May 2016 – Ray presented on the formation/incorporation of tax-exempt organizations and completing Form 1023 for the National Business Institute CLE.

May 2016 – Dan presented on financing a trustee’s defense and assessing issues in using trust funds to defend a trustee’s conduct for the American Bar Association Section of Real Property, Trust and Estate Law.

April 2016 – Landon presented on business succession planning for the NextGen Family Business Summit.






Our services are focused on trusts, estates, and exempt organizations. We help clients protect, preserve, and pass their estates, including businesses; protect our clients’ beneficial interests in trusts and estates; and defend fiduciaries.