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| RECENT TALKS GIVEN BY K. GABRIEL HEISER, J.D. |
The following are some of the recent seminars I have spoken at and led:
Nashville Bar Association, ElderLaw in Tennessee, December 2001 Nashville Bar Association, Medicaid Requirements and Estate Recovery, February 2001 Charles Schwab and Co., Estate Planning Basics, February 2001, March 2001, February 2002 Nashville Estate Planning Council & the Jewish Foundation of Middle Tennessee, Practical Ethics, November 2000 Charles Schwab and Co., Retirement Plan Beneficiary Designations, October 2000 Lorman Education Services, Estate Planning in Tennessee, July 2000 Medical Educational Services, Inc., Medicaid & Medicaid Planning in Tennessee, June 2000 National Business Institute, Inc., Key Issues in Estate Planning and Probate in Tennessee, June 2000 Margaret Cuninggim Women’s Center at Vanderbilt University, Medicaid and Long-Term Care Planning, April 2000 TCMC Foundation, Preserving Your Estate for Your Heirs, April 2000 Charles Schwab and Co., Planning for Your Estate, March 2000 West End Synagogue, Estate Planning with Charitable Trusts, February 2000 National Business Institute, Sophisticated Estate Planning Strategies for the Advanced Practitioner in Tennessee, April 1998 Heritage Professional Publishing, 1998 Estate Planning Conference (“Retirement Benefits Considerations”), January 1998 Brentwood Seniors, Brentwood, TN, Estate Planning, monthly seminars, September 1997 - August 1998 TransFinancial Investment Services, Estate Planning to Reduce Taxes and Avoid Probate, April 1997 AARP, Pleasant Hill, TN, Timely Estate Planning Topics, September 1996 Nashville Chapter of the International Association of Financial Planners Nashville Chapter, Investment Planning for the Charitably Inclined: Charitable Remainder Trusts and Other Wealth Transfer Strategies, September 1996 Middle Tennessee Society of the Institute of Certified Financial Planners, From Medicaid Planning to Offshore Trusts: Advanced Planning Strategies for Estate and Wealth Preservation, September 1996 Upper Cumberland CPA Association, Family Limited Partnerships in Estate Planning, September 1996 Health Education Network, LLC, Medicaid Basics, September 1996 National Association of Legal Secretaries—Annual Meeting, Medicaid Trust Planning, July 1996 Channel 4 TV: Interviewed on TV as part of a four-part series on Medicaid planning, July 1995. Middle Tennessee State University Alumni Association, The Ten Biggest Estate Planning Mistakes; Tax Savings Through Charitable Gifts and Trusts, August 1996 National Business Institute, Inc., Family Limited Partnerships in Tennessee, April 1996 (7 hour seminar) Middle Tennessee State University (Office of Planned Giving), How Charitable Trusts Can Save You Income and Estate Taxes and Benefit Your Charity, March 1996 Williamson County Bar Association, Retirement Plan Distributions: Traps for the Unwary, April 1996 Downtown Optimists Club (Nashville, TN), Medicaid Eligibility Rules, February 1996 Middle Tennessee Planned Giving Council, New IRS Substantiation Requirements for Charitable Deductions, February 1996 Middle Tennessee Long-Term Care Agents Advisory Council, Medicaid Planning Update: What's Left for Long-Term Care?, November 1995 National Business Institute, Inc., Living Trusts and Other Estate Planning Alternatives in Tennessee, October 1995 (7 hour program) Williamson County Bar Association, Medicaid Eligibility Planning, September 1995 U.S. Army Corp of Engineers, Nashville, TN, Mid-Career and Pre-Retirement Estate Planning, June 1995 David Lipscomb University, Nashville, Tennessee, Wealth Transfer Strategies, June 1995 National Telephone Co-op Association Annual Meeting at Opryland Hotel, Wills, Trusts and Estate Tax Issues, May 1995 Nashville Bar Association, 1995 Estate Planning Continuing Legal Education Series, Gabriel Heiser Series Producer (March, April, and May 1995) National Business Institute, Inc., Advanced Estate Planning Techniques, April 1995 (7- hour seminar) Tennessee Bar Association, New Tax Developments: Split-Interest Trusts, November 1994 Estate Planning Council of Nashville, Tennessee, Split-Interest Trusts: Evaluation and Use, November 1994 Middle Tennessee Paralegal Association (Annual Meeting), Advising the Non-Traditional Family (Estate Planning), October 1994 Nashville Bar Association, Legal Issues Related to Estate Planning for the Elder and Disabled Client, October 1994 Williamson County Bar Association, Estate Planning for the Family Farm, September 1994 Nashville Bar Association, Advising the Non-Traditional Family, June 1994
Massachusetts Bar Association, Probate Section, Medical Care Decision-making and the Right to Die: Use of the Living Will and the Durable Power of Attorney, Chairman and panelist Massachusetts Bar Association, The Use of Disclaimers in Post-mortem Estate Planning |