Document Library

Categories

Council Documents

Document Name Date Added
November 13, 2012 When Can an IRA or Qualified Pla
October 2012_ICE_IRA-QP_Invest_Closely_Held_Business.pdf (1553K)
 2012-10-29

By-Laws

Document Name Date Added
EPCCT By-Laws
BYLAWS - Amended Passed and Signed June 2014.pdf (570K)
 2017-01-31
2014 Proposed Council By-Laws
PROPOSED Amended and Restated Bylaws March 19 2014.pdf (339K)
 2014-03-26
Original Council By-Laws
By-Laws-original.pdf (984K)
 2014-03-26

Speaker Outlines

Document Name Date Added
September 18, 2013 - Recent Developments in Estate
2013 Recent Developments in Estate Planning.docx (97K)
 2013-09-04
September 24, 2019 Unique Estate Planning Opportunities and Related Valuation Issues
Unique Estate Planning Opportunities and Related Valuation Issues (2019.09.24).pdf (4818K)
 2019-09-10
April 28, 2015 Asset Protection Planning
Asset Protection Planning --Getting Ready for Marriage in Texas Austin Estate Planning Council.pdf (169K)
 2015-04-20
May 16, 2017 Protecting Older Investors From Investment Fraud
Protecting Older Investors.pdf (143K)
 2017-04-28
August 28, 2013 Texas Estate & Trust Legislative U
Pargaman 8.28.13.pdf (1655K)
 2013-08-23
August 20, 2019 Is There Meat in Those Beans? The 2019 TX Estate & Trust Legislative Update
2019 Texas Estate and Trust Legislative Update (EPCCT) (1) 08.20.19.pdf (744K)
 2019-08-08
March 10, 2015 Discretionary Distributions: Old Rules, New Perspectives
Discretionary Distributions 2015.pdf (203K)
 2015-02-20
March 21, 2017 Trustee Duties
Trustee Duties.pdf (1178K)
 2017-02-23
April 30, 2013 - Defining Descendants: Building t
Defining Descendants_ Building the Family You Want.pdf (2068K)
 2013-04-05
May 15, 2019 Heckerling Musings 2019 and Estate Planning Current Developments
Heckerling Musings 2019 (EPCCT for 5 15 19) 04 01 19 (2).pdf (978K)
 2019-03-31
February 19, 2015 Income Taxation of Decedent's Estates
EPCCT Income Taxation of Decedent's Estates final.pptx (860K)
 2015-02-18
09.21.21 Legislative Update for 2021 re: Trusts, Estates, Guardianships, Powers of Attorneys and Ad
2021 Legislative Proposal Update 7-23-21 (PDF).pdf (1479K)
 2021-08-18
February 21, 2017 Succession Planning Strategies for Family Owned and/or Closely Held Businesses
2.21.17 Succession Planning Strategies.pdf (2060K)
 2017-02-20
March 19, 2013 - The Full Monty on Closely Held Bu
Full Monty on Closely Heald Business Planning 3.19.13.pdf (171K)
 2013-03-20
March 13, 2019 Trends in Philanthropy
Philanthropy Trends 3.13.19.pptx (101K)
 2019-03-12
January 6, 2015 Estate Planning with Mineral Rights
Estate Planning WIth Mineral Interests 2015-01-04.pdf (151K)
 2015-01-05
05.18.21 Estate Planning Current Developments & Hot Topics
Hot Topics Current Developments 2021_BT_LIS_DOCX_23 05_13_21.pdf (1272K)
 2021-05-17
January 22, 2013 Drafting for Religious & Philosph
Drafting for Relgious & Philosophical Preferences.pdf (649K)
 2013-01-07
February 13, 2019 THE IRREVOCABLE LIFE INSURANCE TRUST WITH CRUMMEY WITHDRAWAL RIGHTS
The Irrevocable Life Insurance Trust with Crummey Withdrawal Rights (EP Council of Central Texa.docx (97K)
 2019-02-12
November 10, 2014 Structuring & Administering Trusts To Own Interests In Closely Held Entities
Structuring & Adminstering Trusts.pdf (389K)
 2014-10-07
Dr. Harness - "Why" Notes 04.20.21
Dr. Harness -why 04.20.21.jpg (204K)
 2021-04-22
January 17, 2017 Leaving the United States Tax Issues on Departure
Leaving the US Tax Issues on Departure.pdf (1671K)
 2016-12-15
Wednesday, 1/16/19 The New Section 199A and Its Impact on Running Your Business
Chapter 18 Section 199A (2)-1.16.19.pdf (485K)
 2019-01-01
October 8, 2014: Wrapping Up Your Gift Tax Return With A Tidy Bow
Wrapping Up Your Gift Tax Return with a Tidy Bow - Reporting Gifts with an Eye Toward Audit (2).pdf (476K)
 2014-09-19
04.20.21 The Millennial Mindset
The Millenial Mindset.pdf (1241K)
 2021-04-06
October 24, 2016 THE 2016 DOL FIDUCIARY RULE FOR THE INVESTMENT OF RETIREMENT ASSETS: WHAT YOU NEED
DOL.pdf (2297K)
 2016-10-25
November 14, 2018 -ERISA-Substance Over Beneficiary Form
ERISA - Substance Over (Beneficiary) Form (2).pptx (477K)
 2018-11-10
September 16, 2014 Recent Developments in Estate Planning
2014 Recent Developments in Estate Planning.docx (104K)
 2014-08-19
03.23.21 Anticipating Will Contests and How to Avoid Them
Anticipating Will Contests -- Beyer -- EPCCT (03-23-2021).pdf (2581K)
 2021-02-28
November 15, 2016 Planning for Beneficiaries Who May Need Long-Term Care
Planning for Beneficiaries Who May Need Long-Term Care.pdf (804K)
 2016-10-09
October 16, 2012 - Delaware Trusts
Delaware Trusts 10.16.12.pdf (8018K)
 2012-09-27
October 17, 2018 A "FAST" Solution to Legacy Planning
2018 1017 Draft GVP FAST Slides Option 2 (8).pptx (185K)
 2018-10-04
April 23, 2014: Fraud, Omissions, Errors, & Missed Deadlines: Dealing w/ the Troublesome 706
Fraud__Omissiomns__Errors_and_Missed_Deadlines__Dealing_with_the_Troublesome_706.pdf (626K)
 2014-04-01
02.23.21 Understanding Social Security
Social Security 2-16-2021 (1) (1).pptx (1334K)
 2021-02-24
Recent Developments Affecting Estate Plannin
EPCCT.docx (72K)
 2016-09-02
September 18, 2012 - Recent Developments in Estate
Recent Developments in Estate Planning 2012.pdf (17179K)
 2012-08-23
September 12, 2018 How Slippage & Gray Areas Lead Us Into Ethical Lapses
Estate Planning Council FINAL of Central Texas Sept 2018.pptx (1016K)
 2018-09-07
01.19.21 - 2021 Legislative Update
2021 Legislative Proposal Update.1.19.21.pptx (1876K)
 2021-01-19
May 9, 2016 International Tax Issues for the Domestic Estate Planner
International Tax Issues for the Domestic Estate Planner 5.9.16.ppt (1243K)
 2016-04-05
March 27, 2012 Distribution Clauses: Carrying out
Distribution Clauses.pdf (23650K)
 2012-08-15
Tuesday, May 1, 2018 Keys to Building Wealth
Glickman_Blattmachr_Presentation_Austin (4).pptx (2622K)
 2018-04-25
11.17.20 Top Tips for Successful Zoomediations of Probate, Trust & Estate Disputes
Top Tips for Successful Zoomediations of Probate Trust and Estate Disputes.pdf (1352K)
 2020-11-16
March 9, 2016 Special Needs Trust Planning
Special Needs Trust Planning.pdf (50K)
 2016-03-04
January 31, 2012 - Tax, Procedural & Adminstrative
Tax, Procedural and Adminstrative Rules.pdf (26305K)
 2012-08-15
March 4, 2014 You Can't Take It With You...But Your Spouse Can!
Berly - Portability Speech 3.8.14.pdf (641K)
 2014-02-19
10.20.20 SECURE Act Overview
10.20.20 REGIONS SECURE Act Overview Presenation 9.2.2020 FINAL.pptx (565K)
 2020-09-26
February 16, 2016 Wills, Probate & Estate Planning for Same Sex Couples
1516657_4_SPEECH _ G_L Basic Estate Planning (2).pdf (159K)
 2016-02-01
February 28, 2012 - Home Sweet Home: Planning Iss
Home Sweet Home Feb 2012.pdf (282K)
 2012-08-15
March 6, 2018-Trumping Uncertainty- Examining the Implications of the Tax Cuts and Jobs Act
Trumping Uncertainty TCJA implications with PPLI (TJP FINAL 02.05.18) (1).pdf (660K)
 2018-02-11
February 18, 2014: Tax Updates for 2014
Tax Update 2014 (Estate Planners Council).pdf (775K)
 2014-02-07
09.22.20 Ethical Considerations (and Pitfalls) for Estate Planning Professionals
Ethical Considerations and Pitfalls for Estate Planning Professionals 9.22.20.pptx (1579K)
 2020-09-22
January 25, 2016 Charitable Giving with Retirement Benefits
Charity 2016.pdf (371K)
 2016-01-04
April 24, 2012 - Water Law & Rights 101
Water Law and Rights 101.pdf (1862K)
 2012-08-15
February 6, 2018 Tas Reforn Act
EPCCT- February 6 2018 - Tax Reform.pdf (378K)
 2018-02-08
January 7, 2014 Digital Assets, Pets and Guns
Digital Assets Pets Guns -- Beyer (EPCCT 01-07-2014).pdf (5212K)
 2013-12-10
2.18.20 Good Intentions Can Lead to Unintended Consequences
2.18.2020 Good Intentions Can Lead to Unintended Consequences.pptx (397K)
 2019-12-23
November 5, 2015 Maximizing Social Security
Maximizing Social Security handout 11.5.15.pdf (97K)
 2015-11-05
January 23, 2018 Planning for Privacy in a Public World
Privacy Paper - Jeff Chadwick - Estate Planning Council of Central Texas (1-23-18).pdf (466K)
 2018-01-01
November 7, 2013 Economic Concepts for Understanding the Global Landscape
EstatePlanCouncil112013.pdf (3951K)
 2013-11-12
1.21.20 The Incapacitated and Impaired Beneficiary-Mgt Strategies for the Executor & Trustee
1.21.20 The_Incapacitated_and_the_Impaired Beneficiary.ppsx (860K)
 2019-12-23
October 19, 2015 So You Think You Know Everything About Income Taxation of Life Insurance? Think Aga
OUTLINE-10.19.15-So You Think You Know Everything About Life Insurance ThinkAgain).docx (95K)
 2015-09-29
November 28, 2017 HIGHLIGHTS OF THE NEW AND IMPROVED TEXAS
New and Improved DPOA Act Outline for EPCCT Meeting 11-28-17.pdf (470K)
 2017-11-17
October 16, 2013 - The New World of Trusts & Trustees
Oct 2013-The_New_World_of_Trusts_and_Trustees.pdf (112K)
 2013-09-12
November 20, 2019 Passing the Baton in a Generational Relay Race
2019.11.20 EPCCT Mark Hartnett Passing the Baton in a Generational Relay Race (1).pdf (361K)
 2019-09-26
September 16, 2015 Recent Developments in Estate Planning
Johanson 9.16.15.docx (129K)
 2015-09-17
October 24, 2017 Effectiveness & Ethics of Goals Driven Wealth Transfer
10.17.17 doc.pdf (1044K)
 2017-10-17
February 19, 2013-Federal Tax Regulations/Definiti
Federal Tax Regulations-Definition of Net Investment Income.pdf (1380K)
 2013-01-30
October 23, 2019 What Dead Celebrities Can Teach Us About Estate Planning
What Dead Celebrities Can Teach Us About Estate Planning 10.2019.pdf (865K)
 2019-09-26
August 27, 2015: 2015 Texas Estate & Trust Legislative Update
Legislative Update 07282015.pdf (1518K)
 2015-07-30
August 24, 2017 Make Probate Great Again: 2017 Texas Estate & Trust Legislative Update
2017 Texas Estate and Trust Legislative Update 081717 CH.pdf (2235K)
 2017-08-23