Publications
“Getting Vertical: Private Equity, Venture Capital and Hedge Fund Estate Planning Pitfalls,” Trust & Estates Magazine, September 2018 (co-author).
“Year in Review,” Trust & Estates Magazine, January 2005–2018.
“Carry Derivatives: Using Your Carried Interest in Your Estate Plan,” Venture Capital Review, Fall 2015.
“Year in Review,” Trust & Estates Magazine, January 2005-2014.
“The Beauty of SCINsurance,” Trust & Estates Magazine, June 2009.
“Now is the Time for Interest Rate Arbitrage Using Current Low Interest Rates,” Estate Planning, December 2008.
“Allocating Gain and Loss to QSST Shareholders,” Journal of Passthrough Entities, September-October, 2008.
“Using Derivatives to 'Transfer' Carried Interests in Private Equity, LBO and Venture Capital Funds,” Venture Capital Review, Spring 2006.
“Why Section 2036(a)(2) Shouldn't Apply to FLPs,” Trusts & Estates, January 2005.
“How Family Partnerships Can Navigate the Section 2036 Minefield,” Estate Planning, July 2003.
“Using GRITs to Make Risk-Free Gifts of Appreciated Property,” Estate Planning, June 1998.
“Qualified Personal Residence Trusts--Give Your Home Away And Live In It Too,” TAXES, The Tax Magazine, February 1994.
Seminars
Faculty Member, Notre Dame Tax & Estate Planning Institute, 2012
Faculty Member, University of Wisconsin Law School, Continuing Legal Education Estate Planning Workshop, 2003
