2007-2008 Meeting Archives
Speaker and Topic Member only access
October 1, 2007
William R (Trey) Cousins III
Family Limited Partnerships
Meeting Announcement
Handout
CE certificate
CLU CE certificate
November 5, 2007
Christopher Erblich
Buy Sell Agreements
Meeting Announcement
Handout
CE Certificate
CLU CE Certifcate
January 7, 2008
Angela Hallier
Community Property

Meeting Announcement
Handout
CE Certificate
CLU CE Certificate

February 4, 2008
Kathryn Miree
Charitable Gift Planning Update

Meeting Announcement
Sample Endowment (word doc)
Handout
CAEPC 2008 Top Ten Charitable Ideas
CE Certificate
CLU CE Certificate

March 3, 2008
John R. Becker
Closing Estates
Meeting Announcement
Handout
CE Certificate
CLU Certificate
May 5, 2008
David English
Univorm Trust Code
 

All documents in pdf

 

© CAEPC 2006-2007