Meeting Presentations

November 21, 2012 Presentation
Shareholder Agreements - Issues in Succession Planning
Presented by Gary Clarke, CLU TEP
(Presentation Slides download)

November 16, 2011 Presentation
Wills and Succession Act: 13 things you should know about
Presented by Averie McNary (AB Justice Legislative Reform)
(PowerPoint Presentation download | Wills & Succession Act PDF download)

March 16, 2011 Presentation
Trustee Investment Powers: the Higher Standard of Prudence
Presented by Christopher Turnbull
(PDF download)

November 17, 2010 Presentation
The State of US Estate Tax & Other US Related Tax Matters : What Advisors Need to Know
Presented by Terry Ritchie
(PDF download)

October 2010 President's Dinner
Lessons from the Family Office
presented by Tim Cestnick
(PDF download)

November 18, 2009 Presentation
Charitable Gifting Issues and Strategies
presented by Chris Ireland
(PowerPoint download)

October 2009 President's Dinner
Hot Tax and Estate Issues for Investors
presented by Jamie Golombek
(PDF download)

March 2007 Meeting Presentation
Trustee Duties and Post Mortem Planning
(PDF download)

February 2007 Meeting Presentation
Use of Trusts in Blended Family Estate Planning
(PDF download)

January 2007 Meeting Presentation
Preserving an Endangered Species... The Family Business
(PowerPoint download)

 

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