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- Interviewed & Quotes in Article “North Carolina Captive Statute Continues to Evolve”. Captive Review, August 2016.
- Interviewed & Quoted in Article “Strength in Diversity“. Captive Insurance Times, Issue 103, August 2016.
- Interviewed & Quoted in Article “PCCs expected to see growth in North Carolina”. Captive Review, Thursday, June 30, 2016.
- The State of Captives (2015). Presentation at the North Carolina Bar Association, October 29, 2015.
- Intermediate Asset Protection Planning: LLCs, Dynasty Trusts, and Captive Insurance Companies. North Carolina State Bar Association Trusts & Estates Newsletter, Vol. 34, No. 2 (March 2015)
- Post Kiawah Ruminations: Re-Examining the Fundamentals – Balancing Your Clients’ “Simple” Estate Planning Needs and Their Asset Protection Vulnerabilities. North Carolina State Bar Association Trusts & Estates Newsletter, Vol. 34, No. 1 (November 2014)
- The Times They Are A-Changin’: Digital Assets and Your Estate Plan. North Carolina State Bar Association Trusts & Estates Newsletter, Vol. 34, No. 1 (November 2014)
- Captive Insurance Companies - a New Law Creates a New Way for N.C. Businesses. North Carolina State Bar Association Business Law Section Newsletter, Vol. 35, No. 4 (June 2014)
- Captive Insurance Companies - A Reassuring Way to Self-Insure. North Carolina State Bar Association Trusts & Estates Section Newsletter, Vol. 33, No. 2 (April 2014)
- Captive Insurance Companies - an Old Way of Insurance New to North Carolina. North Carolina State Bar Association Insurance Section Newsletter, Vol. 1, No. 2 (April 2014)
- 2013: The Birth of the N.C. Captive Insurance Industry. North Carolina State Bar Association Corporate Council Section Newsletter, Vol. 26, No. 1 (February 2014)
- Captive Insurance Companies - A Reassuring Way to Self-Insure. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 60, No. 1 (July 2013)
- Say Bye-Bye to Passive Activity Losses: A Possible Past-Time for LLCs and LLPs. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 14 (January 2010)
- Uncertain Times for Estate Planners: What Changes Loom for 2009. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 9 (July 2009)
- A GRAT Way to Transfer Wealth. Well, at Least for Now... Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 9 (July 2009)
- Choosing a Roth IRA. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 9 (July 2009)
- Private Annuities. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 7 (May 2009)
- The Fine Art of Fine Art Investments. Illinois State Bar Association Trusts & Estates Newsletter,Vol. 55, No. 6 (April 2009)
- Estate Planning in a Low Interest Rate Environment. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 6 (April 2009)
- Ahoy, Ahoy: A Tax Bill on the Horizon. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 5 (March 2009)
- SCINs, GRATs and IDGTs: Acronyms That Present Planning Opportunities in a Low Interest Rate Environment. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 4 (February 2009)
- Bonds and the Original Issue Discount: Easy Does It. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 4 (February 2009)
- Year-End Tax Tips. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 3 (January 2009)
- A Year-End Opportunity to Wash Your Dirty Stocks: Harvesting Losses with Wash Sales. Illinois State Bar Association Trusts & Estates Newsletter, Vol. 55, No. 3 (January 2009)
- Where to Begin: The High Price of Education. NIEW News Monthly Journal (August 2006)