Document Library


Meeting Handouts

Document Name Date Added
Traps for the Unwary - Some Estate Planners Duties, Proscriptions and Conundrums 2018-01-23
May 2020 Additional Meeting Handout 2020-05-26
A Trustee's Duty of Care Under the UPIA or...How to Avoid Being a Knucklehead 2017-11-14
May 2020 Meeting Handout 2020-05-26
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
Are You in Good Hands? 2020-01-28
Can You Trust a Trust: The Intersection of Family Law and Estate Planning 2017-03-27
Cutting Edge of Asset Protection 2019-11-12
Wine Not? California's New Decanting Act 2019-09-24
OSHINS 11 2017-01-30
Planning for Privacy in a Public World - Detailed Outline 2019-07-24
Helping Your Client Select the Right Trustee 2016-11-20
Planning for Privacy in a Public World 2019-07-23
Helping Clients Prepare for a Journey Through Long-Term Care Challenges 2016-09-27
March 2019 - Program Description 2020-05-09
DOL's Fiduciary Standard: How our Values Stay the Same and our Practices Transform 2016-07-26
January 2019 - Hesch Additional Handout 2019-07-23
Overlooked Techniques for Passing on the Family Business 2019-01-22
Cross Border Planning-Nov-2018 2018-11-14
Advanced Issues in Property Tax 2018-09-24
March 2021 Meeting Handout 2021-03-22
IRA Beneficiary - Outright or to Trust 2018-05-22
"Situs" and Why it Matters 2018-03-27
Paul Lee - Nov 2020 Presentation Technical Handout 2020-11-09


Document Name Date Added
2020 Member Directory 2020-05-09
Membership Criteria 2014-12-15
Bylaws 2020-05-09
2021 Membership Renewal Form 2020-12-20


Document Name Date Added
2021 Meeting Sponsorship Information 2020-05-09