Document Library

Council Documents

File Name Date Added
Articles of Association 07/03/2017
EPC Seattle Mission Statement 11/20/2016

Dinner Meeting Handouts

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E-Newsletters

File Name Date Added
December 2016 Newsletter 07/03/2017
September 2016 Newsletter 11/20/2016
May 2017 E-Newsletter 05/01/2017
February 2017 E-Newsletter 03/08/2017

Estate Planning Articles

File Name Date Added
Estate Planning for your Business 03/20/2019
Why Even Young Adults Need Powers of Attorney Documents 03/20/2019
Assisting An Adult Child With Home Buying 03/21/2019
Avoiding Lurking Litigation with Proper Estate Planning 03/20/2019
Estate Planning For Washington Residents 03/21/2019
Life Insurance Planning After Federal Tax Reform By Dan Halos 04/30/2018
Have You Forgotten Something? Don’t Overlook These Assets When Planning Your Estate 03/20/2019
Unmarried Couples Need To Plan Too 03/21/2019
Linking Lifetime and Legacy Giving 03/20/2019
Protect Yourself From Financial Scams 03/21/2019
Washington State Estate Tax Laws Could Affect Estate Transfers 03/20/2019
7 Easy Things to Consider when Estate Planning 03/21/2019
Top Estate Planning Mistakees 03/20/2019
International Estate Planning for Global Families 03/21/2019
The Tax Cuts and Jobs Act: Qualified Business Income Deduction 03/20/2019
Dealing with difficult Beneficiaries 03/21/2019
Planning with Virtual Currency 03/20/2019
Estate Planning is More than Just a Will 03/20/2019
The Truth about Trusts 03/20/2019
How to Use Your Retirement Savings for Charitable Giving-By Kathryn Garrison and Kelli Anderson 03/20/2019
Federal Tax Reform Summary-Individuals 03/20/2019
Succession Planning for Business Owners – Roch 03/20/2019
Farm and Business Deductions 03/20/2019
Choosing the Right Fiduciary 03/20/2019
Portability - Clarification on a new Estate Planning Tool 03/20/2019
The Estate Planning League: Who is on Your Team? 03/20/2019
Leaving Retirement Plans to Heirs 03/20/2019
Estate Planning for Unmarried Couples 03/20/2019

Estate Planning Publications

File Name Date Added
Publication Order Form 01/26/2018
Estate Planning Guide, 6th Edition 01/26/2018
Dealing with Death of a Loved One 01/26/2018
The Fiduciary Handbook,3rd Edition 01/26/2018

Membership

File Name Date Added
Membership Application 03/06/2019

Webinar Handouts

File Name Date Added
June 5, 2018 Webinar Handout 06/07/2018
February 8, 2017 Webinar 02/09/2017
May 2018 Webinar 06/02/2018
Dec 2016 Webinar- Top 10 Estate Planning &Estate; Tax Developments 02/09/2017
June 2016 Webinar 11/20/2016
Webinar March 2018 03/13/2018
August 2016 Webinar 11/20/2016
March 14, 2018 Webinar 03/13/2018
September 2016 Webinar 11/20/2016
October 2016 Webinar 11/20/2016
Feb 14, 2018 Webinar 02/23/2018
May 17, 2017 Guardianship Planning for Diminished Capacity 05/10/2017
December 2017 Webinar 01/06/2018
April 2017 Webinar 05/01/2017
Integrating Asset Protection into your Estate Planning Practice 10/27/2017
September 13, 2017 Webinar 10/27/2017
March 8, 2017 Webinar 03/08/2017
August 9, 2017 Webinar 10/27/2017
July 12, 2017 Webinar 10/27/2017
A Potpurri of Planning Ideas with Life Insurance 10/27/2017
July 2018 Webinar 08/19/2018
January 2017 Webinar-DOL Fiduciary 02/09/2017