Associations
Northwestern National Bank of Minnesota, 1973 - 1976 (Pension Trust Officer) | United Systems Technology, Inc., 1995 - Present (Director) | Hennepin County Bar Association (Member) | Minnesota State Bar Association (Member) | American Bar Association (Member) | Financial Planning Association - Personal Finance Forum, 1994 (Program Chairman, Minnesota Chapter) | International Association for Financial Planning, 1996 (Program Chair, Minnesota Chapter) | Financial Planning Association (Counsel)
Speaking
Top Estate and Asset Protection Planning Tips in Minnesota, Net Advisor, June 2, 2008 | Top Estate and Asset Protection Planning Tips in Minnesota, Financial Planning Association of Minnesota, April 15, 2008 | Top Estate and Asset Protection Planning Tips in Minnesota, Lorman Educational Services, 2007 - 2008 | Estate Planning for the Business Owner. It's the Last Thing on Your Mind; Why It Should Be the First, Mansfield, Tanick & Cohen, P.A., December 1, 2006 | Top Ten Estate Planning, Wealth Transfer and Asset Protection Techniques in Minnesota, Lorman Educational Services, October 24, 2006 | Partnerships, LLCs and LLPs: Organization and Operation in Minnesota, Lorman Educational Services, July 16, 2006 | Asset Protection in Minnesota, Lorman Educational Services, May 4, 2006 | Surviving Financially in a Time of Crisis: a Lawyer's Perspective, Disability and Social Security Seminar, April 8, 2006 | Preparing for Changes in Federal Estate Tax, Financial Planners Association of Minnesota, September 29, 2005 | Protecting your Assets & Planning for Your Future, Mansfield Tanick & Cohen, The Lupus Foundation, The Scleroderma Foundation, The Arthritis Foundation, The MS Society and The DFS/FM Society, April 23, 2005 | Adjunct Professor, Estate Planning Course for Financial Planners, Minnesota State University, Mankato, Spring Semester, 2000 | Adjunct Professor, Estate Planning Course for Financial Planners, Minnesota State University, Mankato, Spring Semester, 1999 | Moderator, Probate Problems and Solutions, Minnesota CLE-Continuing Legal Education, June 17, 1995 | Lecturer, Exemptions from Judgement, Bankruptcy - Selected Issues, Legal Advice Clinic, Minneapolis, June 1994 | Minnesota Limited Liability Company Act - Planning Opportunities, August 1992 | Collecting Judgments in Minnesota, National Business Institute | Minnesota Limited Liability Company Act - Estate Planning Opportunities, Minnesota Continuing Legal Education | The New Minnesota Limited Liability Company Act - Planning Opportunities, Hennepin County Bar Association - Probate and Trust Law Section | The New Minnesota Limited Liability Company Act - Planning Opportunities, Twin City Estate Planning Counsel | Moderator and Presenter, Annual Estate and Business Planning Case Study, International Association for Financial Planning - Twin Cities Chapter | Exemptions to Judgment Levy and Bankruptcy Planning, Continuing Legal Education, Annual Consumer Law Update, Hennepin County Legal Assistants Clinic | Estate Planning Basics, Personal Finance Forum, Minneapolis Star & Tribune | Moderator and Presenter, Ethics for the Financial Planner, International Association for Financial Planning, Minnesota Chapter | Lecturer, Collecting Judgement in Minnesota, National Business Applications, CLE, 1993 | Small Business Series: Succession Planning | Small Business Series: Business Banking | What’s Your End Game? Succession Planning