2/8/2012 - Breakfast Meeting Notes - The Sale of Stock in a Closely-Held Business to an “ESOP”
12/7/2011 - Breakfast Meeting Notes - Everything You Need to Know About Life Insurance Illustrations and Product Design, but Were Afraid To Ask 10/26/2011 - Breakfast Meeting Notes - The 5 Hottest Business Valuation Topics for Estate Planners
4/27/2011 - Breakfast Meeting Notes - Asset Protection Trusts
2/9/2011 - Breakfast Meeting Notes - Federal Estate Tax Law Update
6/9/2010 - Year-End Luncheon - Hot Topics in Life Insurance
12/2/2009 - Holiday Event Notes - Recent Market Development and Bernstein's Economic Outlook
10/21/2009 - Breakfast Meeting Notes - Sales to Intentionally Defective Grantor Trusts
Alvil Martin materials and bio
Arthur Gelber materials and bio
Dr. Lieberman's Presentation on the current economic and investment environment