Practice (Materials Archive)

Committee Projects & Resources Archive

Committee Roundtable Presentations 

• Billing Protocol: Part One – Louis S. Harrison – Annual Meeting 2007
• Incentive Trusts
• Checklist for Transfer of Property to Revocable Trust – 8/15/02
• ABA Formal Ethics Opinion 99-413 Confidentiality of Unencrypted E-Mail
• PURE and SHAM TRUST Web Sites

Fiduciary Matters

• Fiduciary Matters Subcommittee Project List – Fall 2007
• Fiduciary Matters Subcommittee Project List – Annual 2007
• Fiduciary Matters Subcommittee Project List – Summer 2006
• Fiduciary Matters Subcommittee Project List – Annual Meeting 2006
• Fiduciary Matters Subcommittee Project List – Fall Meeting 2005
• Fiduciary Matters Subcommittee Project List – Summer Meeting 2005
• Fiduciary Matters Subcommittee Project List – Annual Meeting 2005
• Fiduciary Matters Subcommittee Project List – Fall Meeting 2004
• Fiduciary Matters Subcommittee Project List – Summer Meeting 2004
• Fiduciary Matters Subcommittee Project List – Summer Meeting 2003

Hot Tips

• Hot Tips – August 2002
• Hot Tips – July 2002
• Hot Tips – April 2002
• Hot Tips – March 2002

Managing Family Assets

• Managing Family Assets Subcommittee Project List – Annual Meeting 2007
• Managing Family Assets Subcommittee Project List – Summer Meeting 2006
• Managing Family Assets Subcommittee Project List – Annual Meeting 2006
• Managing Family Assets Subcommittee Project List – Fall Meeting 2005
• Managing Family Assets Subcommittee Project List – Summer Meeting 2005
• Managing Family Assets Subcommittee Project List – Annual Meeting 2005
• Managing Family Assets Subcommittee Project List – Fall Meeting 2004
• Managing Family Assets Subcommittee Project List – Summer Meeting 2004
• Managing Family Assets Subcommittee Project List – Summer Meeting 2003

Multi-Jurisdictional Issues

• Multi-Jurisdictional Issues and Special Projects Subcommittee Project List – Fall Meeting 2007
• Multi-Jurisdictional Issues and Special Projects Subcommittee Project List – Summer Meeting 2007
• Multi-Jurisdictional Issues and Special Projects Subcommittee Project List – Annual Meeting 2007
• Multi-Jurisdictional Issues and Special Projects Subcommittee Project List – Summer Meeting 2006
• Multi-Jurisdictional Issues and Special Projects Subcommittee Project List – Annual Meeting 2006
• Multi-Jurisdictional Issues and Special Projects Subcommittee Project List – Fall Meeting 2005
• Multi-Jurisdictional Issues and Special Projects Subcommittee Project List – Summer Meeting 2005
• Multi-Jurisdictional Issues and Special Projects Subcommittee Project List – Annual Meeting 2005
• Multi-Jurisdictional Issues and Special Projects Subcommittee Project List – Fall Meeting 2004
• Memorandum to the ACTEC Practice Committee – From the Subcommittee on Multi-Jurisdictional Issues and Special Projects
• Multi-Jurisdictional Issues and Special Project Subcommittee Project List – Summer Meeting 2004
• Multi-Jurisdictional Issues and Special Projects Subcommittee Project List – Summer Meeting 2003

Practice Development

• Practice Development Subcommittee Project List – Fall Meeting 2005
• Practice Development Subcommittee Project List – Summer Meeting 2005
• Practice Development Subcommittee Project List – Summer Meeting 2005
• Practice Development Subcommittee Project List – Annual Meeting 2005
• Practice Development Subcommittee Project List – Fall Meeting 2004
• Practice Development Subcommittee Project List – Summer Meeting 2004
• Practice Development Subcommittee Project List – Summer Meeting 2003

Practice Management and Development

• Practice Management and Development Subcommittee Project List – Annual Meeting 2007
• Practice Management and Development Subcommittee Project List – Fall 2006
• Practice Management and Development Subcommittee Project List – Summer Meeting 2006
• Practice Management and Development Subcommittee Project List – Annual Meeting 2006

Practice Management/Small Office

• Practice Management/Small Office Subcommittee Project List – Fall Meeting 2005
• Practice Management/Small Office Subcommittee Project List – Summer Meeting 2005
• Practice Management/Small Office Subcommittee Project List – Annual Meeting 2005
• Practice Management/Small Office Subcommittee Project List – Fall Meeting 2004
• Practice Management/Small Office Subcommittee Project List – Summer Meeting 2004
• Practice Management/Small Office Subcommittee Project List – Summer Meeting 2003