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Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
|
Map to Hemmingson Center
Hemmingson Center Map.jpg (573K)
|
2024-09-07 |
A. Bylaws
| Document Name | Date Added |
|---|---|
| Bylaws | 2025-06-02 |
B. 2025-2026 Programming Year
| Document Name | Date Added |
|---|---|
| Presentation Outline | 2025-09-30 |
C. 2024-2025 Programming Year
| Document Name | Date Added |
|---|---|
|
Panel Questions
Panel Questions.docx (17K)
|
2025-05-28 |
|
Sam Donaldson Materials
Sam Donaldson Outline.pdf (1225K)
|
2025-05-28 |
| Donna Peck Presentation | 2025-07-01 |
| Greg Bowman Presentation | 2025-05-29 |
|
Kevin Sell Presentation
Kevin Sell Presentation Final.pptx (13318K)
|
2025-05-28 |
D. 2023-2024 Programming Year
| Document Name | Date Added |
|---|---|
|
Ronda Larson Kramer Presentation.2
Rhonda Larson Presentation.2.pdf (7809K)
|
2024-05-17 |
|
Jim Lusk Presentation
Jim Lusk Presentation.pdf (150K)
|
2024-05-17 |
|
Bruce Moen Presentation.2
Bruce Moen Presentation.2.ppt (1795K)
|
2024-05-17 |
| Unusual Assets Art, Guns, Wine, Cannabis | 2024-03-22 |
|
HGIT Fact Card RIA
HGIT Fact Card RIA 12-23.pdf (3053K)
|
2024-01-28 |
| Samantha Porter Presenation | 2024-05-17 |
|
Ronda Larson Kramer Presenation.1
Rhonda Larson Presentation.1.pdf (2147K)
|
2024-05-17 |
| Chris Brandkamp Presentation | 2024-05-17 |
|
Bruce Moen Presentation.1
Bruce Moen Presenation.pdf (1132K)
|
2024-05-17 |
| Hines 1031 721 Exchange Brochure | 2024-01-28 |
|
Exchange Strategies for Concentrated Real Estate Positions
Exchange Strategies.pdf (26K)
|
2024-01-01 |
E. 2022-2023 Programming Year
| Document Name | Date Added |
|---|---|
| Generational Estate Planning | 2023-05-23 |
|
Agenda for 2023 Annual Seminar
Agenda.docx (27K)
|
2023-05-12 |
| Tools to Examine Government Spending | 2023-01-03 |
| From Bach to Business | 2023-05-26 |
|
Purposeful Trusts and Legacies
Purposeful Trusts and Legacies.pptx (114195K)
|
2023-05-26 |
| Generational Estate Planning | 2023-05-26 |
| Economic Update Presentation | 2023-05-12 |
| Older Adult Abuse | 2023-03-26 |
| TRG Ethics | 2022-09-11 |
| Recent Tax Developments | 2023-05-26 |
| Life Settlements and Life Insurance Valuation | 2023-05-26 |
F. 2021-2022 Programming Year
| Document Name | Date Added |
|---|---|
|
Longevity by Dr Robert Pokorski
Longevity.pdf (2384K)
|
2022-05-13 |
| Decline of Cognitive & Financial Ability by Dr Robert Pokorski | 2022-05-13 |
|
Current Behavioral Finance Presentation by Kit Mac Nee
Current Behavioral Finance.pdf (1917K)
|
2022-05-07 |
| Maximizing Impact of Charitable Giving | 2022-07-10 |
| Update re WA Probate Trust Law-2021 | 2021-11-17 |
|
Forensic Accounting
Forensic Accounting.pdf (698K)
|
2021-09-27 |
|
Long Term Care by Dr Robert Pokorski
Long Term Care.pdf (1891K)
|
2022-05-13 |
| Social Security & WA Medicaid Rules for SNT by Sean R Bleck | 2022-05-07 |
| Valuation Presentation by Scott Martin | 2022-05-07 |
| 15 Questions to Ask Clients About Their Charitable Giving | 2022-01-18 |
| WA Guardianship Law | 2021-11-17 |
G. 2020-2021 Programming Year
| Document Name | Date Added |
|---|---|
| Surrogate Decision Making Pack | 2021-05-17 |
| Real World Application of Health Care POA | 2021-05-11 |
|
Young v Boatman
Young v Boatman.pdf (1080K)
|
2021-04-30 |
|
Conflict of Interest Presentation
Power Point.2.pdf (169K)
|
2021-04-30 |
|
2020 Tax Update - Kevin Sell
2020 Tax Update - EPC.pdf (138K)
|
2021-01-13 |
| Medicaid for Estate Planning | 2020-10-29 |
| Protecting Digital Assets - Full Presentation | 2020-09-28 |
| Pearls and Pitfalls Advance Directives for CEL | 2021-05-17 |
| Testamentary Trusts - Angela Macey-Cushman | 2021-05-11 |
|
Article - Conflict of Interest
Article.pdf (67K)
|
2021-04-30 |
| Washington Long Term Care Trust Act | 2021-03-12 |
| Medicaid for Estate Planners Presentation | 2020-11-12 |
| Digital Assets | 2020-10-13 |
| Fifty Steps - Protecting Digital Assests | 2020-09-28 |
H. 2019-2020 Programming Year
| Document Name | Date Added |
|---|---|
| Identity Theft Information from Wendy Goffe's Presentation | 2020-05-19 |
| EP for the Evolving Modern Family | 2020-05-19 |
|
Ethics Presentation Powerpoint
2020 Ethics - SEPC.PPTX (150K)
|
2020-05-18 |
| Specialty Asset Management | 2020-02-17 |
|
November 12, 2019 Dinner Meeting Presentation
Firuz Spokane presentation.pdf (1630K)
|
2019-11-01 |
| Transfer of Wealth - Imagine the Possibility | 2020-05-19 |
|
Navigating the Current Charitable Planning Landscape: A view from the inside
Spokane EPC 5.19.20 PDF.pdf (2502K)
|
2020-05-19 |
|
Pension Options Planning
POP Power Point Agents-2020.pdf (3562K)
|
2020-05-19 |
| Ethics Presentation | 2020-05-18 |
|
January 21, 2020 Meeting - TEDRA Litigation Updates
TEDRA 2020 Presentation.pdf (348K)
|
2020-01-09 |
| September 24, 2019 Presentation - Financial Exploitation of Vulnerable Adults | 2019-09-13 |
I. 2018-2019 Programming Year
| Document Name | Date Added |
|---|---|
| 3.26.19 Extra Presentation Material - Remediation Case Studies (1) | 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 |
| 9/18/18 When | 2018-10-23 |
| Adam Sweet TAX REFORM: THE CURRENT STATE OF AFFAIRSFOR INDIVIDUALS & SMALL BUSINESSES | 2019-05-13 |
| Meet the Faculty Annual Seminar - Planning for Our Clients Future 5.14.19 | 2019-05-11 |
| Jordon Rosen Estate Planning for the 99% of Us | 2019-05-01 |
| 3.26.19 Irrevocable Life Insurance Trust (ILIT) Administration Risks by John Barkhurst | 2019-03-20 |
| 3.26.19 Slideshow PDF Irrevocable Life Insurance Trust (ILIT) Administration Risks.docx | 2019-03-20 |
| 11.6.18 Valuation issues in Estate Planning and Business Planning - A Panel Discussion | 2018-10-24 |
| Curt Crusch Presents APS Elder Abuse | 2019-05-13 |
| Ashley Strumbaugh - Spokane Market Update | 2019-05-10 |
| Katherine Roy 2019 Guide to Retirement Presentation 5.14.19 | 2019-05-01 |
J. 2017-2018 Programming Year
| Document Name | Date Added |
|---|---|
| Doug Lodmell presentation You Tube Link.docx | 2017-08-11 |
| 5 -Sam Donaldson - Contemporary Planning Strategies After the Tax Cuts and Jobs Act | 2018-05-11 |
| Business Succession Planning | 2018-05-01 |
| 03.20.18 Justin Miller - Successful Families | 2018-03-22 |
| The Care & Feeding of Self-Directed IRAs by Warren L. Baker 1/30/18 | 2017-12-12 |
| Gair Petrie WSBA Lecture | 2017-08-11 |
| 9/12/17 Estate Planning for Digital Assets Outline | 2017-09-11 |
| Paul Viren - The Death of Long-Term Care Insurance - Now What? | 2018-05-11 |
| Economic Update | 2018-05-02 |
| The Role of Aging Life Care Mgrs in Estate Planning | 2018-05-01 |
| Secrets of Successful Families: Transfering Values with Wealth for a Lasting Legacy | 2018-03-12 |
| Print Materials for Estate Planning for Digital Assets | 2017-09-11 |
K. 2016-2017 Programming Year
| Document Name | Date Added |
|---|---|
| Wendy Goffe - Administering Unusual Assets and Cannabis | 2017-05-30 |
| Michael Brejda - Economic Update | 2017-05-30 |
| David Murray - Secondary Planning for CRT's | 2017-05-30 |
| 05/23/17 Annual Seminar Agenda | 2017-05-30 |
| 01/10/17 Updates of Trusts PowerPoint | 2017-05-30 |
| 11/1/16 Income Tax Considerations for Trusts: Hot Topics | 2017-05-30 |
| 09/13/16 Dinner Meeting | 2017-05-30 |
| Kelli Franco and Val Perry - What to Expect from President Trump's Tax Reform | 2017-05-30 |
|
Gair Petrie's Lecture
Gair Petrie Lecture.doc (45K)
|
2017-05-30 |
| J. Patrick Clunan - Understanding your Social Security Options | 2017-05-30 |
| Doug Lodmell - The Bridge Trust - Offshore Protection with Domestic Simplicity | 2017-05-30 |
| Faculty Annual Seminar | 2017-05-30 |
| 2017 Economic Outlook | 2017-05-30 |
| 11/01/16 PowerPoint Notes by Justin Miller | 2017-05-30 |
| 10/11/16 Building Collaborative Relationships with Like-Minded Advisors | 2016-11-01 |
| 09/13/16 SEPC September Meeting Documents | 2016-11-01 |
L. 2015-2016 Programming Year
| Document Name | Date Added |
|---|---|
| Marc McCall - Safe Harbor Feature Summary | 2016-08-12 |
| 05/17/16 Paul Viren Presents - SEPC Planning for the 99% | 2016-05-31 |
|
Marc McCall - Overview of DB Plans
DB Plan Summary.pdf (136K)
|
2016-08-12 |
| 5/17/16 Panel Discussion: Practical Planning Tips for Clients Facing the End of Life | 2016-05-31 |
| 5/17/16 Stefanie Page & Jenny Gordon Presents - Behavioral Finance Common Sense isn't always common | 2016-05-31 |
| ABCandDs of Medicare Presentation by Greer Gibson Bacon 03.15.16 | 2016-08-12 |
| 11/10/15 - Estate Planning for the Modern Couple | 2016-08-12 |
| 09/13/16 Presentation Documents - PowerPoint | 2016-11-01 |
| Marc McCall - Defined Benefit Plan Summary | 2016-08-12 |
| 5/17/16 Panel Discussion: Practical Planning Tips for Clients Facing the End of Life | 2016-05-31 |
|
Marc McCall - Cash Balance Plan Summary
cashbalanceplansummary.pdf (132K)
|
2016-08-12 |
| 5/17/16 Judd Marten Presents - Coordinating IRAs with Estate Planning | 2016-05-31 |
| Social Security Update Presenation Bonus by Greer Gibson Bacon 03.15.16 | 2016-08-12 |
| 03/15/16 The A, B, C and D's of Medicare by Greer Gibson Bacon | 2016-08-12 |
| 1/19/16 - Unmarried Individuals & Estate Planning Issues | 2016-08-12 |
M. Archive
| Document Name | Date Added |
|---|---|
| September 2012 - Frank L. Pape, CFA Presentation | 2014-09-03 |
| Justin Ransome's Recent Developments | 2013-12-26 |
| March 2012 - Isenhour Speaker Outline | 2014-09-03 |
| Doug Lawrence, Stokes & Lawrence | 2014-09-03 |
| Doug Wright - Economic Forcast | 2014-07-30 |
| The Future for Estate Planners | 2013-12-26 |
|
March 2013 Case Study #3
SEPC Case Study 3.docx (20K)
|
2013-12-26 |
| Kristi Mathisen - Wealth Management | 2014-07-30 |
| Nov 2011 - Garry Shea Outline | 2013-12-26 |
| March 2013 - Fundamental Rules for Professional Conduct | 2014-09-03 |
| March 2014 - Rochelle Haller, Estate Planning of Digital Assets | 2014-09-03 |
| Nov 2011 - Buddy Sliva Outline | 2013-12-26 |
| March 2013 - Code of Professional Responsibility | 2014-09-03 |
|
January 2014 - Practical Issues in Trust Administration, Trent Kiziah
PracticalIssuesTrustAdm.doc (197K)
|
2014-09-03 |
|
Sept 2011 - Mathisen Powerpoint
SEPC_Sept 2011.pdf (1226K)
|
2013-12-26 |
| March 2013 - AICPA Code of Professional Conduct | 2014-09-03 |
| Aging, Challenged & Changed - John Mitchell | 2016-05-12 |
| November 2013 - Benefits 101 - Health Care Reform | 2014-09-03 |
| Sept 2011 - Mathisen Outline | 2013-12-26 |
| March 2013 - Sharon Morgan, Speaker Outline | 2014-09-03 |
| Dax Stadjuhar, Navigating Generational Differences | 2015-08-21 |
| November 2012 - David Wolf, Panel Participant | 2014-09-03 |
| Marc McCall, Innovative Plan Designs | 2015-08-21 |
| Tom Forrest Changing Trust Situs | 2013-12-26 |
| Annual Meeting 2012 - Natalie Choate Flyer | 2014-09-03 |
|
Jan 2012 - Jim Black Outline
Jan 2012 - Jim Black Outline.pdf (1649K)
|
2013-12-26 |
| March 2013 - Schwab Conversations Starters | 2014-09-03 |
| Barbara Isenhour - Special Needs Planning | 2014-07-30 |
| Nov 2011 - Speaker Contact Information | 2013-12-26 |
|
March 2013: Case Study #2
SEPC Case Study 2.docx (21K)
|
2013-12-26 |
| Professor Samuel A. Donaldson - Federal Tax Update | 2014-07-30 |
| Nov 2011 - David Green Outline | 2013-12-26 |
| March 2013 - Model Standards of Practice for Charitiable Gift P | 2014-09-03 |
| January 2014 - Trent Kiziah, Discretionary Distribution Scenarios | 2014-09-03 |
| Nov 2011 - Buddy Sliva Entrust Bio | 2013-12-26 |
| March 2013 - CFP Code of Ethics and Professional Re | 2014-09-03 |
| November 2013 - HCR Exchange Health Insurance Subsidies | 2014-09-03 |
| Sept 2011-Trust & Estate Update-Late Breaking News | 2016-02-04 |
|
March 2013 - Case Study #1
SEPC Case Study 1.docx (21K)
|
2014-09-03 |
| UPIA-TOLI - Gary L. Flotron | 2016-05-12 |
| September 2013 - Wendy Goffe, After Windsor | 2014-09-03 |
| Sept 2011 - Kristi Mathisen JD CPA Bio | 2013-12-26 |
| January 2013 - Stephanie Taylor JD, LL.M | 2014-09-03 |
| Tom M. Culbertson, Washington QTIP Trusts | 2015-08-21 |
| Doug Lawrence Planning for the $10MM-$2MM Estate | 2013-12-26 |
