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2011 Meeting Materials

Meeting materials, notices, and minutes are available for download in pdf format. To see meeting minutes/materials from past years, click here.

January 20, 2011

Meeting Materials for January 20, 2011 Meeting
Materials include:
• Meeting Agenda
• Meeting Minutes from Dec. 2010 Meeting
• Tab C rev'd-Proposed Unmarried Engagement Letter draft 04
• HIPAA Release draft 03
• Tab C-married couple engagement letter--REVISED draft 02
• GiftTabD.clean
• GPOA.010611.Redline
• GPOA.clean.draft 02
 

February 17, 2011

Meeting Materials for February 17, 2011
Material include:
• Meeting Agenda
• Meeting Minutes from January 20, 2011 Meeting
• MEMORANDUM: Funding Your Revocable Living Trust
• NOTES ON USE FOR “FUNDING YOUR REVOCABLE TRUST”
• Designated Beneficiary Form Draft DBA form
• MEMO 100209 ORANGE BOOK Fm 9 & 13A.

March 17, 2011

Meeting Materials for March 17, 2011
Materials Include:
• Meeting Agenda
• Meeting Minutes from February 17, 2011 Meeting
• 0A 01 a Letter and Notes on Use Draft 4.Trust Funding Letter for Rev Trust w.Notes on Use 
• 0A 01 b Draft5.Revocable Trust Funding Memo
• 0A 01 c Draft5 Notes on Use for Funding Your Revocable Living Trust
• 0A 02 MEMO 100209 ORANGE BOOK Fm 9 & 13A
• 0A 03 rev'd Designated Beneficiary Form Draft DBA NoU
• 2011Orange Book Forms List of Subcommittees

April 21, 2011

Meeting Materials for April 21, 2011
Materials Include:
• Meeting Agenda
• Minutes from the meeting held March 17, 2011
• 00 c 2011-04-21 --Note on Use 11 from Tabs Ca and Cb
• 0A 01 a Draft6.Revocable Trust Funding Memo
• 0A 01 b Draft6 Notes on Use for Funding Your Revocable Living Trust 
• 0A 01 c Letter and Notes on Use Draft 4.Trust Funding Letter for Rev Trust w.Notes on Use
• 0A 02 MEMO 100209 ORANGE BOOK Fm 9 & 13A
• 0A 03 rev'd Designated Beneficiary Form Draft DBA NoU
• 2011 Orange Book Forms List of Subcommittees

May 19, 2011

Meeting Materials for May 19, 2011
Materials Include
• Meeting Agenda
• Minutes from the meeting help on April 21, 2011
• 0A 01 a Draft6.Revocable Trust Funding Memo
• 0A 01 b Draft6 Notes on Use for Funding Your Revocable Living Trust
• 0A 01c Form 21 Deeds to Trusts
• 0A 01d Form 21 Deeds to Trust Note on Use
• 0A 01e Letter and Notes on Use Draft 4.Trust Funding Letter for Rev Trust with Notes on Use
• 0A 02 MEMO 100209 ORANGE BOOK Fm 9 & 13A
• 0A 03 rev'd Designated Beneficiary Form Draft DBA NoU
 Orange Book Forms List of Subcommittees 05-19-1
• CURRENT LANGUAGE FOR “INCOME TAX MATTERS” FOR MEMO ON FUNDING REVOCABLE TRUSTS
• SUGGESTED LANGUAGE FOR “INCOME TAX MATTERS” FOR MEMO ON FUNDING REVOCABLE TRUSTS
• Memo Re: LANGUAGE REGARDING “TAX MATTERS”

August 18, 2011

Meeting Materials for Aug. 18, 2011
Materials Include:
• Meeting Agenda
• May 19, 2011 Meeting Minutes
• Form 9 & 13A
• Wade Parks Pages from Chap 46
• 10-Pourover Will
• Deeds to Trust(OrangeBk).proposed changes
• Notes on Use for Funding Your Revocable Living Trust
• Revocable Trust Funding Memo
• Suggested Tax Matters Language.Randy Robida
• Probate Trusts and Fiduciaries - digests.August 2011

September 15, 2011

Meeting Materials for Sept. 15, 2011

 

October 20, 2011

Meeting Materials for Oct. 20, 2011

Materials Include:
• Meeting Agenda
• Sept. 2011 Meeting Minutes
• 0A 01 b Draft7 Notes on Use for Funding Your Revocable Living Trust
• 0A 01 c 21-Deeds to Trust(OrangeBk).proposed changes.2011.09.27
• 0A 02 a Revised for October 2011 Unitrust language using Co statute_mtd
• 0A 02 b Unitrust - 14-1-404_5
• 0A 03 a Rule Against Perpetuities
• 0A 03 b Pages from 13Aa
• 0A 03 c Pages from 15a
•0A 03 d Pages from 16a
• 0A 03 e Pages from 17a
• 0A 03 f Pages from 19a
• 0A 03 g Pages from 23a
• 0A 03 h Pages from 25a-Tab A
• 0A 03 i Pages from 25a-Tab A

November 17, 2011

Meeting Materials for Nov. 17, 2011
Materials Include:
• Meeting Agenda
• October 2011 Meeting Minutes
• Draft 8 Notes on Use for Funding Your Revocable Living Trust
• Draft8 Revocable Trust Funding Memo Aug2011


 December 15, 2011

Meeting Materials for Dec. 15, 2011
Materials Include:
• Meeting Agenda
• November 2011 Meeting
• 01a-Draft 9 Revocable Trust Funding Memo Nov2011
• 01b-Draft 9 Notes on Use for Funding Your Revocable Living Trust Nov2011
• 03-Uni-Trust Notes on Use
• 04-Administrative Provisions -  Death Taxes