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HANDOUTS 2022-2023

Document Name Date Added
NOVEMBER 3 2022 JOINT MEETING (Connatser/Novak)
Handout.pdf (203K)
2022-11-01
SEPTEMBER 21 2022 HANDOUT 2 OF 2 (PEREZ)
Handout 2 Two Provisions to Include in Trusts Governed by the New TX RAP Period.pdf (454K)
2022-09-19
APRIL 19 2023 HANDOUT (WILL FRAZIER)
handout Frazier.pdf (2770K)
2023-04-12
FEBRUARY 15 2023 HANDOUT (DAVID JOHNSON)
2 15 23 Handout Johnson.pdf (331K)
2023-02-10
DECEMBER 21 2022 HANDOUT (O'NEILL/DALEY)
Handout for Beyond Cash Dec 2022.pdf (1202K)
2022-12-19
OCTOBER 19 2022 HANDOUT (WAKEMAN)
22-10-19 - Christine Wakeman - Trust Alphabet Soup Paper 4861-7032-7091 1 (1).pdf (489K)
2022-10-17
SEPTEMBER 21 2022 HANDOUT 1 OF 2 (PEREZ)
Handout 1 New Rule Against Perpetuities.pdf (1191K)
2022-09-19
MAY 17, 2023 HANDOUT (RUSS LACOCK)
Tax Strategies for Family and Estate Planning .pdf (1413K)
2023-05-15
MARCH 15 2023 HANDOUT (MINDY JONES)
handout Jones.pdf (2426K)
2023-03-10
JANUARY 18 2023 HANDOUT (STEPH WAGNER)
Presentation 1 18 23.pdf (3088K)
2023-01-17

HANDOUTS 2023-2024

Document Name Date Added
SEPTEMBER 20, 2023 HANDOUT (CHRISTIAN KELSO)
Handout It's All Greek to Me Kelso Christian.pdf (396K)
2023-09-18

MEMBERSHIP FORM

Document Name Date Added
June 1, 2023 - May 31, 2024 Membership Form
2023 2024 Membership form.pdf (91K)
2023-06-06