Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
| Agenda for 2021 Annual Seminar | 2021-04-30 |
| Maximizing Impact of Charitable Giving | 2022-01-23 |
| 15 Questions to Ask Clients About Their Charitable Giving | 2022-01-18 |
| Jennifer Hicks Bio | 2022-01-07 |
| Digital Assets | 2020-10-13 |
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 |
2019-2020 Dinner Meetings
| Document Name | Date Added |
|---|---|
| Specialty Asset Management | 2020-02-17 |
|
January 21, 2020 Meeting - TEDRA Litigation Updates
TEDRA 2020 Presentation.pdf (348K)
|
2020-01-08 |
|
November 12, 2019 Dinner Meeting Presentation
Firuz Spokane presentation.pdf (1630K)
|
2019-10-31 |
| September 24, 2019 Presentation - Financial Exploitation of Vulnerable Adults | 2019-09-13 |
|
Elizabeth Wallace Bio
Liz Wallace bio.docx (16K)
|
2020-10-29 |
2020-2021 Dinner Meetings
Login to view documents in this category.
2021 Annual Seminar
| Document Name | Date Added |
|---|---|
|
Article - Conflict of Interest
Article.pdf (67K)
|
2021-04-30 |
|
Bio - Sheila Ridgway
Bio - Sheila Ridgway.pdf (347K)
|
2021-04-30 |
|
Conflict of Interest Presentation
Power Point.2.pdf (169K)
|
2021-04-30 |
| Surrogate Decision Making Pack | 2021-05-16 |
| Pearls and Pitfalls Advance Directives for CEL | 2021-05-16 |
| Real World Application of Health Care POA | 2021-05-11 |
| Testamentary Trusts - Angela Macey-Cushman | 2021-05-11 |
|
Angela Macey-Cushman Bio
Angela Macey Bio.docx (12K)
|
2021-05-11 |
|
Young v Boatman
Young v Boatman.pdf (1080K)
|
2021-04-30 |
2022 Annual Seminar
| Document Name | Date Added |
|---|---|
|
Bio - Sean R Bleck
Bio - Sean R Bleck.pdf (110K)
|
2022-05-06 |
|
Bio - Dr. Robert Pokorski
Bio - Robert Pokorski.pdf (803K)
|
2022-05-06 |
|
Bio - Kit Mac Nee
Bio - Mary (Kit) Mac Nee.pdf (429K)
|
2022-05-06 |
| Valuation Presentation by Scott Martin | 2022-05-06 |
|
Longevity by Dr Robert Pokorski
Longevity.pdf (2384K)
|
2022-05-13 |
|
Long Term Care by Dr Robert Pokorski
Long Term Care.pdf (1891K)
|
2022-05-13 |
| Decline of Cognitive & Financial Ability by Dr Robert Pokorski | 2022-05-13 |
|
Agenda
Agenda.docx (26K)
|
2022-05-10 |
|
GU Directions & Parking Map
GU Directions & Parking Map.pdf (3996K)
|
2022-05-06 |
| Social Security & WA Medicaid Rules for SNT by Sean R Bleck | 2022-05-06 |
|
Current Behavioral Finance Presentation by Kit Mac Nee
Current Behavioral Finance.pdf (1917K)
|
2022-05-06 |
| Bio - Mackenzie Marr, CPA | 2022-05-06 |
| Bio - Scott Martin | 2022-05-06 |
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
Restated Bylaws of SEPC.pdf (902K)
|
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
Login to view documents in this category.
Year 2016-2017
Login to view documents in this category.
Years Past 2017 - 2018 Membership
Login to view documents in this category.
Years Past 2017-2018 Dinner Meetings
Login to view documents in this category.
Years Past Annual Meeting
| Document Name | Date Added |
|---|---|
| Michael Brejda - Economic Update | 2017-05-30 |
|
John Mitchell, Short Biography
mitchellBI02015.docx (16K)
|
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 |
| 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 |
| 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
Gair Petrie Bio.docx (11K)
|
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
Justin Ransome bio.doc (25K)
|
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
Login to view documents in this category.
Years Past May 15, 2018 Annual Seminar
Login to view documents in this category.
Years Past Meetings
Login to view documents in this category.
