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2012 Meeting Materials

Meeting Materials for January 19, 2012

Materials Include:
• Meeting Agenda and December Meeting Minutes
• Notes on Use - Untrust Language
• Protection Against Perpetuties Rule
• Draft10 Revocable Trust Funding Memo - Dec 2011
• Draft 9 Notes on Use for Funding Your Revocable Living Trust - Nov2011
• Suggested changes to Memo based on feedback - Dec 2011
• Administrative Provisions -  Death Taxes
• RAP 

Meeting Materials for February 16, 2012

Materials Include:
• Meeting agenda and minutes from January 2012 meeting
• 01a Draft11 - Revocable Trust Funding Memo, January 2012
• 01b Draft 9 - Notes on Use for Funding Your Revocable Living Trust, Nov 2011
• 01c 120124 Note on use UCC Art 3 and 9
• 01d Trust funding letter personal property
• 02 Administrative Provisions -  Death Taxes
• 03-rev'd Designated Beneficiary Form Draft DBA NoU

Meeting Materials for March 15, 2012

Materials Include
• Meeting agenda and February 2012 meeting minutes
• 01a-Draft12.Revocable Trust Funding Memo.Feb2012
• 01b-Draft 10 Notes on Use for Funding Your Revocable Living Trust.Feb2012
• 02-Administrative Provisions -  Death Taxes
• 03-rev'd Designated Beneficiary Form Draft DBA NoU 

Meeting Materials for April 19, 2012
***Please note before you print that this packet of materials totals 140 pages***

• March 15, 2012 Meeting Minutes and April 19th Meeting Agenda
• 01b Tab B-Special Provisons
• 01c01 Caveat
• 01c02 A-Note on Use 4 for Tab A
• 01d02 RAP clauses for April meeting
• 01e01 A-Note on Use 20 for Tab A
• 01f 21-Notes on Use to Form 21
• 01g01 25-Memorandum Funding Your Revocable Living Trust
• 01g02 25 Revised-Memorandum Funding Your Revocable Living Trust (2)
• 03 MEMO 120407 ORANGE BOOK Fm 9  13A
• 04a Memorandum to Lisa Travis Fischer.v3
• 04b 08-Disclaimer Will.SUGGESTED CHANGES
• 04c 09-Marital Deduction Will.SUGGESTED CHANGES
• 04d 12-Memo Distrb Tangible Pers Prop.SUGGESTED CHANGES
• 04e 13A-Rev Marital Deduction Trust.SUGGESTED CHANGES
• 04f 14-Trust Amendment.SUGGESTED CHANGES
• 04g 15-Section 2503c Trust.SUGGESTED CHANGES
• 04h 17-Single Life Irrev Life Ins Trust.SUGGESTED CHANGES
• 04i 19-Joint Lives Irrev Life Ins Trust.SUGGESTED CHANGES

Meeting Materials for May 17, 2012
***BEFORE YOU PRINT, please note that this packet of materials totals 129 pages***

• 00a 2012-05-17 Agenda Draft 02
• 00b 2012-04-19 minutes Draft 02
• 01a 25-Memorandum Funding Your Revocable Living Trust
• 01b Sample Circular 230 Disclosures
• 01c Options for language for trust fund memo cover letter
• 02a Memorandum to Lisa Travis Fischer.v3
• 02b 13B-Short Form Joint Revocable Trusts.SUGGESTED CHANGES
• 02c 14-Trust Amendment.SUGGESTED CHANGES
• 02d  15-Section 2503c Trust.SUGGESTED CHANGES
• 02e 15-1 and 2
• 02f 16-7 and 8
• 02g 17-Single Life Irrev Life Ins Trust.SUGGESTED CHANGES
• 02h 19-Joint Lives Irrev Life Ins Trust.SUGGESTED CHANGES
• 03 Dennis' COLA figures - draft 02
• 04a POA with changes
• 04b 2012.01A-GPOA.redline.May2012
• 05a 0B 04 2012_05  rev'd Designated Beneficiary Form Draft DBA NoU
• 05b 2012_05_07 BH revisions to DRAFT Designated Beneficiaries Agreement Letter to Client (2)
• 05c Statutory DBA form

Meeting Materials for August 16, 2012
***BEFORE YOU PRINT, please note that this packet of materials totals 98 pages***

• 00a 2012-05-17 minutes Draft 02
• 00b 2012-08-16 Agenda Draft 02
• 01a Memorandum to Lisa Travis Fischer.v3 -Suggested Changes to Notes on Use
• 01b 15-Section 2503c Trust.SUGGESTED CHANGES
• 01c 15-1 and 2
• 01d 16-7 and 8
• 01e 17-Single Life Irrev Life Ins Trust.SUGGESTED CHANGES
• 01f 19-Joint Lives Irrev Life Ins Trust.SUGGESTED CHANGES
• 02a POA with changes
• 02b 2012.01A-GPOA.redline.May2012
• 03a 0B 04 2012_05  rev'd Designated Beneficiary Form Draft DBA NoU
• 03b 2012_05_07 BH revisions to DRAFT Designated Beneficiaries Agreement Letter to Client (2)
• 03c Statutory DBA form

Meeting Materials for September 20, 2012

• 00a 2012-08-16 minutes Draft 02
• 00b 2012-09-20 Agenda Draft 02
• 01a Memorandum to Lisa Travis Fischer.v3
• 01c 16-7 and 8
• 02a POA with changes
• 02b 2012.01A-GPOA.redline.May2012
• 03a 0B 04 2012_05  rev'd Designated Beneficiary Form Draft DBA NoU
• 03b 2012_05_07 BH revisions to DRAFT Designated Beneficiaries Agreement Letter to Client (2)
• 03c Statutory DBA form

Meeting Materials for October 18, 2012

• October meeting agenda and September 2012 meeting minutes
• 01a Memorandum to Lisa Travis Fischer.v3
• 01b-16-Rev Disclaimer Trust.SUGGESTED CHANGES
• 02a 2012.01A-GPOA.redline.May2012
• 02b Power of Attorney Appointment of Successor Agent
• 03a 0B 04 2012_05  rev'd Designated Beneficiary Form Draft DBA NoU
• 03b 2012_05_07 BH revisions to DRAFT Designated Beneficiaries Agreement Letter to Client (2)
• 03c Statutory DBA form
• 03d 2012_10_05 revs for Note on Use 2A
• 04a-Discretionary distribs-Proposal for Discussion

Meeting Materials for November 15, 2012

• 2011-2012-Minutes from Oct 18th Meeting & Agenda for Nov 15th Meeting
• GPOA redline Nov 2012
• Power of Attorney Appointment of Successor Agent 11-7-2012
• 0B 04 2012_05 rev'd Designated Beneficiary Form Draft DBA NoU
• 05-07-2012 BH revisions to DRAFT Designated Beneficiaries Agreement Letter to Client
• Statutory DBA form

Meeting Materials for December 20, 2012

• November meeting minutes and agenda for Dec. 20th meeting
• 01c Power of Attorney Appointment of Successor Agent 12-13-2012
• 01d-2012.01A-GPOA.redline.Dec2012
• 02a 0B 04 2012_05  rev'd Designated Beneficiary Form Draft DBA NoU
• 02b 2012_05_07 BH revisions to DRAFT Designated Beneficiaries
• Agreement Letter to Client (2)
• 02c Statutory DBA form
• 03 Discretionary distribs-Proposal for Discussion