Document Library

File Name Date Added
Steven Akers Bio 09/21/2014
Post-Mortem PLanning Outline 04/30/2009
John Bergner Presentation 11/11/2015
Power Point Tax Relief Act 05/10/2011
James Barry - Bio 08/23/2013
Suisan Bart Outline 11/09/2016
AKERS2.jpg (244K)
09/21/2014
Maddux Picture 10/03/2008
Dr Alan Campbell Bio 08/24/2015
To Elect or Not To Elect Carry Over Basis 05/10/2011
Jeffrey Alderman MD Bio 08/20/2013
Estate Planning and Digital Assets 10/10/2016
Ken Levitt Photo 08/29/2014
Chris Hoyt Handout 11/12/2018
R Alexander Bio and Presentation 05/20/2008
Travis Smith Outline 10/04/2012
Clark Southmayd Presentation 04/24/2015
Outline Materials Decanting 05/10/2011
Steve Bigge Bio 05/14/2013
Susan Bart Bio 10/09/2016
Robert Keebler Powerpoint 05/12/2014
50 Estate Planning Gems 10/07/2018
Travis Smith Bio 10/04/2012
Clark Southmayd Bio 04/07/2015
Tax Relief Act Outline Materials 05/10/2011
Steve Bigge Presentation 05/14/2013
POLST Presentation 09/12/2016
Robert Keebler Outline 05/05/2014
2018-2019 NEW MEMBER Application 06/25/2018
Travis Smith Materials 10/04/2012
Securing Social Security 03/09/2015
Shirley Cox Outline - Medicaid and POA's 04/27/2011
Keebler PowerPoint Presentation 04/25/2013
Deb Greubel Bio 09/12/2016
H. Vince Synan Presentation 04/08/2014
2018-2019 Member RENEWAL form 06/25/2018
Faith Orlowski - Oil & Gas Transfers Handout 09/10/2012
Ryan Mason Bio 02/25/2015
DC Roberts Outline 02/10/2011
Curtis Shacklett- Trust Advisor 04/05/2013
Blattmachr 7 05/19/2016
Jeremy Jennings Presentation 03/11/2014
Bob Keebler May 2018 Presentation 05/06/2018
Kingan Bio 08/14/2012
Nancy Rapoport Slides 02/09/2015
Sean Kouplen Speaking Notes 10/08/2010
Curtis Shacklett Pic 03/05/2013
Blattmachr 6 05/19/2016
Jeremy Jennings Bio 02/27/2014
Rick Riddle Handout 04/08/2018
Bey Bio 08/14/2012
Nancy Rapoport Bio 01/31/2015
Michael Noland pic 09/09/2010
Curtis Shacklett Bio 03/05/2013
Blattmachr 5 05/19/2016
H. Vince Synan Bio 02/21/2014
Gale Allison Handout 03/11/2018
Bey Photo 08/14/2012
Nancy Rapoport Bio PDF 01/31/2015
Mike McConnell Photo 09/01/2010
Keebler Pic 02/27/2013
Blattmachr 4 05/19/2016
Thom Irwin Bio 03/12/2012
DOMA - Eye on Washington 02/11/2014
Duggan HANDOUT 10/06/2017
Bob McCormick Presentation 01/13/2015
Updated Homepage Photo 08/30/2010
Keebler Bio 02/18/2013
Blattmachr 3 05/19/2016
Street School Information February 2012 02/15/2012
Don Jansen Bio 07/06/2017
Bob McCormick Bio 01/13/2015
Skyline Option 1 08/13/2010
Keebler Picture 02/18/2013
Blattmachr 2 05/19/2016
Mitch Frankfurt Presentation 01/20/2012
DOMA Presentation 02/11/2014
Michael Noland Handout 04/09/2017
Jeff Chadwick Presentation 11/24/2014
Skyline Option 2 08/13/2010
R. Matthew Pate Bio 02/18/2013
Blattmachr 1 05/19/2016
Mitch Frankfurt bio 12/30/2011
Economic & Market Outlook (2014) 01/16/2014
Curt Shacklett Presentation 03/08/2017
Jeff Chadwick Slides 11/18/2014
By-Laws
By-Laws.pdf (1579K)
07/13/2010
Bey Powerpoint 01/08/2013
Non Member Meeting Registration Form 05/03/2016
October 2011 Presentation - Dr. Clark 12/14/2011
Jim Huntzinger Bio 11/21/2013
Michael Noland Bio 02/15/2017
Jeff Chadwick Handout 11/18/2014
Ibbotson Charts 3-23-10 03/16/2010
Josh Hazelwood - Pic 12/06/2012
Steve Brand Presentation 03/07/2016
November 2011 Presentation & Bio 11/01/2011
Jim Huntzinger Photo 11/21/2013
DOL Fiduciary Rule Presentation 02/15/2017
David McKinney Presentation 10/13/2014
Gale Allison Presentation Outline 09/23/2009
Josh Hazelwood Bio 12/06/2012
Clay Nickel Presentation 2016 01/20/2016
Power Point of Decanting 05/10/2011
Medlin Handout 10/31/2013
Jeff Chadwick Bio 09/21/2014
Jeff Stoermer 07/02/2009
John Bergner Materials 11/11/2015
Power Point To Elect or Not to Elect 05/10/2011
Steve Idoux Presentation 09/18/2013
John Kim Presentation 01/08/2017

Elizabeth L (Shurig) Morgan

File Name Date Added
08. Spendthrift Table 3 04/04/2012
07. Spendthrift Table 2 04/04/2012
06. Spendthrift Table 1 04/04/2012
05. LP Statute Table 04/04/2012
04. LLC Statute Table 04/04/2012
03. TEPF Presentation 04/04/2012
02. Elizabeth Morgan Photo 04/04/2012
01. Elizabeth Morgan Bio 04/04/2012
15. Foreign Reporting Get It Right 04/04/2012
14. Alarming Potential 04/04/2012
13. Fact or Fiction 04/04/2012
12. Life Ins. Tables 04/04/2012
11. Spendthrift Table 6 04/04/2012
10. Spendthrift Table 5 04/04/2012
09. Spendthrift Table 4 04/04/2012

William Deryl Medlin

File Name Date Added
Medlin, Deryl - Pic 10/17/2012
Medlin, Deryl - Bio 10/17/2012
Medlin, Deryl - Handout 11/06/2012