Document Library

Categories

Council Documents

Document Name Date Added
Bylaws 2016-06-28
Sponsorship Information 2023-2024 2023-09-05

Current Presentation

Document Name Date Added
AI and Estate Planning - February 2025 2025-02-05

Past Presentations

Document Name Date Added
ABCs of CRTs 2023-09-28
Planning Paralysis - Getting Clients to Act 2022-10-10
ABCs of CRTs Handout 2023-09-28
BDIT & BDOT 2022-11-01
State Income Taxation of Trusts 2022-03-03

Past Speaker Bios

Document Name Date Added
Mitch Drossman Bio 2022-11-01