Document Library

Categories

Council Documents

Document Name Date Added
Bylaws
Bylaws EPC MoCo APPROVED 11.2015.pdf (86K)
 2015-12-03
Membership Application
EPCMOCO Membership Application.2020.pdf (114K)
 2020-02-06

Meeting Materials

Document Name Date Added
04252018_Dementia Friendly America
Dementia Friendly America.pdf (344K)
 2018-04-27
03062018_Heckerling Review_U.S. Trust Team
2018 Heckerling Review.pdf (268K)
 2018-03-21
11012017_Income Taxation of Trusts by Megan E. Wernke, Esq.
PPT MEW MoCo EPC 11.1.pdf (1227K)
 2017-11-21
03022017_Will Your Clients Outlive Their Life Insurance_Materials_Michael Brohawn
EstatePlanningCouncilHandbook_Final.pdf (2440K)
 2017-03-02
03022017_Will Your Clients Outlive Their Life Insurance_Slides_Michael Brohawn
EPCofMontCo_SENT.pdf (2502K)
 2017-03-02
MD State Bar Estate and Trust Study Group Lunches
2016 Estate Gift Study Group Meetings.pdf (76K)
 2018-11-14
Heckerling Highlights_U.S.Trust_03032016
20160303_HeckerlingWebinar_Slides.pdf (342K)
 2016-03-03
Planning in the ATRA-Math Slides_Paul Lee_03012016
Planning in the ATRA-Math 2-29-16_Lee.pdf (3309K)
 2016-02-29
Planning in the ATRA-MATH Outline_Paul Lee_03012016
Planning in the ATRA-MATH_Lee_03012016.pdf (1776K)
 2016-02-29
Gift Tax Returns_Slides_Sarah Johnson_01212016
Gift Tax Returns 2016 PPT Slides.pdf (3537K)
 2016-02-10
Gift Tax Returns_Sarah Johnson_01212016
Gift Tax Returns - Tips for the Trade.pdf (1459K)
 2016-01-21
03122020_Settlement of Estate and Gift Tax Cases_Beth Kaufman
EPCMOCO Outline on Settlement of Estate and Gift Tax Cases 3.12.20.pdf (164K)
 2020-04-10
02202020_Heckerling Review Webinar_Bank of America
2020 HeckerlingHighlights - external.pdf (465K)
 2020-02-21
Detailed Directions to Birchstone Moore
Directions to Birchstone Moore LLC.pdf (80K)
 2015-12-03
Thank you from Bethesda Cares
Dear Montgomery Council.pdf (81K)
 2020-01-07
Unwinding Life Insurance Transactions and Keeping a Policy | Todd Steinberg, Esq.
Steinberg - SUBMITTED -- PDF HANDOUT - Montgomery County Estate Planning Council - December 2019 -- Unwinding Life Insurance Transactions and Keeping a Policy.pdf (362K)
 2019-12-10
Sept 5 2018 Happy Hour
Fall happy hour flyer.pdf (186K)
 2018-08-15