Document Library

Document Name Date Added
2019-04-24 Presentation - PE
2019-04-24 - Using Private Equity in Your Portfolio Merrill Lynch.pdf (495K)
2019-04-01
2016-12-07 Presentation - Asset Valuation.pptx
2016-12-07 Presentation - Asset Valuation.pptx (7278K)
2016-10-26
2019-04-24 Presentation - AI
2019-04-24 - Using Alternative Investments in Your Portfolio Merrill Lynch.pdf (559K)
2019-04-01
2024-12-10 Speaker Bio - Deirdre Wheatley-Liss
Deirdre R. Wheatley-Liss _ Porzio, Bromberg & Newman, P.C..html (94K)
2024-11-05
2018-02-05 Presentation
Joe Falanga Mercer County Estate Planning Council Presentation - Decembe....pptx (588K)
2018-11-28
2020-12-02 Presentation
Ashar Group - Mercer EPC Timed Outline.pdf (200K)
2020-12-01
2018-04-25 Presentation
2018-04-25 - Keeping it in the Family EA version.pptx (6134K)
2018-02-27
2020-10-07 Handout
Secure Act Handout_JFZ.pdf (57K)
2020-10-06
Mercer Oaks Directions
Mercer-Oaks-Directions.pdf (39K)
2018-02-05
2020-10-07 Handout - Article
Pre-SECURE Act written materials.pdf (105K)
2020-10-06
2017-12-06 Presentation
2017-12-06 - Money and the Brain.ppt (4063K)
2017-11-10
2020-04-22 Bio
KKWC-#377583-v1-Steiner_bio_with_publications_hyperlinked.DOCX (336K)
2020-03-10
2017-06-14 Presentation
2017-06-14 - Estate Planning For Digital Assets Outline for EPC Mercer County.pdf (336K)
2017-05-16
2019-12-04 Presentation
2019-12-04 - TCJA Impact on Passthrough Entities.pdf (954K)
2019-11-18
2017-05-03 Presentation
2017-05-03 - WHAT I WOULD LIKE TO KNOW ABOUT THE LIFE INSURANCE BUSINESS IF I DIDN.doc (60K)
2017-04-03
2019-06-05 Presentation
2019-06-05 - Changing Trust Situs.pptx (220K)
2019-05-06
2017-02-08 - Presentation
2017-02-08 - THENEWBASISCONSISTENCYANDBASISREORTINGRULES.pptx (75K)
2017-01-23
2019-04-24 Presentation - HF
2019-04-24 - Using Hedge Funds in Your Portfolio Merrill Lynch.pdf (442K)
2019-04-01
2016-10-26 Presentation
2016-10-26 - NSSPresentation-General 40-New Rules2.ppt (6532K)
2016-09-22
2019-02-06 Presentation
Heckerling Bullet Points - Mercer County Outline 012419.docx (15K)
2019-01-24
2022-03-08 - Speaker Bio
Bio_IleanavanderLinde.pdf (155K)
2022-02-26
2018-10-10 Presentation
2018-10-10 - Do I Need a License for That.pptx (89K)
2018-09-17
2020-12-02 Bio
BIO - Jamie L. Mendelsohn.pdf (121K)
2020-12-01
2018-02-07 Presentation
2018-02-07 - Trust Jurisdiction Comparison.ppt (3706K)
2018-02-08
2020-10-07 Handout - Flow Chart
FG - Secure Act Flow Chart.pdf (304K)
2020-10-06
2018-02-07 Presentation
2018-02-07 - Powerful Planning Opportunities Using the Top-rated Domestic Trust Jurisdictions.pptx (156K)
2017-11-10
2020-10-07 Presentation
7999759_1.pptx (1674K)
2020-10-06
2017-10-04 Presentation
2017-10-04 - Risk Management in Estate Planning by Wayne Salley.PDF (741K)
2017-09-22
2020-04-22 Presentation
KKWC-#418940-v6-Planning_under_the_SECURE_Act.PPTX (420K)
2020-03-10
2017-05-03 Presentation
2017-05-03 - Planning for Estates Under $10 Million.pptx (2012K)
2017-04-25
2019-06-05 Bio
2019-06-05 - Forrest Bio.doc (326K)
2019-05-06
2017-02-08 - Outline
2017-02-08 - Heckerling Highlights Outline.docx (17K)
2017-01-23