Next Meeting

Thursday, March 29, 2012

Speaker:
Dana G. Fitzsimons, Jr., McGuireWoods LLP

Topic:
Robbing Momma Blind: Emerging Issues in Elder Financial Abuse, Offensive and Defensive Guardianship

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Document Library

Document Name (Sort)	Date (Sort)
CEPC February 21st Webinar Outline: Portability: T Portability.Webinar Outline.DOC (160K)	2/17/2012
Recent Developments 2011-Hamilton's Outline Speaker Outline.Recent Developments February 2012.pdf (237K)	2/15/2012
CEPC February 15th Program Registration Form Registration Form(2).February 2012.doc (69K)	2/13/2012
IICLE Short Course April 2012.Discount Registratio IICLE Information and Registration Form.pdf (917K)	1/23/2012
CEPC Advertising and Sponsor Listing Advertising and Sponsorship Listing.2012.doc (47K)	1/23/2012
International Estate Planning - Speaker Handout January 2012 Speaker Handout.Schultz.pdf (3598K)	1/19/2012
Art of Non-Cash Charitable Giving.Horwood Powerpoi Speaker.Powerpoint.pdf (4897K)	1/4/2012
Demystifying the Estate Planning Process Demystifying the Estate Planning Process.pdf (7341K)	12/20/2011
CEPC Bylaws.Member Section Amendment Bylaws Member Section Revision approved.pdf (16K)	12/20/2011
CEPC ByLaws.Director Section Amendment Bylaws Directors Section Amendment Approved.pdf (14K)	12/20/2011
December 2011 Speaker Powerpoint Speaker Powerpoint.December 2011.pdf (5929K)	12/15/2011
November 2011 Powerpoint Powerpoint.November 2011.pdf (581K)	11/15/2011
November 2011 Outline Outline.November 2011.pdf (436K)	11/15/2011
Powers of Attorney.Ornduff Outline.October 2011 Powers of Attorney.Ornduff Outline.October 2011.pdf (2676K)	10/25/2011
Art of Non-Cash Charitable Giving.Horwood Outline The Art of Non-Cash Charitable Giving.Horwood Outline.September 2011.pdf (296K)	10/25/2011
Akers Outline4.Defined Value Clause.... Akers Outline4.Defined Value Clause Updates Hendrix and Petter 09 12 11.pdf (71K)	10/6/2011
Akers Outline3.Turner Summary Akers Outline3.Turner Summary FINAL_md 09 12 11.pdf (159K)	10/6/2011
Akers Outline2.Carryover Basis...... Akers Outline2.Carryover Basis Guidance Notice Updated for Notice 2011_76 09 14 11.pdf (243K)	10/6/2011
Akers Outline1.Legistration TRA2010..... Akers Outline1.Legislation TRA 2010_MASTER 08 24 11.pdf (617K)	10/6/2011
2011-2012 CEPC Luncheon Program Schedule 2011-2012 Luncheon Program Schedule.DOC (41K)	9/27/2011
Reduced Fee and Free Legal Services Reduced Fee Legal Services.pdf (203K)	6/30/2011
Civil Unions - Speaker Handouts Speaker Handout(2).pdf (38733K)	5/25/2011
WTTW / MSI Invitation.“A Potpourri of Charitable P WWCI MSI Invite.2011.pdf (134K)	4/28/2011
The Techniques and Troubles of Giving Away The Fa Speaker Handout.March 2011.pdf (90K)	4/25/2011
The Role of Life Insurance in Business Succession Speaker Handout.december 2010.pptx (140K)	4/25/2011
Recent Developments 2010 Speaker Handout.February 2011.DOCX (97K)	4/25/2011
CEPC Website Job Posting Job Posting Form.doc (22K)	12/16/2010
CEPC Webinar Recording: Administering Estates of 2 Webinar Recording Link(2).doc (58K)	11/19/2010
Mending Wayward Wealth Transfer Strategies-Handout Speaker Handout.November 2010.pdf (287K)	11/17/2010
Mending Wayward Wealth Transfer Strategies-Powerpo Speaker Handout.PPT (1812K)	11/17/2010
Ten Things Not To Miss In Charitable Planning-Powe Speaker Handout.October 2010.ppt.pdf (79K)	11/17/2010
The Impact of Healthcare Reform Speaker Handout.September 2010.pdf (190K)	11/17/2010
CEPC Webinar Outline:Administering Estates of 2010 Webinar.Administering Estates of 2010 Decedents.....pdf (7064K)	11/4/2010
CEPC Webinar Powerpoint: Administering Estates of Webinar dec.pptx (105K)	11/4/2010

2009-2010 CEPC PROGRAM SCHEDULE
CEPC Webinar Recording - The Federal Estate, Gift Webinar Recording Link.doc (48K)	2/19/2010
CEPC Webinar Powerpoint - Estate Tax Repeal of 201 Powerpoint Presentation.Final.PPT (41K)	2/2/2010
2009-2010 CEPC PROGRAM SCHEDULE CEPC Program Schedule.Final(2).DOC (36K)	9/28/2009

2009-2010 CEPC YOUNG MEMBERS WORKSHOPS
Basics: The Role of GST Taxes - May 2010 Speaker Ornduff.May 2010 (GST Tax) (2).PPTX (353K)	6/7/2010
Basics: The Role of GST Taxes - May 2010 Handout.Ornduff.GST Basics - CEPC (May 2010).DOC (235K)	6/7/2010
Handling Your First Estate - January 2010 Presentation Handout.January10.pdf (16282K)	6/7/2010
Guardianship Administration - Nov 2009 Speaker Handout(1).pdf (18576K)	6/7/2010

2010 - 2011 CEPC PROGRAM SCHEDULE
CEPC February 16th Program - Recent Developments 2 Announcement(1).February 2011.doc (117K)	2/2/2011

CEPC FORMS
CEPC Member Application Application.2012..doc (61K)	12/28/2011
CEPC BYLAWS Bylaws.December07.pdf (63K)	12/13/2007
CEPC MEMBER SPONSOR FORM sponsor form.Doc (45K)	8/3/2007

SPEAKER HANDOUTS - 2006 - 2007
Estate Planning for Persons With Less Than $5 Mil handout.blattmachr.pdf (3616K)	1/22/2008

SPEAKER HANDOUTS - 2007 - 2008
Guiding Your Clients Through Private (Family) Fou handout.griffin.may.doc (352K)	7/31/2008
Ethical Conflicts/Professional Responsibilities handout.carey.april.pdf (9064K)	4/28/2008
2007 Recent Developments handout.hamilton.2.DOC (259K)	4/28/2008
Educating The Next Generation: Because Money Does January.clemons handout.ppt (3190K)	4/28/2008
Active Management of Life Insurance: Maintaining handout.goldstein12.pdf (1357K)	4/28/2008
Understanding Alternative Investments handout.weinstein 10.pdf (707K)	1/16/2008
Preparing To Sell Your Business handout.ury9.sell your business.pdf (1380K)	12/13/2007
IRA’s Payable to Trusts and Roth IRA Conversions Keebler powerpoint.ppt (426K)	4/18/2007

SPEAKER HANDOUTS - 2008-2009
Navigating Conflicts In Multi-Generational Plannin Outline-Susan Porter.doc (219K)	11/11/2009
Estate Planning For The Unmarried Couple Speaker Outline - Goffe April 23.pdf (422K)	11/11/2009
Federal Estate & Income Tax Legislative Developmen Speaker Outline.Belcher.ppt (1454K)	11/11/2009
Recent Develoipments 2008 Speaker Handout - CEPC 2009 (2008 Cases).doc (415K)	11/11/2009
Planning For The Super Elderly Speaker Handout - December.pdf (1312K)	11/11/2009
Asset Protection Planning From A-Z speaker handout.zaluda.pdf (3528K)	11/11/2009
Premium Financing and Life Settlements--H. Sharfma Sharfman 10-15-08 speech.ppt (3234K)	12/2/2008
Why I Hate IRA’s 09 handouts.pdf (736K)	12/2/2008
2009 Illinois Planning handouts.march.bart.pdf (1090K)	4/28/2008

SPEAKER HANDOUTS 2009-2010
Taking Advantage of the Delaware...Part II Handout.Pulsifer.Part II.pdf (19517K)	6/7/2010
Taking Advantage of the Delaware...Part I Handout.Pulsifer.Part 1.pdf (18136K)	6/7/2010
Avoiding An Identity Crisis: Potential Risks to Yo handouts.Anderson,Kuehl.pdf (14514K)	6/7/2010
Ethical Issues and Best Practices for Estate Plann Handout.Redd.pdf (18299K)	6/7/2010
Recent Developments 2009 Handout.Hamilton(1).doc (348K)	6/7/2010
The Paradoxical Problems for Business Families 01-21-10 CEPC - Paradoxical Problems for Business Families - WARD HANDOUT.ppt (2109K)	6/7/2010
Recent (Non) Developments: Selected Federal and Il Handout.Hamilton.doc (348K)	3/9/2010
Some of the Best Estate Planning Ideas We See Out Speaker Outline.Website Posting(1).pdf (1737K)	3/9/2010
What (Life) Insurance Is Really All About Outline.September 09.pdf (893K)	3/9/2010
IL Virtual Representation Agreements Powerpoint - Bart.Powerpoint Handout.PPT (975K)	2/4/2010
IL Virtual Representation Agreements Handout Handout.Bart.pdf (290K)	2/4/2010
What Executors and Trustees Wish You Knew About Es Speaker Handout.pdf (121K)	2/4/2010

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