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Administration

Restated Bylaws (2011) - Restated Bylaws (February 2011)

2012-2013 Board of Directors -

Annual Seminar

2012 Annual Seminar Postcard - 2012 Annual Seminar Postcard

2014 Annual Seminar Brochure -

2012 Annual Seminar Brochure - 2012 Annual Seminar Brochure

2014 Annual Seminar Save the Date - 2014 Annual Seminar Save the Date

2013 Annual Seminar Brochure - 2013 Annual Seminar Brochure

2013 Annual Seminar Save the Date -

Certificates of Attendance

Certificate of Attendance (November 2013) - Bruce S. Ross Financial Elder Abuse: Lessons Learned from the Mickey Rooney Case November 13, 2013

Certificate of Attendance (March 2013) - "How to Avoid the New 3.8% Medicare Surtax (and 20% Long-Term Capital Gains Rates) on Trusts & Why AB Trusts Need to Change to Remain Relevant Edwin P. Morrow III

Certificate of Attendance (November 2012) - "Preserving Family Wealth and Family Cohesiveness in a Challenging Time: Families to Implement a Family Risk Management Policy" by Patricia Annino November 14, 2012

Certificate of Attendance (September 2012) - "Tax Legislative Update on Estate, Gift, and Generation-Skipping Transfer Tax Issues" by Mark A. Prater September 11, 2012

Certificate of Attendance (September 2013) - George D. Karibjanian Same-Sex Planning in a Post-Windsor and Perry World September 18, 2013

Certificate of Attendance (May 2013) - Thomas M. Forrest Selecting or Changing Trust Situs — Roadblocks, Speed Traps, and Hazards! May 15, 2013

Certificate of Attendance (March 2013) - Edwin P. Morrow III How to Avoid the New 3.8% Medicare Surtax (and 20% Long-Term Capital Gains Rates) on Trusts & Why AB Trusts Need to Change to Remain Relevant March 13, 2013

Certificate of Attendance (May 2012) - "Funding Estate Tax Liabilities (6166, 6161, Graegin Notes)" by Stephanie Loomis-Price May 16, 2012

Certificate of Attendance (March 2012) - "From Zoom to Doom? The Risks of Do-It-Yourself Estate Planning" by Wendy S. Goffe March 14, 2012