Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
| November 13, 2012 When Can an IRA or Qualified Pla | 2012-10-29 |
By-Laws
| Document Name | Date Added |
|---|---|
| 2014 Proposed Council By-Laws | 2014-03-26 |
|
Original Council By-Laws
By-Laws-original.pdf (984K)
|
2014-03-26 |
| EPCCT By-Laws | 2017-01-31 |
Speaker Outlines
| Document Name | Date Added |
|---|---|
| May 9, 2016 International Tax Issues for the Domestic Estate Planner | 2016-04-05 |
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March 27, 2012 Distribution Clauses: Carrying out
Distribution Clauses.pdf (23650K)
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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 |
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February 28, 2012 - Home Sweet Home: Planning Iss
Home Sweet Home Feb 2012.pdf (282K)
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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 |
| 10.20.20 SECURE Act Overview | 2020-09-26 |
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January 25, 2016 Charitable Giving with Retirement Benefits
Charity 2016.pdf (371K)
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2016-01-04 |
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April 24, 2012 - Water Law & Rights 101
Water Law and Rights 101.pdf (1862K)
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2012-08-15 |
| February 6, 2018 Tas Reforn Act | 2018-02-08 |
| February 18, 2014: Tax Updates for 2014 | 2014-02-07 |
| 09.22.20 Ethical Considerations (and Pitfalls) for Estate Planning Professionals | 2020-09-22 |
| 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 |
| 2.18.20 Good Intentions Can Lead to Unintended Consequences | 2019-12-23 |
| 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 |
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November 7, 2013 Economic Concepts for Understanding the Global Landscape
EstatePlanCouncil112013.pdf (3951K)
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2013-11-12 |
| 1.21.20 The Incapacitated and Impaired Beneficiary-Mgt Strategies for the Executor & Trustee | 2019-12-23 |
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September 16, 2015 Recent Developments in Estate Planning
Johanson 9.16.15.docx (129K)
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2015-09-17 |
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October 24, 2017 Effectiveness & Ethics of Goals Driven Wealth Transfer
10.17.17 doc.pdf (1044K)
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2017-10-17 |
| October 16, 2013 - The New World of Trusts & Trustees | 2013-09-12 |
| November 20, 2019 Passing the Baton in a Generational Relay Race | 2019-09-26 |
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August 27, 2015: 2015 Texas Estate & Trust Legislative Update
Legislative Update 07282015.pdf (1518K)
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2015-07-30 |
| 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 |
| October 23, 2019 What Dead Celebrities Can Teach Us About Estate Planning | 2019-09-26 |
| April 28, 2015 Asset Protection Planning | 2015-04-20 |
| May 16, 2017 Protecting Older Investors From Investment Fraud | 2017-04-28 |
| September 18, 2013 - Recent Developments in Estate | 2013-09-04 |
| September 24, 2019 Unique Estate Planning Opportunities and Related Valuation Issues | 2019-09-10 |
| March 10, 2015 Discretionary Distributions: Old Rules, New Perspectives | 2015-02-20 |
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March 21, 2017 Trustee Duties
Trustee Duties.pdf (1178K)
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2017-02-23 |
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August 28, 2013 Texas Estate & Trust Legislative U
Pargaman 8.28.13.pdf (1655K)
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2013-08-23 |
| August 20, 2019 Is There Meat in Those Beans? The 2019 TX Estate & Trust Legislative Update | 2019-08-08 |
| February 19, 2015 Income Taxation of Decedent's Estates | 2015-02-18 |
| 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 |
| 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 |
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October 24, 2016 THE 2016 DOL FIDUCIARY RULE FOR THE INVESTMENT OF RETIREMENT ASSETS: WHAT YOU NEED
DOL.pdf (2297K)
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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 |
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October 16, 2012 - Delaware Trusts
Delaware Trusts 10.16.12.pdf (8018K)
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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 |
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Recent Developments Affecting Estate Plannin
EPCCT.docx (72K)
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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 |
