Document Library

Categories

Council Documents

Document Name Date Added
Jeff Raley Obituary
Jeff Raley Obituary.pdf (338K)
 2016-12-07

Meeting Handout

Document Name Date Added
Speaker Bio
Belinda Herzig Bio 11-2020.pdf (207K)
 2020-10-28
11-16 Outline Top 20
HBEPC 11-16 Outline Top 20.pdf (92K)
 2017-11-15
Meeting materials October 2019
HBEPC Meeting Handout October 2019 John Porter.pdf (695K)
 2019-09-13
If I Obergfell in Love...
If I Obergefell in Love.pdf (733K)
 2016-02-12
Speaker Evaluation Form fillable
HBEPC - Speaker Evaluation Form 10-2020 (fillable).pdf (112K)
 2020-10-16
4-18-19 US Trust Art Services Fact Sheet
ArtServices-fact sheet.pdf (345K)
 2019-04-15
4-18-19 Presentation
ArtPlanning 2019-Presentation.pdf (884K)
 2019-04-15
Slides
AI-QP Slides (FINAL) 10-2020.pdf (249K)
 2020-10-13
10-19-2017 Meeting Handout
2017 Houston Estate Planning Council.pptx (524K)
 2017-10-17
2-13-19 Presentation
DAF and PF - Making Right Choice (PowerPoint Presentation).pdf (6137K)
 2019-02-21
The New Texas Directed Trust Statute
The New Texas Directed Trust Statute (11-19-15).pdf (172K)
 2015-11-18
Handouts
Securities Laws Considerations 2020-10-12 (FINAL).pdf (91K)
 2020-10-13
10-19-2017 Tax Audit Survival Guide
nt-tax-all-0817_tax-audit-survival-guide_e-book.pdf (181K)
 2017-10-17
1-16-19 Presentation
Family Matters for Business Owning Families.pdf (458K)
 2019-01-17
Recent Developments in Valuations
Presentation - Recent Developments in Valuations - HBEPC - 2021_03-25 - Updated.pdf (1225K)
 2021-03-25
John Porter - Short Bio
John Porter - Short Bio (09-28-2020) (1).pdf (110K)
 2020-09-28
Triangulation presentation (FINAL APPROVED with buy-sell case 05.31.16)
Triangulation presentation (FINAL APPROVED with buy-sell case 05.31.16).pdf (877K)
 2017-04-07
Mum's the Word - Confidentiality
Confidentiality Topic - HBEPC - Paper - Chadwick.pdf (527K)
 2021-03-04
John Porter additional notes
PORTER_A View from the Trenches - Current Issues in Estate and Gift Tax Audits and Litigation - HEFF - September 25, 2020 (1).pdf (5745K)
 2020-09-25
Akinc Bio
Katherine C. Akinc - CV (January 2021) Feb meeting 2021.pdf (33K)
 2021-02-11
John Porter Presentation Notes
John Porter Presentation Notes 9-25-2020.pdf (810K)
 2020-09-25
Introduction to PPVA and PPVUL Investment Accounts
Introduction to PPVA and PPVUL Investment Accounts(11.17.16).pdf (236K)
 2016-11-15
Presentation material
Inside the Mind of a Trustee (Law Journal version) 2-2021.pdf (543K)
 2021-02-11
11-15-18 - Fiduciary Pitfalls
208 TBA Fiduciary Litigation.pdf (473K)
 2018-11-13
Meeting notes
Securities Laws Considerations Oct 2020 meeting.pdf (91K)
 2020-09-18
Powerpoint - Liquidating Family Partnerships
Liquidating Family Partnerships Avoiding Income and Gift Tax.pdf (966K)
 2016-10-18
MJB Bio
MJB Bio Feb speaker.pdf (8K)
 2021-02-11
10-18-18 - Power Point Presentation
Visa Options for Domestic Employees.pptx (6610K)
 2018-10-18
Speaker Bio
Weylandt Bio-2020.pdf (38K)
 2020-09-18
Outline - Liquidating Family Partnerships
Liquidating Family Partnerships.pdf (321K)
 2016-10-18
Presentation January 21, 2021
HBEPC Presentation 012121 - Ken.pptm (729K)
 2021-01-21
9-28 Stanley Johanson Presentation
9-28 Stanley Johanson Presentation-Recent Developments in Estate Planning.docx (56K)
 2018-10-01
Operating in the Gray Zone of Diminished Capacity (Feb 2020)
KNE-HBEPC- Operating in the Gray Zone of Diminished Capacity (Jan. 2020).PDF (504K)
 2020-02-19
Bio for Ken Kies
Bio for Kenneth J. Ken Kies January 2021.pdf (28K)
 2021-01-07
Chadwick Presentation 4-19-18
Chadwick - Planning for Privacy in a Public World - PowerPoint - Houston Business and Estate Planning Council - 4-19-18.pdf (100K)
 2018-04-18
Planning for Privacy in a Public World
4-19-18 Chadwick - Planning for Privacy in a Public World - Houston Business and....pdf (474K)
 2018-03-27
Meeting materials: November 21, 2019
HBEPC.11.27.2019.Begin with End in Mind.Final.pdf (1343K)
 2019-10-18
Meeting Handout 4-28-16
HBEPC Meeting Handout 4-28-16.pdf (816K)
 2016-05-02
3-22 Miriam Henry Presentation
2018 Houston Business and Estate Planning Council Speech re. March 22 2018 Meeting (N3551434x7A3A0).pptx (144K)
 2018-03-20
Meeting Powerpoint from October 17, 2019
PORTER - Trends in the IRS_s Approaches to Transfer Tax Audits - HBEPC - Houston, TX - October 17, 2019_Active_42950942_1.PPTX (3039K)
 2019-10-18
History of Valuation Planning (Paper)
SSE01WK.History.Paper + Schedules.pdf (4884K)
 2016-03-21
2-15 Caldwell-Thomas Presentation
2-15 Caldwell-Thomas Presentation.pdf (11215K)
 2018-02-13
History of Valuation Planning (PowerPoint)
History and Future of Valuation Discount Planning.pdf (1028K)
 2016-03-21
Speaker Slides
Herzig-BNYMellon - Hidden Tax Traps In Divorce 11-2020.pdf (345K)
 2020-10-28
11-16 PPT Top 20
HBEPC 11-16 PPT Top 20.pdf (44K)
 2017-11-15

Membership

Document Name Date Added
2017-2018 Membership Application
2017-2018 HBEPC Form. Membership Application.docx (22K)
 2019-01-09
CPA and CFP CLE 10-15-20
HBEPC - CPA and CFP - CLE 10-15-20.pdf (80K)
 2020-10-15
2017-2018 Membership Guidelines
2017-2018 HBEPC Form Membership Guidelines.docx (21K)
 2019-01-09
2015-2016 Membership Renewal Packet
HBEPC 2015-2016 Letter and Membership Renewal.pdf (131K)
 2016-09-09
2017-2018 Membership Renewal
HBEPC 2017-2018 Membership Renewal.pdf (619K)
 2019-01-09
2018-2019 Membership Guidelines
2018-2019 Membership Guidelines.pdf (4K)
 2019-10-03
2018-2019 Membership Application
2018-2019 Membership Application.pdf (3K)
 2019-10-03
2018-2019 Membership Renewal
2018-2019 Membership Renewal.pdf (233K)
 2019-10-03
2016-2017 Membership Guidelines
2017 HBEPC Form Membership Guidelines.pdf (10K)
 2017-11-06
2016-2017 Membership Application
2017 HBEPC Form Membership Application.pdf (33K)
 2017-11-06
Due Letter
HBEPC Presidents Letter Regarding Dues (2021 - 2022).pdf (30K)
 2020-12-14
2021 HBEPC Membership Application
2021 HBEPC Form Membership Application.pdf (12K)
 2020-11-13
2021 HBEPC Membership Guidelines
2021 HBEPC Form Membership Guidelines.pdf (11K)
 2020-11-13
2020 HBEPC Membership Guidelines
2020 HBEPC Form Membership Guidelines.docx (16K)
 2020-11-13
2020 HBEPC Membership Application
2020 HBEPC Form Membership Application.docx (15K)
 2020-11-13

Organizational

Document Name Date Added
HBEPC 2016 Membership Guidelines
Houston Business and Estate Planning Council 2016 Membership.pdf (614K)
 2016-01-29
HBEPC 2016 Application
HBEPC 2016 Application.pdf (8K)
 2016-01-29
2015 Application
HBEPC 2015 Application.pdf (36K)
 2015-01-16
2015 Membership Guidelines
HBEPC Membership Guidelines 2015.pdf (56K)
 2015-01-16
2014-2015 Membership Renewal Packet
HBEPC 2014-2015 Membership Renewal.pdf (77K)
 2015-08-17
Adopted & Revised Bylaws - Nov. 2010
Adopted & Revised Bylaws - Nov. 2010.DOC (50K)
 2011-01-07
Adopted & Revised Bylaws - Feb. 2009
HBEPC Bylaws - revised.DOC (112K)
 2009-02-11
2019 Amended and Restated Bylaws
HBEPC - 2019 Amended and Restated Bylaws - (Nov. 21 2019).DOC (46K)
 2019-11-13