Document Library

File Name Date Added
November 13, 2012 When Can an IRA or Qualified Pla 10/29/2012

By-Laws

File Name Date Added
2014 Proposed Council By-Laws 03/26/2014
Original Council By-Laws 03/26/2014
EPCCT By-Laws 01/31/2017

Speaker Outlines

File Name Date Added
Recent Developments Affecting Estate Plannin 09/02/2016
September 18, 2012 - Recent Developments in Estate 08/23/2012
April 23, 2014: Fraud, Omissions, Errors, & Missed Deadlines: Dealing w/ the Troublesome 706 04/01/2014
May 9, 2016 International Tax Issues for the Domestic Estate Planner 04/05/2016
March 27, 2012 Distribution Clauses: Carrying out 08/15/2012
March 9, 2016 Special Needs Trust Planning 03/04/2016
January 31, 2012 - Tax, Procedural & Adminstrative 08/15/2012
February 16, 2016 Wills, Probate & Estate Planning for Same Sex Couples 02/01/2016
February 28, 2012 - Home Sweet Home: Planning Iss 08/15/2012
March 4, 2014 You Can't Take It With You...But Your Spouse Can! 02/19/2014
January 25, 2016 Charitable Giving with Retirement Benefits 01/04/2016
April 24, 2012 - Water Law & Rights 101 08/15/2012
February 18, 2014: Tax Updates for 2014 02/07/2014
November 5, 2015 Maximizing Social Security 11/05/2015
January 7, 2014 Digital Assets, Pets and Guns 12/10/2013
October 19, 2015 So You Think You Know Everything About Income Taxation of Life Insurance? Think Aga 09/29/2015
November 7, 2013 Economic Concepts for Understanding the Global Landscape 11/12/2013
September 16, 2015 Recent Developments in Estate Planning 09/17/2015
October 16, 2013 - The New World of Trusts & Trustees 09/12/2013
August 24, 2017 Make Probate Great Again: 2017 Texas Estate & Trust Legislative Update 08/23/2017
February 19, 2013-Federal Tax Regulations/Definiti 01/30/2013
August 27, 2015: 2015 Texas Estate & Trust Legislative Update 07/30/2015
May 16, 2017 Protecting Older Investors From Investment Fraud 04/28/2017
September 18, 2013 - Recent Developments in Estate 09/04/2013
April 28, 2015 Asset Protection Planning 04/20/2015
March 21, 2017 Trustee Duties 02/23/2017
August 28, 2013 Texas Estate & Trust Legislative U 08/23/2013
March 10, 2015 Discretionary Distributions: Old Rules, New Perspectives 02/20/2015
February 21, 2017 Succession Planning Strategies for Family Owned and/or Closely Held Businesses 02/20/2017
April 30, 2013 - Defining Descendants: Building t 04/05/2013
February 19, 2015 Income Taxation of Decedent's Estates 02/18/2015
March 19, 2013 - The Full Monty on Closely Held Bu 03/20/2013
January 6, 2015 Estate Planning with Mineral Rights 01/05/2015
January 17, 2017 Leaving the United States Tax Issues on Departure 12/15/2016
January 22, 2013 Drafting for Religious & Philosph 01/07/2013
November 10, 2014 Structuring & Administering Trusts To Own Interests In Closely Held Entities 10/07/2014
October 24, 2016 THE 2016 DOL FIDUCIARY RULE FOR THE INVESTMENT OF RETIREMENT ASSETS: WHAT YOU NEED
DOL.pdf (2297K)
10/25/2016
October 8, 2014: Wrapping Up Your Gift Tax Return With A Tidy Bow 09/19/2014
November 15, 2016 Planning for Beneficiaries Who May Need Long-Term Care 10/09/2016
October 16, 2012 - Delaware Trusts 09/27/2012
September 16, 2014 Recent Developments in Estate Planning 08/19/2014