Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
| September 18 Meeting - Jill Creager Topic | 2014-09-02 |
|
Dues Notice 2023
Dues Notice 2023 - EPC.pdf (523K)
|
2022-11-01 |
| Moving Trusts - US Trust - 9/18/13 | 2013-09-18 |
|
2022 Dues Notice
Dues Notice 2022 - EPC.pdf (483K)
|
2021-12-20 |
|
Ann Marie Levin Bio
AML Bio May 2016.pdf (78K)
|
2018-10-17 |
|
November Speaker Meeting Presentation
EPC November PowerPoint.pptx (839K)
|
2016-11-11 |
| September 18 Meeting - Jill Creager Bio | 2014-09-02 |
|
Annual Notice 2022
NOTICE.pdf (267K)
|
2022-10-31 |
| Ad and Article Supplement 2022 | 2021-11-03 |
| Joint Conference Registration Form | 2014-04-21 |
|
Meet the Board Happy Hour
Happy Hour EPC.pdf (1319K)
|
2022-09-06 |
|
2023 Success Event Flyer
2023 Success Event Flyer.pdf (990K)
|
2023-09-06 |
| 37th Annual EPC ad and Article memo | 2021-11-03 |
| Caroline Black Sikorske Bio | 2015-02-23 |
| Joint Conference 2013 | 2013-01-07 |
| Article Selection Form 2016 | 2015-11-13 |
| Ave Maria Law Estate Planning Conference Sponsorship Opportunities 2014 | 2014-04-08 |
|
MaxWealth
MaxWealth Management.png (60K)
|
2021-10-14 |
|
Success Event 2018
ESTATE_GOLF_2018.pdf (3103K)
|
2018-08-21 |
| 2016 Annual Membership Flyer | 2015-11-05 |
| Ave Maria Law Estate Planning Conference Flyer | 2014-04-08 |
|
Bryan Clontz Speaker Bio
19208.pdf (217K)
|
2020-04-18 |
| Power Point Back End SLAT GDK | 2023-02-27 |
| J Blattmachr Bio | 2021-08-24 |
| 2018 Estate Planning Council Supplement | 2017-11-16 |
| Annual Notice 2015 | 2015-10-27 |
|
Michael Gregory Bio
Michael Gregory Bio.doc (29K)
|
2014-02-26 |
|
May Speaker 2022
Kathryn Miree Bio.docx (17K)
|
2022-04-22 |
|
Alex Douglas Bio
ASD Bio.pdf (19K)
|
2023-01-11 |
| J Blattmachr Attachment 4 | 2021-08-24 |
|
Annual Notice for November 11 Meeting
Annual Notice.pdf (15K)
|
2014-10-30 |
|
William T. Hennessey Bio
Hennessey_WilliamT.PDF (705K)
|
2014-01-06 |
|
Success Event Flyer 2019
ESTATE_GOLF_2019.pdf (397K)
|
2019-09-16 |
| 2023 EPC Supplement Ad Rates and Commitment Form | 2022-12-18 |
| J Blattmachr Attachment 2 | 2021-08-24 |
|
November 11 Meeting Paul Lee Bio
Paul Lee Bio.doc (1174K)
|
2014-10-30 |
|
Bob Kirkland Bio
RKK Biography (2021).doc (26K)
|
2021-12-30 |
| Application for Membership Rev. 2019 | 2021-12-28 |
| Success Event 2014 Brochure | 2014-09-05 |
| 43 Best Tax Planning Ideas for Trusts - Stacey Eastling | 2022-11-11 |
| EPC Committee Report from National Association | 2013-10-01 |
| Application for Membership Rev.2021 | 2021-12-28 |
| Douglas Duncan Bio | 2019-03-11 |
| September 18 Meeting - Reservation Form | 2014-09-02 |
| Application for Membership Rev 2022 | 2022-11-01 |
|
Annual Notice 2021
20211111121012933.pdf (30K)
|
2021-11-11 |
|
Stuart Bear
Stuart.png (373K)
|
2018-09-17 |
|
Annual Notice 2016
Annual Notice 2016.pdf (213K)
|
2016-11-01 |
|
Annual Attorney Trust Officer Conference
ATO Brochure 2014.pdf (252K)
|
2014-04-22 |
| Top Estate Planning Lessons Learned 9 2022 | 2022-09-21 |
| Ad Rates and Commitment Form 2022 | 2021-11-03 |
| 2016 Advertising Rates and Committment Memo | 2015-12-03 |
|
Brian Clontz, Bio
Brian Clontz Bio.docx (11K)
|
2014-04-21 |
| 31st Annual Success Event | 2022-09-06 |
| Bryan Clontz Bio 2023 | 2023-05-10 |
|
brown and Brown Logo
SWFL Descriptor Logo.png (22K)
|
2021-10-14 |
| Topics List 2016 | 2015-11-13 |
| Ave Maria Law Estate Planning Conference Sponsorship Agreement 2014 | 2014-04-08 |
|
Eido Bio
Eido Bio 2022.pdf (55K)
|
2022-08-15 |
| GDK - SLAT Statute Overview | 2023-02-27 |
|
30th Annual Success Event
Success Event Flyer - FINAL.pdf (6067K)
|
2021-09-01 |
|
2017 Supplement
EstatePlanning_20170305.pdf (5384K)
|
2017-11-16 |
| 2014-12-05 | |
|
Annual Dues Notice 2015-2016
Dues Notice 2015-2016.pdf (391K)
|
2015-11-05 |
| E&G Commentary 3-18-14 | 2014-02-26 |
| Bylaw Proposal | 2020-01-15 |
| Alex Douglas Summary of Topic | 2023-01-11 |
| J Blattmachr Attachment 5 | 2021-08-24 |
| 2018 EPC of Naples Flyer and Speaker Meeting Schedule | 2017-11-07 |
| Proposed Changes to the By-Laws | 2014-01-06 |
| Chris Hoyt 2 of 2 | 2022-04-19 |
|
Dues Notice 2020
Dues Notice 2020 (1).pdf (453K)
|
2019-11-19 |
| Annual Supplement 2023 Ad and Article Memo | 2022-12-18 |
| J Blattmachr Attachment 3 | 2021-08-24 |
|
Wills for Heroes
WIll for Heroes Flyer.pdf (143K)
|
2017-11-07 |
| November 11 Meeting Reservation Form | 2014-10-30 |
| Conversion of Term Life Insurance | 2014-01-02 |
|
Dues Notice 2019 rev
Dues Notice 2019.pdf (553K)
|
2019-05-14 |
| Power Point 43 Tax Planning Ideas for Trusts | 2022-11-11 |
| J Blattmachr Attachment | 2021-08-24 |
| Success Event 2014 Golf Insert | 2014-09-05 |
| Success Event 2013 - Christopher Hoyt Document | 2013-11-13 |
| Bob Kirkland Photo | 2021-12-30 |
| Douglas Duncan Powerpoint | 2019-03-19 |
Estate Planing Council of Naples
| Document Name | Date Added |
|---|---|
| Douglas Duncan Bio 2021 | 2021-01-07 |
| 2017 Meeting Flyer | 2016-12-12 |
|
Meeting Dates 2015
EPC Dates for Meetings.pdf (156K)
|
2015-03-26 |
|
Dues Notice 2021
Dues Notice 2021 - EPC.pdf (454K)
|
2020-12-30 |
| Stuart Bear Picture | 2018-09-17 |
| 36th Annual EPC Ad and Article | 2020-10-26 |
|
Success Event XXV 2016
ESTATE_GOLF_V2.pdf (2963K)
|
2016-09-22 |
| Partners in Planning | 2018-09-11 |
| Stephanie Loomis-Price Bio | 2022-08-30 |
|
Bylaws Revised 2019
Bylaws Updated 2020-01.pdf (115K)
|
2020-09-11 |
| 2023 Supplement | 2023-03-14 |
|
Speaker Meeting Topic
Speaker & Topic.pdf (307K)
|
2015-01-07 |
| Charitable Gift Trends, Tactics and Structures | 2022-05-16 |
| 2014-12-05 | |
|
35th Annual Supplement Packet
Annual Supplement Packet.pdf (327K)
|
2019-11-27 |
| Estate Planning with Digital Assets with Karin Prangley | 2015-09-22 |
| Chris Hoyt 1 of 2 | 2022-04-19 |
|
Karin Prangley Bio
Karin Prangley Bio.docx (18K)
|
2015-08-21 |
| 2021 Annual Supplement | 2021-03-12 |
| Application for Membership | 2019-05-14 |
|
Lynne Wester Bio
Lynne Wester Bio.pdf (144K)
|
2015-04-14 |
|
Revised Ad Sizes 2021
New Sizes for Ads.pdf (67K)
|
2020-12-30 |
|
Dues Notice 2016-2017
Dues Notice 2016-2017.pdf (328K)
|
2016-12-12 |
| Thomas M. Forrest Bio | 2013-08-19 |
| EPC Supplement Ad Rates and Commitment Form | 2020-10-26 |
| Top Ten Advisor Questions | 2023-09-06 |
| Bio for Shawn Britt | 2018-09-11 |
|
Speaker Meeting Jan. 22, 2015 Presentation
Naples EPC Jan 22 PPT.pptx (3179K)
|
2015-02-23 |
| NDN Specs - Page Sizes | 2020-10-26 |
| Four Tiers of LTC Risk | 2018-09-11 |
| Caroline Black Sikorske Bio | 2015-02-23 |
|
Sal Nuzzo Bio
Sal Nuzzo Bio.pdf (48K)
|
2020-08-21 |
| Seven Option in Family Philanthropy | 2022-05-16 |
|
Topics List.pdf (8K)
|
2014-12-05 |
|
Success Event Handout
2015 FEDERAL TAX UPDATE.pdf (618K)
|
2015-10-15 |
|
Success Event 2015
ESTATE_GOLF_V1.pdf (2011K)
|
2015-09-17 |
| HAPPY HOUR | 2022-01-19 |
|
Lynne Wester Topic Overview
Topic Overview.pdf (204K)
|
2015-04-14 |
Membership
| Document Name | Date Added |
|---|---|
| Application for Sustaining Membership | 2015-03-24 |
| Application for Sustaining Membership | 2016-06-08 |
| Letter of Recommendation | 2021-12-28 |
| Acceptance of Principles | 2021-12-28 |
|
2018 Dues Notice
Dues Notice 2017-2018.pdf (386K)
|
2017-11-07 |
|
2013-2014 Membership Dues
Dues Notice 2013-2014.pdf (401K)
|
2013-11-25 |
| Application For Membership | 2015-03-24 |
| Application for Sustaining Membership | 2013-10-01 |
|
Application for Membership
EPCDuesForm2013.pdf (138K)
|
2013-10-01 |
