Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
| Maximizing Impact of Charitable Giving | 2022-07-10 |
| TRG Ethics | 2022-09-11 |
| Jennifer Hicks Bio | 2022-01-08 |
| 15 Questions to Ask Clients About Their Charitable Giving | 2022-01-18 |
| Map to Cataldo Hall on Gonzaga Campus | 2022-09-09 |
| Digital Assets | 2020-10-13 |
| Agenda for 2021 Annual Seminar | 2021-04-30 |
2019 Annual Seminar Planning for Our Clients’ Future
| Document Name | Date Added |
|---|---|
| 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 |
| Agenda 5.14.19 Annual Seminar - Planning for Our Clients Future | 2019-05-10 |
| For Member Review - Proposed Restated Bylaws for 5.14.19 | 2019-05-01 |
| Katherine Roy 2019 Guide to Retirement Presentation 5.14.19 | 2019-05-01 |
| Curt Crusch Presents APS Elder Abuse | 2019-05-13 |
| Ashley Strumbaugh - Spokane Market Update | 2019-05-10 |
| SEPC Annual Meeting & Lunch Location: Gaffney Champions Room – Volkar Center Gonzaga University Camp | 2019-05-01 |
| Jordon Rosen Estate Planning for the 99% of Us | 2019-05-01 |
2019-2020 Dinner Meetings
| Document Name | Date Added |
|---|---|
| Specialty Asset Management | 2020-02-17 |
|
November 12, 2019 Dinner Meeting Presentation
Firuz Spokane presentation.pdf (1630K)
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2019-11-01 |
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Elizabeth Wallace Bio
Liz Wallace bio.docx (16K)
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2020-10-29 |
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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 |
2020-2021 Dinner Meetings
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2021 Annual Seminar
| Document Name | Date Added |
|---|---|
| Surrogate Decision Making Pack | 2021-05-17 |
| Real World Application of Health Care POA | 2021-05-11 |
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Angela Macey-Cushman Bio
Angela Macey Bio.docx (12K)
|
2021-05-11 |
|
Article - Conflict of Interest
Article.pdf (67K)
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2021-04-30 |
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Conflict of Interest Presentation
Power Point.2.pdf (169K)
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2021-04-30 |
| Pearls and Pitfalls Advance Directives for CEL | 2021-05-17 |
| Testamentary Trusts - Angela Macey-Cushman | 2021-05-11 |
|
Young v Boatman
Young v Boatman.pdf (1080K)
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2021-04-30 |
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Bio - Sheila Ridgway
Bio - Sheila Ridgway.pdf (347K)
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2021-04-30 |
2022 Annual Seminar
| 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 |
|
GU Directions & Parking Map
GU Directions & Parking Map.pdf (3996K)
|
2022-05-07 |
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Current Behavioral Finance Presentation by Kit Mac Nee
Current Behavioral Finance.pdf (1917K)
|
2022-05-07 |
| Bio - Scott Martin | 2022-05-07 |
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Bio - Dr. Robert Pokorski
Bio - Robert Pokorski.pdf (803K)
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2022-05-07 |
| Valuation Presentation by Scott Martin | 2022-05-07 |
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Long Term Care by Dr Robert Pokorski
Long Term Care.pdf (1891K)
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2022-05-13 |
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Agenda
Agenda.docx (26K)
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2022-05-10 |
| Social Security & WA Medicaid Rules for SNT by Sean R Bleck | 2022-05-07 |
| Bio - Mackenzie Marr, CPA | 2022-05-07 |
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Bio - Sean R Bleck
Bio - Sean R Bleck.pdf (110K)
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2022-05-07 |
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Bio - Kit Mac Nee
Bio - Mary (Kit) Mac Nee.pdf (429K)
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2022-05-07 |
Bylaws
| Document Name | Date Added |
|---|---|
| SEPC Restated Bylaws | 2019-07-29 |
|
2015 Restated Bylaws
Restated Bylaws of SEPC.pdf (902K)
|
2017-05-12 |
| Amendment of Bylaws - for Vote 11/1/16 | 2018-04-24 |
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 Slideshow PDF Irrevocable Life Insurance Trust (ILIT) Administration Risks.docx | 2019-03-20 |
| Scholarship Application & Instructions | 2019-01-12 |
| 11.6.18 Valuation issues in Estate Planning and Business Planning - A Panel Discussion | 2018-10-24 |
| 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 |
| SEPC Wins 2018 Council of Excellence Award - Press Release | 2018-12-17 |
| 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 | 2017-10-03 |
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 |
|---|---|
| 5/17/16 Panel Discussion: Practical Planning Tips for Clients Facing the End of Life | 2016-05-31 |
| 5/17/16 Judd Marten Presents - Coordinating IRAs with Estate Planning | 2016-05-31 |
| Tom Forrest Changing Trust Situs | 2013-12-26 |
| Barbara Isenhour - Special Needs Planning | 2014-07-30 |
|
Gair Petrie JD, Randall Danskin, PS
Gair Petrie Bio.docx (11K)
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2013-12-26 |
| Professor Samuel A. Donaldson - Federal Tax Update | 2014-07-30 |
| Agenda | 2013-12-26 |
| Annual Seminar Agenda 05/23/17 | 2017-05-30 |
| Wendy Goffe - Administering Unusual Assets and Cannabis | 2017-05-30 |
| Aging, Challenged & Changed - John Mitchell | 2016-05-12 |
| Annual Meeting 2012 - Natalie Choate Flyer | 2014-09-03 |
| Michael Brejda - Economic Update | 2017-05-30 |
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John Mitchell, Short Biography
mitchellBI02015.docx (16K)
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2016-05-12 |
| David Murray - Secondary Planning for CRT's | 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 Stefanie Page & Jenny Gordon Presents - Behavioral Finance Common Sense isn't always common | 2016-05-31 |
| Justin Ransome's Recent Developments | 2013-12-26 |
| Doug Wright - Economic Forcast | 2014-07-30 |
| Thomas M. Forrest, President, CEO US Trust | 2013-12-26 |
| Kristi Mathisen - Wealth Management | 2014-07-30 |
| Doug Lawrence, Stokes & Lawrence | 2014-09-03 |
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Justin Ransome, Ernst & Young
Justin Ransome bio.doc (25K)
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2013-12-26 |
| Kelli Franco and Val Perry - What to Expect from President Trump's Tax Reform | 2017-05-30 |
| J. Patrick Clunan - Understanding your Social Security Options | 2017-05-30 |
| UPIA-TOLI - Gary L. Flotron | 2016-05-12 |
| Doug Lodmell - The Bridge Trust - Offshore Protection with Domestic Simplicity | 2017-05-30 |
| 5/17/16 2016 SEPC - Agenda & Meet the Faculty | 2016-05-31 |
| Annual Seminar Announcement | 2017-05-30 |
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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