Document Library

Categories

1. Membership Information

Document Name Date Added
2018-2019 Membership Nomination Package 2019-09-19
Membership Eligibility Requirements 2017-07-31
2019-2020 Membership Nomination Package 2019-09-19
Leimberg Service Member Access Instructions 2016-09-06

2a. Meeting Materials | 2019-2020 Meetings

Document Name Date Added
2019.07.15 | Decision in Kaestner: How Far Can States Go to Tax Discretionary Trusts? | Anna Moody, 2019-07-29
2019.10.2 | Trusts as Beneficiaries of IRAs | Michael Kitces 2019-10-03
2019.9.10 | Planning for the Tech Entrepreneur | Jennifer Goode 2019-09-17

2b. Meeting Materials | 2018-2019 Meetings

Document Name Date Added
2019.3.18 | Private Split Dollar Life Insurance | Joshua Husbands 2019-07-29
2019.2.21 | Heckerling Review Webinar | U.S. Trust 2019-07-29
2019.1.24 | Impact Investing | Karen Wawrzaszek 2019-07-29
2018.12.13 | Estate and Trust Management for a Brave New World | Hugh Magill 2019-07-29
2018.10.18 | Bill Sanderson and Robert Wynne } McGuire Woods 2019-07-29
2018.11.13 | Business Entity Planning and the 199A Pass-through Deduction Outline | Steve Gorin 2019-07-29
2018.11.13 | Business Entity Planning and the 199A Pass-through Deduction All Slides | Steve Gorin 2019-07-29

2c. Meeting Materials | 2017-2018 Meetings

Document Name Date Added
2018.03.06 | 2018 Heckerling Review | U.S. Trust Team 2019-07-29
2017.02.16 | Estate Tax Planning Without a Federal Estate Tax Slides | Charles Fox, IV 2018-12-19
2018.02.13 | Decanting (Wine) | Scott Greenberg 2019-07-29
2018.02.13 | Decanting (Trusts) | Farhad Aghdami and Dan Durst 2019-07-29
2018.01.18 |Tax Reform Review | Irene Estrada 2019-07-29
2017.12.05 | Additional Materials | Kathryn Miree 2019-07-29
2017.12.05 | How to Talk to Clients About Philanthropy | Kathryn Miree 2019-07-29
2017.11.09 | Private Placement Life Insurance | Dennis Dennis McMahan 2019-07-29
2017.09.13| Intergenerational Split Dollar | James McNair 2019-07-29

2d. Meeting Materials | 2016-2017 Meetings

Document Name Date Added
2017.03.09 | Heckerling Review Webinar Slides | U.S. Trust Team 2019-07-29
2016.01.21 | Gift Tax Return Slides | Sarah Johnson, Esq. 2018-12-19
2017.02.16 | Estate Planning Without A Federal Estate Tax Outline | Charles Fox, IV 2019-07-29
2017.01.19 | Selected Issues in the Preparation of Form 1041 | Donald Williamson 2019-07-29
2015.11.17 | Life Insurance and International Client | Leigh-Alexandra Basha 2018-12-19
2016.11.09 | The Election is Over - Now What? | Kenneth Kies 2019-07-29
2016.09.21 | New Proposed Regulations Restrict Valuation Discount Planning | Howard Zaritsky 2019-07-29
2016.02.11 | Delaware Trusts | Michael Gordon 2018-12-19

2e. Meeting Materials | 2015-2016 Meetings

Document Name Date Added
2015.10.28 | Social Security Presentation | BlackRock® 2019-07-29
2015.10.28 | Strategies for Collecting Social Security Retirement Benefits | BlackRock® 2019-07-29
2016.03.03 | Heckerling Webinar | U.S. Trust 2019-07-29
2015.10.28 | Understanding Social Security Retirement Benefits Brochure | BlackRock® 2019-07-29
2016.01.21 | Gift Tax Return Outline | Sarah Johnson, Esq. 2019-07-29
2015.11.17 | Life Insurance and the International Client | Rodney Bench 2019-07-29

2f. Meeting Materials | 2014-2015 Meeting

Document Name Date Added
2014.10.21 | DC Tax Law Update | Beth Kaufman, Esq. 2019-07-29
2015.01.27 | Grantor Intent and Fiduciary Flexibility | R. Hugh Magill 2019-07-29
2015.02.27 | Musings from the 49th Heckerling Institute | Steve Akers, Esq. 2019-07-29

3a. Articles | District of Columbia

Document Name Date Added
2016.09 | Washington, D.C. Law Developments 2018-12-19
2014.06.19 | District of Columbia Law Developments | William Davis, Esq. 2018-12-19
2015.10.11 | District of Columbia Law Developments | Edward Varrone, Esq. 2018-12-19
2018 DC Law Update | Edward Varrone 2018-12-19
2017.06 | DC Law Developments | Edward Varrone, Esq._Michelle Evans, Esq. 2018-12-19

3b. Articles | Maryland

Document Name Date Added
2014.06.19 | Maryland Law Developments | Charles Abell, Esq. 2018-12-19
2016.09 | Maryland Law Developments 2018-12-19
2015.10.11 | Maryland Law Developments | Charles Abell, Esq. 2018-12-19
2017.06 | Maryland Law Developments | Rachel Burke, Esq. 2018-12-19
2018 Maryland Law Update | Rachel Burke 2018-12-19
2018-2019 Maryland Legislative Update | Jonathan G. Lasley, Esq. 2018-12-19

3c. Articles | Virginia

Document Name Date Added
2014.06.19 | Virginia Law Developments | Molly Walls, Esq. 2018-12-19
2016.09 | Virginia Law Developments 2018-12-19
2018 Virginia Law Update | Christopher Guest 2018-12-19
2015.10.11 | Virginia Law Developments | Christopher Guest, Esq. 2018-12-19
2017.06 | Virginia Law Developments | Christopher Guest, Esq. 2018-12-19

4. Member Communications

Document Name Date Added
2015.09.08 | Member Survey 2018-12-19

4a. Member Communications | Social Media

Document Name Date Added
2015.02.10 | WDCEPC LinkedIn Group 2018-12-19
2015.10.11 | Website Announcement 2018-12-19
2017.08 | Communications Minute 2018-12-19
2016.07 | Communications Update 2018-12-19
2015.08 | Website Announcement 2018-12-19

4b. Member Communications | Presidents' Messages

Document Name Date Added
2017.04.30 | President's Message 2018-12-19
2016.04 | President's Message 2018-12-19
2015.08 | President's Message 2018-12-19
2015.11 | President's Message 2018-12-19
2016.08 | President's Message 2018-12-19
2016.06 | President's Message 2018-12-19
2017.05.30 | President's Message 2018-12-19

5. Events

Document Name Date Added
2017 Golf Tournament Sponsors 2018-06-25
2019 Golf Tournament Details 2019-06-17
2015 Golf Tournament Sponsors 2018-07-03
2016 Golf Tournament Sponsors 2017-06-26
2018 Golf Tournament Player and Sponsor Details 2018-08-20
Hariton Fundamentals Course Curriculum 2019-09-16

6. Other Documents

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