Document Library
CategoriesCouncil Documents
Document Name | Date Added |
---|---|
Bylaws
Bylaws 2016.DOCX (29K)
|
2016-06-28 |
New Member
Document Name | Date Added |
---|---|
No show policy
No Show policy.DOC (25K)
|
2017-02-09 |
Past Presentations
Document Name | Date Added |
---|---|
Here We Are in 2015
2015-02-03 Christerson.pdf (5693K)
|
2015-10-07 |
Kloske 10-6-21 Outline | 2021-11-09 |
Klosek 10-6-21 Presentation PPT | 2021-11-09 |
2016-10-13 Fitzsimons | 2017-02-08 |
2019-05-15 Diminishing Capacity | 2019-09-25 |
2018-10-02 Powerpoint Ten Great Charitable | 2019-05-10 |
2021-03-03 Post Election Planning pdf | 2021-07-12 |
2016-05-17 Transfer Planning Slides | 2016-06-28 |
Ten Great Charitable Planning Ideas | 2019-05-10 |
20 Years of Sales to IDITs | 2015-10-07 |
2021-03-03 Post Election Planning powerpoint | 2021-07-12 |
2014-05-20 Twenty Years IDITs slides | 2015-10-07 |
2016-05-17 Transfer Planning Outline | 2016-06-28 |
2018-03-05 Paula Jones | 2018-03-23 |
2020-11-11 Presentation
Celebrityppt.20203.pdf (135K)
|
2021-02-10 |
2016-03-01 Slides
2016-03-01 Slides PDF.pdf (2685K)
|
2016-04-14 |
2018-02-13 Asset Protection Outline | 2018-03-23 |
2014-03-04 Doyle Presentation | 2014-03-17 |
2015-03-01 J August presentation | 2016-04-14 |
2018-02-13 Terrill Slides | 2018-03-23 |
Zen and the Art of Trust Modification | 2020-10-20 |
Bridging Generations
Bridging Generations.pdf (558K)
|
2018-01-18 |
Zen and the Art of Trust Modification | 2020-10-20 |
2016-02-09 Aucutt Top 10 | 2016-03-02 |
2017-10-12 Hartley Goldstein Presentation | 2017-11-03 |
2013-11-13
2013-Nov 13 Barg Slides.ppt (656K)
|
2014-02-10 |
2020-03-03 Bob Keebler | 2020-09-21 |
Top 10 Estate Planning Developments of 2015 | 2016-03-02 |
2013-10-8 Meeting
2013-10-08 Presentation.ppt (290K)
|
2013-10-10 |
2020-03-03 The Secure Act
2020-03-03 The SECURE Act.pdf (1597K)
|
2020-09-21 |
2015-10-13 Loomis-Price Powerpoint
2015-10-13 Loomis-Price .ppt (1444K)
|
2016-03-02 |
2017-05-23 Presentation | 2017-09-08 |
AB Bernstein | 2020-02-26 |
2015-10-13 Loomis-Price Outline | 2016-03-02 |
Nov 2019 Joint Meeting | 2020-02-04 |
2015-03-03 Keebler: Spendown Strategies | 2015-10-07 |
State Income Taxation of Trusts | 2022-03-03 |
2013-03-05 Meeting
EPCD GRAT Presentation.pdf (217K)
|
2013-10-10 |
Preparing the Next Generation | 2019-11-12 |
The Global Art & Auction Market | 2021-11-16 |
Past Speaker Bios
Document Name | Date Added |
---|---|
2015-05-15 Speaker Bio | 2019-09-25 |
2016-10-13 Fitzsimons Bio
Fitzsimons Bio.pdf (92K)
|
2017-02-08 |
2015-02-03 Christerson | 2016-04-14 |
Clark McCleary
Bio Clark McCleary.doc (49K)
|
2016-04-14 |
Tama Klosek 10-6-21 | 2021-11-09 |
Robert H. Sitkoff
Sitkoff Bio.pdf (187K)
|
2016-04-14 |
Diana Zeydel Bio | 2016-06-28 |
2018-05-09 Natalie Choate Bio | 2018-05-30 |
Jonathan Blattmachr | 2021-07-12 |
2014-03-04 Jere Doyle
Jere Doyle bio.pdf (112K)
|
2016-04-14 |
Eido Walny Bio
Eido Bio 2020_.pdf (39K)
|
2021-02-10 |
2014-05-20 Michael Mulligan Bio | 2016-04-14 |
2016-03-01 Jerald D. August | 2016-04-14 |
Dennis Moon
Dennis Moon Bio.pdf (94K)
|
2016-04-14 |
Hartley Goldstone Bio | 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 |
Andrew Bishop
Bishop_Andrew.bio.pdf (25K)
|
2020-02-26 |
Patricia Maisano Bio | 2016-04-14 |
John Ciccarone Bio
John Ciccarone Bio.doc (28K)
|
2016-04-14 |
Samual A. Donaldson Bio
Samuel A Donaldson.pdf (25K)
|
2017-09-08 |
2015-03-03 Robert Keebler | 2016-04-14 |
2016-11-09 Carolyn Nagy Bio | 2017-02-08 |
Stacy Eastland Bio
Bio- Stacy.pdf (17K)
|
2016-04-14 |