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Council Documents

Document Name Date Added
RSVPs as of 03/03/20 2020-03-04
Estate & Charitable Gift Planning Institute Social Media Toolkit 2016-07-19
Estate Planning for Multi-National Families 2012-05-14
Planning for the 3.8% Surtax and the 20% Tax on Trust Capital Gains 2015-02-19
FLP Paper Schedules 2011-02-15
Stoddard Distributed Materials 2021-04-20
F.A.S.T 03/20/18 Presentation 2018-03-19
State Law Pitfalls 2019-11-26
Corpus Christi 43rd Annual EP Seminar 2016-05-02
US Estate Planning FAQs 2012-05-14
Dodging Landmines Business Transition Planning 2011-01-06
The Collaboration Effect Pocket Guide 2020 2021-02-09
Docket Call Brochure - 2018 2018-01-09
Recent Developments Affecting Estate Planning 2015-01-20
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
Making the Power of Attorney Powerful 2010-05-12
Special Charitable Financial Planning Opportunities for 2021 2021-01-21
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
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
Life Insurance Planning Financed Premiums Attendee 2009-11-04
Effects of COVID on Underwriting & Premium Financing of Life Insurance 2020-12-15
Legislative Update - Outline 2017-10-16
Business Succession Issues Involving Second and Third Generations that Have no Desire to be Partners 2014-11-13
Behavioral Finance 2019-05-01
Docket Call Registration Form 2016 2016-01-11
Overview of Elder Law and Medicaid Administration 2011-11-14
Avoiding the Estate Planning "Blue Screen of Death" with Competent and Ethical Practice 2021-12-13
Long Term Care in Estate Planning 2009-02-11
Cyber Estate Planning and Administration 2020-11-06
Current and Anticipated Trends in Transfer Tax Litigation 2017-03-21
PROBATE IS SO "APPEALING" - HON. SANDEE BRYAN MARION 2014-02-25
Hot Topics Current Developments 2015-12-16
Top Ten Things to Do Now 2011-10-17
2021 Texas Estate and Trust Legislative Update 2021-10-01
Planning for Public Benefits 2019-03-28
Auditing Life Insurance 2020-05-06
Consider ESOPs as an Estate Plan Component for Business Owners 2017-01-25
Trust Decanting - Heather Flanagan 2014-02-19
Estate Planning Current Developments 2015-12-01
Charitable Planning Opportunities-Charitable Remai 2011-05-11
Financial Statement 2021-08-19
Beneficiary Designations - Handouts 2019-02-20
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
Legal Smarts for Families with Special Needs Child 2012-12-18
Distribution Provisions: Say What You Mean - Mean What You Say 2015-10-14
Charitable Planning Opportunities-Case Study Examp 2011-05-11
Bylaws
Bylaws.pdf (41K)
2021-08-18
Fiduciary Pitfalls 2018-11-21
RSVPs as of 03/10/20 2020-03-10
The Value of Social Security in Estate Planning 2016-09-29
Standard of Care - Handout 2012-10-12
What We Have Learned from Litigating Family Limited Partnerships 2015-03-31
Don?t Give Up on Discounts 2011-03-15
08/27/20 Minutes 2021-08-18
Current Update on Oil & Gas Valuation for Estate and Gift Tax 2018-06-26
Planning for Incapacity - Outline 2020-01-30
Kick-Off Mixer Invitation - 2016-2017 2016-07-18
Proposed Guidance in FBARS and Foreign Person 2012-05-14
Some of the Best Family Limited Partnership Planni 2011-02-03
Special Charitable Financial Planning Opportunities for 2021 2021-02-11
Trumping Uncertainty 2018-02-21
US - Mexico Cross-Border Estate Planning: Planning Techniques from a U.S. and Mexican Perspective 2015-02-03
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
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
1031 Exchange Overview 2017-12-06
Abstract - Risk Mgmt and the Evaluation of Life Insurance - 12.16.14 2014-11-19
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
Converting Your Closely Held Business Equity to Ca 2010-03-22
Top Ten Estate Planning Lessons from Celebrities 2021-01-12
2017 Legislative Update - Beyer 2017-10-17
Presentation Article - 11.18.14 2014-11-18
Behavioral Finance 2019-05-15
Docket Call - Thursday Agenda - 02.11.16 2016-01-12
Overview of Elder Law & Medicaid Administration 2011-11-15
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
Kick-Off Mixer Invitation 2017-08-09
Mineral Estate Evaluation - w/ Corrected Slide - 10.21.14 Program 2014-10-22
Planning for Public Benefits 2019-04-16
Docket Call 2016 2016-01-06
Elder Law Overview and Medicaid Administration 2011-11-01
Estate Planning Current Developments and Hot Topic 2021-10-22
2020 Midyear Outlook 2020-09-01
Financial Exploitation - If It's Not Your Money, It's A Crime 2017-03-15
So You Think You Know Everything About Life Insurance Think Again - Outline 2014-02-20
Recent Developments in Charitable Gift Planning 2009-01-13
Estate Planning Current Developments - 12.15.15 2015-12-07
2011 Legislative Update Texas Probate Guardianship 2011-10-12
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
Professional Collaboration: The Rock Star versus the Whole Band 2020-04-10
Recent Developments Affecting Estate Planning 2017-01-12
Tax and Estate Planning Following the Portability Regulations and the ATRA Outline - 01.14.14 2014-01-14
Texas Agriculture Land Trust 2015-10-21
Charitable Planning Opportunities-Charitable Lead 2011-05-11
Articles of Incorporation 2021-08-18
Beneficiary Designations - How to Get Back at Your Family! 2019-01-17
Handout - IRS Estate and Gift Tax... 2020-03-10
Lanie Starkey Presentation 2016-10-14
Julia Nickerson - Household Expenses Worksheet 2012-12-18
Cyber Estate Planning and Administration 2015-05-12
Post-Death Tax Planning 2011-04-13
Officer Contact Sheet 2021-2022 2021-08-18
Fundraising Trends, Ventures, and Traps for the Unwary 2018-10-18

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