Document Library

Categories

Council Documents

Document Name Date Added
Checkpoint_TIPA_SpecialReport_12.14
Checkpoint_TIPA_SpecialReport_12.14.pdf (363K)
2015-01-07
Direct US Govt Chart
Direct US Govt Chart.pdf (25K)
2015-01-07
TIPAClientSummary_ThomsonReuters.
TIPAClientSummary_ThomsonReuters.pdf (243K)
2015-01-07
IRS Guidance on Same Sex Marriage
IRS Guidance on Same Sex Marriage.pdf (178K)
2013-09-11

2011-12 SPEAKER PRESENTATIONS

Document Name Date Added
Don Jansen Outline for March 19, 2012
Handout Don Jansen March 19, 2012.doc (154K)
2012-03-12
November 14, 2011 SPEAKER PRESENTATION
Reviewing-a-Business-Valuation PowerPoint.pptx (251K)
2011-11-15
Extenders-Bill-ABLE-Act
Extenders-Bill-ABLE-Act.pdf (443K)
2015-01-07
Dick Weber outline "Insurance As an Asset Class"
LIAC - 1 hour OUTLINE.pdf (178K)
2012-05-24
Grant Coleman handout on Protecting Assets
JGC Asset Planning.pdf (1738K)
2012-01-25

2012-2013 SPEAKER HANDOUTS

Document Name Date Added
Ellen Yellin's check list for Nursing Homes
Nursing Home checklist Nov 2012(1).pdf (5395K)
2012-11-29
Ellen Yellin HANDOUT
Need to know about end of life issues Nov 2012.pdf (1450K)
2012-11-29
JOEL MENDLER HANDOUT 9/24/12
SPEECH - Selected Older Clients Issues (9-24-12) (B0598266).PDF (337K)
2012-09-25
Panel handouts March 18, 2013
Planning After the American Taxpayer Relief Act of 2012.pdf (684K)
2013-03-19
Ellen Yellin?s cost comparison of local retirement
Facility costs & comparison handout Nov 2012.pdf (1835K)
2012-11-29
John Becker handout 9/24/12
Selected Senior Issues Sept '12.pdf (3711K)
2012-09-25

2013-2014 Speaker Handouts

Document Name Date Added
2014 Tax Year in Review
2015_01_09_TAXB.pdf (171K)
2015-11-17
The Art of Giving
HANDOUT The Art of Giving.pdf (632K)
2014-03-25
SO, AUNT SALLY WANTS TO BE TRUSTEE…
HANDOUT for Sept 16, 2013.pdf (85K)
2013-09-26
Bob Perez Handout - May 19, 2014
05 19 14 Perez NOEPC.pdf (347K)
2014-05-22
What Your LGBT Clients Need to Know about US v. Windsor
NOEPC Same Sex Marriage Presentation.pptx (342K)
2013-11-15

2014-2015 SPEAKER PRESENTATION

Document Name Date Added
Jerry Schreiber presentation January 2015
Handouts.January 12 2015.pdf (1105K)
2015-01-13

2015-2016 SPEAKER PRESENTATIONS

Document Name Date Added
March 16 Presentation-Wayne Thomas
Wayne Thomas NOEPC 2016.pptx (4224K)
2016-03-15
The Rileys Case Study
The Rileys Case Study 1-25-16.pdf (796K)
2016-01-08
March 16 Handout-Wayne Thomas
Comdex.pdf (95K)
2016-03-15
Philanthropic Planning-Phil Cubeta
Philanthropic Planning-Jan 25, 2016 Handout.pdf (902K)
2016-01-22
CCH 2015 Year End Planning-Jerry Schreiber
CCH.2015-october-year-end-planning.pdf (347K)
2015-11-17

2016-2017 SPEAKER PRESENTATIONS

Document Name Date Added
Estate Planning Current Developments and Observations From 2017 Heckerling Estate Planning Institute
Heckerling Musings 2017.pdf (946K)
2017-03-28
The New Fiduciary Rules. What Do You Need to Know and Do Now
The New Fiduciary Rules. What Do You Need to Know and Do Now (A0205873....pptx (305K)
2016-09-22
Transition by Design: Successful Succession of the Privately-Held Business
Presentation Version New Orleans Estate Planning Council May 15 2017 DB Transition by Design Susan Rounds MP.pptx (6833K)
2017-05-16
Making Estate Planning Great Again: Trumping Uncertainty with Strategies that Work in Any Environmen
Trumping Uncertainty (TJP REVISED 01.25.17).pdf (856K)
2017-01-26

2017-2018 Speaker Presentations

Document Name Date Added
History of Trust in Louisiana
History of the Trust in Louisiana Ron Scalise 5-14-18.pptx (305K)
2018-05-16

APPLICATION FORMS

Document Name Date Added
Membership Application
NOEPC MEMBERSHIP APPLICATION.pdf (244K)
2020-11-11

BY-LAWS

Document Name Date Added
Conflict of Interest Policy-Nov 2014
Conflict Of Interest Policy-Nov 2014.pdf (78K)
2017-07-10
BY-LAWS as of January 12, 2015
BY LAWS revised January 12, 2015.DOCX (25K)
2015-01-13
Articles of Incorporation
Articles of Incorporation_08.24.65.pdf (340K)
2017-07-10

DUES NOTICE

Document Name Date Added
*Dues Notice 2018-2019
DUES RENEWAL NOTICE 2018-2019.pdf (111K)
2018-06-28

SPEAKER HANDOUTS 2008

Document Name Date Added
Carole Neff handout of March 10, 2008
Neff handout Important Questions to Ask Client.pdf (118K)
2008-03-11
Joel Mendler handout from May 12, 2008
Joel Mendler handouts May 2008.pdf (1685K)
2008-05-13

SPEAKER HANDOUTS 2010

Document Name Date Added
Peggy Murphy Handout January 11, 2010
ROTH IRA Outline for NOEPC Jan 2010 .pdf (33K)
2010-01-12
Wealth Transfer - Vanessa Claiborne & Miriam Henry
Handout on Wealth Transfer-New Orleans Estate Planning Council 03-15-10 (N2118946-2).pdf (269K)
2010-03-17

SPEAKER HANDOUTS 2010-2011

Document Name Date Added
*Estate and Gift Taxation after the 2010 Tax Law C
PEREZ handout March 21, 2011.pdf (1009K)
2011-03-22
Ted Martin handout - Trust Code Changes 2010
LA Trust Code Changes 2010.pdf (35K)
2010-11-16
Laura Plunkett handout 2011
Sec 303 of 2010 Tax Relief Act.pdf (65K)
2011-06-27
Due Diligence in Recommending the Correct Life In
Due Diligence PowerPoint.pdf (55K)
2011-01-20
Max Nathan Handout September, 27 2010
Max Nathan 2010 Revision of the Law of Usufruct.pdf (1020K)
2010-11-01