Document Library

Categories

Council Documents

Document Name Date Added
Bylaws 2016-06-28

Current Presentation

Document Name Date Added
BDIT & BDOT 2022-11-01

Current Speaker Bio

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

New Member

Document Name Date Added
No show policy 2017-02-09

Past Presentations

Document Name Date Added
Ten Great Charitable Planning Ideas 2019-05-10
2021-03-03 Post Election Planning powerpoint 2021-07-12
2018-03-05 Paula Jones 2018-03-23
2020-11-11 Presentation 2021-02-10
2018-02-13 Terrill Slides 2018-03-23
Zen and the Art of Trust Modification 2020-10-20
2017-10-12 Hartley Goldstein Presentation 2017-11-03
2020-03-03 Bob Keebler 2020-09-21
2017-05-23 Presentation 2017-09-08
AB Bernstein 2020-02-26
Planning Paralysis - Getting Clients to Act 2022-10-10
Nov 2019 Joint Meeting 2020-02-04
The Global Art & Auction Market 2021-11-16
2016-10-13 Fitzsimons 2017-02-08
Klosek 10-6-21 Presentation PPT 2021-11-09
2018-10-02 Powerpoint Ten Great Charitable 2019-05-10
2021-03-03 Post Election Planning pdf 2021-07-12
2018-02-13 Asset Protection Outline 2018-03-23
Bridging Generations 2018-01-18
Zen and the Art of Trust Modification 2020-10-20
2020-03-03 The Secure Act 2020-09-21
State Income Taxation of Trusts 2022-03-03
Preparing the Next Generation 2019-11-12
Kloske 10-6-21 Outline 2021-11-09
2019-05-15 Diminishing Capacity 2019-09-25

Past Speaker Bios

Document Name Date Added
Tama Klosek 10-6-21 2021-11-09
2016-11-09 Carolyn Nagy Bio 2017-02-08
2015-05-15 Speaker Bio 2019-09-25
2018-05-09 Natalie Choate Bio 2018-05-30
Jonathan Blattmachr 2021-07-12
Eido Walny Bio 2021-02-10
Hartley Goldstone Bio 2017-11-03
Dan Kerrigan 2017-05-19
Andrew Bishop 2020-02-26
Samual A. Donaldson Bio 2017-09-08
2016-10-13 Fitzsimons Bio 2017-02-08