Frequent speaker at national conventions, professional symposia, continuing education and many state and local meetings of all types.
- Strategies and Pitfalls in Roth IRA Conversions: UBS Columbus, 2010
- How to Engage Clients in 2010: WealthCounsel convention, Chicago 2010.
- Have Your Cake - and Share It With Your Favorite Charity: The Community Foundation of Delaware County (Columbus, OH), 2006.
- Tell Me Where it Hurts - Wealth Preservation & Asset Protection for Physicians & Surgeons: American Society for Surgery of the Hand Annual Convention (New York, NY), 2005.
- Asset Protection Triage for Physicians & Surgeons: Ohio State Medical Association (Columbus, OH), 2005.
- Ethics and the Challenges of Representing Aging Clients and their Families: Columbus Bar Association (Columbus, OH), 2004; National Network of Estate Planning Attorneys (Las Vegas, NV), 2003.
- The Alphabet Soup of Qualified Retirement Plans: National Network of Estate Planning Attorneys (Minneapolis, MN), 2001.
- Advanced Planning Issue Spotting: National Network of Estate Planning Attorneys (Orlando, FL), 2000.
- Wealth Planning for Small Bank Owners & Officers: Montana Community Bankers Association (Big Sky, MT), 2000.
- Post Mortem Estate Planning: Ohio Society of CPAs (Cleveland and Dayton, OH), 2000.
- Wealth Planning Diagnosis and Treatment, "Current Concepts Retirement from Medicine" Conference (Las Vegas, NV), 2000.
- International Asset Protection Trusts: Arthroscopy Association of North America (Miami Beach, FL), 2000.
- Dairy Farm Family Wealth Preservation: United States Holstein Foundation (Louisville, KY), 1998.
- Counseling Clients about Charitable Gift Planning: University of Cincinnati Planned Giving Conference (Cincinnati, OH), 1998.
- Truth About Estate Planning: National Network of Estate Planning Attorneys (Minneapolis, MN and Denver, CO), 1997 to 1998.
- Year in Review: Oklahoma CPA Society (Tulsa, OK), 1993.
- Continuing Education Programs and Education Workshops 1994-2005: Ohio Certified Public Accountants Summer Continuing Education Series: Family Limited Partnerships, Asset Protection Planning and Off Shore Planning, How Safe is Your Client's Retirement Plan and IRA? American Express Financial Advisors, PaineWebber, UBS, Nationwide Best of America Funds, Prudential Securities, Prudential Financial, Merrill Lynch, Morgan Stanley Dean Witter, Hilliard Lyons, Advest, John Hancock, The New England, American Skandia, Fifth Third Bank, Farmers Financial Services, several churches and service organizations.
Recipient, Leave-A-Legacy Award, Central Ohio Chapter on Planned Giving, 2005. Co-author: For Ohio Doctors - Shedding Light on Asset Protection, Tax and Estate Planning (2010). Contributing Reviewer, Conspectus Current, 1998 - 2002. Founding principal, Huddleston Law Group LPA 2007. Co-founder, Dundon & Huddleston LLP, 2003. Founding principal, Huddleston Law Offices PC, 1992 (practice limited to Estate, Business & Family Wealth Counseling, Planning and Administration). Financial Services industry executive, investment banker and litigation consultant 1985 - 1992. Superintendent of Savings and Loans, State of Ohio, 1983-1985. Participant, WealthCounsel National Study Group. Financial Ambassador, The Ohio State University. Member, Southern California Institute & The Advanced Wealth Studies Institute. Upper Arlington Lutheran Church; Scioto Country Club; Zanesfield Rod & Gun Club; FAA-licensed private pilot.
