Document Library

Categories

Council Documents

Document Name Date Added
The Psychology of Fraud 2011-06-03
Overview of Asset Protection Techniques 2010-03-17
EPCFC By-Laws 2009-08-12
Understanding the New IRS Form 990 2009-06-18
What?s in Grandma?s Closet? 2009-03-28
Heritage Planning for Professionals 2009-02-11
Trustee Selection ? Advantages of a Corp. Trustee 2009-02-02
1 of 4 - Focusing Client Intentions 2008-04-23
2 of 4 - Advisor Presentation 2008-04-23
3 of 4 - Personal Values Questionaire 2008-04-23
What Advisors Need to Know When Encountering Foreign Assets and Accounts 2018-11-15
4 of 4 - Bibliography & Resources 2008-04-23
Estate Planning Council Presentation for JS 1-18-18 2018-04-04
Ethics & Leadership as Applied to Estate Planning 2008-04-16
Baker Marchman Materials.pdf 2016-09-27
General Press Release ? for 4/23 Charitable Estate 2008-04-11
The New Florida Trust Code 2008-04-06
The Domestic Asset Protection Trust 2012-05-01
Due Diligence in Recommending the Correct Life Ins 2008-04-06
EPC Fun Coast Presentation Fact Pattern (July 26th 2011-07-20
GRATS 2008-04-06
Planning For the Future 2011-06-03

Applications

Document Name Date Added
2019 EPCFC Renewal Member Application 2018-12-11
2019 EPCFC New Member Application 2018-12-11

Applications

Document Name Date Added
2016 Renewal Member Application 2017-01-08