Document Library

Council Documents

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

Dinner Meeting Handouts

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E-Newsletters

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

Estate Planning Articles

File Name Date Added
Leaving Retirement Plans to Heirs By Christopher Hardman 03/08/2017
The Estate Planning League 01/16/2017
Succession Planning for Business Owners 01/16/2017
Portability-A New Estate Planning Tool 01/16/2017
Virtual Currency has Real Impact on Planning By Steven Schindler 04/30/2018
How to Use Your Retirment savings for Charitable Giving 01/16/2017
How to Choose the Right Trustee By Matthew Tilghman-Havens 04/30/2018
Estate Planning is more than just a will 01/16/2017
Closely-Held Businesses and Farming Property: Opportunities for Deduction and Deferral of Washington 04/30/2018
Federal Tax Reform Summary: Individual Income Tax Planning Strategies By Jim Schneidmiller 04/30/2018
Linking Lifetime and Legacy Giving By Susan L. Peterson 03/08/2017
The Truth About Trusts By Jeanne Goussev 04/30/2018
Have You Forgotten Something? Don’t Overlook These Assets When Planning Your Estate By J. William (B 03/08/2017
Avoiding lurking litigation with proper estate planning By Anna M. Cashman and Tiffany R. Gorton 03/08/2017
The Tax Cuts and Jobs Act: Qualified Business Income Deduction By Susan Queary and Kelly Nelson 04/30/2018
Why even young adults need powers of attorney documents By Sandy Cairns 03/08/2017
Top Estate Planning Mistakes - A CPA’s Perspective By Ronald Nagle 04/30/2018
Estate Planning for your Business By Sarah Bowman 03/08/2017
Washington State Estate Tax Laws Could Affect Estate Transfers By Jode Beauvais 04/30/2018
Estate planning for unmarried couples By A. Paul Firuz 03/08/2017
Life Insurance Planning After Federal Tax Reform By Dan Halos 04/30/2018

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 01/26/2018

Webinar Handouts

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