Document Library

Categories

Council Documents

Document Name Date Added
Sponsorships 2025-2026 2025-07-31
Bylaws 2016-06-28
No Show Policy 2025-07-31

Past Presentations

Document Name Date Added
ABCs of CRTs Handout 2023-09-28
Planning Paralysis - Getting Clients to Act 2022-10-10
AI and Estate Planning - February 2025 2025-02-05
ABCs of CRTs 2023-09-28
BDIT & BDOT 2022-11-01
State Income Taxation of Trusts 2022-03-03

Past Speaker Bios

Document Name Date Added
Mitch Drossman Bio 2022-11-01