June 2014 - Ray presented for the American Cancer Society and Society of Financial Service Professionals on Charitable Planning Strategies for Non-Traditional Unions.

June 2014 - Dan presented for the ABA Real Property, Trust and Estate Law Paralegal eTraining Program on ethical issues in estate planning.

April 2014 - Landon became a member of the Society of Trust and Estate Practitioners which focuses on international issues in family inheritance and succession planning.


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.