Document Library


Council Documents

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

Dinner Meeting Handouts

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Document Name Date Added
Estate Planning in the Face of Uncertainty - NAEPC Journal of Estate & Tax Planning, Feb. Issue 2021-02-06
May 2019 Newsletter 2019-10-16
September 2019 Newsletter 2019-10-16

Estate Planning Articles

Document Name Date Added
Avoiding Lurking Litigation with Proper Estate Planning 2019-03-20
Assisting An Adult Child With Home Buying 2019-03-21
Life Insurance Planning After Federal Tax Reform By Dan Halos 2018-04-30
Have You Forgotten Something? Don’t Overlook These Assets When Planning Your Estate 2019-03-20
Estate Planning For Washington Residents 2019-03-21
Linking Lifetime and Legacy Giving 2019-03-20
Unmarried Couples Need To Plan Too 2019-03-21
Is out-of-state property subject to Washington estate tax? 2020-03-10
Washington State Estate Tax Laws Could Affect Estate Transfers 2019-03-20
Protect Yourself From Financial Scams 2019-03-21
Does Philanthropy Still Make Financial Sense? How New Tax Rules Affect Charitable Giving 2020-03-10
Top Estate Planning Mistakees 2019-03-20
7 Easy Things to Consider when Estate Planning 2019-03-21
Gift Tax Exclusion Opens Opportunity 2020-03-10
The Tax Cuts and Jobs Act: Qualified Business Income Deduction 2019-03-20
International Estate Planning for Global Families 2019-03-21
Gift Tax 101: Tax Rules for Gifts 2020-03-10
Planning with Virtual Currency 2019-03-20
Dealing with Difficult Beneficiaries 2020-02-27
The Truth about Trusts 2019-03-20
Estate Planning is More than Just a Will 2019-03-20
Personal Planning Tips for Business Owner Succession 2020-03-10
Federal Tax Reform Summary-Individuals 2019-03-20
How to Use Your Retirement Savings for Charitable Giving-By Kathryn Garrison and Kelli Anderson 2019-03-20
The Value of Sweating the (Seemingly) Small Stuff 2020-03-10
Farm and Business Deductions 2019-03-20
Succession Planning for Business Owners – Roch 2019-03-20
PSBJ Rates 2020-02-03
Choosing the Right Fiduciary 2019-03-20
Portability - Clarification on a new Estate Planning Tool 2019-03-20
The Estate Planning League: Who is on Your Team? 2019-03-20
Leaving Retirement Plans to Heirs 2019-03-20
Estate Planning for Unmarried Couples 2019-03-20
Estate Planning for your Business 2019-03-20
Why Even Young Adults Need Powers of Attorney Documents 2019-03-20

Estate Planning Publications

Document Name Date Added
Dealing with Death of a Loved One 2018-01-26
The Fiduciary Handbook, 3rd Edition 2020-02-27
Estate Planning Guide 6th Edition 2020-02-27


Document Name Date Added
Membership Application 2020-11-18

Webinar Handouts

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