, NY        Planning for Collectibles – What Is It Worth and What Do I Do With It?      2004
Libin, Jerome              Sutherland, Asbil & Brennan             Washington, D.C.    A New Look at Sub-Chapter "S"                                               1983
Lonnes, Jerome             Mezzullo & McCandlish                   Richmond, VA        Planning for Distribution from Qualified Retirement Plans                    1991

McCaffrey, C.B.            C.B. McCaffrey                          Wilmington, DE      Estate Conservation-Asset Freeze-Solving the Liquidity Problems              1982
                                                                                       Taxation of Distribution from Qualified Plans - Life in a period of
McClure, Jr., William      Johnson & Swanson                       Dallas, TX          Transition and Uncertainty                                                  1986
Mancini, Mary Ann          Williams Mullen                         Washington, DC      Analysis of the Split Dollar Proposed Regulations                           2003
Manterfield, Eric A.       Krieg DeVault LLP                       Indianapolis, IN    The Uses and Misuses of the Marital Deduction, QTIPs, and Disclaimers       2004
Manterfield, Eric A.       Krieg DeVault LLP                       Indianapolis, IN    Common Mistakes in Buy-Sell Agreements                                      2008
Manterfield, Eric A.       Krieg DeVault LLP                       Indianapolis, IN    Ethical Considerations for Estate and Business Succession Planners          2008
Meinhart, Timothy J.       Willamette Management Associates        Chicago, IL         Valuation – FLP Discounts and Other Appraisal Issues                        2007
Mezzullo, Louis            Mezzullo & McCandlish                   Richmond, VA        Planning for Distribution from Qualified Retirement Plans                   1991
Mezzullo, Louis            Mezzullo & McCandlish                   Richmond, VA        Buy-Sell Planning Agreements for the Closely-Held Business                  1988
Miree, Kathryn W.          Kathryn W. Miree & Associates, Inc.     Birmingham, AL      Perfecting Donor Intent: Legal Lessons and Practical Advice                 2008
                                                                                       Charity Begins at the Home: Making the CRT CLP Work for the
Moerschbaecher, Lynda                                                                  Family                                                                       1997
Moore, Malcolm             Davis Wright Tremaine                   Seattle, WA         Partnerships and Estate Administration                                       1992
                                                                                       Post-Mortem Estate Planning in Unlimited Marital Deductions Estate,
Moore, Malcolm             Davis Wright Tremaine                   Seattle, WA         Including Disclaimer as a new Concept                                        1990
Mullen, John               Peat, Marwick, Mitchell & Company       Costa Mesa, CA      Income Shifting Techniques: Hall of Fame and What's Still Game               1987
Murdoch, Converse          Murdoch & Walsch, P.A.                  Wilmington, DE      Succession of Business Interest                                             1982
Myers, Jeffrey N.          Bourland, Wall & Wenzel, P.C.           Ft. Worth, TX       Estate and Succession Planning for the Family and Family Business           2008
Notto, Daniel A.            Alliance Capital Management L.P         New York, New York Section 529 Plans                                                               2002

Oshins, Richard A.          Oshins & Associates                     Las Vegas, NV       The Inheritor’s Trust – A Powerful New Wealth Planning Strategy                2005

Padwe, Gerald               Touche Ross & Company                   Washington, D.C.    1987-1988 The Tax Year in Review                                               1988
                            Laventhol & Horwath, National Tax
Park, Stephen M.            Department                              Washington, D.C.    Tax Shelters in Estate Planning                                                1984
Pennell, Jeffrey            Emory University School of Law          Atlanta, GA         Marital Deductions Planning Potpourri                                          1992
Pennell, Jeffrey            Emory University School of Law          Atlanta, GA         Taz Payment Provisions and Equitable Apportionment                             1991
Pennell, Prof. Jeffrey N.   Emory University School of Law          Atlanta, GA         Ethics for Estate Planners                                                     2007
Pennell, Prof. Jeffrey N.   Emory University School of Law          Atlanta, GA         Marital Deduction Planning                                                     2007
                            Phoenix Mutual Life Insurance
Perkins, David              Company                                 Hartford, CT        Uses of Survivorship Life Insurance in Providing Estate Liquidity          1988
Plaine, Lloyd Leva          Sutherland Asbill & Brennan LLP         Washington, DC                                                                                 2002
                                                                                        Planning and Drafting in Light of the Changes Made by the Economic Growth and Tax Relief Reconciliation Act of 2001
Raby, William                                                                           Some Current Developments in Estate Planning                               1995
Rains, Charles                                                                          Current Events in Federal Estate Planning                                      1997
Ramsey, Gordon              Coopers & Lybrand                       Los Angeles, CA     Planning for the Smaller Estate                                                1983
Ratner, Charles L.                                                  Cleveland, OH       Advanced Life Insurance Strategies                                          1999
Ratner, Charles L.          Ernst & Young LLP                       Cleveland, Ohio     Life Insurance - Strategies for Paying the Premium                          2002
Ratner, Charles L.          Ernst & Young LLP                       Cleveland, OH       "Underfunded Policies and Under Utilized Life Insurance: Red Flags and Possible Solutions”
                                                                                                                                                                    2006
Reid, Wayne                 Arthur Andersen & Company               Atlanta, GA         Asset Value Freezes for Business and Tax Planning                           1985
                            Trenam, Simmons, Kemker, Scharf,                            Irrevocable Life Insurance Trusts - Estate and Gift Tax Due Diligence
Rief III, Frank             Barkin, Frye & O'Neill, P.A.            Tampa, FL           Consideration                                                               1992
                            Trenam, Simmons, Kemker, Scharf,
Rief, III, Frank            Barkin, Frye & O'Neill, P.A.            Tampa, FL           Life Insurance after TEFRA                                                     1984
Robinson, Richard                                                                       Pass-Through Entities (Part II) and Program Summary                            1996

Robinson, Richard                                                                       Estate Planning Income Shifting Strategies for Pass-Through Entities           1995
Robinson, Richard B.        Lentz Evans & King P.C.                 Denver, Colorado    Pass-Thru Entities                                                             2002
Rosepink, Robert J.         Rosepink & Estes, P.L.L.C.              Scottsdale, Arizona Should You Trust the Uniform Trust Code?                                       2003
Roth, Randall                                                                           The Intentional Use of Tax-Defective Trusts                                    1996
Roth, Randall                                                                           In Search of the Painless Non-Charitable Gift                                  1994
Roth, Randy                 University of Hawaii School of Law      Honolulu, Hawaii    asset Protection Planning                                                      2001
Roth, Randy                 University of Hawaii School of Law      Honolulu, Hawaii    Legislative Developments                                                       2001
Roth, Randall W.            The University of Hawai'i at Manoa      Honolulu, HI        Asset Protection Strategies that Clients Understand and Value                  2005

Schiltz, Jane Ann                                                                       Split-Dollar Insurance                                                           1995
                                                                                        Planning for the Generation-Skipping Transfer Under the Proposed
Schneider, Pam              Drinker Biddle & Reath                  Philadelphia, PA    Regulations                                                                      1993
Sherby, Kathleen R.         Bryan Cave LLP                          St. Louis, MO       The Cinderella Trust Plan – But Will the Shoe Fit in the Morning?                2005
Slade, Georgiana            Milbank, Tweed, Hadley & McCloy         New York, NY        Intervivos Generation-skipping Transfer Tax Planning: Leverage, Discount and2001  Freeze for Future Generations
                                                                                        Uses of Life Insurance in Charitable Giving Life Insurance in Qualified
Slavutin, Lee                                                                           Plans                                                                            1997
Sloan, Barbara              McLaughlin & Stern, LLP                 New York, NY        Retained Control and Related Issues in “S”-Corporations, LLC’s, and FLP’s        2004
Sloan / Manterfield                                                                                                                                                      2004
                                                                                        Estate Planning and Conflict of Interest: Current Ethics Issues in a Migratory Society
                                                                                        Fractionalized Equity Valuation Planning: Organizational and
Smith, Susan                                                                            Operational Issues                                                               1998
Steiner, Larry L.           Sagemark Consulting                     Overland Park, KS   Ethics Panel                                                                   1999

                                                                                        Latest Charitable Remainder Rules: Avoiding Near Death Tax
Teitell, Conrad                                                                         Experiences and Bad Heir Days                                                  1998
Teitell, Conrad                                                                         Different Types of Charitable Gifts One Can Make                               1998
Todd, Rucker                Brown, Todd & Heyburn                   Louisville, KY      Current Estate and Gift Tax Developments                                       1986
Todd, Rucker                Brown, Todd & Heyburn                   Louisville, KY      Current Estate and Gift Tax Developments                                       1985
Todd, Rucker                Brown, Todd & Heyburn                   Louisville, KY      Current Estate and Gift Tax Developments                                       1983
Tucker, Stefan F.           Venable LLP                             Washington, DC      Estate Planning for Real Estate Owners                                         2008


Wallace, John                                                                           Use of Family Partnerships in Estate Planning                                  1997
Wilf, Mervin                Mervin M. Wilf, Ltd.                    Philadelphia, PA    Distribution of Property In - Kind Under 643 (d)                               1986
                                                                                        The Use of Marital Deduction and Other Beneficiary Designations for
Wilf, Mervin                Mervin M. Wilf, Ltd.                    Philadelphia, PA    Qualified Retirement Plan Death Proceeds                                       1984

Wiseman, Judith Frame       University of Missouri, School of Law   Kansas City, MO     Ethics Panel                                                                   1999
Wyatt, Jr., Joseph          Hufstedler, Kaus & Ettinger             Los Angeles, CA     Ethics and Conflicts                                                           1992

								
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