Drafting Limited Liability Company Operating Agreements; lead presenter for nationwide video 2013 and 2014 webinar for National Business Institute: Manuscript published by NBI.
Business Valuations, Appraisals and Methods; solo presenter for 2009 nationwide teleconference, sponsored by the National Business Institute. Manuscript published by NBI.
Employment Law Update in North Carolina; 2012 Continuing Legal Education. Lorman Education Services. Manual published by Lorman.
- Hiring, Disciplining and Terminating Employees [including section on transition LGBT rights in employment.]
Diogenes and other Noted Celebrities – IRS Innocent Spouse Relief and Responsible Persons in IRS Trust Fund Recovery Cases; 2011 Annual Meeting of North Carolina Certified Family Law Specialists
Business Valuation, 2010 National Business Institute Continuing Legal Education
- Using the Valuation Results
- Ethics in Business Valuations
North Carolina Will Drafting and Probate – Navigating the Trust Process From Start to Finish, 2010 National Business Institute Continuing Legal Education [Update from 2006]
- Mechanics of Drafting and Executing Trusts
- How to Administer a Trust Appropriately
- Fundamental Understanding of Ethics in Trusts
Helping Your Client Buy or Sell A Small-to-Medium Sized Business, 2008 National Business Institute Continuing Legal Education
- Overview of Buying and Selling Businesses; Negotiation, Letters of Intent, The Due Diligence Process
- Reviewing Business Operations – Business Valuation Methods
- Financial Options for the Deal
Drafting LLC Agreements: Essential Skills and Hands on Training, 2008 National Business Institute Continuing Legal Education
- Drafting the LLC Agreement [with forms]
Helping Your Client Buy or Sell A Small-to-Medium Sized Business, 2008 National Business Institute Continuing Legal Education
- Overview of Buying and Selling Businesses; Negotiation, Letters of Intent, The Due Diligence Process
- Reviewing Business Operations – Business Valuation Methods
- Financial Options for the Deal
Navigating the Trust Process From Start to Finish, 2006 National Business Institute Continuing Legal Education:
- Mechanics of Drafting and Executing Trusts
- Successfully Navigating the Tax Aspects of Trusts
Drafting LLC and LLP Agreements in North Carolina, 2005 National Business Institute Continuing Legal Education:
- Economic Rights and Obligations
- Fiduciary and Related Duties
- Management of a Limited Liability Company
A Practical Guide to Estate Administration in North Carolina, 2005 National Business Institute Continuing Legal Education:
Fundamental Issues in North Carolina Human Resources Law, 2004 Continuing Legal Education:
- Protection Against Wrongful Termination
Contract Preparation: Drafting Complete and Unambiguous Contracts in North Carolina, 2004 Continuing Legal Education:
- Contract Drafting
- The Other Side of Drafting: A Litigator’s Perspective
Family Limited Partnerships in North Carolina, 2004 National Business Institute Continuing Legal Education:
- An Introduction to Family Limited Partnerships
- Funding a Family Limited Partnership
- Ethical Considerations in the Representation of Family Limited Partnerships
The Legal Handbook for North Carolina Businesses (updated annually)
Your Estate Planning Handbook (updated annually)
Limited Liability Companies Update, 2004 National Business Institute Continuing Legal Education:
- Formation and Operation
- State Law LLC Issues
- LLC Tax Issues
- LLC Securities Law Issues
- Special Uses of LLCs
Tax Reform Act of 2001-Seminar for CPA’s, 2001;. Sponsored by Capital Bank.
North Carolina Probate and Estate Planning Skills for Paralegals, 2003 Continuing Legal Education
Automation: The Great Litigation Equalizer, 1995 North Carolina Bar Continuing Legal Education
Computerized Litigation Support-Death of The Paper Chase, 1990 North Carolina Defense Lawyers Continuing Legal Education
Winning the Gang-Busters Litigation Through Information Management, 1998 North Carolina Bar Continuing Legal Education