Document Library

Categories

Council Documents

Document Name Date Added
Digital Assets
Ten Ways to Protect Your Clients Digital Assets.pdf (325K)
2020-10-13
Agenda for 2021 Annual Seminar
Agenda for Spokane Estate Planning Council.docx (26K)
2021-04-30
Maximizing Impact of Charitable Giving
Maximizing Impact of Charitable Giving.pptx (22048K)
2022-07-10
TRG Ethics
2022-06-02 TRG Ethics Deck.pptx (342K)
2022-09-11
Jennifer Hicks Bio
Hicks SEPC Info and Bio.docx (84K)
2022-01-08
15 Questions to Ask Clients About Their Charitable Giving
15 Questions to Ask Clients About Their Charitable Giving.docx (15K)
2022-01-18
Map to Cataldo Hall on Gonzaga Campus
Map to Globe Room, Cataldo Hall.jpg (241K)
2022-09-09

2019 Annual Seminar Planning for Our Clients’ Future

Document Name Date Added
Curt Crusch Presents APS Elder Abuse
Speaker 7 Curt Crush APS power point Rev. 2.4.19.pdf (702K)
2019-05-13
Ashley Strumbaugh - Spokane Market Update
Ashley Strumbaugh - Spokane Market Update MI-GTM_2Q19_May_PPT (1) 5.14.19 GU.pdf (373K)
2019-05-10
SEPC Annual Meeting & Lunch Location: Gaffney Champions Room – Volkar Center Gonzaga University Camp
Catering Provided by Sodexo Sports & Liesure 5.14.19 Menu.pdf (65K)
2019-05-01
Jordon Rosen Estate Planning for the 99% of Us
Speaker 3 Jordon Rosen Estate Planning for the 99% of Us .pptx (4001K)
2019-05-01
Adam Sweet TAX REFORM: THE CURRENT STATE OF AFFAIRSFOR INDIVIDUALS & SMALL BUSINESSES
Speaker 8 Adam Sweet - TAX REFORM THE CURRENT STATE OF AFFAIRSFOR INDIVIDUALS & SMALL BUSINESSES Rev. 5.11.19.pdf (1726K)
2019-05-13
Meet the Faculty Annual Seminar - Planning for Our Clients Future 5.14.19
Meet the Faculty 5.14.19.pdf (38K)
2019-05-11
Agenda 5.14.19 Annual Seminar - Planning for Our Clients Future
5.14.19 Annual Seminar Agenda..pdf (65K)
2019-05-10
For Member Review - Proposed Restated Bylaws for 5.14.19
For Member Review - Proposed Restated Bylaws for 5.14.19.pdf (159K)
2019-05-01
Katherine Roy 2019 Guide to Retirement Presentation 5.14.19
Speaker 1 Katherine Roy 2019 Guide to Retirement Presentation 5.14.19.pdf (1733K)
2019-05-01

2019-2020 Dinner Meetings

Document Name Date Added
September 24, 2019 Presentation - Financial Exploitation of Vulnerable Adults
Kristen_Standifer_2019_Estate_Planners_presentation.pptx (1983K)
2019-09-13
Specialty Asset Management
Specialty Asset Mgmt - Farm, Ranch, Mineral & Timber Mgmt.pptx (1084K)
2020-02-17
November 12, 2019 Dinner Meeting Presentation
Firuz Spokane presentation.pdf (1630K)
2019-11-01
Elizabeth Wallace Bio
Liz Wallace bio.docx (16K)
2020-10-29
January 21, 2020 Meeting - TEDRA Litigation Updates
TEDRA 2020 Presentation.pdf (348K)
2020-01-09

2020-2021 Dinner Meetings

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2021 Annual Seminar

Document Name Date Added
Pearls and Pitfalls Advance Directives for CEL
Pearls and Pitfalls Advance Directives for CEL 5_11_21.pptx (10316K)
2021-05-17
Testamentary Trusts - Angela Macey-Cushman
SEPC 2021-Testamentary Trusts.pdf (220K)
2021-05-11
Young v Boatman
Young v Boatman.pdf (1080K)
2021-04-30
Bio - Sheila Ridgway
Bio - Sheila Ridgway.pdf (347K)
2021-04-30
Surrogate Decision Making Pack
Surrogate Decision Making Pack for CLE 2021.pdf (1471K)
2021-05-17
Real World Application of Health Care POA
Chatburn Bio and Picture 2020.pdf (199K)
2021-05-11
Angela Macey-Cushman Bio
Angela Macey Bio.docx (12K)
2021-05-11
Article - Conflict of Interest
Article.pdf (67K)
2021-04-30
Conflict of Interest Presentation
Power Point.2.pdf (169K)
2021-04-30

2022 Annual Seminar

Document Name Date Added
Long Term Care by Dr Robert Pokorski
Long Term Care.pdf (1891K)
2022-05-13
Agenda
Agenda.docx (26K)
2022-05-10
Social Security & WA Medicaid Rules for SNT by Sean R Bleck
Social Security and WA Medicaid Rules for SNT.pdf (424K)
2022-05-07
Bio - Mackenzie Marr, CPA
Bio-Mackenzie Marr, CPA - Anastasi, Moore & Martin.pdf (312K)
2022-05-07
Bio - Sean R Bleck
Bio - Sean R Bleck.pdf (110K)
2022-05-07
Bio - Kit Mac Nee
Bio - Mary (Kit) Mac Nee.pdf (429K)
2022-05-07
Longevity by Dr Robert Pokorski
Longevity.pdf (2384K)
2022-05-13
Decline of Cognitive & Financial Ability by Dr Robert Pokorski
Decline of Cognitve and Financial Ability.pdf (1613K)
2022-05-13
GU Directions & Parking Map
GU Directions & Parking Map.pdf (3996K)
2022-05-07
Current Behavioral Finance Presentation by Kit Mac Nee
Current Behavioral Finance.pdf (1917K)
2022-05-07
Bio - Scott Martin
Bio-Scott Martin, CPA_ABV, ASA - Anastasi, Moore & Martin.pdf (340K)
2022-05-07
Bio - Dr. Robert Pokorski
Bio - Robert Pokorski.pdf (803K)
2022-05-07
Valuation Presentation by Scott Martin
AMM Presentation 05.17.2022.pdf (310K)
2022-05-07

2022-2023

Document Name Date Added
January 17, 2023 - Agenda and Bio
Agenda and Bio.docx (40K)
2023-01-03
Tools to Examine Government Spending
Tools to Examine Government Spending Where Do Your Tax Dollars Go.jpg (110K)
2023-01-03
2022 Seattle Seminar Highlights
2022 SEATTLE SEMINAR A FEW GEMS FROM.docx (36K)
2022-11-08

Bylaws

Document Name Date Added
2015 Restated Bylaws
Restated Bylaws of SEPC.pdf (902K)
2017-05-12
Amendment of Bylaws - for Vote 11/1/16
Amendment of Bylaws - for Vote 11.1.16.pdf (678K)
2018-04-24
SEPC Restated Bylaws
2019.05.14 SEPC Restated Bylaws.pdf (591K)
2019-07-29

Current Program Year 2018-2019

Document Name Date Added
1.22.19 SEPC - WHAT IS A GUARDIAN AD LITEM - WHEN ARE THEY NECESSARY by Lisa Malpass J.D.
1.22.19 SEPC - WHAT IS A GUARDIAN AD LITEM - WHEN ARE THEY NECESSARY by Lisa Malpass J.D..pptx (204K)
2019-01-15
SEPC Wins 2018 Council of Excellence Award - Press Release
SEPC Press Release COPY - 12.16.18 - COE Award.pdf (170K)
2018-12-17
9/18/18 When "Income" isn't Income. Or is it?
SEPC Income not Income Presentation 9-18-2018 PPT.pptx (206K)
2018-10-23
3.26.19 Irrevocable Life Insurance Trust (ILIT) Administration Risks by John Barkhurst
3.26.19 Irrevocable Life Insurance Trust (ILIT) Administration Risks by John Barkhurst.pdf (186K)
2019-03-20
3.26.19 Slideshow PDF Irrevocable Life Insurance Trust (ILIT) Administration Risks.docx
3.26.19 Slideshow PDF Irrevocable Life Insurance Trust (ILIT) Administration Risks.docx.pdf (187K)
2019-03-20
Scholarship Application & Instructions
Web Scholarship Application 2018-2019 for 2019-2020 - Due 3.15.19.pdf (112K)
2019-01-12
11.6.18 Valuation issues in Estate Planning and Business Planning - A Panel Discussion
11.6.18 Valuation issues in Estate Planning and Business Planning - A Panel Discussion.pdf (44K)
2018-10-24
3.26.19 Extra Presentation Material - Remediation Case Studies (1)
3.26.19 Extra Presentation Material - Remediation Case Studies (1).pdf (391K)
2019-03-20

Other Estate Planning Opportunities

Document Name Date Added
Membership Application Form
SEPC Membership Application Revised 1.9.18.pdf (34K)
2019-05-23

Press Releases

Document Name Date Added
NAEPC Announces SEPC as Council of Excellence Award Winner
Council of Excellence Press Release.pdf (90K)
2017-10-03

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
Doug Wright - Economic Forcast
Spokane Estate Planning Council Presentation -- May 14.pptx (355K)
2014-07-30
Thomas M. Forrest, President, CEO US Trust
Thomas Forrest Bio 2012.doc (73K)
2013-12-26
Kristi Mathisen - Wealth Management
2014 Annual Seminar (Speaker 2 Wealth Managment).pdf (1307K)
2014-07-30
Doug Lawrence, Stokes & Lawrence
Douglas C. Lawrence - Short Bio.docx (19K)
2014-09-03
Justin Ransome, Ernst & Young
Justin Ransome bio.doc (25K)
2013-12-26
Kelli Franco and Val Perry - What to Expect from President Trump's Tax Reform
Kelli Franco and Val Perry - What to Expect from President Trump's Tax Reform.pdf (2003K)
2017-05-30
J. Patrick Clunan - Understanding your Social Security Options
J. Patrick Clunan - Planning with SS and Medicare classroom course.pdf (1491K)
2017-05-30
UPIA-TOLI - Gary L. Flotron
Spokane EPC UPIA-TOLI Revised Complete Presentation - 2015-05-12.pdf (1762K)
2016-05-12
Doug Lodmell - The Bridge Trust - Offshore Protection with Domestic Simplicity
Doug Lodmell - Spokane EPC 2017 PP - Revised.pdf (8082K)
2017-05-30
5/17/16 2016 SEPC - Agenda & Meet the Faculty
2016 SEPC Annual Meeting - Agenda & Meet the Faculty.pdf (222K)
2016-05-31
Annual Seminar Announcement
5.23.17 Annual Seminar Announcement.pdf (362K)
2017-05-30
5/17/16 Panel Discussion: Practical Planning Tips for Clients Facing the End of Life
Bill of Rights for Those in Grief.pdf (2020K)
2016-05-31
5/17/16 Judd Marten Presents - Coordinating IRAs with Estate Planning
Coordinating IRAs with Estate Planning by Judd Marten.pdf (192K)
2016-05-31
Tom Forrest Changing Trust Situs
Tom Forrest Spokane - EPC 2013 copy.pdf (564K)
2013-12-26
Barbara Isenhour - Special Needs Planning
2014 Annual Seminar (Speaker 3 SNT).pdf (255K)
2014-07-30
Gair Petrie JD, Randall Danskin, PS
Gair Petrie Bio.docx (11K)
2013-12-26
Professor Samuel A. Donaldson - Federal Tax Update
2014 Annual Seminar (Speaker 1 Federal Tax Update).pdf (507K)
2014-07-30
Agenda
Final Agenda for SEPC 2013 Annual Seminar.docx (12K)
2013-12-26
Annual Seminar Agenda 05/23/17
Annual Seminar Agenda.pdf (42K)
2017-05-30
Wendy Goffe - Administering Unusual Assets and Cannabis
Wendy Goffe - Administering Unusual Assets and Cannabis (May 2017).pdf (344K)
2017-05-30
Aging, Challenged & Changed - John Mitchell
Aging, Challenged & Changed - John Mitchell.pdf (217K)
2016-05-12
Annual Meeting 2012 - Natalie Choate Flyer
2012 SEPC Annual Workshop (Natalie Choate).pdf (788K)
2014-09-03
Michael Brejda - Economic Update
Michael Bredjda outline.pdf (8K)
2017-05-30
John Mitchell, Short Biography
mitchellBI02015.docx (16K)
2016-05-12
David Murray - Secondary Planning for CRT's
David Murray Outline Secondary Planning for CRT's.pdf (533K)
2017-05-30
05/17/16 Paul Viren Presents - SEPC Planning for the 99%
Paul Viren Presents - SEPC Planning for the 99% Risk Management.pdf (3115K)
2016-05-31
Faculty Annual Seminar
Faculty Annual Seminar 2017.pdf (72K)
2017-05-30
5/17/16 Panel Discussion: Practical Planning Tips for Clients Facing the End of Life
Panel Discussion - Practical Planning Tips for End of Life - Outline.pdf (29K)
2016-05-31
Doug Lawrence Planning for the $10MM-$2MM Estate
#4 Presentation Lawrence - Planning for the $2m to $10m Estate - 5-14-13 Presentation.pdf (134K)
2013-12-26
5/17/16 Stefanie Page & Jenny Gordon Presents - Behavioral Finance Common Sense isn't always common
Stefanie Page & Jenny Gordon - Behavioral Finance Common Sense isn't always common.pdf (1727K)
2016-05-31
Justin Ransome's Recent Developments
Justin Ransome Recent Developments.pdf (1099K)
2013-12-26

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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