Document Library

1. Membership Information

File Name Date Added
Leimberg Service Member Access Instructions 09/06/2016
2018-2019 Membership Nomination Package 08/07/2018
Membership Eligibility Requirements 07/31/2017

2. Meeting Materials

File Name Date Added
20151028 | Understanding Social Security Retirement Benefits Brochure | BlackRock® 09/08/2015
02132018 | Decanting (wine) | Scott Greenberg 02/16/2018
20160121 | Gift Tax Return Slides | Sarah Johnson, Esq. 02/10/2016
20170216 | Estate Planning Without A Federal Estate Tax Outline | Charles Fox, IV 02/23/2018
02132018 | Decanting (Trusts) | Farhad Aghdami and Dan Durst 02/16/2018
20160121 | Gift Tax Return Outline | Sarah Johnson, Esq. 02/10/2016
20170119 | Selected Issues in the Preparation of Form 1041 | Donald Williamson 07/05/2017
20141021 | DC Tax Law Update | Beth Kaufman, Esq. 07/30/2015
01182018_Tax Reform Review_Irene Estrada 01/19/2018
20160303 | Heckerling Webinar | Speaker Bios 01/04/2016
20161109 | The Election is Over - Now What? | Kenneth Kies 07/05/2017
20150127 | Grantor Intent and Fiduciary Flexibility | R. Hugh Magill 07/30/2015
12052017 | Additional Materials | Kathryn Miree 12/11/2017
20151117 | Life Insurance and International Client | Leigh-Alexandra Basha 11/20/2015
20160921 | New Proposed Regulations Restrict Valuation Discount Planning | Howard Zaritsky 09/22/2016
12052017 | How to Talk to Clients About Philanthropy | Kathryn Miree 12/11/2017
20151117 | Life Insurance and the International Client | Rodney Bench 11/20/2015
20150227 | Musings from the 49th Heckerling Institute | Steve Akers, Esq. 07/30/2015
11092017 | Private Placement Life Insurance | Dennis Dennis McMahan 12/11/2017
09132017 | Intergenerational Split Dollar | James McNair 12/11/2017
20160211 | Delaware Trusts | Michael Gordon 10/12/2015
20151028 | Social Security Presentation | BlackRock® 09/10/2015
20170309 | Heckerling Review Webinar Slides | U.S. Trust Team 07/05/2017
20151028 | Strategies for Collecting Social Security Retirement Benefits | BlackRock® 09/08/2015
03062018 | 2018 Heckerling Review | U.S.Trust Team 03/21/2018
20160303 | Heckerling Webinar | U.S. Trust 03/03/2016
20170216 | Estate Tax Planning Without a Federal Estate Tax Slides | Charles Fox, IV 02/23/2018

2a. Meeting Materials | 2018-2019 Meetings

File Name Date Added
2018.10.18 | Bill Sanderson and Robert Wynne } McGuire Woods 11/29/2018
2018.11.13 | Business Entity Planning and the 199A Pass-through Deduction Outline | Steve Gorin 11/29/2018
2018.11.13 | Business Entity Planning and the 199A Pass-through Deduction All Slides | Steve Gorin 11/29/2018

3. Articles

File Name Date Added
201609 | Washington, D.C. Law Developments 07/05/2017
201609 | Virginia Law Developments 09/14/2016
20140619 | Virginia Law Developments | Molly Walls, Esq. 07/30/2015
201609 | Maryland Law Developments 09/14/2016
20140619 | Maryland Law Developments | Charles Abell, Esq. 07/30/2015
20140619 | District of Columbia Law Developments | William Davis, Esq. 07/30/2015
2018 DC Law Update | Edward Varrone 09/14/2018
201706_DC Law Developments_Edward Varrone, Esq._Michelle Evans, Esq. 08/14/2017
20151011 | District of Columbia Law Developments | Edward Varrone, Esq. 10/11/2015
2018 Virginia Law Update | Christopher Guest 09/14/2018
201706_Maryland Law Developments_Rachel Burke, Esq. 06/26/2017
20151011 | Maryland Law Developments | Charles Abell, Esq. 10/11/2015
2018 Maryland Law Update | Rachel Burke 09/14/2018
201706_Virginia Law Developments_Christopher Guest, Esq. 07/05/2017
20151011 | Virginia Law Developments | Christopher Guest, Esq. 10/11/2015
2018-2019 Maryland Legislative Update | Jonathan G. Lasley, Esq. 09/14/2018

4. Member Communications

File Name Date Added
201508_President's Message 09/03/2015
201511_President's Message 11/13/2015
2015210_WDCEPC LinkedIn Group 10/29/2015
082017 | Communications Minute 08/02/2017
20151011_Website Announcement 10/11/2015
201608 | President's Message 08/28/2016
201607 | Communications Update 08/28/2016
201606 | President's Message 05/30/2017
201508_Website Announcement 09/11/2015
20170530 | President's Message 07/05/2017
2015098_Member Survey 09/11/2015
20170430 | President's Message 07/05/2017
201604_President's Message 05/02/2016

5. Events

File Name Date Added
2015 Golf Tournament Sponsors 07/03/2018
2016 Golf Tournament Sponsors 06/26/2017
2018 Golf Tournament Player and Sponsor Details 08/20/2018
2017 Golf Tournament Sponsors 06/25/2018

6. Other Documents

File Name Date Added
2018-2019 Sponsorship Opportunities 11/19/2018
Council Bylaws 05/02/2016