Document Library

Categories

Council Documents

Document Name Date Added
Douglas Duncan Powerpoint 2019-03-19
Success Event 2013 - Christopher Hoyt Document 2013-11-13
Success Event 2014 Brochure 2014-09-05
Douglas Duncan Bio 2019-03-11
EPC Committee Report from National Association 2013-10-01
September 18 Meeting - Jill Creager Topic 2014-09-02
Moving Trusts - US Trust - 9/18/13 2013-09-18
September 18 Meeting - Reservation Form 2014-09-02
Ann Marie Levin Bio 2018-10-17
November Speaker Meeting Presentation 2016-11-11
September 18 Meeting - Jill Creager Bio 2014-09-02
Stuart Bear
Stuart.png (373K)
2018-09-17
Annual Notice 2016 2016-11-01
Annual Attorney Trust Officer Conference 2014-04-22
Joint Conference Registration Form 2014-04-21
Caroline Black Sikorske Bio 2015-02-23
Joint Conference 2013 2013-01-07
2016 Advertising Rates and Committment Memo 2015-12-03
Brian Clontz, Bio 2014-04-21
Article Selection Form 2016 2015-11-13
Ave Maria Law Estate Planning Conference Sponsorship Opportunities 2014 2014-04-08
Topics List 2016 2015-11-13
Ave Maria Law Estate Planning Conference Sponsorship Agreement 2014 2014-04-08
Success Event 2018 2018-08-21
2014-12-05
2016 Annual Membership Flyer 2015-11-05
Ave Maria Law Estate Planning Conference Flyer 2014-04-08
2017 Supplement 2017-11-16
Annual Dues Notice 2015-2016 2015-11-05
E&G Commentary 3-18-14 2014-02-26
2018 Estate Planning Council Supplement 2017-11-16
Annual Notice 2015 2015-10-27
Michael Gregory Bio 2014-02-26
2018 EPC of Naples Flyer and Speaker Meeting Schedule 2017-11-07
Annual Notice for November 11 Meeting 2014-10-29
Proposed Changes to the By-Laws 2014-01-06
William T. Hennessey Bio 2014-01-06
Wills for Heroes 2017-11-06
November 11 Meeting Reservation Form 2014-10-29
Dues Notice 2019 rev 2019-05-14
Conversion of Term Life Insurance 2014-01-02
November 11 Meeting Paul Lee Bio 2014-10-29
Application for Membership Rev. 2019 2019-05-14
Success Event 2014 Golf Insert 2014-09-05

Estate Planing Council of Naples

Document Name Date Added
Lynne Wester Topic Overview 2015-04-14
Application for Membership 2019-05-14
Lynne Wester Bio 2015-04-14
2017 Meeting Flyer 2016-12-12
Meeting Dates 2015 2015-03-26
Dues Notice 2016-2017 2016-12-12
Thomas M. Forrest Bio 2013-08-19
Stuart Bear Picture 2018-09-17
Speaker Meeting Jan. 22, 2015 Presentation 2015-02-23
Success Event XXV 2016 2016-09-22
Bio for Shawn Britt 2018-09-11
Partners in Planning 2018-09-11
Caroline Black Sikorske Bio 2015-02-23
Four Tiers of LTC Risk 2018-09-11
Speaker Meeting Topic 2015-01-07
2014-12-05
2014-12-05
Success Event Handout 2015-10-15
Estate Planning with Digital Assets with Karin Prangley 2015-09-21
Success Event 2015 2015-09-17
Karin Prangley Bio 2015-08-21

Membership

Document Name Date Added
Application for Sustaining Membership 2016-06-08
Application for Sustaining Membership 2015-03-24
Application For Membership 2015-03-24
Application for Sustaining Membership 2013-10-01
Letter of Recommendation 2019-05-14
Application for Membership 2013-10-01
Acceptance of Principles 2019-05-14
2018 Dues Notice 2017-11-07
2013-2014 Membership Dues 2013-11-25