Hoosier Hills Estate Planning Council Logo
Hoosier Hills Estate Planning Council
Next Meeting

Thursday, February 16, 2012

Speaker:
David Maschino; Bradley Minor; John Kotlarczyk, and Kristine Bouaichi

Topic:
Estate and Gift Tax Case Updates

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Document Library

Document Name (Sort) Date (Sort)
July 14 2010 Seminar Handouts
   DOCS1-%23431719-v1-indiana_CLE_materials[1].pdf (106K)		8/24/2010
Summer 2010 HHEPC Newsletter
   Newsletter_07 10 web verson.pdf (401K)		7/6/2010
Selecting A Major Gift Recipient A Guide for Donor
   Selecting A Major Gift Recipient - Guide for Clients - revised.pdf (167K)		7/5/2010
Recent Tax Court Decisions On Inheritance Tax Appr
   Recent Tax Court Decisions on Inheritance Tax Appraisals - bonus article.pdf (72K)		7/5/2010
Free & Low-Cost Marketing Tips – by Laurie Gross
   free and low-cost marketing tips - online bonus article.pdf (96K)		7/5/2010
  

Comments on Forms by Mr. Kolb
DRAFTING UNDER THE INDIANA TRANSFER ON DEATH PROPE
   222 EXHIBIT D-TRANSFER ON DEATH AFFIDAVIT-1.doc (31K)		3/31/2010
TRANSFER ON DEATH AFFIDAVIT
   221 EXHIBIT E-Revocation of Transfer on Death Deed(1).doc (32K)		3/31/2010
TRANSFER ON DEATH DEED REVOCATION
   221 EXHIBIT E-Revocation of Transfer on Death Deed.doc (32K)		3/31/2010
TRANSFER ON DEATH DEED
   220 TRANSFER ON DEATH DEED (EXHIBIT C).doc (37K)		3/31/2010
TRANSFER ON DEATH UNREGISTERED TANGIBLE PERSONAL
   219 TRANSFER ON DEATH FORM (Exhibit B UNREG. TANGIBLE PERSONAL PROPERTY).doc (34K)		3/31/2010
COMMENTS ON FORMS
   Comments to Forms.doc (30K)		3/31/2010
  

February 16, 2012 Seminar
February 16, 2012 Program Outline
   Program Outline[1].docx (14K)		12/6/2011
Bradley Minor Biography
   Minor Bio.docx (52K)		12/6/2011
Kristine Bouaichi Biography
   Kristine Bouaichi Bio.docx (12K)		12/6/2011
John Katlarczyk Biography
   JJKBIO.doc (26K)		12/6/2011
David Maschino Biography
   Bio MaschinosAug2010.doc (33K)		12/6/2011
  

HHEPC Newsletters
HHEPC Fall 2010/2011 Newsletter
   Newsletter_08 10 A.pdf (517K)		1/11/2011
Winter 2011 Newsletter January 20, 2011
   Newsletter 01 20 11 online(1).pdf (507K)		1/11/2011
Spring Newsletter
   Newsletter_04 10.pdf (371K)		4/8/2010
HHEPC Winter 2009/10 Newsletter
   Newsletter_01 10.pdf (331K)		1/13/2010
Client Worksheet on Giving insert to Fall 2009 New
   Client worksheet on giving newsletter.pdf (98K)		10/7/2009
Fall 2009 Newsletter
   Newsletter_10 09.pdf (378K)		10/7/2009
Winter 2009 HHEPC Newsletter
   Newsletter_2 09.pdf (371K)		2/9/2009
  

January 20, 2011 Seminar
Tax Consequences of Settling Estate Disputes - Han
   Tax Consequences of Settling Estate Disputes handouts.pdf (866K)		1/11/2011
January 20, 2011 - Newsletter
   Newsletter 01 20 11 online.pdf (507K)		1/11/2011
  

Membership forms
New member application form
   application 2011-2012.doc (33K)		9/9/2011
Membership renewal form
   hhepc membership renewal 2011-2012.pdf (353K)		9/9/2011
  

October 27 2011 Seminar
October 27 2011 Speaker Bio and Outline
   October27 2011 Outline-BIO BeckyPryor.doc (86K)		9/7/2011
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