Document Library

Categories

Council Documents

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

By-Laws

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

Speaker Outlines

Document Name Date Added
March 19, 2013 - The Full Monty on Closely Held Bu 2013-03-20
March 13, 2019 Trends in Philanthropy 2019-03-12
January 6, 2015 Estate Planning with Mineral Rights 2015-01-05
January 17, 2017 Leaving the United States Tax Issues on Departure 2016-12-15
January 22, 2013 Drafting for Religious & Philosph 2013-01-07
February 13, 2019 THE IRREVOCABLE LIFE INSURANCE TRUST WITH CRUMMEY WITHDRAWAL RIGHTS 2019-02-12
November 10, 2014 Structuring & Administering Trusts To Own Interests In Closely Held Entities 2014-10-07
October 24, 2016 THE 2016 DOL FIDUCIARY RULE FOR THE INVESTMENT OF RETIREMENT ASSETS: WHAT YOU NEED
DOL.pdf (2297K)
2016-10-25
Wednesday, 1/16/19 The New Section 199A and Its Impact on Running Your Business 2019-01-01
October 8, 2014: Wrapping Up Your Gift Tax Return With A Tidy Bow 2014-09-19
November 15, 2016 Planning for Beneficiaries Who May Need Long-Term Care 2016-10-09
October 16, 2012 - Delaware Trusts 2012-09-27
November 14, 2018 -ERISA-Substance Over Beneficiary Form 2018-11-10
September 16, 2014 Recent Developments in Estate Planning 2014-08-19
Recent Developments Affecting Estate Plannin 2016-09-02
September 18, 2012 - Recent Developments in Estate 2012-08-23
October 17, 2018 A "FAST" Solution to Legacy Planning 2018-10-04
April 23, 2014: Fraud, Omissions, Errors, & Missed Deadlines: Dealing w/ the Troublesome 706 2014-04-01
May 9, 2016 International Tax Issues for the Domestic Estate Planner 2016-04-05
March 27, 2012 Distribution Clauses: Carrying out 2012-08-15
September 12, 2018 How Slippage & Gray Areas Lead Us Into Ethical Lapses 2018-09-07
March 9, 2016 Special Needs Trust Planning 2016-03-04
January 31, 2012 - Tax, Procedural & Adminstrative 2012-08-15
Tuesday, May 1, 2018 Keys to Building Wealth 2018-04-25
February 16, 2016 Wills, Probate & Estate Planning for Same Sex Couples 2016-02-01
February 28, 2012 - Home Sweet Home: Planning Iss 2012-08-15
March 6, 2018-Trumping Uncertainty- Examining the Implications of the Tax Cuts and Jobs Act 2018-02-11
March 4, 2014 You Can't Take It With You...But Your Spouse Can! 2014-02-19
January 25, 2016 Charitable Giving with Retirement Benefits 2016-01-04
April 24, 2012 - Water Law & Rights 101 2012-08-15
February 6, 2018 Tas Reforn Act 2018-02-08
February 18, 2014: Tax Updates for 2014 2014-02-07
November 5, 2015 Maximizing Social Security 2015-11-05
January 23, 2018 Planning for Privacy in a Public World 2018-01-01
January 7, 2014 Digital Assets, Pets and Guns 2013-12-10
October 19, 2015 So You Think You Know Everything About Income Taxation of Life Insurance? Think Aga 2015-09-29
November 28, 2017 HIGHLIGHTS OF THE NEW AND IMPROVED TEXAS 2017-11-17
November 7, 2013 Economic Concepts for Understanding the Global Landscape 2013-11-12
September 16, 2015 Recent Developments in Estate Planning 2015-09-17
October 24, 2017 Effectiveness & Ethics of Goals Driven Wealth Transfer 2017-10-17
October 16, 2013 - The New World of Trusts & Trustees 2013-09-12
August 24, 2017 Make Probate Great Again: 2017 Texas Estate & Trust Legislative Update 2017-08-23
February 19, 2013-Federal Tax Regulations/Definiti 2013-01-30
August 27, 2015: 2015 Texas Estate & Trust Legislative Update 2015-07-30
May 16, 2017 Protecting Older Investors From Investment Fraud 2017-04-28
September 18, 2013 - Recent Developments in Estate 2013-09-04
April 28, 2015 Asset Protection Planning 2015-04-20
March 21, 2017 Trustee Duties 2017-02-23
August 28, 2013 Texas Estate & Trust Legislative U 2013-08-23
August 20, 2019 Is There Meat in Those Beans? The 2019 TX Estate & Trust Legislative Update 2019-08-08
March 10, 2015 Discretionary Distributions: Old Rules, New Perspectives 2015-02-20
February 21, 2017 Succession Planning Strategies for Family Owned and/or Closely Held Businesses 2017-02-20
April 30, 2013 - Defining Descendants: Building t 2013-04-05
May 15, 2019 Heckerling Musings 2019 and Estate Planning Current Developments 2019-03-31
February 19, 2015 Income Taxation of Decedent's Estates 2015-02-18