Document Library

Document Name (Sort)	Date (Sort)

2008
Ten IRA Mistakes Ten IRA Mistakes.pdf (608K)	12/4/2008
Structuring Annuity Contracts Structuring Annuity Contracts.pdf (1149K)	9/26/2008
Multiegenerational Wealth Transfer: Getting a Lega Multigenerational Wealth Transfer Getting a Legacy Up.pdf (139K)	9/11/2008
Identifying Risk Using Personal Risk Management to Identifying Risk Using Personal Risk Management to Help Protect Your Clients' Wealth.pdf (50K)	5/15/2008
Red Flags - For Your Clients Red Flags - For Your Clients.pdf (61K)	5/15/2008
Practices Before the IRS speech 41508 practices before the irs - san antonio estate planners council_v1(1).pdf (623K)	4/8/2008
Recent Developments in Appraising Interests in Fam Recent Developments in Appraising Interests in Family Investment Entities.pdf (435K)	3/5/2008
Lifetime Wealth Transfer Strategies - modified Heckerling Musings 2008 with Forsyth comments_02_11_08 (3).pdf (512K)	2/19/2008
What Every Tax Adviser Needs to Know-Powerpoint Pr What Every Tax Adviser Needs 11-9-07.ppt (891K)	1/15/2008
Hedge Funds Outline Hedge Funds Outline SFTI 2006 _5-24-07_.pdf (477K)	1/11/2008

2009
Estate Planning in Changing and Challenging Financ Estate Planning in Changing and Challenging Financial Times.pdf (210K)	12/8/2009
Life Insurance Planning Financed Premiums Attendee Life Insurance Planning Financed Premiums Attendee Booklet.pdf (847K)	11/3/2009
Premium Financing as a Tool for Life Ins. Funding Premium Financing as a Tool for Life Insurance Funding.pdf (187K)	11/2/2009
The Most Compelling Planning Opportunities in Toda The Most Compelling Planning Opportunities in Today’s Market.pdf (358K)	10/23/2009
Planning for the Birds, the Cats, the Dogs, and th Planning for the Birds, the Cats, the Dogs, and the Horses(1).pdf (213K)	6/2/2009
Current Status of IRS Examinations of Estate and G Current Status of IRS Examinations of Estate and Gift Tax Returns.pdf (136K)	4/6/2009
Long Term Care in Estate Planning Long Term Care in Estate Planning.pdf (615K)	2/11/2009
Recent Developments in Charitable Gift Planning Recent Developments in Charitable Gift Planning.pdf (211K)	1/13/2009

2010
Practicing in Interesting Times--Administering Est Practicing in Interesting Times--Administering Estates in 2010.pdf (49K)	10/6/2010
Thawing the Freeze of Planning Procrastination and Thawing the Freeze of Planning Procrastination and Taking a Last Satisfying Bite of the Sub-10 Year GRAT Apple.pdf (189K)	9/16/2010
Making the Power of Attorney Powerful Making the POA Powerful.pdf (75K)	5/12/2010
Current Developments with Family Limited Partnersh Current Developments with Family Limited Partnerships.pdf (239K)	4/6/2010
Converting Your Closely Held Business Equity to Ca Converting Your Closely Held Business Equity to Cash.pdf (204K)	3/22/2010
Case Studies in Estate Planning for Retirement Ben Case Studies in Estate Planning for Retirement Benefits.pdf (321K)	3/3/2010
Some of the Best Financial Ideas We See Some of the Best Financial Planning Ideas We See Out There.pdf (348K)	2/5/2010
Outline - Some of the Best Financial Ideas We See Outline - Some of the Best Financial Ideas We See Out There.pdf (3350K)	2/5/2010

2011
Valuation and Sale of Artwork and Collectibles Valuation and Sale of Artwork and Collectibles.pdf (1548K)	12/19/2011
Overview of Elder Law & Medicaid Administration Overview of Elder Law & Medicaid Administration.pdf (2862K)	11/15/2011
Overview of Elder Law and Medicaid Administration Overview of Elder Law & Medicaid.pdf (209K)	11/14/2011
Elder Law Overview and Medicaid Administration Elder Law Overview and Medicaid Administration.pdf (837K)	11/1/2011
Top Ten Things to Do Now Top Ten Things to Do Now 2011-09-14.pdf (32K)	10/17/2011
2011 Legislative Update Texas Probate Guardianship 2011 Legislative Update Speech 2011-09-09.pdf (73K)	10/12/2011
Charitable Planning Opportunities-Public Charities Charitable Planning Opportunities-Public Charities & Private Foundations-Ref. Outline.pdf (419K)	5/11/2011
Charitable Planning Opportunities-Charitable Remai Charitable Planning Opportunities-Charitable Remainder Trusts-Ref. Outline.pdf (340K)	5/11/2011
Charitable Planning Opportunities-Charitable Lead Charitable Planning Opportunities-Charitable Lead Trusts-Ref. Outline.pdf (271K)	5/11/2011
Charitable Planning Opportunities-Case Study Examp Charitable Planning Opportunities-Case Study Examples.pdf (179K)	5/11/2011
Post-Death Tax Planning Post-Death Tax Planning.pdf (302K)	4/13/2011
Don’t Give Up on Discounts Don't Give Up on Discounts.pdf (218K)	3/15/2011
FLP Paper Schedules FLP Paper.Schedules.pdf (3119K)	2/15/2011
Some of the Best Family Limited Partnership Planni FLP Best Ideas Presentation.pdf (300K)	2/3/2011
Dodging Landmines Business Transition Planning Dodging Landmines Business Transition Planning.pdf (258K)	1/6/2011
Blue Screen of Death - Common Non-Tax Errors and H Estate Planning Errors (Blue Screen) -- Beyer -- 12-21-2010.pdf (250K)	12/14/2010
Breaking Up is Hard to Do-Estate Planning Conseque Breaking Up is Hard to Do-Estate Planning Consequences of Divorce.pdf (898K)	3/3/2009

2012
Legal Smarts for Families with Special Needs Child Legal Smarts for Families with Special Needs Children.PDF (2744K)	12/18/2012
Julia Nickerson - Household Expenses Worksheet Household Expenses Worksheet.PDF (28K)	12/18/2012
What I Would Like to Know About the Life Insurance What I Would Like to Know About the Life Insurance Business if I Didn't Already Know It.PDF (42K)	10/23/2012
Standard of Care - Handout Standard of Care - Handout.PDF (642K)	10/12/2012
Estate Planning for Multi-National Families Estate Planning for Multi-National Families.PPT.pdf (397K)	5/14/2012
Coming to America The Throwback Tax's Ugly Head - Coming to America The Throwback Tax's Ugly Head - The Non-Resident Alien Cum Resident as Beneficiary of Accumulated Income.pdf (222K)	5/14/2012
Foreign Bank Account Reports - 2011 Regulations Ex Foreign Bank Account Reports - 2011 Regulations Extend Rules to Many Unaware Persons.pdf (531K)	5/14/2012
Overview of US Interest Income Exempt from US Inco Overview of US Interest Income Exempt from US Income Taxation for the Foreign Investor.pdf (149K)	5/14/2012
Proposed Guidance in FBARS and Foreign Person Proposed Guidance in FBARS and Foreign Person.pdf (215K)	5/14/2012
US Estate Planning FAQs US Estate Planning FAQs.pdf (157K)	5/14/2012
US Tax Implications of Foreign Investment in US Re US Tax Implications of Foreign Investment in US Real Estate.pdf (142K)	5/14/2012
Discretionary Distributions Old Rules and New Pers Discretionary Distributions Old Rules and New Perspectives - Leslie Amann.pdf (380K)	3/30/2012
Practical Estate Planning for Oil and Gas Royalty Practical Estate Planning for Oil and Gas Royalty Owners.pdf (1082K)	2/27/2012
An Estate Planner's View of Life Insurance and Ann An Estate Planner's View of Life Insurance and Annuity Products for Medium-Size Estates.pdf (2092K)	2/16/2012
Recent Developments in Estate Planning Recent Developments in Estate Planning.pdf (232K)	1/3/2012

2013
How to Work with IRS Strategies for Estate and Gif How to Work with IRS Strategies for Estate and Gift Tax Attorneys.PDF (726K)	4/29/2013
Business and Estate Documents - Coordinating Plann Coord Bus and Estate Planning.PDF (3884K)	4/12/2013
Life Insurance Audit - Formalized Policy Review Life Insurance Audit - Formalized Policy Review.pdf (124K)	3/18/2013
Second Generation Estate Planning Human Side of Es Second Generation Estate Planning. The Human Side (00103591).PDF (334K)	3/18/2013
Recent Developments Affecting Estate Planning Recent Developments Affecting Estate Planning.PDF (1099K)	1/9/2013
Hildebrand Construction Detour Information Hildebrand Construction Detour Information.PDF (65K)	1/9/2013

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