Speaking and Publications

Cameron Kelly is a speaker for national and local continuing education seminars on the topics of estate planning, estate tax, gift tax, generation skipping transfer tax, fiduciary income tax, probate, wills, and trusts.

If you or your group is interested in a speaker for a seminar or client appreciation event on topics relating to the estate tax or estate planning, contact our firm to discuss.

Cameron Kelly Featured Speaker at Upcoming Seminars

  • Presenter at National Business Institute, Estate Planning from A to Z, Basic Tax Planning, webinar broadcast on May 17, 2017.  A nationally broadcast continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to learn or review the basic concepts relating to the transfer of assets during life, or at death.  Access the tax planning outline here: NBI Basic Tax Planning SE&BP, and the power point slides here: Basic Tax Planning.
  • Presenter at National Business Institute, Estate Planning from A to Z, Trusts 101, webinar broadcast on May 17, 2017.  A nationally broadcast continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to learn or review the basic trust concepts.
  • Presenter at National Business Institute, Trusts from A to Z, Tax Reduction with Trusts, Eau Claire, Wisconsin on June 9, 2017.  A Wisconsin continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to review income, estate, gift and generation skipping transfer taxes related to trusts, and the common methods of using revocable living trusts to reduce tax.
  • Presenter at National Business Institute, Trusts from A to Z, Main Trust Principles, Eau Claire, Wisconsin on June 9, 2017.  A Wisconsin continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to learn or review the basic concepts relating to trusts.
  • Presenter at National Business Institute, Trusts from A to Z, Simple Testamentary Trusts and Revocable Living Trusts, Eau Claire, Wisconsin on June 9, 2017.  A Wisconsin continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to learn or review the basic concepts relating to trusts.

Past Speaking Events

  • Presenter at National Business Institute, Estate Planning from A to Z, Basic Tax Planning, webinar broadcast on May 24 & May 25, 2016.  A nationally broadcast continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to learn or review the basic concepts relating to the transfer of assets during life, or at death.  Access the tax planning outline here: NBI Basic Tax Planning SE&BP, and the power point slides here: Basic Tax Planning.
  • Featured Guest on Voices in the Valley, How to Capture your Family Stories and Preserve your Family Legacy, Sharing Experiences Collecting and Writing Family History.  Saturday, May 28, 2016. Voices in the Valley airs every Saturday morning at 10:00 on KLBB 1220 AM. During the show, youth writers and professional authors share tips, offer inspiration, and read selections from their work. Stephani Atkins and Dina Livingston are joined by student hosts to interview local, national and even internationally acclaimed guests.
  • Presenter at National Business Institute, IRA Trust Taxation, October 5, 2016.  A continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to relating to holding inherited IRAs in trust for beneficiaries. Topics will include income tax treatment, qualifications standards for IRA trusts, the use of disclaimers to reform trusts or beneficiary designations that may disqualify the trust.
  • Presenter at National Business Institute, IRA Trusts at Administration, October 5, 2016.  A course provided to attorneys, financial planners, trust officers, accountants and CPA’s to learn basic postmortem planning techniques to solve IRA trust problems, and to save income taxation.
  • Presenter at National Business Institute, Trusts 101, Where to Begin, An Overview of Trusts, November 14, 2016.  A continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to learn or review the basic concepts relating to the formation of a trust in Minnesota, including an overview of the new Minnesota Trust Code.
  • Presenter at National Business Institute, Trusts 101, Revocable Living Trusts, November 14, 2016.  A continuing education course provided to attorneys, financial planners, trust officers, accountants and CPA’s to learn or review the basic concepts relating to revocable living trusts, including the use of family and marital trusts, QTIP elections, drafting tips and strategies.