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2019 Annual Seminar Planning for Our Clients’ Future

Document Name Date Added
Agenda 5.14.19 Annual Seminar - Planning for Our Clients Future 2019-05-10
SEPC Annual Meeting & Lunch Location: Gaffney Champions Room – Volkar Center Gonzaga University Camp 2019-05-01
For Member Review - Proposed Restated Bylaws for 5.14.19 2019-05-01
Jordon Rosen Estate Planning for the 99% of Us 2019-05-01
Katherine Roy 2019 Guide to Retirement Presentation 5.14.19 2019-05-01
Adam Sweet TAX REFORM: THE CURRENT STATE OF AFFAIRSFOR INDIVIDUALS & SMALL BUSINESSES 2019-05-13
Curt Crusch Presents APS Elder Abuse 2019-05-13
Meet the Faculty Annual Seminar - Planning for Our Clients Future 5.14.19 2019-05-10
Ashley Strumbaugh - Spokane Market Update 2019-05-10

Bylaws

Document Name Date Added
Amendment of Bylaws - for Vote 11/1/16 2018-04-24
2015 Restated Bylaws 2017-05-12

Current Program Year 2018-2019

Document Name Date Added
3.26.19 Irrevocable Life Insurance Trust (ILIT) Administration Risks by John Barkhurst 2019-03-20
3.26.19 Extra Presentation Material - Remediation Case Studies (1) 2019-03-20
3.26.19 Slideshow PDF Irrevocable Life Insurance Trust (ILIT) Administration Risks.docx 2019-03-20
1.22.19 SEPC - WHAT IS A GUARDIAN AD LITEM - WHEN ARE THEY NECESSARY by Lisa Malpass J.D. 2019-01-15
Scholarship Application & Instructions 2019-01-11
SEPC Wins 2018 Council of Excellence Award - Press Release 2018-12-17
11.6.18 Valuation issues in Estate Planning and Business Planning - A Panel Discussion 2018-10-24
9/18/18 When "Income" isn't Income. Or is it? 2018-10-23

Other Estate Planning Opportunities

Document Name Date Added
Membership Application Form 2019-05-23

Press Releases

Document Name Date Added
NAEPC Announces SEPC as Council of Excellence Award Winner 2017-10-02

Year 2015-2016

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Year 2016-2017

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Years Past 2017 - 2018 Membership

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Years Past 2017-2018 Dinner Meetings

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Years Past Annual Meeting

Document Name Date Added
Michael Brejda - Economic Update 2017-05-30
John Mitchell, Short Biography 2016-05-12
Doug Lodmell - The Bridge Trust - Offshore Protection with Domestic Simplicity 2017-05-30
David Murray - Secondary Planning for CRT's 2017-05-30
5/17/16 2016 SEPC - Agenda & Meet the Faculty 2016-05-31
Annual Seminar Announcement 2017-05-30
05/17/16 Paul Viren Presents - SEPC Planning for the 99% 2016-05-31
Faculty Annual Seminar 2017-05-30
5/17/16 Panel Discussion: Practical Planning Tips for Clients Facing the End of Life 2016-05-31
Doug Lawrence Planning for the $10MM-$2MM Estate 2013-12-26
5/17/16 Panel Discussion: Practical Planning Tips for Clients Facing the End of Life 2016-05-31
Tom Forrest Changing Trust Situs 2013-12-26
5/17/16 Judd Marten Presents - Coordinating IRAs with Estate Planning 2016-05-31
Justin Ransome's Recent Developments 2013-12-26
5/17/16 Stefanie Page & Jenny Gordon Presents - Behavioral Finance Common Sense isn't always common 2016-05-31
Doug Wright - Economic Forcast 2014-07-30
Barbara Isenhour - Special Needs Planning 2014-07-30
Thomas M. Forrest, President, CEO US Trust 2013-12-26
Kristi Mathisen - Wealth Management 2014-07-30
Gair Petrie JD, Randall Danskin, PS 2013-12-26
Professor Samuel A. Donaldson - Federal Tax Update 2014-07-30
Doug Lawrence, Stokes & Lawrence 2014-09-03
Annual Seminar Agenda 05/23/17 2017-05-30
Agenda 2013-12-26
Kelli Franco and Val Perry - What to Expect from President Trump's Tax Reform 2017-05-30
Justin Ransome, Ernst & Young 2013-12-26
Wendy Goffe - Administering Unusual Assets and Cannabis 2017-05-30
Aging, Challenged & Changed - John Mitchell 2016-05-12
J. Patrick Clunan - Understanding your Social Security Options 2017-05-30
Annual Meeting 2012 - Natalie Choate Flyer 2014-09-03
UPIA-TOLI - Gary L. Flotron 2016-05-12

Years Past Dinner Meetings 2016-2017

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Years Past May 15, 2018 Annual Seminar

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Years Past Meetings

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