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Council Documents

Document Name Date Added
Agenda for 2021 Annual Seminar 2021-04-30
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

2019 Annual Seminar Planning for Our Clients’ Future

Document Name Date Added
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
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

2019-2020 Dinner Meetings

Document Name Date Added
Specialty Asset Management 2020-02-17
November 12, 2019 Dinner Meeting Presentation 2019-11-01
Elizabeth Wallace Bio 2020-10-29
January 21, 2020 Meeting - TEDRA Litigation Updates 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
Young v Boatman 2021-04-30
Bio - Sheila Ridgway 2021-04-30
Surrogate Decision Making Pack 2021-05-17
Real World Application of Health Care POA 2021-05-11
Angela Macey-Cushman Bio 2021-05-11
Article - Conflict of Interest
Article.pdf (67K)
2021-04-30
Conflict of Interest Presentation 2021-04-30
Pearls and Pitfalls Advance Directives for CEL 2021-05-17
Testamentary Trusts - Angela Macey-Cushman 2021-05-11

2022 Annual Seminar

Document Name Date Added
Bio - Mackenzie Marr, CPA 2022-05-07
Bio - Sean R Bleck 2022-05-07
Bio - Kit Mac Nee 2022-05-07
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 2022-05-07
Current Behavioral Finance Presentation by Kit Mac Nee 2022-05-07
Bio - Scott Martin 2022-05-07
Bio - Dr. Robert Pokorski 2022-05-07
Valuation Presentation by Scott Martin 2022-05-07
Long Term Care by Dr Robert Pokorski 2022-05-13
Agenda
Agenda.docx (26K)
2022-05-10
Social Security & WA Medicaid Rules for SNT by Sean R Bleck 2022-05-07

2022-2023

Document Name Date Added
Agenda for 2023 Annual Seminar
Agenda.docx (27K)
2023-05-12
Hemmingson Center Northwest Entrance 2023-03-19
January 17, 2023 - Agenda and Bio 2023-01-03
From Bach to Business 2023-05-26
Purposeful Trusts and Legacies 2023-05-26
Generational Estate Planning 2023-05-26
Kevin Sell Bio 2023-05-12
John A Warnick Bio 2023-05-12
Economic Update Presentation 2023-05-12
Older Adult Abuse 2023-03-26
Tools to Examine Government Spending 2023-01-03
2022 Seattle Seminar Highlights 2022-11-08
Recent Tax Developments 2023-05-26
Life Settlements and Life Insurance Valuation 2023-05-26
Generational Estate Planning 2023-05-23
William Etter Bio 2023-05-12
Mendelsohn Bio 2023-05-12

2023-2024

Document Name Date Added
HGIT Fact Card RIA 2024-01-28
Hines 1031 721 Exchange Brochure 2024-01-28
Exchange Strategies for Concentrated Real Estate Positions 2024-01-01

Bylaws

Document Name Date Added
Amendment of Bylaws - for Vote 11/1/16 2018-04-24
SEPC Restated Bylaws 2019-07-29
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 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
UPIA-TOLI - Gary L. Flotron 2016-05-12
J. Patrick Clunan - Understanding your Social Security Options 2017-05-30
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
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 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
Aging, Challenged & Changed - John Mitchell 2016-05-12
Wendy Goffe - Administering Unusual Assets and Cannabis 2017-05-30
Annual Meeting 2012 - Natalie Choate Flyer 2014-09-03
John Mitchell, Short Biography 2016-05-12
Michael Brejda - Economic Update 2017-05-30
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
Justin Ransome, Ernst & Young 2013-12-26
Kelli Franco and Val Perry - What to Expect from President Trump's Tax Reform 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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