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Council Documents

Document Name Date Added
Paul McKibbin BIO 2016-06-28
2009-05-21
Raymond Radigan BIO 11.21.13 2013-11-20
Shaking the Tree BIO 2016-06-28
2009-05-06
Andrew DiMaio BIO 2016-03-03
2009-05-06
2008-11-25
Hon Peter Doyne BIO 2016-01-11
November 19 Meeting Outline 2008-11-18
Shirley B. Whitenack BIO 2016-01-11
2008-10-17
Member Application 2015-2016 2016-10-31
6.27.19 Member Golf & Annual Meeting 2019-04-17
Samuel A Donaldson_CV 2015-08-05
David Lieberman - BIO 09.24.15 2015-07-09
Paul S. Lee, JD LLM BIO 2015 2015-04-23
Richard Greenberg, Esq. BIO 2014-10-03
Paul Robertson, MBA - BIO 2014-08-19
Neal Elkin BIO 2017-08-14
Split Dollar loan to a Grantor ILIT 2009-12-11
J Valouch BIO 2014-05-12
Membership Application 2017-18 (New Members) 2017-10-25
Split Dollar loan to a Grantor ILIT 2009-12-11
Jeffrey N. Pennell 2014-04-15
Andrew Auchincloss - BIO 2017-01-19
Rocco Labella Esq BIO 2014-01-15
Gerard Brew article 2019-10-22
Membership Application 2016-17 2017-07-18
2009-08-14
Leonard Witman 02.27.14 2013-12-26

01.23.19 Heckerling Program

Document Name Date Added
Martin Shenkman BIO 2018-12-14
NJ CPE Program Notification 01.23.19 2018-12-13

03.07.19 Estate and Gift Valuations

Document Name Date Added
NJ CPE Program Notification 03.07.19 2019-02-13
Leonard Friedman BIO 2019-02-13

05.09.19 Insurance Focused Program

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09.20.18 - Economic Update

Document Name Date Added
Meeting Notice 09.20.18 2018-09-17
NJ CPE Program Notification 09.20.18 2018-09-17
Talley Léger BIO 2018-09-17
Thomas Loncar BIO 2018-07-09
Gregory Brown BIO 2018-07-09

11.29.18 - Estate Planning and Divorce

Document Name Date Added
NJ CPE Program Notification 11.29.18 2018-10-22

Annual Meeting

Document Name Date Added
Estate Planners Day: Conrad Teitell Handout 2011-10-14

Asset Protection Planning in the 21st Century

Document Name Date Added
Al W. King, III JD, LL.M, AEP (Distinguished) 2012-09-19

BY LAWS

Document Name Date Added
ByLaws 09.27.17 2017-09-28

Charles Lieberman 09.26.13

Document Name Date Added
Dr. Charles Lieberman BIO 2013-08-04

EPD 2019 Articles (M. Shenkman & G. Brew)

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Estate Planners Day 2012 - Stacy Eastland

Document Name Date Added
Stacy Eastland BIO 2012-08-19

Estate Planners Day 2013 - Gideon Rothschild, Esq.

Document Name Date Added
EPD 2013 2013-10-07
BIO Gideon Rothschild, Esq. 2013 2013-08-04

Estate Planning Beat the Clock to Meet Client Goal

Document Name Date Added
Mark Tietlebaum, JD, LL.M, CLU, ChFC 09.20.12 2012-07-19

Membership

Document Name Date Added
2013-14 New Member Application 2014-09-02
2019-20 BEPC Membership Application 2019-09-24
Membership Application 2012-13 2013-08-05
2018-2019 New Member Application 2019-09-24
2017-2018 New Member Application Fillable 2018-06-26
2014-15 NEW Member Application 2015-08-10

Monthly Meeting Document

Document Name Date Added
NJ CPE Program Notification 10.25.18 2018-08-09
Richard Greenberg BIO 2018-01-08
Martin Shenkman BIO 2018-01-08
Planning with Roth IRAs - Nov. 19, 2009 2009-10-28