Document Library

Organization Documents

File Name Date Added
2016 - 2017 Dues Notice 08/29/2016
By-Laws 02/23/2017

Presentations

File Name Date Added
10/3/13 Presentation - Estate Planning Issues with Intra Family Loans and Notes 07/01/2014
9/29/16 Gift Tax Return Form 09/21/2016
3/19/13 Presentation - Gift/Estate Tax Planning 07/01/2014
3/24/16 Presentation: Charity Begins at Home 08/29/2016
1/21/16 Presentation: Thriving Legacy Families 08/29/2016
11/12/15 Presentation: ESOP Overview 08/29/2016
9/17/15 Presentation: Putting It All Together 08/29/2016
9/17/15 Paper and Schedules 08/29/2016
3/26/15 11 Lessons from 35 Years of Charitable Planning 02/18/2015
1/22/15 The Evolving Role of Attorneys in Addressing the Needs of the Affluent Family 01/06/2015
11/13/14 Presentation Rethinking the Role of Life Insurance 10/15/2014
9/28/18 Presentation: Trends in Qualified Conservation Easements 09/20/2017
9/25/14 Handout - The Intersection of Estate & Income Tax 09/03/2014
3/16/17 Presentation: Good Intentions Can Lead to Unintended Consequences 02/28/2017
9/25/14 Presentation - The Intersection of Estate & Income Tax 09/03/2014
2/23/17 Presentation: Marital Agreements and Estate Planning 02/23/2017
3/20/14 Presentation - Give Now 07/01/2014
11/17/16 Presentation: Talking Points of New ยง2704 Regulations 11/03/2016
1/23/14 Presentation - Mastering Portability 07/01/2014
9/29/16 Article: Allocating GST Tax Exemption 09/21/2016
11/21/13 Presentation - What's In My Bag of Tricks 07/01/2014
9/29/16 Presentation: Common GST Problems 09/21/2016
11/21/13 Handout - What's In My Bag of Tricks 07/01/2014
9/29/16 Gift Tax Return Instructions 09/21/2016