Document Library

Document Name Date Added
Joint Holiday Luncheon 2013
Joint 2013 Holiday Luncheon Notice.pdf (69K)
 2013-11-22
June 4th Breakfast Meeting
June 4th Breakfast Meeting Notice.pdf (668K)
 2014-05-16
November 2013- Meeting Notice
November Meeting Notice 2013.pdf (198K)
 2013-10-17
Mitchell Cooper Handout; The Good, The Bad & The Ugly
Mitchell Cooper Handout; The Good, The Bad & The Ugly.pdf (1868K)
 2014-05-06
Membership Application Form
SCEPC Application Form - PO Box Final.pdf (133K)
 2016-06-01
May 2014 Dinner Meeting Notice
May 2014 Dinner Meeting Notice.pdf (494K)
 2014-04-16
October 2013- Meeting Notice
October Meeting Notice 2013 pdf.pdf (166K)
 2013-08-28
Medicare Surtax presentation
2014-0402 - Medicare Surtax on Net Investment Income-Estate Planning Co....pdf (14907K)
 2014-03-25
Membership Application
App for Membership Estate Council 2020.pdf (362K)
 2020-01-09
August 2013-Networking Meeting
Aug. Networking Meeting.docx (44K)
 2013-08-05
April2014MeetingNotice-updated
April2014MeetingNotice-Updated0317.pdf (75K)
 2014-03-17
EPC Application 4-5-2019
epc application000.pdf (159K)
 2019-04-05
June 2013- Meeting Notice
June 20th Meeting Notice.pdf (198K)
 2013-05-10
April 2, 2014 Meeting Notice
April2014MeetingNotice.pdf (75K)
 2014-03-12
Member Application
Application for Membership.pdf (173K)
 2018-12-10
May 2013- Meeting Notice
May Meeting Notice.docx (41K)
 2013-04-26
March 5th Dinner Meeting
FebruaryMarchMeetingNotice.pdf (89K)
 2014-02-11
Changing Trust Situs
EPC Joint Meeting Presentation Changing Trust Situs.ppt (752K)
 2016-03-22
April 2013- Meeting Notice
April 2013 Mtng Notice word.docx (68K)
 2013-04-16
SCEPC Application Form Final
SCEPC Application Form - PO Box Final.pdf (94K)
 2014-01-29
Perspectives on Charitable Giving
EPC December 2014 invitation.pdf (711K)
 2014-11-12
March 6, 2013 Meeting Notice
March Notice 1 page.docx (15K)
 2013-03-07
August Networking Meeting
Aug Networking Meeting.pdf (307K)
 2014-01-29
SCEPC 2013 Annual Dues Notice
Dues Notice 2013.docx (84K)
 2013-02-16
2014 Meeting Schedule
save the date 2014 EPC.pdf (50K)
 2014-01-27
November 12th Breakfast Meeting
November 12th breakfast meeting.pdf (636K)
 2014-10-16
SCEPC Membership Application Form 1252013
SCEPC Application Form - PO Box Final.docx (26K)
 2013-01-25
February Meeting Notice
February Meeting Notice.pdf (180K)
 2014-01-21
Venn Diagrams Slides 9-1-14.pdf (730K)
 2014-10-06
SCEPC Amended and Restated By-Laws
SCEPC Amended and Restated By-Laws - Final.pdf (143K)
 2014-01-21
Venn Diagrams Outline and Slides
Lee Venn Diagrams Outline 9-15-14.pdf (1030K)
 2014-10-06
1/10/2014 EPC Meeting Minutes
120144Epcmeeting.pdf (19K)
 2014-01-17
October 8th Dinner Meeting
Dinner Meeting October 8th.pdf (673K)
 2014-09-25
Suffolk Estate Planning Council 2104 Committees
Suffolk Estate Planning Council 2104 Committees.pdf (15K)
 2014-01-17
September 10th Breakfast Meeting
September 10th EPC Breakfast Meeting.pdf (614K)
 2014-08-14
2014 Welcome Letter
2014 Welcome Letter.docx (12K)
 2014-01-15
Helping to Secure Your Clients Retirement
Helping-to-Secure-Your-Clients-Retirement-01-14-PC.PPTX (3363K)
 2014-08-13
Dues Invoice 2014
Dues Invoice 2014.docx (84K)
 2014-01-15
Annual Networking Event
August Meeting Notice.docx (35K)
 2014-07-24