Document Library


General information

Document Name Date Added
POLST 2018-01-30
Charitable giving 2018-01-30
Kenan Peterson bio 2021-10-24
Wills.pdf (241K)
Amy Kane bio 2021-10-24
Trusts.pdf (251K)

Presentation Notes

Document Name Date Added
Crypto 101 - Matthew Kaufman 2021-01-26
Questioning Protection of the Spouse & Other Anoma 2012-04-25
Changes to Business Entities & New Trust Opportunities Due to 2017 Tax Act and the SECURE Act 2020-01-29
A Bag of Tricks for Estate Planning - Thomas Long 2012-03-27
9 Surprising Truths About Legacy Giving, 2011-03-04
Wyoming POLST - Real End of Life Planning 2018-02-15
Changes to Estate Planning due to Tax Cut and Jobs Act 2018 2019-03-11
Uniform Power of Attorney Fact Sheet 2017-11-29
Uniform Power of Attorney Act Summary 2017-11-29
Wyoming Trust Law Amendments and Possible Tax Law Changes 2021-04-12
Trust Administration 2012-05-31


Document Name Date Added
Estate Planning Workbook 2018-04-02
LCCC Campus Map w/ Clay Pathfinder 2017-11-17