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2010-2011 Meeting Archives
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| Speaker and Topic |
Member only access |
October 4, 2010
Richard A Oshins, Esq
Oshins & Associates
A Special Trust: Beneficiary
Defective Inheritor's Trust
("BDIT")
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November 1, 2010
Donald O. Jensen, Esq
University of Texas
Still Crummy After All These Years
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January 10, 2011
John H. Brown, J.D.
Opportunities for Professional Advisors in a Strategic
Business Exit Plan
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February 7, 2011
Samuel A. Donaldson
University of Washington School of Law
Federal Estate Tax Update for Estate Planners With Charitable and Ethics Components
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March 7, 2011
Victor J. Schultz, Esq.
M&I Wealth Management
New Developments in Planning for Distributions from IRAs and Qualified Retirement
Plans
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May 2, 2011
Marianne M. Jennings, J.D.
ASU, W.P. Carey School of Business
Ethics for Estate Planners
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