Document Library

Categories

Council Documents

Document Name Date Added
Bylaws
Bylaws 2016.DOCX (29K)
 2016-06-28

Current Presentation

Document Name Date Added
2020-03-03 The Secure Act
2020-03-03 The SECURE Act.pdf (1597K)
 2020-02-26

Current Speaker Bio

Document Name Date Added
2020-03-03 Bob Keebler
2020-03-03 Bob Keebler Bio.pdf (125K)
 2020-02-26

New Member

Document Name Date Added
No show policy
No Show policy.DOC (25K)
 2017-02-09

Past Presentations

Document Name Date Added
2016-10-13 Fitzsimons
Presentation - Dana Fitzsimons.pdf (839K)
 2017-02-08
2019-05-15 Diminishing Capacity
2019-05-15 Diminishing Capacity.pdf (624K)
 2019-09-25
2018-10-02 Powerpoint Ten Great Charitable
2018-10-02 Ten Great Charitable Planning Ideas.pptx (125K)
 2019-05-10
2016-05-17 Transfer Planning Slides
2016-05-17 Sophisticated Transfer Planning.pdf (2697K)
 2016-06-28
Ten Great Charitable Planning Ideas
2018-10-02 Ten Great Charitable Planning Ideas.pdf (520K)
 2019-05-10
20 Years of Sales to IDITs
2014-05-20 - 20 Years of Sales to IDITs.doc (428K)
 2015-10-07
2016-05-17 Transfer Planning Outline
2016-05-17 Outline Sophisticated Transfer Planning.pdf (552K)
 2016-06-28
2018-03-05 Paula Jones
International Estate Planning.pdf (277K)
 2018-03-23
2014-05-20 Twenty Years IDITs slides
20 Years of IDITs Slides - May 2014.pdf (330K)
 2015-10-07
2016-03-01 Slides
2016-03-01 Slides PDF.pdf (2685K)
 2016-04-14
2018-02-13 Asset Protection Outline
2018-02-13 Terrill - Asset Protection Outline - 20 Year Retrospective.PDF (9717K)
 2018-03-23
2015-03-01 J August presentation
2016-03-01 Federal Tax Planning Opportunities.pdf (700K)
 2016-04-14
2018-02-13 Terrill Slides
2018-02-13 Terrill - Asset Protection Slides.pdf (4246K)
 2018-03-23
2014-03-04 Doyle Presentation
2014-03-04 Doyle presentation.pdf (421K)
 2014-03-17
Bridging Generations
Bridging Generations.pdf (558K)
 2018-01-18
2016-02-09 Aucutt Top 10
2016-02-09 Aucutt Top 10 Presentation.pdf (659K)
 2016-03-02
2017-10-12 Hartley Goldstein Presentation
2017-10-12 Hartley Presentation.pdf (933K)
 2017-11-03
Top 10 Estate Planning Developments of 2015
2015-02-09 Top 10 Estate Planning Developments.pdf (421K)
 2016-03-02
2013-11-13
2013-Nov 13 Barg Slides.ppt (656K)
 2014-02-10
2015-10-13 Loomis-Price Powerpoint
2015-10-13 Loomis-Price .ppt (1444K)
 2016-03-02
2017-05-23 Presentation
Burning Questions and Even Hotter Answers About Grantor Trusts 2017.pdf (277K)
 2017-09-08
2013-10-8 Meeting
2013-10-08 Presentation.ppt (290K)
 2013-10-10
2015-10-13 Loomis-Price Outline
2015-10-13 Loomis-Price Outline.pdf (177K)
 2016-03-02
AB Bernstein
Pre and Post Transaction Planning DE Conference.pdf (1131K)
 2020-02-26
2015-03-03 Keebler: Spendown Strategies
2015-03-03 Spenddown Strategies.pdf (769K)
 2015-10-07
2013-03-05 Meeting
EPCD GRAT Presentation.pdf (217K)
 2013-10-10
Nov 2019 Joint Meeting
2019-11 Transition by Design - EPCDE & CCEPC.pdf (771K)
 2020-02-04
Preparing the Next Generation
Preparing Next Gen_DEL_10_03_19.pdf (549K)
 2019-11-12
Here We Are in 2015
2015-02-03 Christerson.pdf (5693K)
 2015-10-07

Past Speaker Bios

Document Name Date Added
2015-02-03 Christerson
2015-02-03 Bio Christerson.pdf (50K)
 2016-04-14
Clark McCleary
Bio Clark McCleary.doc (49K)
 2016-04-14
Robert H. Sitkoff
Sitkoff Bio.pdf (187K)
 2016-04-14
Diana Zeydel Bio
2016-05-17 Diana Zeydel.pdf (25K)
 2016-06-28
2018-05-09 Natalie Choate Bio
2018-05-09 Natalie Choate.pdf (23K)
 2018-05-30
2014-03-04 Jere Doyle
Jere Doyle bio.pdf (112K)
 2016-04-14
2016-03-01 Jerald D. August
2016-03-01 Jerald D August Bio.pdf (162K)
 2016-04-14
2014-05-20 Michael Mulligan Bio
2014-05-20 Michael D Mulligan Bio.pdf (209K)
 2016-04-14
Dennis Moon
Dennis Moon Bio.pdf (94K)
 2016-04-14
Hartley Goldstone Bio
2017-10-10 Hartley Goldstone.pdf (77K)
 2017-11-03
Dan Kerrigan
Daniel Kerrigan.pdf (51K)
 2017-05-19
2013-10-08 Lawrence Brody Bio
Brody bio.docx (38K)
 2016-04-14
Patricia Maisano Bio
Patricia Maisano Bio May 2015.pdf (8K)
 2016-04-14
John Ciccarone Bio
John Ciccarone Bio.doc (28K)
 2016-04-14
Andrew Bishop
Bishop_Andrew.bio.pdf (25K)
 2020-02-26
Samual A. Donaldson Bio
Samuel A Donaldson.pdf (25K)
 2017-09-08
2015-03-03 Robert Keebler
2015-03-03 Robert Keebler Bio.doc (89K)
 2016-04-14
2016-11-09 Carolyn Nagy Bio
2016-11-09 Carolyn Nagy Bio.pdf (290K)
 2017-02-08
Stacy Eastland Bio
Bio- Stacy.pdf (17K)
 2016-04-14
2016-10-13 Fitzsimons Bio
Fitzsimons Bio.pdf (92K)
 2017-02-08
2015-05-15 Speaker Bio
2019-05-15 Bio Bernie Krooks.pdf (386K)
 2019-09-25