MEMBERSHIPS:
National Network of Estate Planning Attorneys (NNEPA)
Lifespan ™
National Academy of Elder Law Attorneys (NAELA)
Christian Legal Society, a national organization of Christian attorneys and law students
CONTINUING EDUCATION:
Graduate of NNEPA Advanced Practicum Implementation Program – 2013
THE ADVANCED PLANNING STRATEGIES PROGRAM of the National Network, a comprehensive two year course in advanced estate planning, tools, techniques and professional collaboration – 2017
Since 2015 has served as Co-Chair of the Trust Settlement Co-Development Team, NNEPA, innovating and developing trust settlement procedures, tools, and processes for the efficient transfer of wealth to the next generation.
INSTRUCTOR:
ATRA Game Changers: 2013 Spring Collegium, Indianapolis, IN, National Network of Estate Planning Attorneys, co-presented with attorney Curt W. Ferguson;
It’s Not About (Those) Taxes: Legal Keynote address at the 2013 Fall Collegium, Orlando, FL,
National Network of Estate Planning Attorneys, co-presented with attorney Curt W. Ferguson;
Settlement Process–Start to Finish: 2013 Fall Collegium, Orlando, FL, National Network of Estate Planning Attorneys, co-presented with attorney Jennifer Norton;
Trusts as IRA Beneficiaries: 2014 Fall Collegium, Reno, NV, National Network of Estate Planning Attorneys, co-presented with attorney Rick Randall
Settlement With Clayton and Bounty: 2016 Spring Collegium, Indianapolis, Indiana, co-presented with attorney Curt W. Ferguson;
Trust Settlement and Administration: 2016 Fall Collegium, Reno, Nevada. This pre-cursor event was a comprehensive, process-oriented day and a half workshop for attorneys and paralegals on procedures in trust settlement and administration, co-presented with attorney Charlotte Landvik;
Tax Efficient Irrevocable Trusts- Refresher on IRC 678 Withdrawal Right and General Powers of Appointment: 2018 Spring Collegium, Indianapolis, IN, National Network of Estate Planning Attorneys, co-presented with attorney Greg Gentry.
COMMUNITY AND PERSONAL:
Sam is an Elder at First Presbyterian Church in Centralia. He and his wife Kate have four children and live in Salem, Illinois.