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HANDOUTS - 2018-2019 Listed in ALPHABETICAL order by MONTH

Document Name Date Added
October 17 2018 Handout 1 of 2 (Eric Reis)
Handout 1 of 2.pdf (559K)
 2018-10-12
September 19 2018 Presentation (Simmons)
Handout Louisiana Successions 9-19-18.PDF (1573K)
 2018-09-12
May 15 2019 Presentation (Young)
Handout Life Insurance Beneficiary Disputes.pdf (189K)
 2019-05-13
April 17 2019 Handout (Meuse)
Handout.pdf (248K)
 2019-04-12
December 6 2018 Presentation (Magill)
Hugh Magill Handout.pdf (3396K)
 2018-12-06
October 17 2018 Handout 2 of 2 (Eric Reis)
Handout 2 of 2.pdf (111K)
 2018-10-12

HANDOUTS 2019-2020 listed in ALPHABETICAL order by MONTH

Document Name Date Added
OCTOBER 16 2019 HANDOUT (ROBERTS)
Oct 16 2019 presentation by Jim Roberts - Your Beneficiary Moved to Boston .pdf (272K)
 2019-10-11
September 18 2019 Handout (Katzen/Clark)
Charitable Planning and TEO Issues Handout.pdf (366K)
 2019-09-10
MARCH 18 2020 HANDOUT (Stephenson)
Presentation 3 18 20.pdf (455K)
 2020-03-13
FEBRUARY 19 2020 HANDOUT (V. MOORE)
Handout for Feb 19 2020 Moore.pdf (1987K)
 2020-02-14
JANUARY 15 2020 HANDOUT (KNUTSON)
Knutson Presentation Jan 15 2020.pdf (523K)
 2020-01-10
DECEMBER 18 2019 HANDOUT (SEAN DUNCAN)
Handout Entity Choice Under the New Tax Laws.pdf (375K)
 2019-12-16

MEETING ANNOUNCEMENTS

Document Name Date Added
October 16 2019 Meeting Announcement
Oct 16 mtg notice Roberts.pdf (220K)
 2019-09-25
September 18 2019 Meeting Announcement
Sept 18 mtg notice Katzen Clark.pdf (234K)
 2019-08-27
May 15 2019 Meeting Announcement (Young)
May 15 2019 meeting notice Young.pdf (221K)
 2019-04-25
April 17 2019 Meeting Announcement (Meuse)
April 17 2019 Meeting Notice Meuse.pdf (221K)
 2019-04-01
March 20 2019 Meeting Announcement (Bridges/Ward)
March 20 Meeting Notice Bridges Ward.pdf (323K)
 2019-03-01
February 20 2019 Meeting Announcement
February 20 2019 meeting notice owens.pdf (304K)
 2019-02-04
FEBRUARY 19 2020 Meeting Announcement
February 19 2020 Meeting Notice Moore.pdf (156K)
 2020-01-27
January 16 2019 Meeting Announcement
Jan 16 2019 meeting Box.pdf (365K)
 2019-01-02
JANUARY 15 2020 Meeting Announcement Knutson
January 15 meeting notice Knutson.pdf (168K)
 2019-12-30
December 6 2018 Meeting Announcement (Joint Meeting with DEPC)
Dec 6 2108 Mtg Notice Magill JOINT MEETING.pdf (230K)
 2018-11-14
November 14 2018 Meeting Announcement
Nov 14 2018 meeting notice Reppeto 2.pdf (298K)
 2018-10-30
NOVEMBER 20 2019 Meeting Announcement
November 20 Meeting Notice Panel.pdf (251K)
 2019-10-30

MEMBERSHIP FORM

Document Name Date Added
Membership Form 2019-2020
2019 2020 Membership form 9 13 19.pdf (84K)
 2019-09-13