Document Library
Document Name | Date Added |
---|---|
2014-2015 Dues Notice
EPC Ltrhd 2014 w-dues.pdf (135K)
|
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
Apr 10 2018 Agenda.docx (47K)
|
2018-04-09 |
2023.03.20 In Marriage QDRO | 2023-03-20 |
2018-19 EPC ENY letterhead
EPC0618A_LH_proof2.pdf (91K)
|
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
Apr 10 2018 minutes.pdf (294K)
|
2018-05-18 |
Director info sheet 11.19.19 | 2019-11-18 |
Bloom bio
BIO 2018 Bloom.pdf (221K)
|
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
june30tx17.pdf (119K)
|
2018-05-15 |
Member Benefits
MemberBenefits-Schedule.pdf (185K)
|
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
Membership Application.pdf (187K)
|
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
EPC-ENY 2019 Goldfarb.pptx (132K)
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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
May 22 2018 Agenda.docx (48K)
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2018-05-18 |
5 star
award-5star.png (13K)
|
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 |