The best estate planning educator in the financial industry... Hired by global financial institutions, international charities and professional organizations around the world...Has shared the podium with Rudy Giuliani, Colin Powell, Her Majesty Queen Noor of Jordan, James Carville, Connie Chung, and many other noteworthy individuals...99+% audience approval rating.

Sally is your ticket to audience rave reviews at your next conference!

Speaking Samples

Sally In the News

  • Sally recently completed advanced presentations for RiverSource Insurance in San Diego, Chicago, and Orlando. 

  • The revised 3rd edition of Sally's book reflects important recent changes in the tax laws, and has received accolades from estate planners, financial advisors, and life insurance agents. 

  • Sally was a recent guest on two radio shows originating in San Diego, California.  She discussed various issues associated with recent changes in the federal estate tax laws.

  •  Sally recently spoke at a presentation sponsored by Cornell University Office of Trusts, Estate, & Gift Planning.  They discussed sophisticated estate planning options and charitable giving techniques.

  • Expert Beacon, a leading publisher on the topic of trust and estate law, asked Sally to write an article on employer stock held in qualified plans.  The article can be found here. 

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