Document Library

Categories

Council Documents

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

2011-12 SPEAKER PRESENTATIONS

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

2012-2013 SPEAKER HANDOUTS

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

2013-2014 Speaker Handouts

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

2014-2015 SPEAKER PRESENTATION

Document Name Date Added
Jerry Schreiber presentation January 2015 2015-01-13

2015-2016 SPEAKER PRESENTATIONS

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

2016-2017 SPEAKER PRESENTATIONS

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

2017-2018 Speaker Presentations

Document Name Date Added
History of Trust in Louisiana 2018-05-16

APPLICATION FORMS

Document Name Date Added
Membership Application 2016-06-28

BY-LAWS

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

DUES NOTICE

Document Name Date Added
*Dues Notice 2018-2019 2018-06-28

SPEAKER HANDOUTS 2008

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

SPEAKER HANDOUTS 2010

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

SPEAKER HANDOUTS 2010-2011

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