Document Library
CategoriesCouncil Documents
Document Name | Date Added |
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Checkpoint_TIPA_SpecialReport_12.14 | 2015-01-07 |
Direct US Govt Chart
Direct US Govt Chart.pdf (25K)
|
2015-01-07 |
TIPAClientSummary_ThomsonReuters. | 2015-01-07 |
IRS Guidance on Same Sex Marriage | 2013-09-11 |
2011-12 SPEAKER PRESENTATIONS
Document Name | Date Added |
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Don Jansen Outline for March 19, 2012 | 2012-03-12 |
November 14, 2011 SPEAKER PRESENTATION | 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 |
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Ellen Yellin's check list for Nursing Homes | 2012-11-29 |
Ellen Yellin HANDOUT | 2012-11-29 |
JOEL MENDLER HANDOUT 9/24/12 | 2012-09-25 |
Panel handouts March 18, 2013 | 2013-03-19 |
Ellen Yellin?s cost comparison of local retirement | 2012-11-29 |
John Becker handout 9/24/12 | 2012-09-25 |
2013-2014 Speaker Handouts
Document Name | Date Added |
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2014 Tax Year in Review
2015_01_09_TAXB.pdf (171K)
|
2015-11-17 |
The Art of Giving | 2014-03-25 |
SO, AUNT SALLY WANTS TO BE TRUSTEEā¦ | 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 | 2013-11-15 |
2014-2015 SPEAKER PRESENTATION
Document Name | Date Added |
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Jerry Schreiber presentation January 2015
Handouts.January 12 2015.pdf (1105K)
|
2015-01-13 |
2015-2016 SPEAKER PRESENTATIONS
Document Name | Date Added |
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March 16 Presentation-Wayne Thomas
Wayne Thomas NOEPC 2016.pptx (4224K)
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2016-03-15 |
The Rileys Case Study | 2016-01-08 |
March 16 Handout-Wayne Thomas
Comdex.pdf (95K)
|
2016-03-15 |
Philanthropic Planning-Phil Cubeta | 2016-01-22 |
CCH 2015 Year End Planning-Jerry Schreiber | 2015-11-17 |
2016-2017 SPEAKER PRESENTATIONS
Document Name | Date Added |
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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 | 2016-09-22 |
Transition by Design: Successful Succession of the Privately-Held Business | 2017-05-16 |
Making Estate Planning Great Again: Trumping Uncertainty with Strategies that Work in Any Environmen | 2017-01-26 |
2017-2018 Speaker Presentations
Document Name | Date Added |
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History of Trust in Louisiana | 2018-05-16 |
APPLICATION FORMS
Document Name | Date Added |
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Membership Application | 2020-11-11 |
BY-LAWS
Document Name | Date Added |
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Conflict of Interest Policy-Nov 2014 | 2017-07-10 |
BY-LAWS as of January 12, 2015 | 2015-01-13 |
Articles of Incorporation | 2017-07-10 |
DUES NOTICE
Document Name | Date Added |
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*Dues Notice 2018-2019 | 2018-06-28 |
SPEAKER HANDOUTS 2008
Document Name | Date Added |
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Carole Neff handout of March 10, 2008 | 2008-03-11 |
Joel Mendler handout from May 12, 2008 | 2008-05-13 |
SPEAKER HANDOUTS 2010
Document Name | Date Added |
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Peggy Murphy Handout January 11, 2010 | 2010-01-12 |
Wealth Transfer - Vanessa Claiborne & Miriam Henry | 2010-03-17 |
SPEAKER HANDOUTS 2010-2011
Document Name | Date Added |
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*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 | 2010-11-16 |
Laura Plunkett handout 2011 | 2011-06-27 |
Due Diligence in Recommending the Correct Life In | 2011-01-20 |
Max Nathan Handout September, 27 2010 | 2010-11-01 |