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New Orleans Estate Planning Council
Next Meeting

Monday, March 19, 2012

Speaker:
Donald O. Jansen. JD. LL.M.

Topic:
Charitable Lead Trusts

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Document Library

Document Name (Sort) Date (Sort)
  

* 2011-12 SPEAKER PRESENTATIONS
Don Jansen Outline for March 19, 2012
   Handout Don Jansen March 19, 2012.pdf (107K)
2/17/2012
Grant Coleman handout on Protecting Assets
   JGC Asset Planning.pdf (1738K)
1/25/2012
November 14, 2011 SPEAKER PRESENTATION
   Reviewing-a-Business-Valuation PowerPoint.pptx (251K)
11/15/2011
  

* SPEAKER HANDOUTS 2010-2011
Laura Plunkett handout 2011
   Sec 303 of 2010 Tax Relief Act.pdf (65K)
6/27/2011
*Estate and Gift Taxation after the 2010 Tax Law C
   PEREZ handout March 21, 2011.pdf (1009K)
3/22/2011
Due Diligence in Recommending the Correct Life In
   Due Diligence PowerPoint.pdf (55K)
1/20/2011
Ted Martin handout - Trust Code Changes 2010
   LA Trust Code Changes 2010.pdf (35K)
11/16/2010
Max Nathan Handout September, 27 2010
   Max Nathan 2010 Revision of the Law of Usufruct.pdf (1020K)
11/1/2010
  

APPLICATION FORMS
ASSOCIATE Membership Application Form 2011-2012
   ASSOCIATE MEMBERSHIP APPLICATION 2011-2012.pdf (25K)
9/17/2011
2011-2012 Member Application Form
   MEMBERSHIP APPLICATION 2011-2012.pdf (29K)
9/17/2011
  

BY-LAWS
By-Laws as revised 9/19/11
   By-Laws Revised SEPTEMBER 19, 2011.pdf (21K)
1/20/2012
  

DUES NOTICE
NOEPC Dues Notice 2011-2012
   DUES NOTICE 2011-2012.pdf (64K)
6/27/2011
  

MAPS and Directions
Five Happiness map
   Five Happiness map.gif (13K)
1/12/2012
WWII Museum MAP and Directions
   WWII Museum parking directions.docx (1274K)
8/21/2011
  

SPEAKER BIOS
Shelby McIntosh BIO
   Shelby McIntosh Bio.pdf (293K)
9/16/2009
Boazman & Landreaux BIO
   Boazman & Landreaux BIO.pdf (59K)
9/16/2009
  

SPEAKER HANDOUTS 2008
"Practical Examples of Charitable Giving"
   Jack Dardis HANDOUT November 2008.pdf (3209K)
11/18/2008
"WHAT I WOULD WANT TO KNOW ABOUT THE LIFE INSURANC
   McCleary handouts of Sept 22, 2008.pdf (766K)
9/23/2008
Joel Mendler handout from May 12, 2008
   Joel Mendler handouts May 2008.pdf (1685K)
5/13/2008
Carole Neff handout of March 10, 2008
   Neff handout Important Questions to Ask Client.pdf (118K)
3/11/2008
Ed Beckwith Handouts
   Beckwith Handout to NOEPC '08.pdf (211K)
1/24/2008
Edward Beckwith Bio and info
   Edward Beckwith info.pdf (71K)
12/14/2007
“Tax and Legislative Update -- State and Federal”
   Perez handoutSep 17 07.pdf (196K)
9/22/2007
Update on Prospects for Estate Tax Legislation
   Ron Aucutt handout.pdf (169K)
5/15/2007
  

SPEAKER HANDOUTS 2009
Legacy Questionnaire
   Legacy Questionnaire.pdf (287K)
4/24/2009
Boudreaux Family Financials
   boudreaux financials.pdf (161K)
4/24/2009
Boudreaux Family for Panel Discussion
   Jacques and Marie FFP.pdf (75K)
4/24/2009
William Daroff handout January 12, 2009
   DaroffPresentation.Jan 2009f.pdf (78K)
1/13/2009
  

SPEAKER HANDOUTS 2010
Wealth Transfer - Vanessa Claiborne & Miriam Henry
   Handout on Wealth Transfer-New Orleans Estate Planning Council 03-15-10 (N2118946-2).pdf (269K)
3/17/2010
Peggy Murphy Handout January 11, 2010
   ROTH IRA Outline for NOEPC Jan 2010 .pdf (33K)
1/12/2010
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