Document Library

File Name Date Added
Making a Will 11/08/2004
Super-Charging Wealth Transfer Robert Alexander 11/10/2009
Living Trust Offers 11/08/2004
Bio Joseph D Connell 11/09/2009
TOP 10 WAYS TO PREPARE FOR RETIREMENT 11/08/2004
Bio Jeff Comfort 10/30/2009
A Trust by Any Other Name ... Is Easier To Underst 11/08/2004
FRACTIONAL INTEREST GIFTS 11/08/2004
Expand Your Durable Power of Attorney 11/08/2004
Denis M. Brown 10/30/2009
Wills and Trusts ? When are Fees Deductible? 11/08/2004
Benefits of Establishing a Trust 11/08/2004
Bio Robert Alexander 09/28/2009
ESTABLISHING A TRUST 11/08/2004
SOME OF THE BEST ESTATE PLANNING IDEAS WE SEE OUT 09/21/2009
Charles D. Fox, IV 12/20/2010
Tying the Knot ... Again? 11/08/2004
SOME OF THE BEST ESTATE PLANNING IDEAS WE SEE OUT 09/21/2009
So What Do We Do Now? Presented By Alan C. Cates 09/27/2010
A Perfect Environment for Wealth Transfer? 11/08/2004
Planning Opportunities in the Retirement Marketpla 09/21/2009
USE OF ANNUAL EXCLUSION GIFTS IN ESTATE PLANNING 11/08/2004
Advanced Planning for IRAs presented by Robert S K 09/21/2009
Michael Halloran's GRAT Presentation 2010 09/14/2010
Answers to Some Commonly Asked Questions Concernin 11/08/2004
Bio Robert S Keebler 09/21/2009
Michael Hanlloran's BIO 09/14/2010
Estate Planning Council Brochure 12/13/2006
BIO Alan L. Cates 09/03/2010
Estate Planning and the "Tennessee 11/08/2004
Bio Clark B. McCleary 03/27/2013
Alliance Bernstein 4Q Handout 02/08/2010
Top Ten Most Common Estate Planning Mistakes 11/08/2004
Alliance Bernstein Capital Markets Update 4Q 2009 02/08/2010

Handout

File Name Date Added
Farinato Handout UFADAA 03/25/2015
Farinato Handout Senate Bill 03/25/2015
Estate Tax Planning for Non US Citizens Handout 03/07/2011
Estate Tax Planning for Non US 03/07/2011
Adaptable Estate Planning Advice 04/28/2012
Adaptable Planning Advice for 2012 04/27/2012
Like a Phoenix Rising From The Ashes 02/05/2011
Bylaws 10/25/2013
1Q 2011 Capital Markets Update 01/26/2011
Donaldson 9-28-17 Handout 09/08/2017
Membership Application 09/18/2013
1Q 2012 Capital Markets Update Alliance Bernstein 01/31/2012
What I Would Like to Know About Life Insurance 03/27/2013
Handout 10-2012 Basis Planning 10/17/2012

Presentations

File Name Date Added
Death, Incapacity & Digital Assets 03/25/2015
Estate Tax Planning for Non US Citizens 03/07/2011
Premium Financing: Sources & Exit Strategies 08/14/2014
03/07/2011
Adaptable Planning Advice for 2012 04/27/2012
Exit Strategy Planning by Denis Brown 10/30/2009
2014 CMO Capital Markets Update 01/23/2014
Q1 2011 Alliance Bernstein CMO 02/01/2011
What?s Hot in Estate & Business Planning 2012 03/19/2012
Domestic Asset Protection Trust 02/26/2012
1Q 2012 Capital Markets Update Alliance Bernstein 01/31/2012
The Future of Estate Planning 09/16/2013
Selected Charitable Planning Techiques Power Point 04/26/2016
The Life Insurance Audit 10/16/2011
Selected Charitable Planning Techniques 04/18/2016

Speaker Bio

File Name Date Added
bio Andy Stockett 04/13/2011
BIO Michael W. Halloran 08/26/2012
JOSHUA A. HAZELWOOD 03/09/2011
BIO John J. Scroggin 08/17/2012
BIO Anne McKinney 07/27/2012
Bio Dr. Sandy McKenzie 10/30/2009
BIO Susan Rounds 10/16/2014
Dr. John P. Huggard Bio 10/26/2017
Bio Thomas C. Rogerson 10/30/2009
Virginia Love Bio 10/11/2017
BIO Nathan Guerrero 02/27/2014
Ansley Moses Bio 10/11/2017
BIO Charlie Douglas 04/09/2012
Maeghan Jones Bio 10/11/2017
BIO David McGuffey 10/08/2013
Samuel A. Donaldson Bio 09/08/2017
BIO Al Kingan 01/31/2012
BIO Jim McCarten 10/13/2016
BIO John J. Scroggin 09/16/2013
BIO David Donaldson 09/15/2016
BIO Michael S. Goode 04/08/2013
BIO Larry Lehmann 04/18/2016
BIO Brett Lotspeich 10/16/2011
BIO IRS Speakers for 2011 TSCPA Joint Program 09/21/2011
BIO Robin L. Miller 09/13/2015
BIO Stephen E. Parker 09/14/2011