Document Library

File Name Date Added
Jeff Raley Obituary 12/07/2016

Meeting Handout

File Name Date Added
10-18-18 - Power Point Presentation 10/18/2018
Powerpoint - Liquidating Family Partnerships 10/18/2016
9-28 Stanley Johanson Presentation 10/01/2018
Outline - Liquidating Family Partnerships 10/18/2016
Chadwick Presentation 4-19-18 04/18/2018
Planning for Privacy in a Public World 03/27/2018
3-22 Miriam Henry Presentation 03/20/2018
Meeting Handout 4-28-16 05/02/2016
2-15 Caldwell-Thomas Presentation 02/13/2018
History of Valuation Planning (Paper) 03/21/2016
11-16 PPT Top 20 11/15/2017
History of Valuation Planning (PowerPoint) 03/21/2016
11-16 Outline Top 20 11/15/2017
If I Obergfell in Love... 02/12/2016
10-19-2017 Meeting Handout 10/17/2017
The New Texas Directed Trust Statute 11/18/2015
10-19-2017 Tax Audit Survival Guide 10/17/2017
Triangulation presentation (FINAL APPROVED with buy-sell case 05.31.16) 04/07/2017
11-15-18 - Fiduciary Pitfalls 11/13/2018
Introduction to PPVA and PPVUL Investment Accounts 11/15/2016

Membership

File Name Date Added
2016-2017 Membership Guidelines 11/06/2017
2016-2017 Membership Application 11/06/2017
2017-2018 Membership Application 06/06/2018
2017-2018 Membership Guidelines 06/06/2018
2015-2016 Membership Renewal Packet 09/09/2016
2017-2018 Membership Renewal 06/06/2018

Organizational

File Name Date Added
Adopted & Revised Bylaws - Feb. 2009 02/11/2009
HBEPC 2016 Membership Guidelines 01/29/2016
HBEPC 2016 Application 01/29/2016
2015 Application 01/16/2015
2015 Membership Guidelines 01/16/2015
2014-2015 Membership Renewal Packet 08/17/2015
Adopted & Revised Bylaws - Nov. 2010 01/07/2011