Document Library

Categories

Council Documents

Document Name Date Added
Planning for Millennials - Christine Wake
Tusla Estate Planning Forum DOs and DON'Ts of Estate Planning for Millennials.pdf (3107K)
 2021-11-09
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
9/13/21 Presentation - Chris Hoyt
2021-Tulsa--Hoyt POWERPOINT-Sept 2021.pdf (652K)
 2021-09-17
9/13/21 Handouts - Chris Hoyt
0Hoyt-SECURE ACT-tables and computations.pdf (200K)
 2021-09-17
2021-22 New Member Application
TEPF Membership New Member Application 2021.pdf (165K)
 2021-08-17
Sam Donaldson 2021 Materials 2
Recent Developments Apr 2021.pdf (1838K)
 2021-07-15
Sam Donaldson 2021 Materials
Recent Developments Apr 2021.pdf (1838K)
 2021-07-15
March 2021 Presentation
Tulsa Estate Planning Presentation.03.01.21.pdf (694K)
 2021-03-02
SLATs Shenkman & Blattmachr
SLAT 3 Slides Per Page - webinar Jul 15 2017.pdf (171K)
 2020-11-09
Bob Keebler Slides 9.10.20
Planning Should there be a Biden Administration.pdf (2782K)
 2020-09-10

Archived Presentations

Document Name Date Added
Deb Greubel Bio
Deborah Greubel Bio.pdf (1249K)
 2020-08-21
02. Elizabeth Morgan Photo
02. Elizabeth (Schurig) Morgan Headshot 2010.jpg (1497K)
 2020-08-21
Jeremy Jennings Presentation
Jeremy Jennings Presentation.pptx (349K)
 2020-08-21
Chris Hoyt Handout
Chris Hoyt Handout.pdf (1138K)
 2020-08-21
Kingan Bio
Bio2012Kingan.doc (25K)
 2020-08-21
Ryan Mason Bio
Mason_Ryan Bio.pdf (19K)
 2020-08-21
Jim Huntzinger BOK Presentation 1.13.20
Jim Huntzinger, BOK Financia Presentation 1.13.20.pdf (1131K)
 2020-08-21
Sean Kouplen Speaking Notes
Speaking Notes_James Maddux.doc (19K)
 2020-08-21
Curtis Shacklett Pic
Shacklett Pic.bmp (17815K)
 2020-08-21
Blattmachr 7
Blattmachr 7.pdf (297K)
 2020-08-21
01. Elizabeth Morgan Bio
01. Elizabeth Morgan Bio.pdf (58K)
 2020-08-21
Jeremy Jennings Bio
Jeremy Jennings Bio.docx (47K)
 2020-08-21
50 Estate Planning Gems
John Bergner Estate Planning Gems -Presentation Pdf Tulsa EPF Oct 8th 2018.pdf (5669K)
 2020-08-21
Bey Bio
Bio Bey 2012-08-08.docx (16K)
 2020-08-21
Nancy Rapoport Slides
Nancy Rapoport Slides.pdf (492K)
 2020-08-21
R. Matthew Pate Presentation 10.14.19
Pate, Matthew, JD, LLM Tulsa EP Forum Meeting (October 2019).pdf (512K)
 2020-08-21
Michael Noland pic
Michael Noland pic.jpg (115K)
 2020-08-21
Curtis Shacklett Bio
Shacklett Bio.docx (18K)
 2020-08-21
Blattmachr 6
Blattmachr 6.pdf (372K)
 2020-08-21
Thom Irwin Bio
Bio - Thom Irwin.pdf (145K)
 2020-08-21
H. Vince Synan Bio
HVSbio 2014 Tulsa Estate Planning Forum.pdf (19K)
 2020-08-21
Bob Keebler May 2018 Presentation
Bob Keebler Presentation Tax Reform and Best Ideas in 2018.pdf (1527K)
 2020-08-21
Bey Photo
Bey 2012-08-08.jpg (600K)
 2020-08-21
Nancy Rapoport Bio
Prof_Rapoport_bio_10_6_14.docx (19K)
 2020-08-21
Abigail Earthman Outline
9-09-2019 Tulsa Estate Planning Council Abigail Earthman Heckerling Outline w Use Authorization.pdf (1472K)
 2020-08-21
Mike McConnell Photo
McConnell.JPG (120K)
 2020-08-21
Keebler Pic
Keebler012(1).JPG (162K)
 2020-08-21
Street School Information February 2012
Planned Giving Program for Tulsa Estate Presentation.pdf (83K)
 2020-08-21
DOMA - Eye on Washington
Eye on Washington - DOMA January 2014 edition.pdf (735K)
 2020-08-21
Rick Riddle Handout
Rick Riddle Handout.pdf (413K)
 2020-08-21
15. Foreign Reporting Get It Right
15. Foreign Reporting Get It Right.pdf (3652K)
 2020-08-21
Nancy Rapoport Bio PDF
Prof_Rapoport_bio_10_6_14.pdf (116K)
 2020-08-21
Abigail Earthman Presentation
8-19-2019 Tulsa Estate Planning Council - Cryptocurrency PPT Presentati._.pdf (1629K)
 2020-08-21
Keebler Bio
RSK Resume - Long.doc (91K)
 2020-08-21
Blattmachr 5
Blattmachr 5.pdf (12243K)
 2020-08-21
Mitch Frankfurt Presentation
Mitch Frankfurt Presentation.ppt (13031K)
 2020-08-21
DOMA Presentation
DOMA Presentation.pdf (275K)
 2020-08-21
Gale Allison Handout
PETTY.PIECES.pdf (796K)
 2020-08-21
14. Alarming Potential
14. Alarming Potential.pdf (2280K)
 2020-08-21
Bob McCormick Presentation
TEPF January 2015 Talk - Distribution.pdf (1410K)
 2020-08-21
Scroggin G Handout
Personal Property Ownership.List_single_.pdf (9K)
 2020-08-21
Keebler Picture
Keebler012.JPG (466K)
 2020-08-21
Blattmachr 4
Blattmachr 4.pdf (1998K)
 2020-08-21
Mitch Frankfurt bio
Mitch Bio.doc (28K)
 2020-08-21
Economic & Market Outlook (2014)
BOK Financial - Economic and Market Outlook - TEPF.pdf (929K)
 2020-08-21
Duggan HANDOUT
Duggan, Jim Taming the Planning BEAST-Handout.pdf (788K)
 2020-08-21
13. Fact or Fiction
13. Fact or Fiction.pdf (2344K)
 2020-08-21
Bob McCormick Bio
Bob McCormick Bio.pdf (14K)
 2020-08-21
Scroggin F Handout
Personal Property Ownership.List_married_.pdf (10K)
 2020-08-21
R. Matthew Pate Bio
Pate Bio.pdf (518K)
 2020-08-21
Blattmachr 3
Blattmachr 3.pdf (998K)
 2020-08-21
October 2011 Presentation - Dr. Clark
TEPF Presentation by Dr Clark.pptx (344K)
 2020-08-21
Jim Huntzinger Bio
Jim Huntzinger's BioPicture.ppt (505K)
 2020-08-21
Don Jansen Bio
Don Jansen Bio.pdf (30K)
 2020-08-21
12. Life Ins. Tables
12. Life Ins. Tables.doc (110K)
 2020-08-21
Jeff Chadwick Presentation
Jeff Chadwick Presentation.pdf (214K)
 2020-08-21
Scroggin E Handout
Personal Property Disposition Checklist (2019).pdf (144K)
 2020-08-21
Bey Powerpoint
Bey Powerpoint.pptx (165K)
 2020-08-21
Blattmachr 2
Blattmachr 2.pdf (580K)
 2020-08-21
November 2011 Presentation & Bio
Presentation to TEPF on November 8, 2011.doc (26K)
 2020-08-21
Jim Huntzinger Photo
Jim Huntzinger.png (444K)
 2020-08-21
Michael Noland Handout
Handouts - Printable Michael Noland.pdf (126K)
 2020-08-21
11. Spendthrift Table 6
11. Spendthrift Table 6.doc (49K)
 2020-08-21
Jeff Chadwick Slides
Jeff Chadwick Slides.pdf (56K)
 2020-08-21
Scroggin D Handout
Partial Checklist of Actions as a Result of Divorce(2019).pdf (148K)
 2020-08-21
Ibbotson Charts 3-23-10
Tulsa Estate Planning Forum 3-23-2010.pdf (872K)
 2020-08-21
Josh Hazelwood - Pic
Josh Hazelwood.png (68K)
 2020-08-21
Blattmachr 1
Blattmachr 1.pdf (751K)
 2020-08-21
Power Point of Decanting
03.a Power Point of Decanting.pdf (141K)
 2020-08-21
Medlin Handout
2013 Handout.pdf (62K)
 2020-08-21
Curt Shacklett Presentation
Curtis Shacklett Presentation.PDF (2220K)
 2020-08-21
10. Spendthrift Table 5
10. Spendthrift Table 5.doc (216K)
 2020-08-21
Jeff Chadwick Handout
Jeff Chadwick Handout.pdf (303K)
 2020-08-21
Scroggin C Handout
Partial Checklist for a Terminally Ill Client(2014).pdf (105K)
 2020-08-21
Gale Allison Presentation Outline
9.22.09.Allison SPEECH.pdf (486K)
 2020-08-21
Josh Hazelwood Bio
Josh Hazelwood Bio.doc (24K)
 2020-08-21
Power Point To Elect or Not to Elect
02.a Power Point To Elect or Not to Elect.pdf (143K)
 2020-08-21
Steve Idoux Presentation
Healthcare Reform .pdf (3871K)
 2020-08-21
Michael Noland Bio
Noland, Michael BIO.pdf (14K)
 2020-08-21
09. Spendthrift Table 4
09. Spendthrift Table 4.doc (130K)
 2020-08-21
David McKinney Presentation
McKinney PP.pptx (245K)
 2020-08-21
Scroggin B Handout
Changing your Tax Domicile (2019).pdf (170K)
 2020-08-21
Jeff Stoermer
Jeff Stoermer.JPG (894K)
 2020-08-21
Medlin, Deryl - Handout
TulsaOutline10-25-12.pdf (64K)
 2020-08-21
Steve Brand Presentation
Steve Brand Presentation.pdf (1292K)
 2020-08-21
James Barry - Bio
TNG Executive Profile - Jim Barry from MRN.docx (252K)
 2020-08-21
DOL Fiduciary Rule Presentation
DOL Slides Estate Planning (Tulsa) FINAL.pdf (2801K)
 2020-08-21
08. Spendthrift Table 3
08. Spendthrift Table 3.doc (456K)
 2020-08-21
Jeff Chadwick Bio
Jeff Chadwick Bio.docx (11K)
 2020-08-21
Scroggin A Handout
Evolving Trends & Changing Laws (Tulsa Handout).pdf (1800K)
 2020-08-21
Post-Mortem PLanning Outline
09 POST MORTEM PLANNING - Tulsa OK 5-19-09.pdf (220K)
 2020-08-21
Medlin, Deryl - Pic
from website.jpg (15K)
 2020-08-21
Clay Nickel Presentation 2016
Clay Nickel Presentation 2016.pdf (7119K)
 2020-08-21
Power Point Tax Relief Act
01.a Power Point Tax Relief Act.pdf (147K)
 2020-08-21
Jeffrey Alderman MD Bio
Alderman Bio.Pic.docx (29K)
 2020-08-21
John Kim Presentation
2017 Ecomonic Update with John Kim.pdf (732K)
 2020-08-21
07. Spendthrift Table 2
07. Spendthrift Table 2.doc (213K)
 2020-08-21
Steven Akers Bio
Akers Bio 03 24 14.docx (13K)
 2020-08-21
Indian Title Research Presentation Appendix - Jennifer Kreig
2018-06-14 Krieg - Title Research Indian Country Appendix.pdf (6712K)
 2020-08-21
Maddux Picture
Maddux James.jpg (3800K)
 2020-08-21
Medlin, Deryl - Bio
2012.10.12 Biography - William Deryl Medlin.pdf (42K)
 2020-08-21
John Bergner Materials
Bergner Materials.pdf (602K)
 2020-08-21
To Elect or Not To Elect Carry Over Basis
02. To Elect or Not To Elect Carry Over Basis.pdf (122K)
 2020-08-21
Steve Bigge Bio
Stephen J Bigge Bio.pdf (38K)
 2020-08-21
Suisan Bart Outline
Susan Bart Outline.pdf (127K)
 2020-08-21
06. Spendthrift Table 1
06. Spendthrift Table 1.doc (103K)
 2020-08-21
Ken Levitt Photo
KenPhoto.jpg (54K)
 2020-08-21
Indian Title Research Presentation - Jennifer Krieg
2018-06-14 Krieg - Title Research in Indian Country.pptx (912K)
 2020-08-21
R Alexander Bio and Presentation
R Alexander Bio and Presentation.pdf (1275K)
 2020-08-21
Travis Smith Outline
Travis Smith Outline.pdf (64K)
 2020-08-21
John Bergner Presentation
John Bergner Presentation.pdf (151K)
 2020-08-21
Outline Materials Decanting
03. Outline Materials Decanting.pdf (3295K)
 2020-08-21
Steve Bigge Presentation
Bigge, Steve TEPF Presentation - Bet to Live and Bet to Die Strategies.pdf (347K)
 2020-08-21
Estate Planning and Digital Assets
Digital Assets.pdf (8120K)
 2020-08-21
05. LP Statute Table
05. LP Statute Table.doc (116K)
 2020-08-21
Robert Keebler Powerpoint
The Top 25 Best Planning Ideas.pdf (1824K)
 2020-08-21
Gary Flotron Presentation
Flotron, Gary Tulsa EPF What Evey Presentation - 2019-02-11.pdf (537K)
 2020-08-21
Travis Smith Bio
Travis Smith Bio.docx (14K)
 2020-08-21
Dr Alan Campbell Bio
Dr _Alan_Campbell_Bio-Final.docx (12K)
 2020-08-21
Tax Relief Act Outline Materials
01. Tax Relief Act Outline Materials(2).pdf (1792K)
 2020-08-21
Susan Bart Bio
Susan T. Bart - Bio Paragraph - 3022687_29.pdf (11K)
 2020-08-21
04. LLC Statute Table
04. LLC Statute Table.doc (134K)
 2020-08-21
Robert Keebler Outline
Top 25 Best Planning Ideas (timed outline).docx (15K)
 2020-08-21
Gary Flotron Article
Call to Action Article Gary Flotron.pdf (445K)
 2020-08-21
Travis Smith Materials
Medicaid Materials.pdf (184K)
 2020-08-21
Clark Southmayd Presentation
TEFP Meeting 15-04-21 - Working Interest vs Mineral Interest.pdf (308K)
 2020-08-21
Shirley Cox Outline - Medicaid and POA's
Medicaid and Powers of Attorney 2.ppt (6819K)
 2020-08-21
Keebler PowerPoint Presentation
Bob Keebler Tulsa EPF May 2013.pdf (2447K)
 2020-08-21
POLST Presentation
POLST Presentation for TEPF.pdf (4628K)
 2020-08-21
03. TEPF Presentation
03. Tulsa Estate Planning Forum Presentation.pdf (258K)
 2020-08-21
H. Vince Synan Presentation
MM - Est Planning with Whole Life v6.2 2014 0407.pptx (2076K)
 2020-08-21
Scott Colbert Presentation
20190114 Tulsa Estate Planning Forum Presentation.pdf (2581K)
 2020-08-21
Faith Orlowski - Oil & Gas Transfers Handout
TEPF - Faith Orlowski Seminar Handout - Mineral & Leasehold Inheritance (9-11-12).pdf (1140K)
 2020-08-21
Securing Social Security
Ryan Mason Presentation.pdf (859K)
 2020-08-21
DC Roberts Outline
Tulsa Estate Planning Forum Presentation Outline - DC Roberts(1).docx (63K)
 2020-08-21
Curtis Shacklett- Trust Advisor
Shacklett TEPF Presentation 04-2013.pdf (1476K)
 2020-08-21