Document Library

File Name Date Added
Direct US Govt Chart 01/07/2015
Checkpoint_TIPA_SpecialReport_12.14 01/07/2015
TIPAClientSummary_ThomsonReuters. 01/07/2015
IRS Guidance on Same Sex Marriage 09/11/2013

2011-12 SPEAKER PRESENTATIONS

File Name Date Added
Don Jansen Outline for March 19, 2012 03/12/2012
Grant Coleman handout on Protecting Assets 01/25/2012
November 14, 2011 SPEAKER PRESENTATION 11/15/2011
Extenders-Bill-ABLE-Act 01/07/2015
Dick Weber outline "Insurance As an Asset Class" 05/24/2012

2012-2013 SPEAKER HANDOUTS

File Name Date Added
Panel handouts March 18, 2013 03/19/2013
Ellen Yellin's check list for Nursing Homes 11/29/2012
Ellen Yellin?s cost comparison of local retirement 11/29/2012
Ellen Yellin HANDOUT 11/29/2012
John Becker handout 9/24/12 09/25/2012
JOEL MENDLER HANDOUT 9/24/12 09/25/2012

2013-2014 Speaker Handouts

File Name Date Added
Bob Perez Handout - May 19, 2014 05/22/2014
The Art of Giving 03/25/2014
What Your LGBT Clients Need to Know about US v. Windsor 11/15/2013
SO, AUNT SALLY WANTS TO BE TRUSTEEā€¦ 09/26/2013
2014 Tax Year in Review 11/17/2015

2014-2015 SPEAKER PRESENTATION

File Name Date Added
Jerry Schreiber presentation January 2015 01/13/2015

2015-2016 SPEAKER PRESENTATIONS

File Name Date Added
March 16 Handout-Wayne Thomas 03/15/2016
March 16 Presentation-Wayne Thomas 03/15/2016
Philanthropic Planning-Phil Cubeta 01/22/2016
The Rileys Case Study 01/08/2016
CCH 2015 Year End Planning-Jerry Schreiber 11/17/2015

2016-2017 SPEAKER PRESENTATIONS

File Name Date Added
Transition by Design: Successful Succession of the Privately-Held Business 05/16/2017
Estate Planning Current Developments and Observations From 2017 Heckerling Estate Planning Institute 03/28/2017
Making Estate Planning Great Again: Trumping Uncertainty with Strategies that Work in Any Environmen 01/26/2017
The New Fiduciary Rules. What Do You Need to Know and Do Now 09/22/2016

APPLICATION FORMS

File Name Date Added
Membership Application 06/28/2016

BY-LAWS

File Name Date Added
Articles of Incorporation 07/10/2017
Conflict of Interest Policy-Nov 2014 07/10/2017
BY-LAWS as of January 12, 2015 01/13/2015

DUES NOTICE

File Name Date Added
*Dues Notice 2017-2018 07/10/2017

SPEAKER HANDOUTS 2008

File Name Date Added
Joel Mendler handout from May 12, 2008 05/13/2008
Carole Neff handout of March 10, 2008 03/11/2008

SPEAKER HANDOUTS 2010

File Name Date Added
Wealth Transfer - Vanessa Claiborne & Miriam Henry 03/17/2010
Peggy Murphy Handout January 11, 2010 01/12/2010

SPEAKER HANDOUTS 2010-2011

File Name Date Added
Laura Plunkett handout 2011 06/27/2011
*Estate and Gift Taxation after the 2010 Tax Law C 03/22/2011
Due Diligence in Recommending the Correct Life In 01/20/2011
Ted Martin handout - Trust Code Changes 2010 11/16/2010
Max Nathan Handout September, 27 2010 11/01/2010