Document Library

Categories

Dues Notices

Document Name Date Added
2019 Dues Notice 2019-04-25

Meeting Documents

Document Name Date Added
2/8/11 Handout: Planning Opportunities from the 2010 Tax Act 2019-04-26
11/11/14 Handout: Application for Accreditation as a Claims Agent or Attorney 2019-04-25
7/21/09 Presenter Bio: Douglas Cash 2019-04-26
2/11/14 Handout: 2013 Tax Update 2019-04-25
2/9/10 Presenter Bio: Bill Bell 2019-04-26
11/12/13 Handout: The Ever Changing Landscape of Estate and Tax Planning for Non-Trad Relationships 2019-04-25
2/13/18 Presentation: Tax Cuts and Jobs Act 2019-04-26
5/14/13 Presentation: Planning Opportunities in the Current Tax Environment 2019-04-25
9/12/17 Handout: Highlights of the Proposed Colorado Uniform Trust Code 2019-04-26
11/12/19 Handout: Estate Planning with Directed Trusts 2019-10-18
9/11/12 Presentation: Alternative Dispute Resolution Techniques for Estate Planning and Admin 2019-04-25
11/14/17 Handout: Prenup Agreements Best Practices 2019-04-26
11/12/19 Presentation: Estate Planning with Directed Trusts 2019-10-18
5/8/12 Presenter Bio: Martin Shenkman 2019-04-25
5/9/17 Presentation: Bankruptcy and Estate Planning 2019-04-26
8/11/09 Presentation: What is Forensic Accounting and What do They Investigate 2019-04-26
5/8/12 Presentation: Estate, Financial and Related Planning 2019-04-25
2/14/17 Handout: Pitfalls and Considerations in Cross-Border Estate Planning and Administration 2019-04-26
Presentation: Advanced Planning for Couples 2019-04-26
5/8/12 Handout: Just Do It 2019-04-25
11/8/16 Handout: Settling Probate Matters with Minors 2019-04-26
Presentation: Issues and Opportunities in Estate Planning 2019-04-26
10/19/11 Invite: Wildlife Experience 2019-04-25
5/10/16 Presentation: Sex, Drugs and Rock & Roll 2019-04-26
5/11/10 Presentation: Business Valuation and Succession Planning 2019-04-26
11/8/11 Handout: Integrating Asset Protection Planning with Estate Planning 2019-04-25
5/10/16 Handout: Sex, Drugs and Rock & Roll 2019-04-26
5/12/09 Handout: Advising GST Trust Beneficiaries 2019-04-26
5/10/16 Appendix: Sex, Drugs and Rock & Roll 2019-04-26
11/4/09 Presentation: The Colorado Uniform Prudent Investor Act 2019-04-26
5/14/19 Presentation: Mind Your Own Business 2019-04-25
2/9/10 Presentation: Current Developments and Opportunities in Estate Planning 2019-04-26
9/8/15 Presentation: Estate & Gift Tax Planning using 529s 2019-04-26
5/12/11 Handout: Wealth Transfer for Planning After TRA 2010 2011 and Beyond 2019-04-26
11/10/15 Presentation: Trust Planning for Individuals with Disabilities or on Public Benefits 2019-04-26
2/8/11 Handout: Advanced Markets Central Intelligence January 2011 2019-04-26
2/10/15 Outline: A Brief Overview of Oil and Gas Interests in Estates and Trusts 2019-04-26
2/8/11 Handout: Making Sense of Making Gifts in 2011 and 2012 2019-04-26
11/11/14 Presentation: Benefits Available to Elderly Veterans 2019-04-25