Document Library

Categories

Council Documents

Document Name Date Added
MEMBERSHIP APPLICATION
EPC application for membership .doc (29K)
2022-02-27
By-laws (2013)
EPC By-laws scan 2013.pdf (347K)
2013-10-29
Honorary Members
EPC Honorary Members 2018.docx (24K)
2018-06-24
Invoice 2020/2021 w credit
Invoice Annual Dues 2020 2021 with 30 credit for zoom.docx (35K)
2020-08-20
Proposed By-Laws
2018-01-25 Proposed Restated EPC Bylaws.pdf (176K)
2018-05-08
Membership Application
MEMBERSHIP APPLICATION.pdf (139K)
2024-08-29
Maximizing Low Interest Rate Planning
Maximizing Low Interest Rate Planning 2.pptm (119K)
2021-01-12
New Amended By-Laws
Estate Planning Council By-Laws Amendment 3202018.pdf (525K)
2018-05-08
Bussiness Succession ppt
BUSINESS SUCCESSION PLANNING-ppt EPC Oct 2019.ppsx (157K)
2019-10-04

By-Laws

Document Name Date Added
By Laws
By-Laws 2020.pdf (525K)
2022-09-04

Program notes

Document Name Date Added
Oshins 11: BDIT
BDIT - A Powerful Wealth Planning Strategy - LISI-Leimberg Estate Plan ....pdf (136K)
2016-09-20
Oshins 11: LISI Note Sales
LISI Note Sales,Economic Substance and The 10% Myth - Hesch,Oshins,Magne....pdf (146K)
2016-09-20
3 Things you Need to Know About Estate Planning
3 THINGS YOU NEED TO KNOW ABOUT ESTATE PLANNING.pdf (466K)
2019-01-14
Sept speaker
EAMbiographicalsketch.zip (57K)
2014-03-18
Oshins 11: Protecting & Preserving Part 2
Protecting and Preserving Wealth - Part II.PDF (4464K)
2016-10-11
Colorado Uniform Trust Code
CUTC Act as signed 4-18.pdf (2706K)
2018-09-25
Planning for Cryptocurrency
JAN PRESENTATION 35 - 2022_(3-up)_Intersection of EP Crypto-2022 WC CO forum.pdf (6616K)
2022-02-28
Oshins 11: Redacted Audit Notice
Redacted Audit Notice - FLP Exhibits.pdf (2467K)
2016-09-20
Navigating the Portability Rules
JNR Estate Planning Council of Colorado Springs.pptx (4155K)
2016-02-06
Sept 2015 speaker powerpoint
Fincancia&LegalLTCPlanning.ppt (623K)
2015-10-16
Time Capsule Memoirs Info
TimeCapsuleMemoirs2.pdf (964K)
2017-11-09
Uniform Trust Decanting Act
2020-1-14 PPT Presentation_ Colorado UTDA - Estate Planning Council .PPTX (78K)
2019-12-27
Medicaid & Annuity Strategies
Outline for Medicaid & Annuity Seminar.pdf (122K)
2015-09-14
The Magic Qualified Retirement Plan Design
Estate Planning Council October 2017 Sorrick.pptx (95K)
2017-10-17
Handout for Oct 8 2019
BUSINESS SUCCESSION PLANNING-handout EPC Oct 2019.pdf (124K)
2019-10-04
LTC - Pat Michels
EPC-LTC.pptx (1015K)
2014-03-23
Oshins 11
El Paso County EPC Oshins 11.pptx (417K)
2016-10-11
Opportunity Zones
Opportunity Zones EstatePlanning Sept.pdf (4387K)
2019-09-19
Mediation program outline
probate_mediation_power_point_2013.doc (24K)
2015-11-01
Oshins 11: A gift From Above
A Gift From Above - BDIT Comparison - Hesch, Brody, Oshins, Rounds- T&E-....pdf (615K)
2016-09-20
Special Needs Trusts Planning and Resources
Trusts for Estate Planning CO Springs.2019.pptx (354K)
2019-02-18
Ted Atlass October 15, 2013
Atlass program.pdf (434K)
2014-03-18
Oshins11 : PLR 200949012
PLR 200949012 LISI Oshins.pdf (89K)
2016-09-20
2018 Tax Reform
Individual-Provisions-presentation.potx (5163K)
2018-12-21
Clark B. McCleary, CLU, ChFC, AEP (distinguished)
WHATIWOULDLIKETOKNOWABOUTTHELIFEINSURANCEBUSINESSIFIDIDN.doc (35K)
2013-02-07
Legal and Practitioner Analysis of the "Free Britney" Matter
FEB 2022 Free Britney presentation.pptx (5635K)
2022-02-28
Oshins 11: Protecting and Preserving Wealth
Protecting and Preserving Wealth - Part I.PDF (531K)
2016-10-11
Farm Succession
Farm Succession JMK.pptx (122K)
2018-09-19
Oshins 11: Life Insurance
Life Insurance Quintessential Value Shifting Asset - Oshins Bauer 2011.pdf (1024K)
2016-09-20
Oct 2020 Presentation
Oct 2020 Presentation.pdf (1153K)
2020-08-17
Helping To Secure Your Clients' Retirement
social-security-fp-seminar-va-us.pptx (3264K)
2015-11-03
Special Co-Trustees, What can the trust protector do?
Trust-Protectors Jan 2018.pptx (1186K)
2018-01-18
Medicaid/Annuity Strategies
Financial&LegalLTCPlanning.pdf (410K)
2015-09-14
Time Capsule Memoirs
TimeCapsuleMemoirs1.pdf (1517K)
2017-11-09
Estate, Tax and Gift Planning with 529 Plans
EPC Sept 16, 2014 Estate and Gift Tax Planning-2.pptx (2880K)
2014-08-25
Welcome Pilgrim, Randy Karsh
welcomepilgrim.docx (58K)
2017-03-21
Bussiness Succession Planning
BUSINESS SUCCESSION PLANNING-handout EPC Oct 2019.pdf (124K)
2019-10-04
/bromley mediation powerpoint
ProbateMediationpowerpoint.pptx (65K)
2015-11-01