Document Library

Categories

Council Documents

Document Name Date Added
EPC Seattle Mission Statement
EPC Seattle Mission Statement.doc (24K)
 2016-11-20
Articles of Association
EPC - Articles of Association 2011 - cf edit 7-17.pdf (256K)
 2017-07-03

Dinner Meeting Handouts

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E-Newsletters

Document Name Date Added
May 2019 Newsletter
E-Blast May 2019.docx (23K)
 2019-10-16
September 2019 Newsletter
E-Blast September 2019.docx (25K)
 2019-10-16

Estate Planning Articles

Document Name Date Added
Planning with Virtual Currency
Steven Schindler - Planning with Virtual Currency.docx - final (1).pdf (162K)
 2019-03-20
Dealing with Difficult Beneficiaries
Carla Wigen article.pdf (66K)
 2020-02-27
Gift Tax 101: Tax Rules for Gifts
Lori Rath and Alison Warden article.pdf (163K)
 2020-03-10
The Truth about Trusts
Jeanne Goussev - The Truth about Trusts - cf edit (1).pdf (76K)
 2019-03-20
Estate Planning is More than Just a Will
Estate Planning is More than Just a Will - Paul Cantor.pdf (83K)
 2019-03-20
Personal Planning Tips for Business Owner Succession
Bobby Gentry article.pdf (131K)
 2020-03-10
Federal Tax Reform Summary-Individuals
Jim Schneidmiller - Federal Tax Reform Summary - Individuals (1).pdf (152K)
 2019-03-20
How to Use Your Retirement Savings for Charitable Giving-By Kathryn Garrison and Kelli Anderson
How to Use Your Retirement Savings for Charitable Giving Article (1).pdf (114K)
 2019-03-20
The Value of Sweating the (Seemingly) Small Stuff
Angela Carr Baker article v2.pdf (104K)
 2020-03-10
Farm and Business Deductions
William Friedman - Farm and Business Deduction - v.2 (1).pdf (116K)
 2019-03-20
Succession Planning for Business Owners – Roch
Succession Planning for Business Owners (1).pdf (107K)
 2019-03-20
PSBJ Rates
PSBJ_2020 Estate Planning Guide bb.pdf (350K)
 2020-02-03
Choosing the Right Fiduciary
Matthew Tilghman-Havens - Choosing the right fiduciary (1).pdf (139K)
 2019-03-20
Portability - Clarification on a new Estate Planning Tool
Portability Article by Allison Zollack.pdf (107K)
 2019-03-20
The Estate Planning League: Who is on Your Team?
The Estate Planning League - Pat Char.pdf (67K)
 2019-03-20
Leaving Retirement Plans to Heirs
EP 2017 - Christopher Hardman article (1).pdf (15K)
 2019-03-20
Estate Planning for Unmarried Couples
EP 2017 - Paul Firuz article (1).pdf (93K)
 2019-03-20
Estate Planning for your Business
EP 2017 - Sarah Bowman article (1).pdf (80K)
 2019-03-20
Why Even Young Adults Need Powers of Attorney Documents
EP 2017 - Sandy Cairns article (1).pdf (108K)
 2019-03-20
Avoiding Lurking Litigation with Proper Estate Planning
EP 2017 - Anna Cashman and Tiffany Gorton article (1).pdf (84K)
 2019-03-20
Assisting An Adult Child With Home Buying
Wendy Allard article - final.pdf (71K)
 2019-03-21
Have You Forgotten Something? Don’t Overlook These Assets When Planning Your Estate
EP 2017 - Bill Zook article -final (1).pdf (109K)
 2019-03-20
Estate Planning For Washington Residents
Sandy Cairns article_.pdf (92K)
 2019-03-21
Life Insurance Planning After Federal Tax Reform By Dan Halos
Dan Halos - life insurance article - cf edit - clean version.docx (0K)
 2018-04-30
Linking Lifetime and Legacy Giving
EP 2017 - Susan Peterson article (1).pdf (147K)
 2019-03-20
Unmarried Couples Need To Plan Too
Paul Firuz Tiffany Gorton article.pdf (93K)
 2019-03-21
Washington State Estate Tax Laws Could Affect Estate Transfers
Jode - PSBJ Tax Reform Article - cf edit - clean version (1).pdf (168K)
 2019-03-20
Protect Yourself From Financial Scams
Kathryn Garrison and Gidget Furness article - final.pdf (85K)
 2019-03-21
Is out-of-state property subject to Washington estate tax?
Wendy Allard article - Final.pdf (85K)
 2020-03-10
Top Estate Planning Mistakees
Ron Nagle - Top Estate Planning Mistakes - cf edit v.2 (1).pdf (116K)
 2019-03-20
7 Easy Things to Consider when Estate Planning
Julie Back article.pdf (82K)
 2019-03-21
Does Philanthropy Still Make Financial Sense? How New Tax Rules Affect Charitable Giving
Susan Queary article.pdf (121K)
 2020-03-10
The Tax Cuts and Jobs Act: Qualified Business Income Deduction
Susan Queary and Kelly Nelson Estate-Trust S199A - cf edit (1).pdf (154K)
 2019-03-20
International Estate Planning for Global Families
Akane Suzuki and Walter Impert article - final.pdf (107K)
 2019-03-21
Gift Tax Exclusion Opens Opportunity
Mark McBride and Joey Kaempf article v3.pdf (75K)
 2020-03-10

Estate Planning Publications

Document Name Date Added
Estate Planning Guide 6th Edition
Final Estate Planning Guide 6th.pdf (416K)
 2020-02-27
Dealing with Death of a Loved One
Dealing with Death 2014.pdf (369K)
 2018-01-26
The Fiduciary Handbook, 3rd Edition
Fiduciary Handbook Final 2009.pdf (208K)
 2020-02-27

Membership

Document Name Date Added
Membership Application
EPC application 2019.doc (31K)
 2019-10-16

Webinar Handouts

Document Name Date Added
January 2017 Webinar-DOL Fiduciary
Jan 2017 Webinar.pdf (1205K)
 2017-02-09
December 2017 Webinar
NAEPC - December Guide to Tax Act.pdf (460K)
 2018-01-06
February 8, 2017 Webinar
TPB - Powers of Appointment - NAEPC Webinar.pdf (732K)
 2017-02-09
Integrating Asset Protection into your Estate Planning Practice
Oct 11th NAEPC Webinar Presentation_Final.pdf (3447K)
 2017-10-27
September 13, 2017 Webinar
The Perfect Modern Trust Including Income Tax Sheltering Opportunities -....pdf (4687K)
 2017-10-27
August 9, 2017 Webinar
Protecting the Estate from In-laws and Other Predators.pdf (498K)
 2017-10-27
July 12, 2017 Webinar
The Riley Case Full Plan.pdf (383K)
 2017-10-27
A Potpurri of Planning Ideas with Life Insurance
June 14, 2017 Webinar.pdf (455K)
 2017-10-27
July 2018 Webinar
July 2018 Webinar materials.pdf (612K)
 2018-08-19
June 5, 2018 Webinar Handout
NAEPC 5.9.18 Webinar.pdf (158K)
 2018-06-07
May 2018 Webinar
NAEPC 5.9.18 Webinar.pdf (158K)
 2018-06-02
May 17, 2017 Guardianship Planning for Diminished Capacity
2017.01.17 - DSCZ PP on Guardianship_Planning for Diminished Capacity.pdf (508K)
 2017-05-10
April 2017 Webinar
Hot Valuation Topics - Adams Capital 4 19 2017.pdf (1605K)
 2017-05-01
Webinar March 2018
Glickman and Blattmachr March 2018 Webinar.pdf (503K)
 2018-03-13
March 14, 2018 Webinar
March 14 2018 Webinar Handout.pdf (5362K)
 2018-03-13
March 8, 2017 Webinar
NAEPC Slides Income Tax Basis Planning.pdf (160K)
 2017-03-08
Feb 14, 2018 Webinar
Feb 14 2018 Webinar Handout Pennell.pdf (731K)
 2018-02-23