Document Library

Categories

Council Documents

Document Name Date Added
2024 Board Nominations WORD DOC
024 Board Recommendations 12.7.23.doc (46K)
2023-11-22
Heritage Planning for Professionals
HeritagePlaningforProfessionals-2009.pdf (2286K)
2009-02-12
2023 Board of Directors
2023 Board Recommendation.pdf (363K)
2023-10-30
1 of 4 - Focusing Client Intentions
3P'sOutline20080317TAP.pdf (811K)
2008-04-23
Scott Olson profile pic
Olson-Scott[2305843009234803325].jpg (699K)
2023-08-06
3 of 4 - Personal Values Questionaire
APPersonalValuesQ's.pdf (277K)
2008-04-23
What Advisors Need to Know When Encountering Foreign Assets and Accounts
What Advisors Need to Know When Encountering Foreign Assets and Accounts.pdf (2445K)
2018-11-16
Membership Chair Job Description
Membership Chair Role.docx (12K)
2022-01-11
Ethics & Leadership as Applied to Estate Planning
EPCFCJan22-08-1.pdf (208K)
2008-04-16
Baker Marchman Materials.pdf
Baker Marchman Materials.pdf (4839K)
2016-09-27
2022 Board Recc word
2022 Board Recommendations 12.8.2021.doc (28K)
2021-11-09
The New Florida Trust Code
TheNewFloridaTrustCode.pdf (148K)
2008-04-06
EPC Fun Coast Presentation Fact Pattern (July 26th
EPCFC.FactPattern.7-26-11_Panel.pdf (78K)
2011-07-20
Agenda Feb 2021 meeting
EPCFC Agenda 2.18.21 COVID panel discussion.docx (21K)
2021-03-11
GRATS
GRATS - Mike Halloran - rcvd 2-26-08.ppt (300K)
2008-04-06
The Psychology of Fraud
The Psychology of Fraud.pdf (360K)
2011-06-03
EPCFC By-Laws
EPCFC_BYLAWS.rev.081809.pdf (55K)
2009-08-12
Agenda Board Meeting 11.9.2020
EPCFC Board Agenda 11.9.2020.docx (19K)
2020-11-09
What?s in Grandma?s Closet?
Valuation of Art & Antiques for Estate Planners.pdf (2438K)
2009-03-28
2020 Financial Symposium Speakers
Financial Symposium 2020 Speakers.pdf (169K)
2020-11-03
2024 Board of Director Nominations 12.7.23
2024 Board of Director Nominations 12.7.23.pdf (377K)
2023-11-22
Trustee Selection ? Advantages of a Corp. Trustee
ADVANT~1.PPT (195K)
2009-02-03
2023 Financial Symposium Sponsorship form
11.14.2023 Financial Symposium sponsorship form[14682].pdf (142K)
2023-08-06
2 of 4 - Advisor Presentation
AdvisorPresentationPP20080317.pdf (403K)
2008-04-23
judge clayton profile pic
Judge-James-R.-Clayton.jpg (11K)
2023-08-06
4 of 4 - Bibliography & Resources
Bibliography&Resources20071224.pdf (135K)
2008-04-23
Estate Planning Council Presentation for JS 1-18-18
Estate Planning Council Presentation for JS 1-18-18.pdf (3357K)
2018-04-04
2022 Board Recomm PDF
2022 Board Recommendations 12.8.2021.pdf (198K)
2021-11-09
General Press Release ? for 4/23 Charitable Estate
EPCFC_Chasen_Seminar_Press_Release_4-10-08.pdf (12K)
2008-04-11
The Domestic Asset Protection Trust
Palm_Coast_EPCFC_4-25-12_DAPT.pdf (517K)
2012-05-01
EPCFC About Us 8.9.2021
Estate Planning Council of the Fun Coast IntroPage.pdf (841K)
2021-08-10
Due Diligence in Recommending the Correct Life Ins
DueDiligence PPT- Mike Halloran - 3-4-08.ppt (63K)
2008-04-06
Planning For the Future
Incapacity_Planning.pdf (80K)
2011-06-03
Bylaws updated 12.2016
EPCFC Bylaws updated 12.2016.pdf (513K)
2020-11-27
Overview of Asset Protection Techniques
Robert N Miller.pdf (618K)
2010-03-17
2020 Board Recommendations
2020 EPCFC Bd Recomendations-12.5.19[8642].doc (28K)
2020-11-09
Understanding the New IRS Form 990
Moja-Dave-FUNCOASTEPC06-17-09.pdf (561K)
2009-06-18
2020 Financial Symposium Program
Financial Symposium 2020 Outline.pdf (293K)
2020-11-03
Hagstrom 2020
Hagstrom Robert Lower for Longer_Daytona_Sept2020.pdf (1167K)
2020-09-17

Applications

Document Name Date Added
EPCFC 2020 New Member Application
EPCFC 2020 New Member Application.pdf (36K)
2020-11-27
2021 New Member Application
2021 EPCFC New Member Application.pdf (375K)
2021-11-08
EPCFC 2020 Renewal Member Application
EPCFC 2020 Renewal Member Application.pdf (36K)
2020-11-27

Power Point Presentation

Document Name Date Added
ELECTRONIC WILLS & NOTARIZATION
E-Wills & Notarization.pdf (443K)
2020-01-17