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Articles & Other
Resources
Published Articles
"Financial Fitness
column", 50 Plus insert, The Daily Astorian, Regular monthly
contributing writer, 2001-Present .
"Using
Limited Liability Companies for Real Estate Development",
Clark County Home Builders Newsletter, September, 1998.
"Limited
Liability Companies Contintinue to Grow in Popularity and
Flexibility", Vancouver Business Journal, August, 1998.
"Making Sense of
the Hype About Living Trusts", Vancouver Business
Journal, June 1998.
"Summary of the
Taxpayer Relief Act of 1997", Horenstein & Duggan
Tax Newsletter, October 1997.
"Recent Changes
to Washington’s Limited Liability Company Laws "
Clark County Home Builders Newsletter, September, 1997.
"New Tax Law
Benefits Homeowners and Small Business Owners" Clark
County Home Builders Newsletter, August 1997.
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Speaking
Engagements
- Frequent Speaker to community groups on Charitable
Giving (sponsored by Columbia Memorial Hospital Foundation), 2001
to Present.
- Estate Planning
Issues: Planning for 2004 and Beyond, Seminar (sponsored by Umpqua
Bank and and Strand Atkinson investment brokerage), February 2004.
- Tax, Legal and
Financial Aspects of Charitable Giving, Continuing Education program
for Attorneys and Certified Public Accountants (sponsored by Columbia
Memorial Hospital Foundation), January 2004.
- Coping with
Cancer: Legal and Financial Issues, program
for Clatsop County Cancer Support Group, October 2001.
- The Use of Trusts in Advanced Estate
Planning, Continuing Professional Education (CPE) program
for Certified Public Accountants (sponsored by Goldman
Sachs and Edward Jones), June 1998.
- Tax Issues in Domestic Relations
Matters,
Continuing Legal Education (CLE) program for attorneys (sponsored
by Clark County Bar Association), January 1998.
- Recent Tax Changes Affecting Small
Businesses, Clark County Chamber of Commerce Small
Business Forum on , January 1998.
- Estate Planning Issues for Women in
Transition (sponsored by Oregon State University
Extension Service) 1996, 1994.
- Seminar on Estate
Planning for Physicians
(sponsored by MetLife Financial Services), 1993.
- Three Seminars on Using Trusts in
Estate Planning (sponsored by First Interstate Bank Trust
Department), 1992
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