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
Life Settlements - The Hidden Tool to Unlock, Preserve and Rescue Value in the Estate Plan PPT
Klosek LIfe Settlements--The Hidden Tool to Unlock Preserve and Rescue Value in the Estate Plan HBEPC.10.19.22.pdf (975K)
2022-10-18
Recent Developments in Valuations
Presentation - Recent Developments in Valuations - HBEPC - 2021_03-25 - Updated.pdf (1225K)
2021-03-25
Life Insurance A Strategic Tool in the Toolbox Powerpoint
Life Insurance A Strategic Tool in the Toolbox Rockbridge.pdf (1496K)
2024-04-19
Introduction to PPVA and PPVUL Investment Accounts
Introduction to PPVA and PPVUL Investment Accounts(11.17.16).pdf (236K)
2016-11-15
Wealth Case Studies
4. Wealth Case Studies for EPC.pdf (475K)
2025-02-05
Inside the Mind of a Trustee - 11/17/2021 Handout
Inside the Mind of a Trustee (Law Journal version).docx (131K)
2021-11-17
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)
2020-09-26
Molly Abshire Bio 2022
Molly Abshire BIO 2022.pdf (82K)
2022-09-07
Akinc Bio
Katherine C. Akinc - CV (January 2021) Feb meeting 2021.pdf (33K)
2021-02-11
Preston Sartelle BIO
PrestonSartelle_PUBLIC_Bio_2022.pdf (394K)
2024-03-28
Outline - Liquidating Family Partnerships
Liquidating Family Partnerships.pdf (321K)
2016-10-18
Ann Marie Liotta Bio
Bio Ann Marie Liotta.pdf (376K)
2025-02-05
Paul Comstock Slides - Charitable Lead Trusts
Charitable Lead Trusts Slide presentation for the web.pdf (1601K)
2021-10-26
Meeting notes
Securities Laws Considerations Oct 2020 meeting.pdf (91K)
2020-09-18
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
Federal Tax Update
PP Federal Tax Update December 2023.pdf (3030K)
2024-01-30
Joshua Weaver - BIO
Joshua Weaver BIO.pdf (122K)
2024-10-31
Stephanie Loomis-Price Bio
Stephanie Loomis-Price _ Perkins Coie.pdf (186K)
2023-03-27
Will Frazier - The NICE Method Presentation
NICE Method HBEPC 9-16.pptx (3243K)
2021-09-23
Operating in the Gray Zone of Diminished Capacity (Feb 2020)
KNE-HBEPC- Operating in the Gray Zone of Diminished Capacity (Jan. 2020).PDF (504K)
2020-02-20
History of Valuation Planning (Paper)
SSE01WK.History.Paper + Schedules.pdf (4884K)
2016-03-21
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
I Don't Guarantee it. Potential Problems with Personal Guarantees to Family Trusts (2)
I Don't Guarantee it. Potential Problems with Personal Guarantees to Family Trusts.pdf (709K)
2025-10-16
The Family Game of Thrones: 2-14-2024 (DRAFT)
HIG_ HBEPC Presentation - Business Succession Presentation (2-14-24).pdf (208K)
2024-01-17
Corporate Transparency PowerPoint
Corporate Transparency Act Slides.pdf (1513K)
2024-09-25
Brett Berly PowerPoint Presentation
Berly - Like Nails on a Chalkboard GST Speech - PPT for 2022 AEP -(30216820.1).pptx (199K)
2023-01-25
Will Frazier PowerPoint Presentation
NICE Method HBEPC 9-16.pptx (3243K)
2021-09-16
Meeting materials: November 21, 2019
HBEPC.11.27.2019.Begin with End in Mind.Final.pdf (1343K)
2019-10-18
If I Obergfell in Love...
If I Obergefell in Love.pdf (733K)
2016-02-12
3-22 Miriam Henry Presentation
2018 Houston Business and Estate Planning Council Speech re. March 22 2018 Meeting (N3551434x7A3A0).pptx (144K)
2018-03-20
Bio W. Cameron McCulloch, Jr.
Bio W. Cameron McCulloch, Jr..pdf (737K)
2025-09-05
Crossing the Border
SNC and Raul Navarro - HBEPC - Crossing the Border (4.21.22).PPTX (322K)
2022-04-21
Outline of Current Developments in Estate and Gift Tax Audits and Litigation
BROWN - Current Developments in Estate and Gift Tax Audits - HBEPC - September 19, 2024(120305467.1).pdf (912K)
2024-09-19
Chairman Kevin Brady Bio
The Honorable Kevin Brady Bio.pdf (400K)
2022-12-19
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
Kevin Barry - Bio
Barry_Kevin_Powerpoint.pdf (112K)
2023-10-25
Sebastien Chain Bio
Sebastien N. Chain.pdf (58K)
2022-04-06
Powerpoint - Estate Planning Meets Family Law
Estate Planning Meets Family Law 11-17-22.pptx (2309K)
2022-11-02
Meeting materials October 2019
HBEPC Meeting Handout October 2019 John Porter.pdf (695K)
2019-09-14
Speaker Evaluation Form fillable
HBEPC - Speaker Evaluation Form 10-2020 (fillable).pdf (112K)
2020-10-16
Cassie McGarvet Bio
Cassie McGarvey Bio.pdf (588K)
2025-04-04
Stephen Baxley - Bio
Baxley_Stephen_Bio.pdf (189K)
2023-10-25
Bio - Richard Ramirez
Richard Ramirez Baker Botts.pdf (206K)
2022-02-18
Keri Brown - Bio
Keri Brown - Bio.pdf (177K)
2024-08-09
Glen Eichelberger BIO
Glen Eichelberger Bio.pdf (167K)
2022-11-02
4-18-19 Presentation
ArtPlanning 2019-Presentation.pdf (884K)
2019-04-15
10-19-2017 Tax Audit Survival Guide
nt-tax-all-0817_tax-audit-survival-guide_e-book.pdf (181K)
2017-10-17
Clere Consulting - White Paper Demise - Sam Dresser
Sam Dresser Clere Consulting White Paper Demise of Trustee Discretion 6.11.24.pdf (413K)
2025-03-30
Steven J. Hare - Bio
Steven J. Hare - Bio.pdf (77K)
2023-09-29
Sarah Pacheco Bio
31455501_1_Resume - Sarah Pacheco.doc (73K)
2022-02-04
Slides
AI-QP Slides (FINAL) 10-2020.pdf (249K)
2020-10-13
Life Settlements - The Hidden Tool to Unlock, Preserve and Rescue Value in the Estate Plan (Handout)
Klosek Life Settlements--The HIdden Tool to Unlock Preserve and Rescue Value in the Estate Plan HPEBC.10.19.22.pdf (1453K)
2022-10-18
Meeting Slides
QSBS Quest for Quantum Exclusions Slides 4-12-21.pdf (505K)
2021-04-20
1-16-19 Presentation
Family Matters for Business Owning Families.pdf (458K)
2019-01-18
The Family Game of Thrones Powerpoint
Business Succession Presentation (2-14-24).pdf (270K)
2024-04-19
Private Placement
5. Private Placement White Paper.pdf (335K)
2025-02-05
Will Frazier Bio
Frazier William stand-alone resume 814.pdf (294K)
2023-08-14
CV for Jimmy Walker
Jimmy Walker CV 01-2022.pdf (136K)
2022-01-19
John Porter - Short Bio
John Porter - Short Bio (09-28-2020) (1).pdf (110K)
2020-09-29
Top Ten Things to Know Re Elder Law Outline 2022
Top Ten Things to Know Re Elder Law MDA 2022 - Outline.pdf (65K)
2022-09-07
Mum's the Word - Confidentiality
Confidentiality Topic - HBEPC - Paper - Chadwick.pdf (527K)
2021-03-04
Edmund Perry BIO
Edmund Perry_PUBLIC_Bio.pdf (509K)
2024-03-28
Powerpoint - Liquidating Family Partnerships
Liquidating Family Partnerships Avoiding Income and Gift Tax.pdf (966K)
2016-10-18
Meeting Agenda
2. Agenda.pdf (395K)
2025-02-05
Matt Badders Bio
MJB Bio.docx (12K)
2021-11-01
John Porter Presentation Notes
John Porter Presentation Notes 9-25-2020.pdf (810K)
2020-09-26
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
What the Cool Kids Are Doing in Estate Planning_Sam Donaldson 1-26-24
What the Cool Kids Are Doing in Estate Planning_Sam Donaldson 1-26-24.pdf (3028K)
2024-02-01
Power Point: Ethical Implications of AI and Practical Tips
Beautiful.ai - 2024 HBEPC.pdf (4099K)
2024-10-31
Stephanie Loomis-Price PowerPoint 4/20/2023
Sandwiching Sorensen Into McCord It's Progeny - A Review of the IRS TE Target.pdf (1629K)
2023-04-24
Katherine C. Akinc Bio
Katherine C. Akinc Bio.docx (21K)
2021-11-01
Speaker Bio
Weylandt Bio-2020.pdf (38K)
2020-09-18
Meeting Handout 4-28-16
HBEPC Meeting Handout 4-28-16.pdf (816K)
2016-05-02
Presentation January 21, 2021
HBEPC Presentation 012121 - Ken.pptm (729K)
2021-01-22
9-28 Stanley Johanson Presentation
9-28 Stanley Johanson Presentation-Recent Developments in Estate Planning.docx (56K)
2018-10-01
Bio Prof Eric Reis
Bio Prof. Eric Reis.pdf (277K)
2025-10-16
2023 Federal Tax Update
Sam Donaldson_Federal Tax Update _01.26.2024.pdf (835K)
2024-01-30
John Strohmeyer - Bio
John Strohmeyer Bio.pdf (210K)
2024-09-25
What the Cool Kids are Doing in Estate Planning 1.27.23
What_the_Cool_Kids_Are_Doing_in_Estate_Planning_01.27.23.pdf (576K)
2023-01-27
Speaker Bio
Paul's bio - October Speaker.pdf (17K)
2021-09-17
History of Valuation Planning (PowerPoint)
History and Future of Valuation Discount Planning.pdf (1028K)
2016-03-21
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
Porridge of Disclosure to Benes: Too Hot, Too Cold, Or Just Right by C. McCulloch & L. Smith
The Porridge of Disclosure To Beneficiares by Kean Miller.pdf (169K)
2025-09-05
Habeeb (Hobbs) Gnaim - Bio
Habeeb (Hobbs) Gnaim - Bio.pdf (132K)
2024-01-17
Corporate Transparency Article
Strohmeyer Corporate Transparency Article.pdf (1122K)
2024-09-25
Brett Berly Bio
Brett Berly_Bio.pdf (107K)
2023-01-25
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
2-15 Caldwell-Thomas Presentation
2-15 Caldwell-Thomas Presentation.pdf (11215K)
2018-02-13
A Fiduciary Income Tax Potpourri
A Fiduciary Income Tax Potpourri.pdf (895K)
2023-11-06
SNC & Raul Navarro - Crossing The Border 4/21/2022
SNC and Raul Navarro - HBEPC - Crossing the Border (4.21.22).PPTX (322K)
2022-04-21
Current Developments in Estate and Gift Tax Audits and Litigation Powerpoint
Current Developments in Estate and Gift Tax Audits and Litigation.pdf (864K)
2024-09-19
Speaker Outline - Estate Planning Meets Family Law
Speaker Outline for Estate Planning Meets Family Law 11-17-22.docx (31K)
2022-11-02
Will Frazier Bio
Frazier Bio 2021.pdf (706K)
2021-08-06
The New Texas Directed Trust Statute
The New Texas Directed Trust Statute (11-19-15).pdf (172K)
2015-11-18
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
Real Estate for Estate Planning PP
Real Estate for Estate Planning PP - 4-24-2025.pdf (7786K)
2025-04-04
Jeff Winter - Bio
Winter_Jeff_Bio.pdf (195K)
2023-10-25
Raul Navarro Bio
Raul Navarro Bio.pdf (146K)
2022-03-28
Amy Allen BIO
Amy Allen Bio.pdf (170K)
2022-11-02
4-18-19 US Trust Art Services Fact Sheet
ArtServices-fact sheet.pdf (345K)
2019-04-15
10-19-2017 Meeting Handout
2017 Houston Estate Planning Council.pptx (524K)
2017-10-17
Clere Consulting PP
Clere Consulting PP.pdf (15355K)
2025-03-30
Tackling Cross Border Probate - Outline
Tackling Cross Border Probate - Outline + Description + Learning Objectives (1).pdf (106K)
2023-09-29
Brown - HBEPC March 10, 2022
BROWN - HBEPC March 10 2022 - How to Pay When the Bill Comes Due - Estate Liquidity in 2022.pdf (575K)
2022-02-14
Tama Brooks Klosek Bio
Tama Brooks Klosek KA Attorney Biography.pdf (157K)
2022-10-18
Outline
QSBS Quest for Quantum Exclusions Outline 4-12-21.pdf (1159K)
2021-04-20
2-13-19 Presentation
DAF and PF - Making Right Choice (PowerPoint Presentation).pdf (6137K)
2019-02-21
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
PPLI Presentation
PPLI Presentation EPC 2025.pdf (1351K)
2025-02-13
Meeting Outline - Cecil v. Commissioner
Frazier Outline - Cecil v. Commissioner.docx (21K)
2023-08-14
Keri Brown Bio
Keri D Bio.pdf (606K)
2022-02-03
Handouts
Securities Laws Considerations 2020-10-12 (FINAL).pdf (91K)
2020-10-13

Membership

Document Name Date Added
2018-2019 Membership Guidelines
2018-2019 Membership Guidelines.pdf (4K)
2019-10-03
2023-2024 Annual Dues Renewal Form (for Mailing Payment)
2023-2024 Membership Renewal & Dues Notice.pdf (350K)
2023-08-07
2018-2019 Membership Renewal
2018-2019 Membership Renewal.pdf (233K)
2019-10-03
2023-2024 Membership Guidelines
2023-2024 HBEPC Form Membership Guidelines 6.30.2023.pdf (229K)
2023-06-30
2022-2023 Membership Guidelines
2023 HBEPC Form Membership Guidelines 6.30.2021.pdf (142K)
2022-08-08
2026 HBEPC Membership Guidelines
2026 HBEPC Membership Guidelines.pdf (308K)
2025-10-16
2022-2023 Dues Notice
HBEPC 2022-2023 Dues Notice.pdf (229K)
2022-08-08
2021 HBEPC Membership Application
2021 HBEPC Form Membership Application.pdf (12K)
2021-07-02
2024-2025 Membership Application
2024 HBEPC Form Membership Application 6.30.2023.pdf (105K)
2023-12-28
2021-2022 Membership Renewal Form
HB&EPC 2021-2022 Dues Notice.pdf (224K)
2021-08-11
2020 HBEPC Membership Guidelines
2020 HBEPC Form Membership Guidelines.docx (16K)
2020-11-13
2025-2026 Membership Renewal & Dues Notice
2025-2026 HBEPC Membership Renewal Dues Notice.pdf (266K)
2025-08-20
2025 Membership Application
2025 Membership Application.pdf (30K)
2024-08-27
2021-2022 HBEPC Membership Guidelines
2022 HBEPC Form Membership Guidelines 6.30.2021.pdf (103K)
2021-07-02
2017-2018 Membership Guidelines
2017-2018 HBEPC Form Membership Guidelines.docx (21K)
2019-01-09
2018-2019 Membership Application
2018-2019 Membership Application.pdf (3K)
2019-10-03
2023-2024 President's Letter
2023-2024 President's Letter.pdf (187K)
2023-08-07
2026 HBEPC Membership Application
2026 HBEPC Membership Application.pdf (318K)
2025-10-16
2022-2023 HBEPC Membership Renewal Form
2023 HBEPC Form Membership Application 6.30.2021.pdf (174K)
2022-08-08
Due Letter
HBEPC Presidents Letter Regarding Dues (2021 - 2022).pdf (30K)
2020-12-14
2021-2022 President's Letter
2021-2022 President's Letter.pdf (271K)
2021-08-11
2021 HBEPC Membership Guidelines
2021 HBEPC Form Membership Guidelines.pdf (11K)
2021-07-02
2025-2026 President's Letter
President's Letter 2025-26.pdf (90K)
2025-08-20
2020 HBEPC Membership Application
2020 HBEPC Form Membership Application.docx (15K)
2020-11-13
2025 Membership Guidelines
2024-2025 Membership Guidelines.pdf (34K)
2024-08-27
2021-2022 HBEPC Membership Application
2022 HBEPC Form Membership Application 6.30.2021.pdf (129K)
2021-07-02
CPA and CFP CLE 10-15-20
HBEPC - CPA and CFP - CLE 10-15-20.pdf (80K)
2020-10-15
2024-2025 Membership Renewal & Dues Notice
2024-2025 Membership Renewal & Dues Notice.pdf (213K)
2024-08-09

Organizational

Document Name Date Added
HBEPC 2016 Application
HBEPC 2016 Application.pdf (8K)
2016-01-29
2015 Application
HBEPC 2015 Application.pdf (36K)
2015-01-16
HBEPC Amended & Restated Bylaws
HBEPC - 2019 Amended and Restated Bylaws - (Nov. 21 2019).doc (48K)
2021-06-29
2014-2015 Membership Renewal Packet
HBEPC 2014-2015 Membership Renewal.pdf (77K)
2015-08-17
Adopted & Revised Bylaws - Feb. 2009
HBEPC Bylaws - revised.DOC (112K)
2009-02-11
2022-2023 President's Letter
2022-2023 President's Letter.pdf (95K)
2022-08-11
2019 Amended and Restated Bylaws
HBEPC - 2019 Amended and Restated Bylaws - (Nov. 21 2019).DOC (46K)
2019-11-13
HBEPC 2016 Membership Guidelines
Houston Business and Estate Planning Council 2016 Membership.pdf (614K)
2016-01-29
2015 Membership Guidelines
HBEPC Membership Guidelines 2015.pdf (56K)
2015-01-16
Adopted & Revised Bylaws - Nov. 2010
Adopted & Revised Bylaws - Nov. 2010.DOC (50K)
2011-01-07