Document Library

Categories

Council Documents

Document Name Date Added
9/10/24 Presentation: Four for 2024: 4 Compelling Client Strategies
091024 4For2024.Presentation.General.pdf (4345K)
2024-08-20

Dues Notices

Document Name Date Added
EPCSED Dues Notice 2024
EPCSED Dues Notice 2024.pdf (112K)
2024-05-21

Meeting Documents

Document Name Date Added
11/10/20 Certificate of Completion
111020 Certificate of Completion.pdf (203K)
2020-10-28
11/11/14 Handout: Application for Accreditation as a Claims Agent or Attorney
14 November 11 Handouts.pdf (8130K)
2019-04-26
7/21/09 Presenter Bio: Douglas Cash
2009 July 21 Presenter Bio Douglas Cash.pdf (40K)
2019-04-26
8/27/20: Certificate of Completion
082720 Certificate of Completion.pdf (541K)
2020-08-31
11/12/13 Handout: The Ever Changing Landscape of Estate and Tax Planning for Non-Trad Relationships
13 November 12 Handout Non Traditional Relationships.pdf (88K)
2019-04-25
9/12/23 Handout: Considerations for Attorneys Resulting from the Federal Corporate Transparency Act
091223 Paper v2.pdf (720K)
2023-09-11
2/13/18 Presentation: Tax Cuts and Jobs Act
2018 February 13 Tax Cuts and Jobs Act.pdf (1343K)
2019-04-26
9/11/12 Presentation: Alternative Dispute Resolution Techniques for Estate Planning and Admin
12 September 11 Presentation Alternative Dispute Resolution Techniques.pdf (1663K)
2019-04-25
11/12/19 Handout: Estate Planning with Directed Trusts
111219 Handout.pdf (858K)
2019-10-18
5/16/23 Financial Exploitation & Dementia
051623 Financial Exploitation & Dementia_posted.pdf (1922K)
2023-05-25
11/14/17 Handout: Prenup Agreements Best Practices
2017 November 14 Prenup Agreements Best Practices.pdf (482K)
2019-04-26
5/8/12 Presentation: Estate, Financial and Related Planning
12 May 8 Presentation Chronice Illness.pdf (7332K)
2019-04-26
8/11/09 Presentation: What is Forensic Accounting and What do They Investigate
2009 August 11 What is Forensic Accounting and What do They Investigate.pdf (1431K)
2019-04-26
2/14/23 Presentation: 2023 Market Outlook
021323 Southeast Denver Estate Planning Council - Market Outlook 2023.pdf (2686K)
2023-02-07
2/14/17 Handout: Pitfalls and Considerations in Cross-Border Estate Planning and Administration
2017 February 14 Pitfalls and Considerations in Cross Border EP and Admin.pdf (209K)
2019-04-26
10/19/11 Invite: Wildlife Experience
11 October 19 Wildlife Experience Event.pdf (146K)
2019-04-26
Presentation: Issues and Opportunities in Estate Planning
Issues and Opportunities in Estate Planning.pdf (60K)
2019-04-26
2/8/22 Handout: Feldman Memorial
020822 Feldman Flyer.pdf (576K)
2022-01-11
5/10/16 Presentation: Sex, Drugs and Rock & Roll
16 May 10 Presentation Sex Drugs and Rock N Roll.pdf (2240K)
2019-04-26
5/14/19 Presentation: Mind Your Own Business
051419 Presentation - Mind Your Own Business.pdf (3245K)
2019-04-25
5/12/09 Handout: Advising GST Trust Beneficiaries
2009 May 12 Advising GST Trust Beneficiaries.pdf (149K)
2019-04-26
2/8/22 Presentation: Green Options for Caring for the Dead
020822 Green Options for Caring for the Dead.pdf (802K)
2022-01-11
5/10/16 Appendix: Sex, Drugs and Rock & Roll
16 May 10 Appendix Sex Drugs and Rock N Roll.pdf (512K)
2019-04-26
2/9/10 Presentation: Current Developments and Opportunities in Estate Planning
2010 February 9 Current Developments and Opportunities in Estate Planning.pdf (3876K)
2019-04-26
9/14/21 Presentation: Century of Opportunity Legislation
091421 Peetz Legislative Review 2021.pdf (439K)
2021-08-27
11/10/15 Presentation: Trust Planning for Individuals with Disabilities or on Public Benefits
15 November 10 Presentation Trust Planning for Individuals with Disabilities.pdf (769K)
2019-04-26
2/8/11 Handout: Advanced Markets Central Intelligence January 2011
2011 February 8 Advanced Markets Central Intelligence January 2011.pdf (208K)
2019-04-26
11/10/20 Presentation: The New Reverse Mortgage
111020 Presentation.pdf (5270K)
2020-10-28
11/11/14 Presentation: Benefits Available to Elderly Veterans
14 November 11 Presentation Benefits Available to Elderly Veterans.pdf (813K)
2019-04-26
5/14/24 Presentation: More Coloradans Over 60 than Under 18—Now What?
051424 AgeWise Colorado.pdf (9457K)
2024-07-19
2/8/11 Handout: Planning Opportunities from the 2010 Tax Act
2011 February 8 Planning Opportunities from the 2010 Tax Act.pdf (290K)
2019-04-26
8/27/20 Presentation: Creative Ways to Fund Business Owner Retirement
082720 Creative Ways to Fund Business Owner Retirement.pdf (788K)
2020-08-31
2/11/14 Handout: 2013 Tax Update
14 February 11 Handout 2013 Tax Update.pdf (518K)
2019-04-26
5/14/24 Handout: Age Wise Colorado
051424 Handout Age Wise Colorado.pdf (324K)
2024-05-09
2/9/10 Presenter Bio: Bill Bell
2010 February 9 Presenter Bio Bill Bell.pdf (88K)
2019-04-26
5/14/13 Presentation: Planning Opportunities in the Current Tax Environment
13 May 14 Presentation Planning Opportunities in the Current Tax Environment.pdf (583K)
2019-04-26
2/11/20 Presentation: Dementia 101
021120 Presentation.pdf (12734K)
2020-01-14
9/12/23 Slides: Corporate Transparency Act
091223 CTA.pdf (370K)
2023-09-07
9/12/17 Handout: Highlights of the Proposed Colorado Uniform Trust Code
2017 September 12 Highlights of the Proposed Colorado Uniform Trust Code.pdf (67K)
2019-04-26
5/8/12 Presenter Bio: Martin Shenkman
12 May 8 Presenter Bio Martin Shenkman.pdf (150K)
2019-04-26
11/12/19 Presentation: Estate Planning with Directed Trusts
111219 Presentation.pdf (1249K)
2019-10-18
5/16/23 Meeting Handout
051623 Compassion Works Flyer.pdf (137K)
2023-04-28
5/9/17 Presentation: Bankruptcy and Estate Planning
2017 May 9 Bankruptcy and Estate Planning.pdf (828K)
2019-04-26
5/8/12 Handout: Just Do It
12 May 8 Handout Just Do It.pdf (1736K)
2019-04-26
Presentation: Advanced Planning for Couples
Advanced Planning for Couples.pdf (151K)
2019-04-26
5/10/22 Presentation: Impact Investing
051022 Impact Investing.pdf (8500K)
2022-04-27
11/8/16 Handout: Settling Probate Matters with Minors
2016 November 11 Settling Probate Matters with Minors.pdf (104K)
2019-04-26
11/8/11 Handout: Integrating Asset Protection Planning with Estate Planning
11 November 8 Handout Integrating Asset Protection Planning with Estate Planning.pdf (291K)
2019-04-26
5/11/10 Presentation: Business Valuation and Succession Planning
2010 May 11 Business Valuation and Succession Planning.pdf (677K)
2019-04-26
2/8/22 Handout: All Your Options
020822 All Your Options Flyer.pdf (238K)
2022-01-12
5/10/16 Handout: Sex, Drugs and Rock & Roll
16 May 10 Handout Sex Drugs and Rock N Roll.PDF (843K)
2019-04-26
11/4/09 Presentation: The Colorado Uniform Prudent Investor Act
2009 November 4 The Colorado Uniform Prudent Investor Act.pdf (421K)
2019-04-26
9/14/21 Handout: 2021 Legislative Review
091421 2021 Legislative Review Final[1].pdf (6977K)
2021-08-27
9/8/15 Presentation: Estate & Gift Tax Planning using 529s
15 September 8 Presentation Estate and Gift Tax Planning Using 529s.pdf (1452K)
2019-04-26
5/12/11 Handout: Wealth Transfer for Planning After TRA 2010 2011 and Beyond
2011 May 12 Wealth Transfer Planning After TRA 2010 2011 and Beyond.pdf (2564K)
2019-04-26
2/9/21 Presentation: Uncovering the True Cost of Aging
020921 Uncovering the True Cost of Aging.pdf (7075K)
2021-02-05
2/10/15 Outline: A Brief Overview of Oil and Gas Interests in Estates and Trusts
15 February 10 Outline Oil and Gas Interests.pdf (63K)
2019-04-26
2/8/11 Handout: Making Sense of Making Gifts in 2011 and 2012
2011 February 8 Making Sense of Making Gifts in 2011 and 2012.pdf (99K)
2019-04-26