Document Library

Document Name Date Added
Sam Donaldson White Paper 2025
Federal Tax Update Apr 2025 Sam Donaldson.pdf (1202K)
2025-05-13
Planning for Millennials - Christine Wake
Tusla Estate Planning Forum DOs and DON'Ts of Estate Planning for Millennials.pdf (3107K)
2021-11-10
Chris Hoyt Handout 11.13.23
Hoyt-Handout-SECURE Act tables and computations TEPF Nov 2023.pdf (204K)
2023-11-07
White Paper Stacy Singer 2.10.25
Religion Diversity-Stacy Singer No. Trust.pdf (370K)
2025-02-10
9/13/21 Presentation - Chris Hoyt
2021-Tulsa--Hoyt POWERPOINT-Sept 2021.pdf (652K)
2021-09-17
Corporate Transparency Act presented by David Boekeloo
Corporate Transparency Act 3.13.23.pdf (1262K)
2023-05-31
2024 Breakfast Handout Mary Vandenack
Breakfast Handout.pdf (461K)
2024-11-22
Sam Donaldson 2021 Materials 2
Recent Developments Apr 2021.pdf (1838K)
2021-07-15
Riley & Laurel Kern Powerpoint 4.10.23
Estate Planning for LGBTQIA+ Clients.pdf (516K)
2023-04-12
March 2021 Presentation
Tulsa Estate Planning Presentation.03.01.21.pdf (694K)
2021-03-02
YPN Event
11.19.24 TEPF YPN Fall Social power point.pdf (71K)
2024-10-29
Steve Akers Handout #2 (11.14.22)
Hot Topics Current Developments 2022 09 26 22.pdf (1931K)
2022-10-18
Bob Keebler Slides 9.10.20
Planning Should there be a Biden Administration.pdf (2782K)
2020-09-10
2024-25 Member Renewal Form
2024-25 TEPF Membership Renewal Form.pdf (141K)
2024-08-15
Jeff Chadwick 10.10.22 Supporting Document
Paper - Planning for Clients Who Might Have a Taxable Estate - Tulsa Estate Planning Forum - Chadwick.pdf (416K)
2022-10-10
Paul Lee PowerPoint
Top Tax and Estate Planning Techniques Slides (Tulsa 2024).pdf (753K)
2024-05-15
Bob Keebler's Presentation 5.17.22
Best of the Top 40 Keebler, Robert TEPF May 17, 2022.pdf (2283K)
2022-05-13
Summit Club Parking Instructions
Summit Club Parking Instructions.pdf (198K)
2024-05-14
Don Jansen PowerPoint 3.14.22
02. Jansen Presentation - TEPF 03.14.2022.pdf (230K)
2022-03-14
Alan Gassman Powerpoint Presentation
Gassman_Alan - NAEPC Webinar.pdf (4674K)
2023-12-14
Planning for Millennials Bio & Handout
PRE- Wakeman Tulsa Estate Planning Forum- DOs and DON'Ts of Estate Planning for Millennials.pdf (530K)
2022-01-27
Chris Hoyt Handout 3 11.13.23
2023 -Secure 2.0_Section by Section SENATE Summary 12-19-22 FINAL.pdf (268K)
2023-11-07
Protecting Your Digital Assets with Betsy Ehrenberg
2021-TEASER_How_to_Protect_Your_Client's_Digital_Assets_Betsy L. Ehrenberg.pdf (6412K)
2021-09-29
Eido Walny PowerPoint 10.09.23
Celebrityppt.Tulsa.1023.pptx (732K)
2023-10-06
Michael Abboud PowerPoint
Tulsa Estate Planning Forum Presentation 1.13.24 Michael Abboud.pdf (5877K)
2025-01-14
9/13/21 Handouts - Chris Hoyt
0Hoyt-SECURE ACT-tables and computations.pdf (200K)
2021-09-17
Marty Shenkman 5.16.23 Presentation
2023 04 17 Shenkman Nuggets.pdf (886K)
2023-05-19
Sam Donaldson 2021 Materials
Recent Developments Apr 2021.pdf (1838K)
2021-07-15
Leslie Kiefer Amann White Paper
TEPF November 2024 Shakespeare White Paper.pdf (2179K)
2024-11-01
Economic Update Tony Malloy NYL 1.09.23
Economic Update Tony Malloy NYL 1.09.22.pdf (991K)
2023-01-09
SLATs Shenkman & Blattmachr
SLAT 3 Slides Per Page - webinar Jul 15 2017.pdf (171K)
2020-11-09
Susan Rounds PowerPoint
Susan Rounds PowerPoint.pdf (838K)
2024-09-04
Steve Akers Handout #1 (11.14.22)
Estate Planning Tax Update Highlights Overview with pages 09 26 22.pdf (183K)
2022-10-18
2024-25 New Member Application
2024-25 TEPF Membership New Member Application.pdf (139K)
2024-08-15
Jeff Chadwick 10.10.22 powerpoint
PowerPoint - Planning for Clients Who Might Have a Taxable Estate - Tulsa Estate Planning Forum - Chadwick.pdf (112K)
2022-10-10
Paul Lee Outline
Top Planning Techniques Outline (Tulsa 2024).pdf (3236K)
2024-05-15
Matthew Pate Presentation
Matthew Pate PowerPoint 4.11.22.pdf (721K)
2022-04-11
March 2024 Shacklett & Mitchell Handout
20240222 Latest Draft TEPF Paper (00858262-2xB6E08).pdf (1196K)
2024-03-05
2022 Economic Update PowerPoint
202201 January Economic Presentation_Tulsa Estate Planning Forum.pptx (3723K)
2022-01-27
Chris Hoyt Handout 2 11.13.23
2023-Tulsa-Hoyt-PowerPoint-Nov 2023.pdf (553K)
2023-11-10