Document Library

File Name Date Added
Membership Application 12/19/2018

General Information

File Name Date Added
March 2019 - Program Description 03/17/2019
Bylaws 12/07/2014

Meeting Handouts

File Name Date Added
OSHINS 11 01/30/2017
Helping Your Client Select the Right Trustee 11/20/2016
January 2019 - Hesch Addiitional Handout 01/23/2019
Helping Clients Prepare for a Journey Through Long-Term Care Challenges 09/27/2016
Overlooked Techniques for Passing on the Family Business 01/22/2019
DOL's Fiduciary Standard: How our Values Stay the Same and our Practices Transform 07/26/2016
Cross Border Planning-Nov-2018 11/14/2018
Advanced Issues in Property Tax 09/24/2018
IRA Beneficiary - Outright or to Trust 05/22/2018
"Situs" and Why it Matters 03/27/2018
Traps for the Unwary - Some Estate Planners Duties, Proscriptions and Conundrums 01/23/2018
A Trustee's Duty of Care Under the UPIA or...How to Avoid Being a Knucklehead 11/14/2017
Estate Planning for Digital Assets 09/26/2017
Philanthropy and Wealth Stewardship for Affluent Families 07/25/2017
Planning in an Era of Transfer Tax Uncertainty 05/23/2017
Can You Trust a Trust: The Intersection of Family Law and Estate Planning 03/27/2017


File Name Date Added
Membership Criteria 12/15/2014
2018 Member Directory 07/13/2018