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2013 Meeting Materials

Meeting Materials for January 17, 2013
Materials include:
• Meeting agenda
• Minutes from Dec. 20, 2012 meeting
• 01-2013_01_09 Revd DRAFT DBA form (by BH) with Notes on Use
• 01b-Attachment for Orange Book DBA 1-10-13
• 02-121219 Distrib Alternatives
• 04-Marital Agreement Review ORANGE~2

Meeting Materials for February 21, 2013
Materials Include:
• Meeting Agenda
• Minutes from Jan. 17, 2013 meeting
• 01a-Clean Jan 21 2013 Revd DRAFT DBA form with Notes on Use
• 01b-Jan 16 2013 DRAFT Designated Beneficiaries Agreement Letter to Client
• 02a-121219 Distrib Alternatives
• 02b- Discretionary distribs-Proposal for Discussion
• 04-DRAFT 10-Pourover Will SINGLE PERSON 2013
• Marital Agreement Review ORANGE~2

Meeting Material for Sept. 19, 2013

Meeting Materials for March 21, 2013 
Materials Include:
• 00a 2013-02-21 minutes Draft 02
• 00b 2013-03-21 Agenda Draft 02
• 01a Feb 25 2013 DRAFT Designated Beneficiaries Agreement Letter to Client
• 01b Feb 25 2013 Revd DRAFT DBA form with Notes on Use
• 01c 2013_03_08 Suggested Note on Use for the DBA form
• 02 Note on use regarding all wills relating to ALL WILLS
• 03a Memo to Orange Book Committee re Statutory Changes 2011.3.8.2013 (00160781)
• 03b Notes on Use- Form 2.Parent's or Guardian Delegation of Powers.SUGGESTED CHANGES (00142318)
• 03c Notes on Use-Form 23.Non-tax Planning Rev Trust. SUGGESTED CHANGES (00160861)

Meeting Materials for April 18, 2013
• 00a-2013-03-21 Orange Book forms minutes, draft 02
• 00b 2013-04-18 Agenda Draft 01
• 01-2013_04_02 REVISED Suggested Note on Use for the DBA form
• 02-Draft 02 NOTE ON USE Draft 02
• 03a-Current Note on use Death Tax Clause
• 03b-DEATH TAXES Clauses From Tab A
• 03c-Orange Book 2013 Note on use Death Tax Revision - V-1
• 05a-121219 Distrib Alternatives
• 05b- Discretionary distribs-Proposal for Discussion

Meeting Materials for May 16, 2013
• 00a 2013 4 18 Orange Book forms draft 02 minutes
• 00b 2013-05-16 Agenda Draft 01
• Current Note on use Death Tax Clause
• DEATH TAXES Clauses From Tab A
• Orange Book 2013 Note on use Death Tax Revision - V-2 dtd 5-9-2013

Meeting Materials for August 15, 2013
• 00a 2013-05-16 minutes Draft 01
• 00b 2013-08-15 Agenda Draft 08
• 01a-06A-Nontrust Will
• 01b-08-Disclaimer Will
• 02a-Orange Book 2013 Note on use Death Tax Revision - V-4 dtd 8-12-2013
• 03a-Redline of Orange Book Drop-in QDOT Provisions (2)
• 03b-Redline of Orange Book Notes on Use - QDOT
 

Meeting Materials for Sept. 19, 2013
• 00a 2013-08-15 minutes Draft 01
• 00b 2013-09-19 Agenda Draft 03
• 01a-Redline of Orange Book Drop-in QDOT Provisions (2)
• 01b-Redline of Orange Book Notes on Use - QDOT
• 02-13C-Short Form Revocable Trust

Meeting Materials for Oct. 17, 2013
• 00a 2013-09-20 OB Minutes Draft 01
• 00b 2013-10-17 Agenda Draft 01
• 01-13C-Short Form Revocable Trust
• 02a-Civil Union Overview
• 02b-02-Parent or Guardian Delegation of Powers
• 02c-06A-Nontrust Will
• 02d-06B-Nontrust Will Single with Children

Meeting Materials for Nov. 21, 2013
• 00a 2013-10-17 OB Minutes Draft 01
• 00b 2013-11-21 Agenda Draft 01
• 00-Civil Union Overview 10-26-13
• Civil Union Forms - Comprehensive Changes

Meeting Materials for Dec. 16, 2013 
(before downloading and printing please note this file is 76 pages)

• 00a 2013-11-21 OB Minutes Draft 02 (2)
• 00b 2013-12-19 Agenda Draft 02
• 01-2013 proposal 2 to insert Note regarding article on Affidavit
• 02a-Comprehensive Changes Part 2
• 02b-22A-Married Couple Estate Planning Client Questionnaire
• 02c-22B-Nonmarried Couple Estate Planning Client Questionnaire
• 02d-Tab Cb (nonmarried) compared to Tab Ca (married) - Engagement letter
• 03-Questionnaire
• 04-Notes on Class Gifts