Document Library

Document Name Date Added
2014-2015 Dues Notice 2014-08-04
For attendees - Corporate Transparency pdf 2024-02-01
EPC ENY Reply Card 5.09.2019 2019-04-10
2021 05 25 Reply Card, EPC ENY 2021-04-14
Jan 31 2018
jan31tx18.pdf (116K)
2018-05-15
Council By-Laws 2013-03-13
EPC ENY Membership application 2023-11-28
EPC ENY Reply Card 1.29.19 2018-12-14
2021_01_26 EPC ENY continuing ed sheet, signed, sc 2021-01-26
Dec 27 2017
dec27tx17.pdf (147K)
2018-05-15
Cancellation Policy 2008-03-24
DUES NOTICE 2023-2024 Membership, Estate Planning Council of Eastern New York, Inc. 2023-08-01
JB 3 of 3:Family Partnership Rules of Code S 2018-11-13
EPC ENY 2020-2021 Dues Renewal final 2020-07-29
5.22.18, Table of Conents, Blanche Lark Christerson 2018-05-10
EPC ENY Reply Card 10.24.2023 2023-07-31
EPC ENY Reply Card 11.13.18 2018-10-10
EPC ENY March 5 2020 Presentation SECURE Act, Steiner 2020-03-04
4.10.18 agenda 2018-04-09
2023.03.20 In Marriage QDRO 2023-03-20
2018-19 EPC ENY letterhead 2018-06-08
EPC ENY Reply Card 1.21.20 2019-12-09
tax cut
tax cut.png (218K)
2018-02-12
EPC ENY Reply Card 11.19.2024 2024-11-06
2022_2023 EPC ENY Membership Application v2 2022-07-14
April 10 2018 minutes 2018-05-18
Director info sheet 11.19.19 2019-11-18
Bloom bio 2017-12-19
2024-25 EPC ENY Dues Renewal (by mail) 2024-07-29
Handout Transition by Design - Estate Planning Council of Eastern New York May 10 2022.pdf 2022-05-09
Dues Renewal Notice 2018-05-18
20191010, fall social invite EPC ENY 2019-09-27
EPC's Oktoberfest 2017-09-25
EPC ENY Membership application 2024-2025 2024-07-10
EPC ENY Reply Card 1.25.2022 2021-12-01
March 31 2016
mar31tx16.pdf (124K)
2018-05-15
FPA NENY 2017/18 Program calendar 2017-08-24
2024.02.14 Henry - Planning for Simplicty and Tax Efficiency - 04.19.23.pdf 2024-02-14
20190917 reply card 2019-09-05
Cyber Security for Estate Planning Professionals 2021-09-14
June 30 2017 2018-05-15
Member Benefits 2014-08-04
EPC ENY Reply Card 1.31.2024 2023-12-07
Rubenstein Handout 2019-03-13
Managing the Succession Transition 2021-03-22
Feb 27 2018
feb27tx18.pdf (117K)
2018-05-15
Financial Aid Policy 2020-06-30
Federal Tax Update October 2023 for attendees 2023-11-27
JB 1 of 3: Use Trust to bypass Limit. 2018-11-13
EPC ENY Reply Card 11.17.2020. 2020-10-26
April 30 2018
apr30tx18.pdf (120K)
2018-05-15
EPC ENY Reply Card 11.28.2023 2023-07-31
JB 2 of 3: How ING Trust Can Offset Adverse Effects of Tax Law-Part 1 2018-11-13
EPC ENY Member Application, 2020 2021-07-28
FPA NENY 2018 Symposium Flyer 2018-05-02
EPC ENY Reply Card 5.09.2023 2023-03-31
2018-19 EPC ENY Dues Notice 2018-06-08
EPC ENY Reply Card 3.05.2020 2020-01-22
Reply card 5.22.18 2018-02-12
EPC ENY Reply Card 1.30.2025 2024-12-03
EPC ENY Reply Card 2.08.2023 2023-01-09
NAEPC Speakers 2018-05-18
Presentation 11.19.19 2019-11-18
EPC ENY hanout for 1.30.18 2018-01-30
EPC ENY Reply Card 10.22.2024 2024-08-27
2022_2023 EPC ENY Membership Application 2022-07-14
Annual Meeting 2018 2018-05-18
EPC ENY Reply Card 11.19.19 2019-11-05
EPC ENY Reply Card 1.30.18 2017-12-19
EPC ENY Membership Application 2024-2025 2024-07-15
EPC ENY Reply Card 5.10.2022 2022-04-13
May 22 2018 agenda 2018-05-18
5 star 2017-08-31
EPC ENY Reply Card 5.07.2024 2024-04-16
Estate Planning Council Presentation Natalie McVeigh 2019-09-25
10.14.2021 Social Reply Card 2021-09-14
March 30 2018
mar30tx18.pdf (114K)
2018-05-15