Appearances & Publications




	*RECENT AND UPCOMING SPEAKING ENGAGEMENTS AND PUBLICATIONS* 2008 January February March 19 Presentation to Vermont State Employees Retirement System at Waterbury, VT Discussion of estate and disability planning issues for those planning retirement April 16 Presentation to Vermont State Employees Retirement System at Waterbury, VT Discussion of estate and disability planning issues for those planning retirement 17 Publication of book, “Resolving Legal and Financial Issues in Elder Care” to be used in presentation at seminar to be held April 17^th at the Holiday Inn, 1068 Williston Road, South Burlington, VT Covers estate and Medicaid planning techniques, including the use of trusts, annuities, long-term care insurance, as well as a discussion of Powers of Attorney, Advance Health Care Directives and ethics The presentation is geared towards attorneys, financial planners, accountants and elder care professionals May June 12 Presentation to Vermont State Employees Retirement System at Montpelier, VT Discussion of estate and disability planning issues for those planning retirement July August September 10 Presentation to Vermont State Employees Retirement System at Waterbury, VT Discussion of estate and disability planning issues for those planning retirement October November December