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Making a Gift - Estate and Gift Planning
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  The Office of Estate and Gift Planning produces a publication titled Financial Advisor, which conveys current news and information about Estate and Gift Planning. The Financial Advisor publication is available in PDF format only.

For questions on any of these publications, refer to Lucy Morillo, Esq. toll-free at (800) 529-6935.

Spring 2006

Fall-Winter 2006

Spring 2005

Fall-Winter 2004

Spring 2004

Fall 2002

Summer 2002

Spring 2002

Fall 2001

Summer 2001

To read and print any publication that is in Portable Document Format (PDF), you must have the Adobe Acrobat Reader software installed on your PC. PDF files maintain documents in a format similar to their printed version. Get Acrobat Reader

 

 
 
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