Document Library

Categories

GOVERNANCE

Document Name Date Added
Amended and Restated Bylaws
Amended and Restated Bylaws Draft 12 19 18.pdf (124K)
2019-08-14

HANDOUTS 2021-2022 (ALPHABETICAL ORDER BY MONTH)

Document Name Date Added
DECEMBER 2 2021 PRESENTATION (AMANN - 2 OF 2)
Amann presentation paper.pdf (610K)
2021-11-30
OCTOBER 7 2021 HANDOUT (DAVID/FLETCHER)
Estate Planning Amidst Cryptocurrency Wealth Presentation.pdf (269K)
2021-10-14
APRIL 7 2022 HANDOUT 3 OF 3 (AKERS)
Akers handout 3 Highlights.pdf (135K)
2022-04-04
APRIL 7 2022 HANDOUT 1 OF 3 (AKERS)
Handout for meeting Akers.pdf (1070K)
2022-04-04
FEBRUARY 3 2022 PRESENTATION (TIDD)
Tidd Presentation.pdf (257K)
2022-02-02
DECEMBER 2 2021 PRESENTATION (AMANN - 1 OF 2)
Amann ppt.pdf (2047K)
2021-11-30
NOVEMBER 4 2021 PRESENTATION (CAFFERATA)
Cafferata Presentation.pdf (526K)
2021-11-02
MAY 5 2022 PRESENTATION (ROGERSON)
Handout.pdf (2340K)
2022-05-02
APRIL 7 2022 HANDOUT 2 OF 3 (AKERS)
Akers Handout 2022 Supplement-Summary.pdf (177K)
2022-04-04
MARCH 3 2022 HANDOUT (ANDREWS)
Presentation for Handout.pdf (111K)
2022-02-23
JANUARY 6 2022 PRESENTATION (CHADWICK)
Handout for 1 6 22 meeting.pdf (455K)
2021-12-27

HANDOUTS: 2022-2023 (Alphabetical Order by Month)

Document Name Date Added
FEBRUARY 2 2023 HANDOUT 2 OF 2 (Brunello)
Handout presentation 2 2 23.pdf (5293K)
2023-01-30
DECEMBER 1 2022 HANDOUT (Boswell)
Presentation Handout 12 1 22.pdf (511K)
2022-11-29
OCTOBER 6 2022 HANDOUT (Harry Wolff III)
Handout Estate Planning Considerations Following the Secure Act - Harry W. Wolff III.PDF (451K)
2022-10-06
SEPTEMBER 1 2022 HANDOUT 1 (Stacy Eastland)
Handout 43 Best Tax Planning Ideas for Trusts (1).pdf (1243K)
2022-08-26
MARCH 2 2023 HANDOUT (Marvin Blum)
Life Insurance Planning Opportunities - Marvin Blum (DEPC 3-2-2023).pdf (532K)
2023-02-28
FEBRUARY 2 2023 HANDOUT 1 OF 2 (Brunello)
white paper.pdf (1677K)
2023-01-30
JANUARY 5 2023 HANDOUT (MCCarthy)
McCarthy Presentation 1 5 23.pdf (330K)
2022-12-30
NOVEMBER 3 2022 HANDOUT (Connatser/Novak)
Handout.pdf (219K)
2022-11-01
SEPTEMBER 1 2022 HANDOUT 2 (Stacy Eastland)
Handout 2 Paper.pdf (4583K)
2022-09-14

MEMBERSHIP FORM

Document Name Date Added
Membership Form (June 1, 2022 - May 31, 2023)
2022 2023 membership form DEPC January 2023.pdf (104K)
2023-01-02