Document Library

Council Documents

File Name Date Added
2019 Membership Application and Requirements 01/18/2019
Bylaws 12/03/2015

Meeting Materials

File Name Date Added
Sept 5 2018 Happy Hour 08/15/2018
04252018_Dementia Friendly America 04/27/2018
03062018_Heckerling Review_U.S. Trust Team 03/21/2018
11012017_Income Taxation of Trusts by Megan E. Wernke, Esq. 11/21/2017
03022017_Will Your Clients Outlive Their Life Insurance_Materials_Michael Brohawn 03/02/2017
03022017_Will Your Clients Outlive Their Life Insurance_Slides_Michael Brohawn 03/02/2017
MD State Bar Estate and Trust Study Group Lunches 11/14/2018
Heckerling Highlights_U.S.Trust_03032016 03/03/2016
Planning in the ATRA-Math Slides_Paul Lee_03012016 02/29/2016
Planning in the ATRA-MATH Outline_Paul Lee_03012016 02/29/2016
Gift Tax Returns_Slides_Sarah Johnson_01212016 02/10/2016
Gift Tax Returns_Sarah Johnson_01212016 01/21/2016
Detailed Directions to Birchstone Moore 12/03/2015