Lectures & Speaking Engagements

“Probate Tips for Financial Planners from Lawyers and Judges” presented to Financial Planners Association of Georgia; June 2011.

“Practice Tips for Attorneys in Probate Court” Moderated panel discussion of probate judges presented for the Fiduciary Law Institute of the State Bar of Georgia; St. Simon’s Island; July 2010.

Guest Lecturer, Emory University; April 2010.

“Probate Tips Panel” presented for the Atlanta Bar Association, Estate Planning and Probate Section; October 2008 and January 2010.

“Probate: Perils, Props and Tips I Wish I’d Known” presented for the 53rd Annual Estate Planning Institute of the State Bar of Georgia; Athens; February 2008.

“Secrets of my Success” Panel Discussion presented to Women in Insurance & Financial Services, Atlanta Chapter; November 2007.

Guest Lecturer, John Marshall School of Law, October 2007.

“Estate Planning Topics” presented to employees of the CDC, October 2007.

“Estate Planning for the Executive” presented to Kettering Career Network; August 2006.

“Marketing to Professionals” presented to Women in Insurance & Financial Services, Atlanta Chapter; February 2006.

“Practical Ethics: Avoiding Client and Beneficiary Conflicts—Panel Discussion” presented for the Fiduciary Law Institute of the State Bar of Georgia; St. Simon’s Island; July 2004.

“The Basics of Drafting Wills and Trusts in Georgia” presented for Lorman Education Services, Atlanta, Georgia; January 2003.

“Choosing a Business Entity” presented to Georgia Women Entrepreneurs Conference, Columbus, Georgia; April 2002.

“Investing and Giving in a Recession” presented to Financial Advisors Seminar, Gwinnett Community Foundation; October 2001.