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HANDOUTS 2024-2025

Document Name Date Added
APRIL 16 2025 HANDOUT (Scott Sweet/Tom Wunderlick)
FINAL HANDOUT 4 16 25.pdf (3333K)
2025-04-09
FEBRUARY 19 2025 HANDOUT (Eric Reis)
handout Reis.pdf (309K)
2025-02-14
DECEMBER 18 2024 HANDOUT (Davis)
handout 12.18.24- - Estate Planning from the Eyes of a Corporate Trustee_FINAL.pdf (417K)
2024-12-16
OCTOBER 15 2024 HANDOUT (Jim Roberts)
handout.pdf (1751K)
2024-10-14
MAY 21 2025 HANDOUT (David Johnson)
Trust Termination and Trustee Succession Article (1) Presentation.pdf (539K)
2025-05-19
MARCH 19 2025 HANDOUT (Toby Eisenberg)
Handout.pdf (349K)
2025-03-14
JANUARY 9 2025 HANDOUT (Maya Brill)
FINAL handout Brill.pdf (5816K)
2025-01-03
NOVEMBER 20 2024 HANDOUT (Ungerman)
Handout IRS Audit & Litigation Trends for Estate & Gift Tax (11.2024).pdf (333K)
2024-11-18
SEPTEMBER 18 2024 HANDOUT (Shawn Tuma)
Tuma Handout 9 18 24.pdf (2036K)
2024-09-13

MEMBERSHIP FORM

Document Name Date Added
Membership Form (6/1/25-5/31/26)
2025 2026 Membership FILLABLE form.pdf (192K)
2025-06-06