Document Library

Document Name (Sort)	Date (Sort)

Meeting Handout
Family Limited Partnerships: Current Valuation Iss John Porter - Current Valuation Issues.pdf (233K)	3/22/2012
Don Jansen Outline 04-20-2012 Charitable Lead Trust Outline.pdf (246K)	3/14/2012
2012 Like 2010: Deja Vu All Over Again? Houston Business and EPC PRINT_01 18 2012.pdf (296K)	1/19/2012
Stacy Eastland - February 2012 GRAT Paper Schedules.pdf (1627K)	1/12/2012
Sarah Pacheco outline - November 2011 Fiduciary Claims.pdf (455K)	11/9/2011
Amy Jetel outline - October 2011 Meeting The Tools of Domestic and International Asset Protection.pdf (98K)	10/17/2011
Legislative Update - What’s up on Capital Hill? WHAT'S UP ON CAPITOL HILL.ppt (1470K)	1/7/2011
2010 Has Come And Is Soon To Be Gone: What Now? 2010 Has Come 2010-10-29.pdf (579K)	10/26/2010
Kathryn J. Capage Bio - January 2011 Meeting CAPAGE-BIO-1-E.pdf (104K)	9/1/2010
Private Split Dollar - What’s New about an Old Opp Premium Financing and Life Settlements April 2009(1).pdf (49K)	3/18/2010
Mending Wayward Wealth Strategies - Cheryl Crabbe Houston_1-1053607-v2-The Good, The Bad and Avoiding the Ugly Mending Wayward Wealth Transfer Strategies.DOC (422K)	3/18/2010
Riches to Roths - Considering IRA Conversions ROTH-Presentation02.17.10.pdf (347K)	2/15/2010
Reverse Freeze Presentation by Alex Howard Reverse Freeze Houston Business and Estate Planning Council.pdf (231K)	12/22/2009
Some of the Best Estate Planning Ideas We See Out SSE01QO.7.24.09.Schedules.pdf (1743K)	12/22/2009
International Issues Affecting Domestic Planners Intl Issues Affecting Domestic Planning HBEPC 2009.pdf (553K)	10/22/2009
Premium Financing and Life Settlements April 2009.pdf (49K)	6/23/2009
Premium Financing and Life Settlements (April 2009).pdf (25K)	4/23/2009
Worries of a Washington Tax Warrior Worries of A Washington Tax Warriorl.pdf (85K)	3/26/2009
Tips & Traps in Creating & Administering DGTs Defective Grantor Trust Speech_Outline.pdf (111K)	2/17/2009
The Accidental Taxpayer - Tax Tips for Crossing Bo Markley Outline 01-15-09.ppt (1997K)	1/22/2009
Addendum to Mickey Davis IRC 6694 HOUSTON-#2241352-v1-Section_6694_Outine_Addendum.pdf (220K)	11/20/2008
Mickey R. Davis Outline - IRC 6694 & Circular 230 HBEPC Section_6694_Outline.pdf (331K)	9/18/2008
Charitable Trends Presentation (Feb 2008).ppt (833K)	1/31/2008
Charitable Trends Outline (Feb 2008).pdf (121K)	1/31/2008
Special Income Tax Issues When Fiduciaries Own Partnership Interests (Jan 2008).pdf (366K)	1/14/2008

Organizational
Spring 2011 Membership Application Membership Application.doc (29K)	1/13/2011
2011 Membership Guidelines Membership Guidelines.doc (32K)	1/13/2011
Adopted & Revised Bylaws - Nov. 2010 Adopted & Revised Bylaws - Nov. 2010.DOC (50K)	1/7/2011
2010-2011 Membership Dues Package hbepcdues.pdf (285K)	8/5/2010
Adopted & Revised Bylaws - Feb. 2009 HBEPC Bylaws - revised.DOC (112K)	2/11/2009

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