Meeting Presentations
November 18, 2009 Presentation
Charitable Gifting Issues and Strategies
presented by Chris Ireland
(PowerPoint download)
October 2009 President's Dinner
Hot Tax and Estate Issues for Investors
presented by Jamie Golombek
(PDF download)
January 2009 Annual General Meeting Presentation
Investment Outlook 2009: How to position your Portfolio
(PowerPoint download)
March 2007 Meeting Presentation
Trustee Duties and Post Mortem Planning
(PDF download)
February 2007 Meeting Presentation
Use of Trusts in Blended Family Estate Planning
(PDF download)
January 2007 Meeting Presentation
Preserving an Endangered Species... The Family Business
(PowerPoint download)
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Estate