Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
|
Jeff Raley Obituary
Jeff Raley Obituary.pdf (338K)
|
2016-12-07 |
Meeting Handout
| Document Name | Date Added |
|---|---|
| Chadwick Presentation 4-19-18 | 2018-04-18 |
| The Family Game of Thrones: 2-14-2024 (DRAFT) | 2024-01-17 |
| Bio for Ken Kies | 2021-01-07 |
| Brett Berly PowerPoint Presentation | 2023-01-25 |
|
Will Frazier PowerPoint Presentation
NICE Method HBEPC 9-16.pptx (3243K)
|
2021-09-16 |
| Meeting materials: November 21, 2019 | 2019-10-18 |
| 3-22 Miriam Henry Presentation | 2018-03-20 |
| Crossing the Border | 2022-04-21 |
| Chairman Kevin Brady Bio | 2022-12-19 |
| History of Valuation Planning (Paper) | 2016-03-21 |
|
Kevin Barry - Bio
Barry_Kevin_Powerpoint.pdf (112K)
|
2023-10-25 |
|
Sebastien Chain Bio
Sebastien N. Chain.pdf (58K)
|
2022-04-06 |
| Speaker Slides | 2020-10-28 |
| 11-16 PPT Top 20 | 2017-11-15 |
| Meeting materials October 2019 | 2019-09-14 |
|
If I Obergfell in Love...
If I Obergefell in Love.pdf (733K)
|
2016-02-12 |
| Powerpoint - Estate Planning Meets Family Law | 2022-11-02 |
|
Stephen Baxley - Bio
Baxley_Stephen_Bio.pdf (189K)
|
2023-10-25 |
| Bio - Richard Ramirez | 2022-02-18 |
| Speaker Evaluation Form fillable | 2020-10-16 |
| 4-18-19 Presentation | 2019-04-15 |
|
Glen Eichelberger BIO
Glen Eichelberger Bio.pdf (167K)
|
2022-11-02 |
|
Steven J. Hare - Bio
Steven J. Hare - Bio.pdf (77K)
|
2023-09-29 |
| Sarah Pacheco Bio | 2022-02-04 |
| Slides | 2020-10-13 |
| 10-19-2017 Meeting Handout | 2017-10-17 |
| Meeting Slides | 2021-04-20 |
| 1-16-19 Presentation | 2019-01-18 |
| The Family Game of Thrones Powerpoint | 2024-04-19 |
| Life Settlements - The Hidden Tool to Unlock, Preserve and Rescue Value in the Estate Plan (Handout) | 2022-10-18 |
| Will Frazier Bio | 2023-08-14 |
|
CV for Jimmy Walker
Jimmy Walker CV 01-2022.pdf (136K)
|
2022-01-19 |
| John Porter - Short Bio | 2020-09-29 |
| Mum's the Word - Confidentiality | 2021-03-04 |
|
Edmund Perry BIO
Edmund Perry_PUBLIC_Bio.pdf (509K)
|
2024-03-28 |
| Top Ten Things to Know Re Elder Law Outline 2022 | 2022-09-07 |
|
Matt Badders Bio
MJB Bio.docx (12K)
|
2021-11-01 |
| John Porter Presentation Notes | 2020-09-26 |
| 11-15-18 - Fiduciary Pitfalls | 2018-11-13 |
| What the Cool Kids Are Doing in Estate Planning_Sam Donaldson 1-26-24 | 2024-02-01 |
| Presentation material | 2021-02-11 |
| Stephanie Loomis-Price PowerPoint 4/20/2023 | 2023-04-24 |
| Katherine C. Akinc Bio | 2021-11-01 |
|
Speaker Bio
Weylandt Bio-2020.pdf (38K)
|
2020-09-18 |
| Powerpoint - Liquidating Family Partnerships | 2016-10-18 |
| 9-28 Stanley Johanson Presentation | 2018-10-01 |
| 2023 Federal Tax Update | 2024-01-30 |
| Presentation January 21, 2021 | 2021-01-22 |
| What the Cool Kids are Doing in Estate Planning 1.27.23 | 2023-01-27 |
| Speaker Bio | 2021-09-17 |
| Planning for Privacy in a Public World | 2018-03-27 |
| Habeeb (Hobbs) Gnaim - Bio | 2024-01-17 |
|
Brett Berly Bio
Brett Berly_Bio.pdf (107K)
|
2023-01-25 |
| Meeting Powerpoint from October 17, 2019 | 2019-10-18 |
| Meeting Handout 4-28-16 | 2016-05-02 |
| A Fiduciary Income Tax Potpourri | 2023-11-06 |
| SNC & Raul Navarro - Crossing The Border 4/21/2022 | 2022-04-21 |
| 2-15 Caldwell-Thomas Presentation | 2018-02-13 |
|
Will Frazier Bio
Frazier Bio 2021.pdf (706K)
|
2021-08-06 |
| History of Valuation Planning (PowerPoint) | 2016-03-21 |
| Speaker Outline - Estate Planning Meets Family Law | 2022-11-02 |
|
Jeff Winter - Bio
Winter_Jeff_Bio.pdf (195K)
|
2023-10-25 |
|
Raul Navarro Bio
Raul Navarro Bio.pdf (146K)
|
2022-03-28 |
| Speaker Bio | 2020-10-28 |
| 11-16 Outline Top 20 | 2017-11-15 |
|
4-18-19 US Trust Art Services Fact Sheet
ArtServices-fact sheet.pdf (345K)
|
2019-04-15 |
|
Amy Allen BIO
Amy Allen Bio.pdf (170K)
|
2022-11-02 |
| Tackling Cross Border Probate - Outline | 2023-09-29 |
| Brown - HBEPC March 10, 2022 | 2022-02-14 |
| Outline | 2021-04-20 |
| 2-13-19 Presentation | 2019-02-21 |
| The New Texas Directed Trust Statute | 2015-11-18 |
| Tama Brooks Klosek Bio | 2022-10-18 |
| Meeting Outline - Cecil v. Commissioner | 2023-08-14 |
|
Keri Brown Bio
Keri D Bio.pdf (606K)
|
2022-02-03 |
| Handouts | 2020-10-13 |
| 10-19-2017 Tax Audit Survival Guide | 2017-10-17 |
| Recent Developments in Valuations | 2021-03-25 |
| Life Insurance A Strategic Tool in the Toolbox Powerpoint | 2024-04-19 |
| Life Settlements - The Hidden Tool to Unlock, Preserve and Rescue Value in the Estate Plan PPT | 2022-10-18 |
| Inside the Mind of a Trustee - 11/17/2021 Handout | 2021-11-17 |
| John Porter additional notes | 2020-09-26 |
| Triangulation presentation (FINAL APPROVED with buy-sell case 05.31.16) | 2017-04-07 |
| Preston Sartelle BIO | 2024-03-28 |
| Molly Abshire Bio 2022 | 2022-09-07 |
| Akinc Bio | 2021-02-11 |
| Paul Comstock Slides - Charitable Lead Trusts | 2021-10-26 |
| Meeting notes | 2020-09-18 |
| Introduction to PPVA and PPVUL Investment Accounts | 2016-11-15 |
| 10-18-18 - Power Point Presentation | 2018-10-18 |
| Federal Tax Update | 2024-01-30 |
| MJB Bio | 2021-02-11 |
| Stephanie Loomis-Price Bio | 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) | 2020-02-20 |
| Outline - Liquidating Family Partnerships | 2016-10-18 |
Membership
| Document Name | Date Added |
|---|---|
| 2022-2023 Dues Notice | 2022-08-08 |
| 2016-2017 Membership Application | 2017-11-06 |
| 2024-2025 Membership Application | 2023-12-28 |
| 2021 HBEPC Membership Application | 2021-07-02 |
| 2021-2022 Membership Renewal Form | 2021-08-11 |
| 2020 HBEPC Membership Guidelines | 2020-11-13 |
| 2021-2022 HBEPC Membership Guidelines | 2021-07-02 |
| 2017-2018 Membership Application | 2019-01-09 |
| 2015-2016 Membership Renewal Packet | 2016-09-09 |
| 2017-2018 Membership Renewal | 2019-01-09 |
| 2018-2019 Membership Application | 2019-10-03 |
| 2023-2024 President's Letter | 2023-08-07 |
| 2022-2023 HBEPC Membership Renewal Form | 2022-08-08 |
| 2016-2017 Membership Guidelines | 2017-11-06 |
| Due Letter | 2020-12-14 |
| 2021-2022 President's Letter | 2021-08-11 |
| 2021 HBEPC Membership Guidelines | 2021-07-02 |
| 2020 HBEPC Membership Application | 2020-11-13 |
| 2021-2022 HBEPC Membership Application | 2021-07-02 |
| CPA and CFP CLE 10-15-20 | 2020-10-15 |
| 2017-2018 Membership Guidelines | 2019-01-09 |
| 2018-2019 Membership Guidelines | 2019-10-03 |
| 2023-2024 Annual Dues Renewal Form (for Mailing Payment) | 2023-08-07 |
| 2018-2019 Membership Renewal | 2019-10-03 |
| 2023-2024 Membership Guidelines | 2023-06-30 |
| 2022-2023 Membership Guidelines | 2022-08-08 |
Organizational
| Document Name | Date Added |
|---|---|
| HBEPC Amended & Restated Bylaws | 2021-06-29 |
| HBEPC 2016 Application | 2016-01-29 |
| 2015 Membership Guidelines | 2015-01-16 |
| Adopted & Revised Bylaws - Nov. 2010 | 2011-01-07 |
| 2022-2023 President's Letter | 2022-08-11 |
| 2019 Amended and Restated Bylaws | 2019-11-13 |
| HBEPC 2016 Membership Guidelines | 2016-01-29 |
| 2015 Application | 2015-01-16 |
| 2014-2015 Membership Renewal Packet | 2015-08-17 |
|
Adopted & Revised Bylaws - Feb. 2009
HBEPC Bylaws - revised.DOC (112K)
|
2009-02-11 |
