Document Library

Categories

Council Documents

Document Name Date Added
2022 Board Recc word 2021-11-09
The New Florida Trust Code 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 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
2 of 4 - Advisor Presentation 2008-04-23
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 2011-06-03
Bylaws updated 12.2016 2020-11-27
Overview of Asset Protection Techniques 2010-03-17
2020 Board Recommendations 2020-11-09
Understanding the New IRS Form 990 2009-06-18
2020 Financial Symposium Program 2020-11-03
Heritage Planning for Professionals 2009-02-12
1 of 4 - Focusing Client Intentions 2008-04-23
3 of 4 - Personal Values Questionaire 2008-04-23
What Advisors Need to Know When Encountering Foreign Assets and Accounts 2018-11-16
Membership Chair Job Description 2022-01-11
Ethics & Leadership as Applied to Estate Planning 2008-04-16
Baker Marchman Materials.pdf 2016-09-27
Hagstrom 2020 2020-09-17

Applications

Document Name Date Added
2021 New Member Application 2021-11-08
EPCFC 2020 Renewal Member Application 2020-11-27
EPCFC 2020 New Member Application 2020-11-27

Power Point Presentation

Document Name Date Added
ELECTRONIC WILLS & NOTARIZATION 2020-01-17