Document Library


Council Documents

Document Name Date Added
Membership Application 2018-12-19

General Information

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

Meeting Handouts

Document Name Date Added
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
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
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
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


Document Name Date Added
Membership Criteria 2014-12-15