Charles A. Redd

Experience

Clary has extensive experience in and knowledge regarding the drafting of wills, trust instruments, durable powers of attorney, marital agreements and other estate planning documents.

His tax counsel encompasses pre- and post-death tax planning for individuals, trusts and estates, preparation and filing of estate tax returns, gift tax returns and fiduciary income tax returns.

Clary represents individual and corporate fiduciaries in all aspects of estate administration, and resolves conflicts, including contentious litigation, in the Probate Division and other equity divisions of the Circuit Court.

He was the principal author and played a significant role in the enactment of the Missouri Family Trust Company Act.

As chairman of The Missouri Bar's Health Care Durable Power of Attorney Subcommittee, Clary played a significant role in the drafting and enactment of the Missouri Durable Power of Attorney for Health Care Act.

He is an elected member of The American Law Institute and a fellow of The American College of Trust and Estate Counsel, serving on several committees and having previously served as a Regent and as Missouri State Chair.

Clary was an adjunct professor of law (Estate Planning) at Northwestern University School of Law for fifteen years.

He is a member of the Advisory Committee for the Heckerling Institute on Estate Planning.  

He was recognized as "Distinguished Estate Planner of the Year" for 2023 by the Estate Planning Council of St. Louis.

He serves as Co-Chair of the Editorial Advisory Board of, and writes a regular column in, Trusts & Estates magazine.

Clary speaks and writes frequently on topics in the trusts and estates field. Among his numerous nationwide speaking engagements, he is the lead presenter in Cannon Financial Institute's monthly estate planning teleconference series.

News

Speaking Engagements

“Recent Developments Affecting Estate Planning,” 2024 Stanley M. Johanson Estate Planning Workshop, The University of Texas School of Law, December 6, 2024

“How to Maximize Your Wealth Transfer Strategy After Death: A Comprehensive Post-Mortem Planning Program,” 61^st Annual Hawaii Tax Institute, November 6, 2024

“Recent Developments and Current Trends in Wealth Transfer Planning,” 61^st Annual Hawaii Tax Institute, November 4, 2024

“To Whom and When Does an Estate Planner Owe Duties?” 59^th Annual Southern Federal Tax Institute, October 25, 2024

“Selected Estate Planning Recent Developments,” 72^nd Annual Montana Tax Institute, October 18, 2024

“Selected Estate Planning Recent Developments,” Kansas City Estate Planning Society, October 10, 2024

“Tying It Altogether: Review of Conference Presentations and Key Takeaways,” 50th Annual Notre Dame Tax & Estate Planning Institute, September 27, 2024

“Current Developments of Importance to Estate Planners,” 50th Annual Notre Dame Tax & Estate Planning Institute, September 25, 2024

“Estate Planning Recent Developments," 30th Annual Salvation Army Estate & Charitable Giving Seminar, September 10, 2024

“Spousal Lifetime Access Trusts (“SLATS”) – A Fleeting Opportunity," 30th Annual Salvation Army Estate & Charitable Giving Seminar, September 10, 2024

“Charitable Planning Potpourri," 30th Annual Salvation Army Estate & Charitable Giving Seminar, September 10, 2024

“Designing and Administering Special Purpose Trusts – Beyond Boilerplate," 30th Annual Salvation Army Estate & Charitable Giving Seminar, September 10, 2024

“Ethics Issues in a Contemporary Estate Planning Practice," 30th Annual Salvation Army Estate & Charitable Giving Seminar, September 10, 2024

“Selected Recent Developments and Current Trends in Estate Planning," Marvin R. Pliskin Advanced Probate and Estate Planning Institute, Ohio State Bar Association, September 6, 2024

“Notable Developments in Estate Planning & Administration,” 51^st Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky Rosenberg College of Law, July 25, 2024

“Gift and Estate Tax Black Holes,” 51^st Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky Rosenberg College of Law, July 25, 2024

“Recent Developments of Interest to Estate Planners,” 51^st Annual Midwest Estate, Tax & Business Planning Institute, Indiana Continuing Legal Education Forum, June 6, 2024

“Spousal Lifetime Access Trusts – Opportunities and Obstacles,” 26^th Annual Estate, Tax, Legal & Financial Planning Seminar - Johns Hopkins All Children's Hospital Foundation, May 16, 2024

“Spousal Lifetime Access Trusts – Opportunities and Obstacles,” The Conner-Zaritsky 45th Annual Advanced Estate Planning and Administration Seminar 2024, April 26, 2024

“Spousal Lifetime Access Trusts – Opportunities and Obstacles,” ACTEC Southern Region Meeting, April 13, 2024

“Recent Developments and Current Trends in Estate Planning,” USC Gould School of Law 2024 Tax Institute, January 24, 2024

“Wrap-Up: Onward and Upward,” 58th Annual Heckerling Institute on Estate Planning, January 12, 2024

“Selected Estate Planning Recent Developments,” Greater Memphis Community Foundation, December 14, 2023

“When Doing What’s ‘Right’ Might be Wrong,” 60th Annual Hawaii Tax Institute, November 7, 2023

“Selected Estate Planning Recent Developments,” 60th Annual Hawaii Tax Institute, November 6, 2023

“Selected Estate Planning Recent Developments,” 71st Annual Montana Tax Institute, October 13, 2023

“Selected Estate Planning Recent Developments,” Kansas City Estate Planning Society, September 26, 2023

“Notre Dame 2023: Review of Conference Presentations and Key Takeaways,” 49th Annual Notre Dame Tax & Estate Planning Institute, September 22, 2023

“Current Developments of Importance to Estate Planners,” 49th Annual Notre Dame Tax & Estate Planning Institute, September 21, 2023

“Preventing Estate Litigation – ‘In Terrorem’ Clauses,” ACTEC/ALI-CLE Webinar, September 14, 2023

“Estate Planning in 2023: The Pursuit of Excellence in Contemporary Estate Planning,” 29th Annual Salvation Army Estate & Charitable Giving Seminar, September 12, 2023

“Charitable Planning Bonanza," 29th Annual Salvation Army Estate & Charitable Giving Seminar, September 12, 2023

“Don’t Overlook the Power of Powers," 29th Annual Salvation Army Estate & Charitable Giving Seminar, September 12, 2023

“Giving Income Tax Considerations the Respect They Deserve," 29th Annual Salvation Army Estate & Charitable Giving Seminar, September 12, 2023

“Failure to Recognize What Could be Serious Ethics-Related Problems," 29th Annual Salvation Army Estate & Charitable Giving Seminar, September 12, 2023

“Notable Developments in Estate Planning & Administration,” 50^th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky Rosenberg College of Law, August 3, 2023

“Spousal Lifetime Access Trusts – Opportunities and Obstacles,” 50^th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky Rosenberg College of Law, August 3, 2023

“Selected Recent Developments and Current Trends in Estate Planning,” Greater New Jersey Estate Planning Council, June 14, 2023

“Recent Developments of Interest to Estate Planners,” 50th Annual Midwest Estate, Tax & Business Planning Institute, Indiana Continuing Legal Education Forum, June 8, 2023

“Selected Recent Developments and Current Trends in Estate Planning,” Tri-State Trust Conference, April 27, 2023

"Recent Developments and Current Trends in Estate Planning," USC Gould School of Law 2023 Tax Institute, January 25, 2023

"Wrap-Up: It Ain’t Over Till It’s Over," 57th Annual Heckerling Institute on Estate Planning, January 13, 2023

"Selected Estate Planning Recent Developments," 59th Annual Hawaii Tax Institute, November 7, 2022

"No Good Deed Goes Unpunished," 59th Annual Hawaii Tax Institute, November 8, 2022

"Spousal Lifetime Access Trusts – Opportunities and Obstacles," 57^th Annual Southern Federal Tax Institute, October 27, 2022

"Selected Estate Planning Recent Developments," Kansas City Estate Planning Society, October 21, 2022

"Selected Estate Planning Recent Developments," 70^th Annual Montana Tax Institute, October 14, 2022

"Estate Planning & Fiduciary Litigation Seminar," Kansas City, Minneapolis, St. Louis, September 2022 

"It Seemed Like a Good Idea at the Time: Making Changes to an Irrevocable Trust," Washington, D.C. Estate Planning Council, September 23, 2022

"Estate Planning in 2022: Seizing Opportunities and Avoiding Obstacles," Salvation Army, September 8, 2022

"Designing Estate Plans to Avoid or Withstand Challenges," Salvation Army, September 8, 2022

"Ethics Issues for Estate Planners Before the Engagement Begins," Salvation Army, September 8, 2022

"Notable Developments in Estate Planning & Administration," 49th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky Rosenberg College of Law, July 29, 2022

"Contemporary Trust Administration Challenges," 49th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky Rosenberg College of Law, July 29, 2022

"Selected Post-Mortem Tax Planning Strategies and Elections," 46th Annual American Institute on Federal Taxation, June 15, 2022

"Recent Developments of Interest to Estate Planners," 49th Annual Midwest Estate, Tax & Business Planning Institute, Indiana Continuing Legal Education Forum, June 9, 2022

"Selected Recent Developments in Estate Planning," Fiduciary Education Foundation Continuing Education Conference, May 19, 2022

"It Seemed Like a Good Idea at the Time: Making Changes to an Irrevocable Trust," 56th Annual Heckerling Institute on Estate Planning, March 31, 2022

"Recent Legislative Developments Update," Trusts & Estates Virtual Forum, March 2, 2022

"Basis Bonanza: Dealing with Consistency Rules and Generating Step-Up,"14th Annual Texas Tech University School of Law Estate Planning and Community Property Law Journal CLE & Expo, February 25, 2022

"Recent Developments and Current Trends in Estate Planning," USC Gould School of Law 2022 Tax Institute, January 26, 2022

"Basis Bonanza: Dealing with Consistency Rules and Generating Step-Up," 59th Annual Great Plains Federal Tax Institute, December 2, 2021

"The Junction of Excellent Estate Planning and Terrible Trust Administration," 58th Annual Hawaii Tax Institute, November 15, 2021

"Selected Estate Planning Recent Developments," 58th Annual Hawaii Tax Institute, November 15, 2021

"Selected Estate Planning Recent Developments," 'Bank of America Virtual Fiduciary Professionals’ Conference, October 28, 2021

"Basis Bonanza: Dealing with Consistency Rules and Generating Step-Up," 56th Annual Southern Federal Tax Institute, October 27, 2021

"Current Developments of Importance to Estate Planners," 47th Annual Notre Dame Tax & Estate Planning Institute, October 21, 2021

"Tying It All Together – Wrap-Up," 47th Annual Notre Dame Tax & Estate Planning Institute, October 22, 2021

"Drafting and Strategies to Avoid Litigation," ACTEC Heart of America Institute, October 22, 2021

"Selected Estate Planning Recent Developments," 69th Annual Montana Tax Institute, October 15, 2021

"Post-Mortem Tax Elections and Strategies," ACTEC 2021 Fall Meeting, October 9, 2021

"Selected Estate Planning Recent Developments," Kansas City Estate Planning Society, September 23, 2021

"Ethics Issues Facing Trusts and Estate Practitioners," Greenville Estate Planning Council 2021 Fall Seminar, September 16, 2021

"Notable Developments in Estate Planning & Administration," 48th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky Rosenberg College of Law, July 29, 2021

"Picking Up the Pieces:  Post-Divorce Planning," 48th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky Rosenberg College of Law, July 29, 2021

"Recent Developments in Valuation and Inclusion in the Gross Estate," The Society of Trust and Estate Practitioners (STEP-St. Louis), July 21, 2021

"Recent Developments of Interest to Estate Planners," 48^th Annual Midwest Estate, Tax & Business Planning Institute, Indiana Continuing Legal Education Forum, June 3, 2021

"We Saw. We Heard. We Read. We Learned.," 55^th Annual Heckerling Institute on Estate Planning, May 6, 2021

"Estate Planning for All Professionals," Red River Valley Estate Planning Council, March 17, 2021

"Recent Developments and Current Trends in Estate Planning," USC Gould School of Law 2021 Tax Institute, January 29, 2021

"Key Federal & State Considerations and Opportunities in 2021," Trusts & Estates Virtual Forum, January 12, 2021

"Hot Topics As We Move Into the Third Decade," Keynote Presentation at 10^th Annual AEP and EPLS Forum and Election Ceremony for the National Association of Estate Planners and Councils Estate Planning Hall of Fame® Class of 2020, December 2, 2020

"Post-Election Debriefing: The Future of Estate Planning," Association of Trust Organizations, November 19, 2020

"Hot Topics and New Developments in Estate Planning," Federal Tax Institute of New England, November 13, 2020

"Selected Estate Planning Recent Developments," Kansas City Estate Planning Society, October 7, 2020

"Things About Which We Should be Fired Up, Worried, Surprised, or Shocked," 47th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky College of Law, July 30, 2020

"Identifying Landmines and Minimizing Battle Scars in Conflicts Between Trustees and Beneficiaries," 47th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky College of Law, July 30, 2020

"Recent Developments of Interest to Estate Planners," 47th Annual Midwest Estate, Tax & Business Planning Institute, Indiana Continuing Legal Education Forum, June 4, 2020

"Recent Developments and Current Trends in Estate Planning," USC Gould School of Law 2020 Tax Institute, January 29, 2020

"Finishing Strong," 54th Annual Heckerling Institute on Estate Planning, January 17, 2020

"Current Developments in Estate and Tax Planning 2019," ACTEC/ALI-CLE Webinar, December 5, 2019

"Recent Developments Facing All Wealth Transfer Advisors and Current Transfer Tax Changes Under the Trump Tax Cuts and Jobs Act," 56th Annual Hawaii Tax Institute, Hawaii Tax Institute Foundation and Chaminade University of Honolulu, November 4, 2019

"Annual Estate Planning Update," 67^th Annual Montana Tax Institute, October 26, 2019

"Current Developments and Planning Ideas We Find Fun and Interesting," Federal Tax Institute of New England, October 24, 2019

"Recent Developments in Estate Planning," Kansas City Estate Planning Society, October 16, 2019

"Malpractice and Ethics Lapses in Estate Planning," Red Shield Symposium (Salvation Army), October 15, 2019

"Modification, Termination and Decanting of Trusts," Red Shield Symposium (Salvation Army), October 15, 2019

"Selected Aspects of Estate Planning With Retirement Assets," Red Shield Symposium (Salvation Army), October 15, 2019

"Latest & Greatest Developments in Estate Planning & Trust Administration," Red Shield Symposium (Salvation Army), October 15, 2019

"Basis Bonanza: Dealing with Consistency Rules and Generating Step-Up," Florida Bar Tax Section Meeting, October 11, 2019

"Current Estate and Income Tax Topics," Sioux Falls Estate Planning Council, October 10, 2019

"Current Developments of Importance to Estate Planners," 45^th Annual Notre Dame Tax & Estate Planning Institute, September 26, 2019

"The Junction of Excellent Estate Planning and Terrible Trust Administration," Rocky Mountain Estate Planning Council, September 4, 2019

"The Junction of Excellent Estate Planning and Terrible Trust Administration," 40^th Annual North Carolina Bar Association Estate Planning & Fiduciary Law Program, July 27, 2019

"Designing Estate Plans to Withstand Challenges," 46^th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky College of Law, July 26, 2019

"Ethics Issues Arising In Concurrent Representation of Spouses and Other Family Members," 46^th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky College of Law, July 26, 2019

"Notable Developments in Estate Planning," 46^th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky College of Law, July 25, 2019

"Selected Aspects of Estate Planning With Retirement Assets," 43^rd Annual American Institute on Federal Taxation, June 21, 2019

"Directed Trusts: Understanding the Risks and Avoiding Liability," 2019 Minnesota Probate & Trust Law Section Conference, June 11, 2019

"Estate Planning and Administration After the Tax Cuts and Jobs Act," 19th Annual Oregon Tax Institute, June 6, 2019

"The Junction of Excellent Estate Planning and Terrible Trust Administration," Community Foundation of Louisville, May 9, 2019

"Drafting and Strategies to Avoid Litigation," ACTEC Heart of America Institute, March 1, 2019

"Modification and Termination of Trusts: A Double-Edged Sword," Arkansas Bar Association 2019 Mid-Year Meeting, February 7, 2019

"Income Tax Considerations in Estate Planning and Estate and Trust Administration," Arkansas Bar Association 2019 Mid-Year Meeting, February 7, 2019

"The Junction of Excellent Estate Planning and Terrible Trust Administration," Arkansas Bar Association 2019 Mid-Year Meeting, February 7, 2019

"Recent Developments and Current Trends in Estate Planning," USC Gould School of Law 2019 Tax Institute, January 30, 2019

"We Saw. We Heard. We Read. We Learned." 53rd Annual Heckerling Institute on Estate Planning, January 18, 2019

"Basis Bonanza: Dealing With Consistency Rules and Generating Step-Up," Estate Planning Council of St. Louis, December 10, 2018

"To Be or Not to Be a Directed Trustee; Understanding the Duties, Responsibilities, Risks and Rewards," 55th Annual Hawaii Tax Institute, Hawaii Tax Institute Foundation and Chaminade University of Honolulu, November 6, 2018

"Recent Developments Facing All Wealth Transfer Tax Changes Under the Trump Tax Cuts and Jobs Act," 55th Annual Hawaii Tax Institute Foundation and Chaminade University of Honolulu, November 5, 2018 

"Estate Planning and Administration After the Tax Cuts and Jobs Act," 53rd Annual Southern Federal Tax Institute, October 25, 2018

"Do 'Huge' Changes in the Tax Law Make Estate Planning Great Again?" 66th Annual Montana Tax Institute, October 19, 2018

"Estate Planning in 2018," The Red Shield Symposium (Salvation Army), October 16, 2018

"When Actions Speak Louder Than Words," The Red Shield Symposium (Salvation Army), October 16, 2018

"Designing and Administering Trust Distribution Mechanisms," The Red Shield Symposium (Salvation Army), October 16, 2018

"Ethics Issues Facing Trusts and Estates Practitioners," The Red Shield Symposium (Salvation Army), October 16, 2018

"Current Developments of Importance to Estate Planners," 44th Annual Notre Dame Estate Planning Institute, October 11, 2018

"Do 'Huge' Changes in the Tax Law Make Estate Planning Great Again?" Kansas City Estate Planning Society, September 20, 2018 

"Disclaimers in Estate Planning: Basic Rules and Interesting Uses," 45^th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky College of Law, July 11, 2018

"Notable Developments in Estate Planning," 45^th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky College of Law, July 11, 2018

"Situational Planning: Here’s What We Got; Here’s What We Do; and Why We Do This and Not That," 45^th Annual Midwest-Midsouth Estate Planning Institute, University of Kentucky College of Law, July 11, 2018

"All The Fun We Are Having Now: Reflections on Current Planning Opportunities and Recent Developments with a Special Emphasis on Generating New Basis," 42^nd Annual American Institute on Federal Taxation, June 27, 2018

"Do 'Huge' Changes in the Tax Law Make Estate Planning Great Again?" 29^th Annual Trust & Estate Planning Institute, The Bar Association of Metropolitan St. Louis, May 3, 2018 

"Basis Bonanza: A Few Creative Ways to Generate Basis Step-Up," 2018 MOKAN Trust & Financial Services Conference, May 2, 2018 

"Protecting Beneficiaries from Themselves and Others," 2018 Spring Meeting, Special Needs Alliance, March 22, 2018

Publications

“Did the Moores Make the Wrong Argument?” Trusts & Estates, July-August 2024

“On the Road to Incapacity,” Trusts & Estates, May 2024

“In Terrorem Clauses,” The Practical Lawyer, April 2024

“CCA 202352018 – Tip of the Iceberg,” Trusts & Estates, March 2024

"Emerging Topics and Trends to Follow," Trusts & Estates, January 2024

“Dealing With a “Bad” Trustee,” Trusts & Estates, October 2023

“Representation of Others Under the UTC,” Trusts & Estates, July-August 2023

“Powers of Appointment and Fiduciary Duties,” Trusts & Estates, May 2023

“Word Formulas That Don’t Work…and Those That Do,” Trusts & Estates, March 2023

"Beware ESG Investing in a Trust," Trusts & Estates, December 2022

"Is a Closing Letter Worth $67?" Trusts & Estates, October 2022

"Less Giddy About GRATs," Trusts & Estates, July-August 2022

"What Basis Consistency Regulations?" Trusts & Estates, May 2022

"Screening Clients to Avoid Problems Before They Develop," Trusts & Estates, March 2022

"Playing Chess With the Feds," Trusts & Estates, January 2022

"Now You See It, Now You Don’t: Tangible Personal Property in Trust," Trusts & Estates, December 2021

"After the Divorce: What About Qualified Plan Beneficiary Designations?" Trusts & Estates, October 2021

"Includable and Deductible Amounts Not Always the Same," Trusts & Estates, July-August 2021

"The Specter of Double Inclusion in the Gross Estate," Trusts & Estates, May 2021

"'ING' Trusts Aren’t for Everyone," Trusts & Estates, March 2021

"2020 Leaves an Indelible Imprint on Estate Planning," Trusts & Estates, January 2021

"Trust Termination Trepidation," Trusts & Estates, November, 2020

"Risky Business: Lawyers Representing Trustees," Trusts & Estates, September 2020

"Estate Planning in a Pandemic," Trusts & Estates, July 2020

"Can Decanting be a Gift?" Trusts & Estates, May 2020

"Assessing the Proper Role of Portability," Trusts & Estates, March 2020

"Snoozers and Surprises Pave the Way to 2020," Trusts & Estates, January 2020

"To Give or Not to Give…," Trusts & Estates, November 2019

"Bulletproofing the Estate Plan," Trusts & Estates, September 2019

"Third Party Dealings with Trustees," Trusts & Estates, July 2019

"When Diversification by a Trustee May Not be Necessary," Trusts & Estates, May 2019

"Making Trust Distributions to Reduce Overall Income Taxes," Trusts & Estates, March 2019

"Charting a New Course for Estate Planners in 2019," Trusts & Estates, January 2019

"Unexpected Consequences of Irrevocable Grantor Trusts," Trusts & Estates, November 2018

"Diving into Discretionary Distributions," Trusts & Estates, September 2018 

"Are Will Execution Formalities Outmoded?," Trusts & Estates, July 2018 

"Designating a Beneficiary – Not as Simple as it May Appear," Trusts & Estates, May 2018 

"Decanting Dilemmas," Trusts & Estates, March 2018

"Many Momentous Mileposts for Estate Planners in 2017," Trusts & Estates, January 2018

"In Pursuit of Portability", November, 2017 

"Choice of Law," Trusts & Estates, November 2017 

"Guidance for Avoiding Malpractice in Estate Planning," Estate Planning, October 2017

"Answering to Beneficiaries," Trusts & Estates, September 2017

"Determining Acceptance of Fiduciary Role – Not Always Simple but Critical," Trusts & Estates, July 2017

"The Most Difficult Decision of My Career," Trusts & Estates, May 2017 

"The Biggest Lie in Life Insurance," Trusts & Estates, March 2017

"A Turbulent Time of Twists and Turns," Trusts & Estates, January 2017

"When Actions Speak Louder Than Words," Trusts & Estates November 2016

"Don't Overlook the Power of Powers," Trusts & Estates, September 2016

"State Tax Stew," Trusts & Estates, July 2016

"Estate Planning on the Rocks," Trusts & Estates, May 2016

"Basis Bonanza: A Few Creative Ways to Generate Step-Up," Trusts & Estates, March 2016

"An Eventful Year: Important Legislative, Regulatory and Case Law Developments," Trusts & Estates, January 2016

"Is a BDIT Better?," Trusts & Estates, November 2015

"Directed Trusts – Who's Responsible?," Trusts & Estates, September 2015 

"The Ultimate in Dead Hand Control - Incentive Trusts - Part II," Trusts & Estates, July 2015

"The Ultimate in Dead Hand Control – Incentive Trusts – Part I," Trusts & Estates, May 2015

"Flexibility vs. Certainty – Has the Pendulum Swung Too Far," Trusts & Est Trusts & Estates, March 2015

"A New Array of Problems and Possibilities," Trusts & Estates, January 2015