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It’s Your Estate Workshop – Case Study by Peter Kote – 2013
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Advance Health Care Directive Form – Sample
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Basics of Estate Planning Presentation – Mark C. Doyle – 2013
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Basic Estate Planning Presentation by Fred Muscarella – 2012
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Powers Of Attorney, Conservatorship and AHCD – Presentation by Donna Bashaw.
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Planning For Incapacity Presentation by Fay Blix. Slides and blank notes.
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Planning For Incapacity: Durable Power Of Attorney‐ Assets And Advanced Health Care Directives Presentation by Russell & Miller LLP – 2013
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IRA; 401k; 403b AND 457 Plans Distributions Presentation by Bradley S. Erdosi – 2013
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Charitable Giving Income And Taxes Presentation by David B. Moore – 2013
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Charitable Tax Planning Presentation – 2011
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