Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
| Charitable Remainder Trusts | 2019-09-18 |
| 2016 Texas Economic Outlook: Riding the Energy Roller Coaster | 2016-03-22 |
| Practical Estate Planning for Oil and Gas Royalty | 2012-02-27 |
| ALT CTRL DELETE: Protecting Your Digital Legacy under the New Texas Law | 2017-10-18 |
| Risk Mgmt and the Evaluation of Life Ins Policies for the Prof & Amateur Trustee - Handout - 12.16.1 | 2014-11-19 |
| Making the Power of Attorney Powerful | 2010-05-12 |
| Special Charitable Financial Planning Opportunities for 2021 | 2021-01-21 |
| Slate of Officers 2019-2020 | 2019-05-23 |
| Docket Call - Friday Agenda - 02.12.16 | 2016-01-12 |
| Valuation and Sale of Artwork and Collectibles | 2011-12-19 |
| Legislative Update - Outline | 2017-10-16 |
| Business Succession Issues Involving Second and Third Generations that Have no Desire to be Partners | 2014-11-13 |
| Life Insurance Planning Financed Premiums Attendee | 2009-11-04 |
| Effects of COVID on Underwriting & Premium Financing of Life Insurance | 2020-12-15 |
| Avoiding the Estate Planning "Blue Screen of Death" with Competent and Ethical Practice | 2021-12-13 |
| Behavioral Finance | 2019-05-01 |
| Docket Call Registration Form 2016 | 2016-01-11 |
| Overview of Elder Law and Medicaid Administration | 2011-11-14 |
| Current and Anticipated Trends in Transfer Tax Litigation | 2017-03-21 |
| PROBATE IS SO "APPEALING" - HON. SANDEE BRYAN MARION | 2014-02-25 |
| Long Term Care in Estate Planning | 2009-02-11 |
| Cyber Estate Planning and Administration | 2020-11-06 |
| 2021 Texas Estate and Trust Legislative Update | 2021-10-01 |
| Planning for Public Benefits | 2019-03-28 |
| Hot Topics Current Developments | 2015-12-16 |
| Top Ten Things to Do Now | 2011-10-17 |
| Trust Decanting - Heather Flanagan | 2014-02-19 |
| Auditing Life Insurance | 2020-05-06 |
| Consider ESOPs as an Estate Plan Component for Business Owners | 2017-01-25 |
| Financial Statement | 2021-08-19 |
| Beneficiary Designations - Handouts | 2019-02-20 |
| Estate Planning Current Developments | 2015-12-01 |
| Charitable Planning Opportunities-Charitable Remai | 2011-05-11 |
| Legal Smarts for Families with Special Needs Child | 2012-12-18 |
| IRS Estate and Gift Tax Examinations in the Age of Higher Exemptions | 2020-03-16 |
| 2016 In Review: A Charitable Planning Update | 2016-10-19 |
|
Bylaws
Bylaws.pdf (41K)
|
2021-08-18 |
|
Fiduciary Pitfalls
Fiduciary Pitfalls.pdf (456K)
|
2018-11-21 |
| Distribution Provisions: Say What You Mean - Mean What You Say | 2015-10-14 |
| Charitable Planning Opportunities-Case Study Examp | 2011-05-11 |
| Standard of Care - Handout | 2012-10-12 |
|
RSVPs as of 03/10/20
RSVPs as of 03.10.20.pdf (88K)
|
2020-03-10 |
| The Value of Social Security in Estate Planning | 2016-09-29 |
|
08/27/20 Minutes
Board Minutes - 08.27.20.pdf (117K)
|
2021-08-18 |
| Current Update on Oil & Gas Valuation for Estate and Gift Tax | 2018-06-26 |
| What We Have Learned from Litigating Family Limited Partnerships | 2015-03-31 |
| Don?t Give Up on Discounts | 2011-03-15 |
| Proposed Guidance in FBARS and Foreign Person | 2012-05-14 |
| Planning for Incapacity - Outline | 2020-01-30 |
| Kick-Off Mixer Invitation - 2016-2017 | 2016-07-18 |
| Trumping Uncertainty | 2018-02-21 |
| US - Mexico Cross-Border Estate Planning: Planning Techniques from a U.S. and Mexican Perspective | 2015-02-03 |
| Some of the Best Family Limited Partnership Planni | 2011-02-03 |
| Special Charitable Financial Planning Opportunities for 2021 | 2021-02-11 |
| Is There Meat in Those Beans? The 2019 Texas Estate and Trust Legislative Update | 2019-10-17 |
| Partnership Freeze as an Alternative to a GRAT or SGT | 2016-03-22 |
| US Tax Implications of Foreign Investment in US Re | 2012-05-14 |
|
1031 Exchange Overview
1031 Exchanges Overview.pdf (851K)
|
2017-12-06 |
| Abstract - Risk Mgmt and the Evaluation of Life Insurance - 12.16.14 | 2014-11-19 |
| Blue Screen of Death - Common Non-Tax Errors and H | 2010-12-14 |
| How to Avoid and What to do if Audited by the IRS | 2021-02-09 |
| Kick-Off Mixer Invitation - 2019-2020 | 2019-07-15 |
| A Framework of Approaching Life Insurance - REVISED | 2016-02-16 |
| Recent Developments in Estate Planning | 2012-01-03 |
| 2017 Legislative Update - Beyer | 2017-10-17 |
| Presentation Article - 11.18.14 | 2014-11-18 |
| Converting Your Closely Held Business Equity to Ca | 2010-03-22 |
| Top Ten Estate Planning Lessons from Celebrities | 2021-01-12 |
| Behavioral Finance | 2019-05-15 |
| Docket Call - Thursday Agenda - 02.11.16 | 2016-01-12 |
| Overview of Elder Law & Medicaid Administration | 2011-11-15 |
| Kick-Off Mixer Invitation | 2017-08-09 |
| Mineral Estate Evaluation - w/ Corrected Slide - 10.21.14 Program | 2014-10-22 |
| Premium Financing as a Tool for Life Ins. Funding | 2009-11-02 |
| Effects of Covid on Insurance Underwriting and Premium Financing of Life Insurance | 2020-11-21 |
| Estate Planning Current Developments and Hot Topic | 2021-10-22 |
| Planning for Public Benefits | 2019-04-16 |
| Docket Call 2016 | 2016-01-06 |
| Elder Law Overview and Medicaid Administration | 2011-11-01 |
| So You Think You Know Everything About Life Insurance Think Again - Outline | 2014-02-20 |
| Recent Developments in Charitable Gift Planning | 2009-01-13 |
| 2020 Midyear Outlook | 2020-09-01 |
| Financial Exploitation - If It's Not Your Money, It's A Crime | 2017-03-15 |
| Face Masks, ZOOM, and Quarantines: the 2021 Texas Estate and Trust Legislative Update | 2021-10-01 |
| Planning Ideas for Currently Non-Taxable Estate | 2019-03-21 |
| Estate Planning Current Developments - 12.15.15 | 2015-12-07 |
| 2011 Legislative Update Texas Probate Guardianship | 2011-10-12 |
|
Tax and Estate Planning Following the Portability Regulations and the ATRA Outline - 01.14.14
ATRA Outline - 01.14.14.pdf (5931K)
|
2014-01-14 |
| Professional Collaboration: The Rock Star versus the Whole Band | 2020-04-10 |
| Recent Developments Affecting Estate Planning | 2017-01-12 |
| Articles of Incorporation | 2021-08-18 |
| Beneficiary Designations - How to Get Back at Your Family! | 2019-01-17 |
| Texas Agriculture Land Trust | 2015-10-21 |
| Charitable Planning Opportunities-Charitable Lead | 2011-05-11 |
| Julia Nickerson - Household Expenses Worksheet | 2012-12-18 |
| Handout - IRS Estate and Gift Tax... | 2020-03-10 |
| Lanie Starkey Presentation | 2016-10-14 |
| Officer Contact Sheet 2021-2022 | 2021-08-18 |
| Fundraising Trends, Ventures, and Traps for the Unwary | 2018-10-18 |
| Cyber Estate Planning and Administration | 2015-05-12 |
|
Post-Death Tax Planning
Post-Death Tax Planning.pdf (302K)
|
2011-04-13 |
| Estate Planning for Multi-National Families | 2012-05-14 |
|
RSVPs as of 03/03/20
RSVPs as of 03.03.20.pdf (91K)
|
2020-03-04 |
| Estate & Charitable Gift Planning Institute Social Media Toolkit | 2016-07-19 |
| Stoddard Distributed Materials | 2021-04-20 |
| F.A.S.T 03/20/18 Presentation | 2018-03-19 |
| Planning for the 3.8% Surtax and the 20% Tax on Trust Capital Gains | 2015-02-19 |
|
FLP Paper Schedules
FLP Paper.Schedules.pdf (3119K)
|
2011-02-15 |
| State Law Pitfalls | 2019-11-26 |
| Corpus Christi 43rd Annual EP Seminar | 2016-05-02 |
|
US Estate Planning FAQs
US Estate Planning FAQs.pdf (157K)
|
2012-05-14 |
|
Docket Call Brochure - 2018
Brochure - 2018.pdf (2163K)
|
2018-01-09 |
| Recent Developments Affecting Estate Planning | 2015-01-20 |
| Dodging Landmines Business Transition Planning | 2011-01-06 |
| The Collaboration Effect Pocket Guide 2020 | 2021-02-09 |
2022
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2023
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2024
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2025
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