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Southern California Forum
Forum Files
- March 2011 - Estate Tax Law Update - Presentation by Stephen Bigge.pdf (PDF)
- June 2011 Meeting -Asset Protection in California-Jay Adkisson.pdf (PDF)
- June 2011 Meeting -People and Money Handouts - Jan Copley.pdf (PDF)
- June 2011 Meeting - Judicial Council of California.pdf (PDF)
- June 2011 Meeting -People and Money Presentation- Jan Copley.pdf (PDF)
- Oct 2011 Meeting - Bio - ONE PAGE.doc ()
- Oct 2011 Meeting - Business Succession Planning 2011 outline.DOC ()
- Oct 2011 Meeting - The Rainmaker Institute.pdf ()
- Feb 2012 Meeting - PLR 200537044 Keebler-Kavesh Switch.pdf ()
- Feb 2012 Meeting - Reg 1 401_a__9_-4 Determination of the designated beneficiary .pdf ()
- Feb 2012 Meeting - Trust Litigation.pdf ()
- Feb 2012 Meeting - Who Should be Beneficiary of IRA Chicago.pdf ()
- Feb 2012 Meeting - WealthCounsel Trust Protector Presentation.pdf ()
- Feb 2012 Meeting - Required minimum distributions from defined contribution plans.pdf ()