Document Library

Categories

Council Documents

Document Name Date Added
For Member Review - Proposed Restated Bylaws for 5.14.19 2019-05-01
David Murray - Secondary Planning for CRT's 2017-05-30
Tom M. Culbertson, Washington QTIP Trusts 2015-08-21
March 2013 - Model Standards of Practice for Charitiable Gift P 2014-09-03
Tools to Examine Government Spending 2023-01-03
Conflict of Interest Presentation 2021-04-30
September 2013 - Wendy Goffe, After Windsor 2014-09-03
Exchange Strategies for Concentrated Real Estate Positions 2024-01-01
Jan 2012 - Jim Black JD Bio 2013-12-26
Valuation Presentation by Scott Martin 2022-05-07
Pension Options Planning 2020-05-19
2018 Annual Seminar Agenda 2018-04-13
05/17/16 Paul Viren Presents - SEPC Planning for the 99% 2016-05-31
Katherine Roy 2019 Guide to Retirement Presentation 5.14.19 2019-05-01
Faculty Annual Seminar 2017-05-30
Marc McCall - Safe Harbor Feature Summary 2016-08-12
March 2013 - CFP Code of Ethics and Professional Re 2014-09-03
2022 Seattle Seminar Highlights 2022-11-08
2021-2022 Scholarship Information and Instructions 2021-03-15
Recent Tax Developments 2023-05-26
Nov 2011 - Garry Shea Outline 2013-12-26
15 Questions to Ask Clients About Their Charitable Giving 2022-01-18
Ethics Presentation 2020-05-18
Secrets of Successful Families: Transfering Values with Wealth for a Lasting Legacy 2018-03-12
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
2017 Economic Outlook 2017-05-30
Marc McCall - Overview of DB Plans 2016-08-12
March 2013 - Case Study #1 2014-09-03
Map to Cataldo Hall on Gonzaga Campus 2022-09-09
2020 Tax Update - Kevin Sell 2021-01-13
3.26.19 Extra Presentation Material - Remediation Case Studies (1) 2019-03-20
Nov 2011 - Buddy Sliva Outline 2013-12-26
Update re WA Probate Trust Law-2021 2021-11-17
January 21, 2020 Meeting - TEDRA Litigation Updates 2020-01-09
NAEPC Announces SEPC as Council of Excellence Award Winner 2017-10-03
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
Life Settlements and Life Insurance Valuation 2023-05-26
1/10/17 Dinner Meeting Annoucement 2017-05-30
Doug Wright - Economic Forcast 2014-07-30
Map to Hemmingson Center 2024-09-07
January 2013 - Stephanie Taylor JD, LL.M 2014-09-03
Long Term Care by Dr Robert Pokorski 2022-05-13
Kevin Sell - Bio 2021-01-02
1.22.19 SEPC - WHAT IS A GUARDIAN AD LITEM - WHEN ARE THEY NECESSARY by Lisa Malpass J.D. 2019-01-15
Sept 2011 - Mathisen Powerpoint 2013-12-26
Forensic Accounting 2021-09-27
September 24, 2019 Presentation - Financial Exploitation of Vulnerable Adults 2019-09-13
9/12/17 Estate Planning for Digital Assets Outline 2017-09-11
ABCandDs of Medicare Presentation by Greer Gibson Bacon 03.15.16 2016-08-12
Thomas M. Forrest, President, CEO US Trust 2013-12-26
Generational Estate Planning 2023-05-23
11/1/16 Income Tax Considerations for Trusts: Hot Topics 2017-05-30
Kristi Mathisen - Wealth Management 2014-07-30
Ronda Larson Kramer Presentation.2 2024-05-17
November 2012 - Jen Ama, Panel Participant 2014-09-03
Agenda
Agenda.docx (26K)
2022-05-10
Medicaid for Estate Planning 2020-10-29
SEPC Wins 2018 Council of Excellence Award - Press Release 2018-12-17
Sept 2011 - Mathisen Outline 2013-12-26
Pearls and Pitfalls Advance Directives for CEL 2021-05-17
Membership Application Form 2019-05-23
Doug Lodmell presentation You Tube Link.docx 2017-08-11
11/10/15 - Estate Planning for the Modern Couple 2016-08-12
Doug Lawrence, Stokes & Lawrence 2014-09-03
William Etter Bio 2023-05-12
March 2014 - Rochelle Haller, Estate Planning of Digital Assets 2014-09-03
Jim Lusk Presentation 2024-05-17
November 2012 - Alan Curryer, Panel Participant 2014-09-03
Social Security & WA Medicaid Rules for SNT by Sean R Bleck 2022-05-07
Digital Assets 2020-10-13
9/18/18 When "Income" isn't Income. Or is it? 2018-10-23
09/13/16 Presentation Documents - PowerPoint 2016-11-01
Curt Crusch Presents APS Elder Abuse 2019-05-13
Kelli Franco and Val Perry - What to Expect from President Trump's Tax Reform 2017-05-30
Justin Ransome, Ernst & Young 2013-12-26
Mendelsohn Bio 2023-05-12
Testamentary Trusts - Angela Macey-Cushman 2021-05-11
January 2014 - Practical Issues in Trust Administration, Trent Kiziah 2014-09-03
Bruce Moen Presentation.2 2024-05-17
September 2012 - Frank Pape, Bio
PapeF.doc (63K)
2014-09-03
Bio - Mackenzie Marr, CPA 2022-05-07
Fifty Steps - Protecting Digital Assests 2020-09-28
5 -Sam Donaldson - Contemporary Planning Strategies After the Tax Cuts and Jobs Act 2018-05-11
09/13/16 SEPC September Meeting Documents 2016-11-01
Ashley Strumbaugh - Spokane Market Update 2019-05-10
J. Patrick Clunan - Understanding your Social Security Options 2017-05-30
UPIA-TOLI - Gary L. Flotron 2016-05-12
March 2013 Case Study #3 2013-12-26
Agenda for 2023 Annual Seminar
Agenda.docx (27K)
2023-05-12
Young v Boatman 2021-04-30
November 2013 - Benefits 101 - Health Care Reform 2014-09-03
Unusual Assets Art, Guns, Wine, Cannabis 2024-03-22
March 2012 - Isenhour Speaker Outline 2014-09-03
Bio - Sean R Bleck 2022-05-07
Identity Theft Information from Wendy Goffe's Presentation 2020-05-19
Business Succession Planning 2018-05-01
2016-2017 Membership Renewal Notice 2017-08-11
SEPC Annual Meeting & Lunch Location: Gaffney Champions Room – Volkar Center Gonzaga University Camp 2019-05-01
Doug Lodmell - The Bridge Trust - Offshore Protection with Domestic Simplicity 2017-05-30
Dax Stadjuhar, Navigating Generational Differences 2015-08-21
March 2013 - Fundamental Rules for Professional Conduct 2014-09-03
Hemmingson Center Northwest Entrance 2023-03-19
Bio - Sheila Ridgway 2021-04-30
November 2013 - Joe Roberts Bio 2014-09-03
HGIT Fact Card RIA 2024-01-28
The Future for Estate Planners 2013-12-26
Bio - Kit Mac Nee 2022-05-07
EP for the Evolving Modern Family 2020-05-19
5/17/16 2016 SEPC - Agenda & Meet the Faculty 2016-05-31
Jordon Rosen Estate Planning for the 99% of Us 2019-05-01
Annual Seminar Announcement 2017-05-30
Marc McCall, Innovative Plan Designs 2015-08-21
March 2013 - Code of Professional Responsibility 2014-09-03
January 17, 2023 - Agenda and Bio 2023-01-03
Agenda for 2021 Annual Seminar 2021-04-30
From Bach to Business 2023-05-26
Nov 2011 - Speaker Contact Information 2013-12-26
Maximizing Impact of Charitable Giving 2022-07-10
Ethics Presentation Powerpoint 2020-05-18
03.20.18 Justin Miller - Successful Families 2018-03-22
5/17/16 Panel Discussion: Practical Planning Tips for Clients Facing the End of Life 2016-05-31
Gair Petrie WSBA Lecture 2017-08-11
05/23/17 Annual Seminar Agenda 2017-05-30
Marc McCall - Defined Benefit Plan Summary 2016-08-12
March 2013 - AICPA Code of Professional Conduct 2014-09-03
TRG Ethics 2022-09-11
Washington Long Term Care Trust Act 2021-03-12
3.26.19 Irrevocable Life Insurance Trust (ILIT) Administration Risks by John Barkhurst 2019-03-20
Nov 2011 - David Green Outline 2013-12-26
Jennifer Hicks Bio 2022-01-08
Specialty Asset Management 2020-02-17
The Care & Feeding of Self-Directed IRAs by Warren L. Baker 1/30/18 2017-12-12
5/17/16 Judd Marten Presents - Coordinating IRAs with Estate Planning 2016-05-31
Tom Forrest Changing Trust Situs 2013-12-26
Purposeful Trusts and Legacies 2023-05-26
01/10/17 Updates of Trusts PowerPoint 2017-05-30
Marc McCall - Cash Balance Plan Summary 2016-08-12
Member Applicaiton Fillable 2025-01-08
March 2013 - Sharon Morgan, Speaker Outline 2014-09-03
Longevity by Dr Robert Pokorski
Longevity.pdf (2384K)
2022-05-13
Kevin Sell - Bio 2021-01-02
3.26.19 Slideshow PDF Irrevocable Life Insurance Trust (ILIT) Administration Risks.docx 2019-03-20
Nov 2011 - Buddy Sliva Entrust Bio 2013-12-26
WA Guardianship Law 2021-11-17
November 12, 2019 Dinner Meeting Presentation 2019-11-01
Print Materials for Estate Planning for Digital Assets 2017-09-11
Social Security Update Presenation Bonus by Greer Gibson Bacon 03.15.16 2016-08-12
Gair Petrie's Lecture 2017-05-30
Generational Estate Planning 2023-05-26
11/01/16 PowerPoint Notes by Justin Miller 2017-05-30
Barbara Isenhour - Special Needs Planning 2014-07-30
Samantha Porter Presenation 2024-05-17
November 2012 - Nancy Doughty, Panel Participant 2014-09-03
Decline of Cognitive & Financial Ability by Dr Robert Pokorski 2022-05-13
Medicaid for Estate Planners Presentation 2020-11-12
Scholarship Application & Instructions 2019-01-12
Sept 2011-Trust & Estate Update-Late Breaking News 2016-02-04
Surrogate Decision Making Pack 2021-05-17
Membership Renewal 2017-2018 2017-08-11
03/15/16 The A, B, C and D's of Medicare by Greer Gibson Bacon 2016-08-12
Gair Petrie JD, Randall Danskin, PS 2013-12-26
Kevin Sell Bio 2023-05-12
10/11/16 Building Collaborative Relationships with Like-Minded Advisors 2016-11-01
Professor Samuel A. Donaldson - Federal Tax Update 2014-07-30
Ronda Larson Kramer Presenation.1 2024-05-17
November 2012 - David Wolf, Panel Participant 2014-09-03
GU Directions & Parking Map 2022-05-07
Elizabeth Wallace Bio 2020-10-29
11.6.18 Valuation issues in Estate Planning and Business Planning - A Panel Discussion 2018-10-24
Real World Application of Health Care POA 2021-05-11
Adam Sweet TAX REFORM: THE CURRENT STATE OF AFFAIRSFOR INDIVIDUALS & SMALL BUSINESSES 2019-05-13
Annual Seminar Agenda 05/23/17 2017-05-30
1/19/16 - Unmarried Individuals & Estate Planning Issues 2016-08-12
Agenda 2013-12-26
John A Warnick Bio 2023-05-12
Sept 2011 - Kristi Mathisen JD CPA Bio 2013-12-26
January 2014 - Trent Kiziah, Discretionary Distribution Scenarios 2014-09-03
Chris Brandkamp Presentation 2024-05-17
September 2012 - Frank L. Pape, CFA Presentation 2014-09-03
Current Behavioral Finance Presentation by Kit Mac Nee 2022-05-07
Protecting Digital Assets - Full Presentation 2020-09-28
Paul Viren - The Death of Long-Term Care Insurance - Now What? 2018-05-11
11/1/16 Hemmingson Center Map 2016-12-22
Meet the Faculty Annual Seminar - Planning for Our Clients Future 5.14.19 2019-05-11
Wendy Goffe - Administering Unusual Assets and Cannabis 2017-05-30
Aging, Challenged & Changed - John Mitchell 2016-05-12
March 2013 - Schwab Conversations Starters 2014-09-03
Economic Update Presentation 2023-05-12
Angela Macey-Cushman Bio 2021-05-11
November 2013 - HCR Exchange Health Insurance Subsidies 2014-09-03
Bruce Moen Presentation.1 2024-05-17
Annual Meeting 2012 - Natalie Choate Flyer 2014-09-03
Bio - Scott Martin 2022-05-07
Transfer of Wealth - Imagine the Possibility 2020-05-19
Economic Update 2018-05-02
09/13/16 Dinner Meeting 2017-05-30
Agenda 5.14.19 Annual Seminar - Planning for Our Clients Future 2019-05-10
Michael Brejda - Economic Update 2017-05-30
John Mitchell, Short Biography 2016-05-12
March 2013: Case Study #2 2013-12-26
Older Adult Abuse 2023-03-26
Article - Conflict of Interest
Article.pdf (67K)
2021-04-30
November 2013 - Shawn Sicilia Bio 2014-09-03
Hines 1031 721 Exchange Brochure 2024-01-28
Jan 2012 - Jim Black Outline 2013-12-26
Bio - Dr. Robert Pokorski 2022-05-07
Navigating the Current Charitable Planning Landscape: A view from the inside 2020-05-19
The Role of Aging Life Care Mgrs in Estate Planning 2018-05-01
Hemmingson Center Map & Directions 2016-08-12

Bylaws

Document Name Date Added
2015 Restated Bylaws 2017-05-12
Amendment of Bylaws - for Vote 11/1/16 2018-04-24
SEPC Restated Bylaws 2019-07-29