Document Library
CategoriesCouncil Documents
Document Name | Date Added |
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EPC Seattle Mission Statement | 2016-11-20 |
Articles of Association | 2017-07-03 |
Dinner Meeting Handouts
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E-Newsletters
Document Name | Date Added |
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May 2019 Newsletter
E-Blast May 2019.docx (23K)
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2019-10-16 |
September 2019 Newsletter | 2019-10-16 |
Estate Planning Articles
Document Name | Date Added |
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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
Bobby Gentry article.pdf (131K)
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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 |
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
Susan Queary article.pdf (121K)
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2020-03-10 |
Top Estate Planning Mistakees | 2019-03-20 |
7 Easy Things to Consider when Estate Planning
Julie Back article.pdf (82K)
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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
Carla Wigen article.pdf (66K)
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2020-02-27 |
Estate Planning Publications
Document Name | Date Added |
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Estate Planning Guide 6th Edition | 2020-02-27 |
Dealing with Death of a Loved One
Dealing with Death 2014.pdf (369K)
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2018-01-26 |
The Fiduciary Handbook, 3rd Edition | 2020-02-27 |
Membership
Document Name | Date Added |
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Membership Application
EPC application 2019.doc (31K)
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2020-11-18 |
Webinar Handouts
Document Name | Date Added |
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January 2017 Webinar-DOL Fiduciary
Jan 2017 Webinar.pdf (1205K)
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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
The Riley Case Full Plan.pdf (383K)
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2017-10-27 |
A Potpurri of Planning Ideas with Life Insurance
June 14, 2017 Webinar.pdf (455K)
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2017-10-27 |
July 2018 Webinar | 2018-08-19 |
June 5, 2018 Webinar Handout
NAEPC 5.9.18 Webinar.pdf (158K)
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2018-06-07 |
May 2018 Webinar
NAEPC 5.9.18 Webinar.pdf (158K)
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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 |