Document Library

Categories

Council Documents

Document Name Date Added
Bob McCormick Presentation
TEPF January 2015 Talk - Distribution.pdf (1410K)
 2015-01-13
Scroggin F Handout
Personal Property Ownership.List_married_.pdf (10K)
 2019-05-10
Updated Homepage Photo
Tulsa Homepage Photo 2.jpg (43K)
 2010-08-30
Keebler Bio
RSK Resume - Long.doc (91K)
 2013-02-18
Blattmachr 3
Blattmachr 3.pdf (998K)
 2016-05-19
Street School Information February 2012
Planned Giving Program for Tulsa Estate Presentation.pdf (83K)
 2012-02-15
DOMA - Eye on Washington
Eye on Washington - DOMA January 2014 edition.pdf (735K)
 2014-02-11
Duggan HANDOUT
Duggan, Jim Taming the Planning BEAST-Handout.pdf (788K)
 2017-10-06
Bob McCormick Bio
Bob McCormick Bio.pdf (14K)
 2015-01-13
Scroggin E Handout
Personal Property Disposition Checklist (2019).pdf (144K)
 2019-05-10
Skyline Option 1
so-1052.jpg (327K)
 2010-08-13
Keebler Picture
Keebler012.JPG (466K)
 2013-02-18
Blattmachr 2
Blattmachr 2.pdf (580K)
 2016-05-19
Mitch Frankfurt Presentation
Mitch Frankfurt Presentation.ppt (13031K)
 2012-01-20
DOMA Presentation
DOMA Presentation.pdf (275K)
 2014-02-11
Don Jansen Bio
Don Jansen Bio.pdf (30K)
 2017-07-06
Jeff Chadwick Presentation
Jeff Chadwick Presentation.pdf (214K)
 2014-11-24
Scroggin D Handout
Partial Checklist of Actions as a Result of Divorce(2019).pdf (148K)
 2019-05-10
Skyline Option 2
Skyline102603.jpg (83K)
 2010-08-13
R. Matthew Pate Bio
Pate Bio.pdf (518K)
 2013-02-18
Blattmachr 1
Blattmachr 1.pdf (751K)
 2016-05-19
Mitch Frankfurt bio
Mitch Bio.doc (28K)
 2011-12-30
Economic & Market Outlook (2014)
BOK Financial - Economic and Market Outlook - TEPF.pdf (929K)
 2014-01-16
Michael Noland Handout
Handouts - Printable Michael Noland.pdf (126K)
 2017-04-09
Jeff Chadwick Slides
Jeff Chadwick Slides.pdf (56K)
 2014-11-18
Scroggin C Handout
Partial Checklist for a Terminally Ill Client(2014).pdf (105K)
 2019-05-10
By-Laws
By-Laws.pdf (1579K)
 2010-07-13
Bey Powerpoint
Bey Powerpoint.pptx (165K)
 2013-01-08
Non Member Meeting Registration Form
TEPF 2016 May Meeting Registration Form.doc (35K)
 2016-05-03
October 2011 Presentation - Dr. Clark
TEPF Presentation by Dr Clark.pptx (344K)
 2011-12-14
Jim Huntzinger Bio
Jim Huntzinger's BioPicture.ppt (505K)
 2013-11-21
Curt Shacklett Presentation
Curtis Shacklett Presentation.PDF (2220K)
 2017-03-08
Jeff Chadwick Handout
Jeff Chadwick Handout.pdf (303K)
 2014-11-18
Scroggin B Handout
Changing your Tax Domicile (2019).pdf (170K)
 2019-05-10
Ibbotson Charts 3-23-10
Tulsa Estate Planning Forum 3-23-2010.pdf (872K)
 2010-03-16
Josh Hazelwood - Pic
Josh Hazelwood.png (68K)
 2012-12-06
Steve Brand Presentation
Steve Brand Presentation.pdf (1292K)
 2016-03-07
November 2011 Presentation & Bio
Presentation to TEPF on November 8, 2011.doc (26K)
 2011-11-01
Jim Huntzinger Photo
Jim Huntzinger.png (444K)
 2013-11-21
Michael Noland Bio
Noland, Michael BIO.pdf (14K)
 2017-02-15
David McKinney Presentation
McKinney PP.pptx (245K)
 2014-10-13
Scroggin A Handout
Evolving Trends & Changing Laws (Tulsa Handout).pdf (1800K)
 2019-05-10
Gale Allison Presentation Outline
9.22.09.Allison SPEECH.pdf (486K)
 2009-09-23
Josh Hazelwood Bio
Josh Hazelwood Bio.doc (24K)
 2012-12-06
Clay Nickel Presentation 2016
Clay Nickel Presentation 2016.pdf (7119K)
 2016-01-20
Power Point of Decanting
03.a Power Point of Decanting.pdf (141K)
 2011-05-10
Medlin Handout
2013 Handout.pdf (62K)
 2013-10-31
DOL Fiduciary Rule Presentation
DOL Slides Estate Planning (Tulsa) FINAL.pdf (2801K)
 2017-02-15
Jeff Chadwick Bio
Jeff Chadwick Bio.docx (11K)
 2014-09-21
Indian Title Research Presentation Appendix - Jennifer Kreig
2018-06-14 Krieg - Title Research Indian Country Appendix.pdf (6712K)
 2019-04-10
Jeff Stoermer
Jeff Stoermer.JPG (894K)
 2009-07-02
John Bergner Materials
Bergner Materials.pdf (602K)
 2015-11-11
Power Point To Elect or Not to Elect
02.a Power Point To Elect or Not to Elect.pdf (143K)
 2011-05-10
Steve Idoux Presentation
Healthcare Reform .pdf (3871K)
 2013-09-18
John Kim Presentation
2017 Ecomonic Update with John Kim.pdf (732K)
 2017-01-08
Indian Title Research Presentation - Jennifer Krieg
2018-06-14 Krieg - Title Research in Indian Country.pptx (912K)
 2019-04-10
Post-Mortem PLanning Outline
09 POST MORTEM PLANNING - Tulsa OK 5-19-09.pdf (220K)
 2009-04-30
John Bergner Presentation
John Bergner Presentation.pdf (151K)
 2015-11-11
Power Point Tax Relief Act
01.a Power Point Tax Relief Act.pdf (147K)
 2011-05-10
James Barry - Bio
TNG Executive Profile - Jim Barry from MRN.docx (252K)
 2013-08-23
Suisan Bart Outline
Susan Bart Outline.pdf (127K)
 2016-11-09
Steven Akers Bio
Akers Bio 03 24 14.docx (13K)
 2014-09-21
Gary Flotron Presentation
Flotron, Gary Tulsa EPF What Evey Presentation - 2019-02-11.pdf (537K)
 2019-02-11
Maddux Picture
Maddux James.jpg (3800K)
 2008-10-03
Dr Alan Campbell Bio
Dr _Alan_Campbell_Bio-Final.docx (12K)
 2015-08-24
To Elect or Not To Elect Carry Over Basis
02. To Elect or Not To Elect Carry Over Basis.pdf (122K)
 2011-05-10
Jeffrey Alderman MD Bio
Alderman Bio.Pic.docx (29K)
 2013-08-20
Estate Planning and Digital Assets
Digital Assets.pdf (8120K)
 2016-10-10
AKERS2.jpg (244K)
 2014-09-21
Gary Flotron Article
Call to Action Article Gary Flotron.pdf (445K)
 2019-02-11
R Alexander Bio and Presentation
R Alexander Bio and Presentation.pdf (1275K)
 2008-05-20
Travis Smith Outline
Travis Smith Outline.pdf (64K)
 2012-10-04
Clark Southmayd Presentation
TEFP Meeting 15-04-21 - Working Interest vs Mineral Interest.pdf (308K)
 2015-04-24
Jim Huntzinger BOK Presentation 1.13.20
Jim Huntzinger, BOK Financia Presentation 1.13.20.pdf (1131K)
 2020-02-05
Outline Materials Decanting
03. Outline Materials Decanting.pdf (3295K)
 2011-05-10
Steve Bigge Bio
Stephen J Bigge Bio.pdf (38K)
 2013-05-14
Susan Bart Bio
Susan T. Bart - Bio Paragraph - 3022687_29.pdf (11K)
 2016-10-09
Ken Levitt Photo
KenPhoto.jpg (54K)
 2014-08-29
Scott Colbert Presentation
20190114 Tulsa Estate Planning Forum Presentation.pdf (2581K)
 2019-01-14
Travis Smith Bio
Travis Smith Bio.docx (14K)
 2012-10-04
Clark Southmayd Bio
Clark Southmayd Bio.pdf (214K)
 2015-04-07
R. Matthew Pate Presentation 10.14.19
Pate, Matthew, JD, LLM Tulsa EP Forum Meeting (October 2019).pdf (512K)
 2019-10-14
Tax Relief Act Outline Materials
01. Tax Relief Act Outline Materials(2).pdf (1792K)
 2011-05-10
Steve Bigge Presentation
Bigge, Steve TEPF Presentation - Bet to Live and Bet to Die Strategies.pdf (347K)
 2013-05-14
POLST Presentation
POLST Presentation for TEPF.pdf (4628K)
 2016-09-12
Robert Keebler Powerpoint
The Top 25 Best Planning Ideas.pdf (1824K)
 2014-05-12
Chris Hoyt Handout
Chris Hoyt Handout.pdf (1138K)
 2018-11-12
Travis Smith Materials
Medicaid Materials.pdf (184K)
 2012-10-04
Securing Social Security
Ryan Mason Presentation.pdf (859K)
 2015-03-09
Abigail Earthman Outline
9-09-2019 Tulsa Estate Planning Council Abigail Earthman Heckerling Outline w Use Authorization.pdf (1472K)
 2019-09-01
Shirley Cox Outline - Medicaid and POA's
Medicaid and Powers of Attorney 2.ppt (6819K)
 2011-04-27
Keebler PowerPoint Presentation
Bob Keebler Tulsa EPF May 2013.pdf (2447K)
 2013-04-25
Deb Greubel Bio
Deborah Greubel Bio.pdf (1249K)
 2016-09-12
Robert Keebler Outline
Top 25 Best Planning Ideas (timed outline).docx (15K)
 2014-05-05
Faith Orlowski - Oil & Gas Transfers Handout
TEPF - Faith Orlowski Seminar Handout - Mineral & Leasehold Inheritance (9-11-12).pdf (1140K)
 2012-09-10
Ryan Mason Bio
Mason_Ryan Bio.pdf (19K)
 2015-02-25
Abigail Earthman Presentation
8-19-2019 Tulsa Estate Planning Council - Cryptocurrency PPT Presentati._.pdf (1629K)
 2019-09-01
DC Roberts Outline
Tulsa Estate Planning Forum Presentation Outline - DC Roberts(1).docx (63K)
 2011-02-10
Curtis Shacklett- Trust Advisor
Shacklett TEPF Presentation 04-2013.pdf (1476K)
 2013-04-05
Blattmachr 7
Blattmachr 7.pdf (297K)
 2016-05-19
H. Vince Synan Presentation
MM - Est Planning with Whole Life v6.2 2014 0407.pptx (2076K)
 2014-04-08
50 Estate Planning Gems
John Bergner Estate Planning Gems -Presentation Pdf Tulsa EPF Oct 8th 2018.pdf (5669K)
 2018-10-07
Kingan Bio
Bio2012Kingan.doc (25K)
 2012-08-14
Nancy Rapoport Slides
Nancy Rapoport Slides.pdf (492K)
 2015-02-09
a 2019-2020 TEPF Renewal Form
a 2019-2020 TEPF Renewal Form.doc (32K)
 2019-08-31
Sean Kouplen Speaking Notes
Speaking Notes_James Maddux.doc (19K)
 2010-10-08
Curtis Shacklett Pic
Shacklett Pic.bmp (17815K)
 2013-03-05
Blattmachr 6
Blattmachr 6.pdf (372K)
 2016-05-19
Jeremy Jennings Presentation
Jeremy Jennings Presentation.pptx (349K)
 2014-03-11
Bob Keebler May 2018 Presentation
Bob Keebler Presentation Tax Reform and Best Ideas in 2018.pdf (1527K)
 2018-05-06
Bey Bio
Bio Bey 2012-08-08.docx (16K)
 2012-08-14
Nancy Rapoport Bio
Prof_Rapoport_bio_10_6_14.docx (19K)
 2015-01-31
a 2019-2020 New Member Application
a 2019-2020 TEPF Application (1).doc (27K)
 2019-08-31
Michael Noland pic
Michael Noland pic.jpg (115K)
 2010-09-09
Curtis Shacklett Bio
Shacklett Bio.docx (18K)
 2013-03-05
Blattmachr 5
Blattmachr 5.pdf (12243K)
 2016-05-19
Jeremy Jennings Bio
Jeremy Jennings Bio.docx (47K)
 2014-02-27
Rick Riddle Handout
Rick Riddle Handout.pdf (413K)
 2018-04-08
Bey Photo
Bey 2012-08-08.jpg (600K)
 2012-08-14
Nancy Rapoport Bio PDF
Prof_Rapoport_bio_10_6_14.pdf (116K)
 2015-01-31
Scroggin G Handout
Personal Property Ownership.List_single_.pdf (9K)
 2019-05-10
Mike McConnell Photo
McConnell.JPG (120K)
 2010-09-01
Keebler Pic
Keebler012(1).JPG (162K)
 2013-02-27
Blattmachr 4
Blattmachr 4.pdf (1998K)
 2016-05-19
Thom Irwin Bio
Bio - Thom Irwin.pdf (145K)
 2012-03-12
H. Vince Synan Bio
HVSbio 2014 Tulsa Estate Planning Forum.pdf (19K)
 2014-02-21
Gale Allison Handout
PETTY.PIECES.pdf (796K)
 2018-03-11

Elizabeth L (Shurig) Morgan

Document Name Date Added
15. Foreign Reporting Get It Right
15. Foreign Reporting Get It Right.pdf (3652K)
 2012-04-04
14. Alarming Potential
14. Alarming Potential.pdf (2280K)
 2012-04-04
13. Fact or Fiction
13. Fact or Fiction.pdf (2344K)
 2012-04-04
12. Life Ins. Tables
12. Life Ins. Tables.doc (110K)
 2012-04-04
11. Spendthrift Table 6
11. Spendthrift Table 6.doc (49K)
 2012-04-04
10. Spendthrift Table 5
10. Spendthrift Table 5.doc (216K)
 2012-04-04
09. Spendthrift Table 4
09. Spendthrift Table 4.doc (130K)
 2012-04-04
08. Spendthrift Table 3
08. Spendthrift Table 3.doc (456K)
 2012-04-04
07. Spendthrift Table 2
07. Spendthrift Table 2.doc (213K)
 2012-04-04
06. Spendthrift Table 1
06. Spendthrift Table 1.doc (103K)
 2012-04-04
05. LP Statute Table
05. LP Statute Table.doc (116K)
 2012-04-04
04. LLC Statute Table
04. LLC Statute Table.doc (134K)
 2012-04-04
03. TEPF Presentation
03. Tulsa Estate Planning Forum Presentation.pdf (258K)
 2012-04-04
02. Elizabeth Morgan Photo
02. Elizabeth (Schurig) Morgan Headshot 2010.jpg (1497K)
 2012-04-04
01. Elizabeth Morgan Bio
01. Elizabeth Morgan Bio.pdf (58K)
 2012-04-04

William Deryl Medlin

Document Name Date Added
Medlin, Deryl - Handout
TulsaOutline10-25-12.pdf (64K)
 2012-11-06
Medlin, Deryl - Pic
from website.jpg (15K)
 2012-10-17
Medlin, Deryl - Bio
2012.10.12 Biography - William Deryl Medlin.pdf (42K)
 2012-10-17