Document Library

Articles

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

Events

File Name Date Added
2017 Golf Tournament Details and Forms 06/26/2017
2015 Golf Tournament Registration 09/08/2015
2016 Golf Tournament Sponsors 06/26/2017
2016 Golf Tournament Registration and Sponsorship Forms 07/13/2016
20170216 | Estate Tax Planning Without a Federal Estate Tax Slides | Charles Fox, IV 07/05/2017
20170216 | Estate Planning Without A Federal Estate Tax Outline | Charles Fox, IV 07/05/2017

Meeting Materials

File Name Date Added
20160211 | Delaware Trusts | Michael Gordon 10/12/2015
2015 Golf Tournament Sponsors 07/11/2016
20170309 | Heckerling Review Webinar Slides | U.S. Trust Team 07/05/2017
01182018_Tax Reform Review_Irene Estrada 01/19/2018
12052017 | Additional Materials | Kathryn Miree 12/11/2017
20151028 | Social Security Presentation | BlackRock® 09/10/2015
12052017 | How to Talk to Clients About Philanthropy | Kathryn Miree 12/11/2017
20170119 | Selected Issues in the Preparation of Form 1041 | Donald Williamson 07/05/2017
20151028 | Strategies for Collecting Social Security Retirement Benefits | BlackRock® 09/08/2015
11092017 | Private Placement Life Insurance | Dennis Dennis McMahan 12/11/2017
20160303 | Heckerling Webinar | U.S. Trust 03/03/2016
20161109 | The Election is Over - Now What? | Kenneth Kies 07/05/2017
20151028 | Understanding Social Security Retirement Benefits Brochure | BlackRock® 09/08/2015
09132017 | Intergenerational Split Dollar | James McNair 12/11/2017
20160121 | Gift Tax Return Slides | Sarah Johnson, Esq. 02/10/2016
20160121 | Gift Tax Return Outline | Sarah Johnson, Esq. 02/10/2016
20160921 | New Proposed Regulations Restrict Valuation Discount Planning | Howard Zaritsky 09/22/2016
20141021 | DC Tax Law Update | Beth Kaufman, Esq. 07/30/2015
20160303 | Heckerling Webinar | Speaker Bios 01/04/2016
20150127 | Grantor Intent and Fiduciary Flexibility | R. Hugh Magill 07/30/2015
20151117 | Life Insurance and International Client | Leigh-Alexandra Basha 11/20/2015
20150227 | Musings from the 49th Heckerling Institute | Steve Akers, Esq. 07/30/2015
20151117 | Life Insurance and the International Client | Rodney Bench 11/20/2015

Member Communications

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

Membership Information

File Name Date Added
Membership Eligibility Requirements 07/31/2017
2016-2017 Membership Nomination Package 07/31/2017
2017-2018 Membership Nomination Package 08/02/2017
Leimberg Service Member Access Instructions 09/06/2016

Other Documents

File Name Date Added
2016 - 2017 Sponsorship Opportunities 04/04/2017
Council Bylaws 05/02/2016
2017-2018 Sponsorship Opportunities 07/24/2017