Document Library

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

Applications

File Name Date Added
EPCFC 2017 New Member Application 01/25/2017
2017 Member Renewal Application 01/25/2017
2016 New Member Application 01/08/2017

Applications

File Name Date Added
2016 Renewal Member Application 01/08/2017