Document Library
CategoriesCouncil Documents
Document Name | Date Added |
---|---|
Understanding the New IRS Form 990 | 2009-06-18 |
2020 Financial Symposium Program | 2020-11-03 |
Heritage Planning for Professionals | 2009-02-12 |
2024 Board Nominations WORD DOC | 2023-11-22 |
1 of 4 - Focusing Client Intentions
3P'sOutline20080317TAP.pdf (811K)
|
2008-04-23 |
2023 Board of Directors | 2023-10-30 |
Scott Olson profile pic | 2023-08-06 |
3 of 4 - Personal Values Questionaire
APPersonalValuesQ's.pdf (277K)
|
2008-04-23 |
What Advisors Need to Know When Encountering Foreign Assets and Accounts | 2018-11-16 |
Membership Chair Job Description | 2022-01-11 |
Ethics & Leadership as Applied to Estate Planning
EPCFCJan22-08-1.pdf (208K)
|
2008-04-16 |
Baker Marchman Materials.pdf
Baker Marchman Materials.pdf (4839K)
|
2016-09-27 |
2022 Board Recc word | 2021-11-09 |
The New Florida Trust Code
TheNewFloridaTrustCode.pdf (148K)
|
2008-04-06 |
EPC Fun Coast Presentation Fact Pattern (July 26th | 2011-07-20 |
Agenda Feb 2021 meeting | 2021-03-11 |
GRATS | 2008-04-06 |
The Psychology of Fraud
The Psychology of Fraud.pdf (360K)
|
2011-06-03 |
EPCFC By-Laws | 2009-08-12 |
Agenda Board Meeting 11.9.2020 | 2020-11-09 |
What?s in Grandma?s Closet? | 2009-03-28 |
2020 Financial Symposium Speakers | 2020-11-03 |
Trustee Selection ? Advantages of a Corp. Trustee
ADVANT~1.PPT (195K)
|
2009-02-03 |
2024 Board of Director Nominations 12.7.23 | 2023-11-22 |
2023 Financial Symposium Sponsorship form | 2023-08-06 |
2 of 4 - Advisor Presentation | 2008-04-23 |
judge clayton profile pic | 2023-08-06 |
4 of 4 - Bibliography & Resources | 2008-04-23 |
Estate Planning Council Presentation for JS 1-18-18 | 2018-04-04 |
2022 Board Recomm PDF | 2021-11-09 |
General Press Release ? for 4/23 Charitable Estate | 2008-04-11 |
The Domestic Asset Protection Trust | 2012-05-01 |
EPCFC About Us 8.9.2021 | 2021-08-10 |
Due Diligence in Recommending the Correct Life Ins | 2008-04-06 |
Planning For the Future
Incapacity_Planning.pdf (80K)
|
2011-06-03 |
Bylaws updated 12.2016 | 2020-11-27 |
Overview of Asset Protection Techniques
Robert N Miller.pdf (618K)
|
2010-03-17 |
2020 Board Recommendations | 2020-11-09 |
Hagstrom 2020 | 2020-09-17 |
Applications
Document Name | Date Added |
---|---|
EPCFC 2020 New Member Application | 2020-11-27 |
2021 New Member Application | 2021-11-08 |
EPCFC 2020 Renewal Member Application | 2020-11-27 |
Power Point Presentation
Document Name | Date Added |
---|---|
ELECTRONIC WILLS & NOTARIZATION
E-Wills & Notarization.pdf (443K)
|
2020-01-17 |