Certified Public Accountant, Texas, 1989. Co-Author: "Estate Planning with Trusts Part I", Today's CPA, July/August 1995; "Estate Planning with Trusts Part II, Funding Trusts", Today's CPA, September/October 1995; "Postmortem Estate Planning For Small Business Owners," Journal of Accountancy, July 1998; "Disclosure Sets a Time Limit on IRS Gift Revaluation," Tax Strategies, January 1999; "Section 2013 Prior Death Tax Credit," Trusts and Estates, November 1999; "Avoiding Tripping on a Family Limited Partnership Trap," Tax Strategies, May 2001; "Using Disclaimers to Adjust Estate Plans Posthumously," Today's CPA, July/August 2001. Author/Speaker: "When the Rubber Meets the Road: Funding Testamentary Trusts," 2001 Advanced Estate Planning Conference, Texas Society of CPA's. Author,” Portability + QTIP, A happy Couple or a Recipe for Family Discord?” Trusts and Estates, August 2014. Author,” Estate Planning Decisions,” Real Estate, Probate and Trust Law Reporter-Volume 52, No. 2, February 2014. Co-Author: "Spotting Hidden Raptors in Estate Administration" Trusts and Estates, September 2019. Regular Guest Lecturer, St. Mary's Law School 2004-present.
.