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2023-2024 HANDOUTS (alphabetical order by month)

Document Name Date Added
SEPTEMBER 7 2023 HANDOUT 1 OF 2 (Paul Lee)
Handout 1 of 2.pdf (846K)
2023-08-30
SEPTEMBER 7 2023 HANDOUT 2 OF 2 (Paul Lee)
Handout 2 of 2.pdf (382K)
2023-08-30

GOVERNANCE

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

HANDOUTS: 2022-2023 (Alphabetical Order by Month)

Document Name Date Added
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
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
MAY 4 2023 HANDOUT (Davis/Willms)
HANDOUT Looking for Basis - davis willms 2023.pdf (792K)
2023-05-01
APRIL 6 2023 HANDOUT (1 of 2) (Steve Akers)
Handout Estate Planning Tax Update Highlights Overview 03 30 23.pdf (216K)
2023-04-04
FEBRUARY 2 2023 HANDOUT 2 OF 2 (Brunello)
Handout presentation 2 2 23.pdf (5293K)
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
APRIL 6 2023 HANDOUT (2 of 2) (Steve Akers)
Handout Heckerling Musings 2023 and Estate Planning Current Developments 03 30 23.pdf (1730K)
2023-04-04

MEMBERSHIP FORM

Document Name Date Added
June 1, 2023 - May 31, 2024 Membership Form
2023 2024 membership form DEPC.pdf (137K)
2023-06-06