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Estate Planning Council of The Fun Coast
Next Meeting

Wednesday, February 08, 2012

Speaker:
Vernon Swartsel, Esq., of Carlton Fields, P.A., Orlando, FL

Topic:
PLANNING FOR "NON-TRADITIONAL" FAMILIES IN A CHANGING WORLD

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Document Library

Document Name (Sort) Date (Sort)
EPC Fun Coast Presentation Fact Pattern (July 26th
   EPCFC.FactPattern.7-26-11_Panel.pdf (78K)		7/20/2011
Planning For the Future
   Incapacity_Planning.pdf (80K)		6/3/2011
The Psychology of Fraud
   The Psychology of Fraud.pdf (360K)		6/3/2011
Overview of Asset Protection Techniques
   Robert N Miller.pdf (618K)		3/17/2010
EPCFC By-Laws
   EPCFC_BYLAWS.rev.081809.pdf (55K)		8/12/2009
Understanding the New IRS Form 990
   Moja-Dave-FUNCOASTEPC06-17-09.pdf (561K)		6/18/2009
What’s in Grandma’s Closet?
   Valuation of Art & Antiques for Estate Planners.pdf (2438K)		3/28/2009
Heritage Planning for Professionals
   HeritagePlaningforProfessionals-2009.pdf (2286K)		2/11/2009
Trustee Selection – Advantages of a Corp. Trustee
   ADVANT~1.PPT (195K)		2/3/2009
1 of 4 - Focusing Client Intentions
   3P'sOutline20080317TAP.pdf (811K)		4/23/2008
2 of 4 - Advisor Presentation
   AdvisorPresentationPP20080317.pdf (403K)		4/23/2008
3 of 4 - Personal Values Questionaire
   APPersonalValuesQ's.pdf (277K)		4/23/2008
4 of 4 - Bibliography & Resources
   Bibliography&Resources20071224.pdf (135K)		4/23/2008
Ethics & Leadership as Applied to Estate Planning
   EPCFCJan22-08-1.pdf (208K)		4/16/2008
General Press Release – for 4/23 Charitable Estate
   EPCFC_Chasen_Seminar_Press_Release_4-10-08.pdf (12K)		4/11/2008
The New Florida Trust Code
   TheNewFloridaTrustCode.pdf (148K)		4/6/2008
Due Diligence in Recommending the Correct Life Ins
   DueDiligence PPT- Mike Halloran - 3-4-08.ppt (63K)		4/6/2008
GRATS
   GRATS - Mike Halloran - rcvd 2-26-08.ppt (300K)		4/6/2008
  

Applications
2012 Renewal Member Application
   EPCFC_2012_Renewal_Member_App__revised_11-29-11.pdf (78K)		2/6/2012
2012 New Member Application
   EPCFC_2012_New_Member_Application_-_Rev-11-9-11.pdf (47K)		2/6/2012
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