Document Library

Categories

Council Documents

Document Name Date Added
Membership Application 2018-12-19

General Information

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

Meeting Handouts

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

Membership

Document Name Date Added
Membership Criteria 2014-12-15