Tag Archives: Seminar

The Pitfalls for Professionals Writing a Book

“Oh that mine adversary had written a book.” Book of Job 31:35 For financial professionals, writing a book is often seen as a means to garnering influence and prestige. A recent post in the Trust Advisor Blog pointed out the … Continue reading






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Seminar Next Week on Estate Administration for Professionals

A reminder that next week I will be presenting at a seminar hosted by NBI entitled “Estate Administration: Why Each Step is Important.” The detailed five page brochure on the seminar is available here.  My topics are Considerations for Collecting Assets, Preparing … Continue reading






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Seminar Announcement

Introducing my new blog.  I hope you like it. I wanted to spread the word that I will be on the faculty of a seminar entitled “Estate Administration Procedures: Why Each Step is Important”, hosted by NBI on December 14, … Continue reading






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