Document Library

Document Name (Sort)	Date (Sort)
Charles D. Fox, IV Bio Fox Charles D.DOC (30K)	12/20/2010
So What Do We Do Now? Presented By Alan C. Cates CHD-556632-2-Drafting Under the Current Estate Tax Law - Alan Cates - Chatt EP Council (Sept 2010).DOC (100K)	9/27/2010
Michael Halloran's GRAT Presentation 2010 GRATs Chatanooga 10-28-10.ppt (640K)	9/14/2010
Michael Hanlloran's BIO MIchael Halloran Professional Biography.doc (35K)	9/14/2010
BIO Alan L. Cates Cates-Alan[1].pdf (41K)	9/3/2010
Alliance Bernstein 4Q Handout Winter 2009 CMO WP - A New Landscape Creates Opportunity.pdf (640K)	2/8/2010
Alliance Bernstein Capital Markets Update 4Q 2009 4Q09 CMO - Client.ppt (1052K)	2/8/2010
Super-Charging Wealth Transfer Robert Alexander Super-Charging Wealth Transfer Robert Alexander.pdf (777K)	11/10/2009
Bio Joseph D Connell Bio Joseph D Connell.doc (20K)	11/9/2009
Bio Jeff Comfort Bio Jeff Comfortdoc(1).doc (21K)	11/6/2009
Bio Jeff Comfort Bio Jeff Comfortdoc.doc (21K)	10/30/2009
Denis M. Brown Bio Brown.doc (1463K)	10/30/2009
Bio Robert Alexander Alexander Robert BIO complete.pdf (83K)	9/28/2009
SOME OF THE BEST ESTATE PLANNING IDEAS WE SEE OUT SOME OF THE BEST ESTATE PLANNING IDEAS WE SEE OUT THERE© Stacy Eastland.pdf (1244K)	9/21/2009
SOME OF THE BEST ESTATE PLANNING IDEAS WE SEE OUT Best Estate Planning Ideas Presentation 7 1 09.ppt (546K)	9/21/2009
Planning Opportunities in the Retirement Marketpla Planning Opportunities in the Retirement Marketplace 7-28-09.pdf (265K)	9/21/2009
Advanced Planning for IRAs presented by Robert S K BT Advanced Planning for IRAs (Short Version - 2009) .pdf (521K)	9/21/2009
Bio Robert S Keebler Keebler Robert Resume.pdf (15K)	9/21/2009
Estate Planning Council Brochure epc chatt brochure.doc (133K)	12/13/2006
Application for Membership application.pdf (42K)	12/13/2006
Estate Planning and the "Tennessee CHATTANOOGA-60770-Chattanoogan 1 -- TN GAP Ltr Memo Newsle.doc (25K)	11/8/2004
Top Ten Most Common Estate Planning Mistakes CHATTANOOGA-70263-Chattanoogan.com Article # 14 12.29.03 To.doc (29K)	11/8/2004
Making a Will CHATTANOOGA-69821-Chattanoogan.com Making a Will article # 13.doc (40K)	11/8/2004
Living Trust Offers CHATTANOOGA-69819-Chattanoogan.com #11 -- Living Trust offers.doc (39K)	11/8/2004
TOP 10 WAYS TO PREPARE FOR RETIREMENT CHATTANOOGA-69818-Chattanoogan.com article #21 Retirement P.doc (50K)	11/8/2004
A Trust by Any Other Name ... Is Easier To Underst CHATTANOOGA-67409-Chattanoogan.com Article #10 11 14 03 Tr.doc (33K)	11/8/2004
FRACTIONAL INTEREST GIFTS CHATTANOOGA-66236-Fractional Interest Gifts Chattanoogan.c.doc (37K)	11/8/2004
Expand Your Durable Power of Attorney CHATTANOOGA-66234-Expand your Durable power of Attorney Ne.doc (33K)	11/8/2004
Wills and Trusts – When are Fees Deductible? CHATTANOOGA-66231-Wills & Trusts -- When are Fees Deductibl.doc (32K)	11/8/2004
Benefits of Establishing a Trust CHATTANOOGA-65891-Chattanoogan.com Article #7 Part 2 of 2 .doc (35K)	11/8/2004
ESTABLISHING A TRUST CHATTANOOGA-65270-Chattanoogan.com Article #6 10 1 03 TRUSTS.doc (33K)	11/8/2004
Tying the Knot ... Again? CHATTANOOGA-64299-Chattanoogan.com Article #4 9 12 03.doc (33K)	11/8/2004
A Perfect Environment for Wealth Transfer? CHATTANOOGA-63261-Chattanoogan #5 -- A Perfect Environment .doc (33K)	11/8/2004
USE OF ANNUAL EXCLUSION GIFTS IN ESTATE PLANNING CHATTANOOGA-63258-Chattanoogan article #3 August 2003 ANNU.doc (34K)	11/8/2004
Answers to Some Commonly Asked Questions Concernin CHATTANOOGA-62716-Chattanoogan #2 -- 2003 Tax Act Article.doc (30K)	11/8/2004

Handout
1Q 2012 Capital Markets Update Alliance Bernstein FINAL Winter 2011 2012 CMO whitepaper.pdf (701K)	1/31/2012
Estate Tax Planning for Non US Citizens Handout Chatt Outline (1).doc (45K)	3/7/2011
Estate Tax Planning for Non US Chatt Outline .doc (45K)	3/7/2011
Like a Phoenix Rising From The Ashes Like a Phoenix Rising From the Ashes - February 24, 2011.DOC (437K)	2/5/2011
1Q 2011 Capital Markets Update 1Q11 CMO Whitepaper - Client.pdf (939K)	1/26/2011

Presentations
1Q 2012 Capital Markets Update Alliance Bernstein 1Q 2012 CMO_FINAL.PPTX (1776K)	1/31/2012
The Life Insurance Audit Brett Lotspeich Ash Brokerage .pptx (554K)	10/16/2011
Estate Tax Planning for Non US Citizens 2010 Est Tax Plng for Non US Citzn_Final(1).ppt (503K)	3/7/2011
2010 Est Tax Plng for Non US Citzn_Final.ppt (503K)	3/7/2011
Q1 2011 Alliance Bernstein CMO 1Q11 CMO - Client.ppt (3255K)	2/1/2011
Exit Strategy Planning by Denis Brown Exit Strategy Planning Educational (2).ppt (878K)	10/30/2009

Speaker Bio
BIO Al Kingan BIO Kingan Al.doc (25K)	1/31/2012
BIO Brett Lotspeich Brett Lotspeich_10_11.pdf (150K)	10/16/2011
BIO IRS Speakers for 2011 TSCPA Joint Program IRS Biographies 2011 TSCPA Panel Discussion.doc (26K)	9/21/2011
BIO Stephen E. Parker PARKER Steve Bio 2011.pdf (240K)	9/14/2011
bio Andy Stockett Andy Stockett Bio & Picture.pdf (260K)	4/13/2011
JOSHUA A. HAZELWOOD JOSHUA A. HAZELWOOD BIO.doc (24K)	3/9/2011
Bio Dr. Sandy McKenzie bio Sandy McKenzie.doc (20K)	10/30/2009
Bio Thomas C. Rogerson Rogerson Thomas BIO.ppt (290K)	10/30/2009

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