Document Library

File Name Date Added
Membership Application 09/24/2018
Membership Application 09/24/2018

Meeting Handouts

File Name Date Added
Important Issues in Modern Trust Design 05/21/2018
How to Work with the IRS, 9/26/2017 09/27/2017
March 31st meeting handout 03/24/2015
Directed Trustee 11/21/2013
Decanting Statute 10/17/2012
Planning Under the New Virginia Asset Protection T 10/17/2012
PLR 2009440022 - Trust Assets not includable in Es 10/17/2012
Virginia Asset Protection Trust Provisions 10/17/2012
Modern Trust Design, May 22nd Meeting Slides 05/21/2018