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 |
|---|---|
| Powerpoint - Liquidating Family Partnerships | 2016-10-18 |
| 10-18-18 - Power Point Presentation | 2018-10-18 |
|
Speaker Bio
Weylandt Bio-2020.pdf (38K)
|
2020-09-18 |
| Outline - Liquidating Family Partnerships | 2016-10-18 |
| 9-28 Stanley Johanson Presentation | 2018-10-01 |
| Operating in the Gray Zone of Diminished Capacity (Feb 2020) | 2020-02-19 |
| Chadwick Presentation 4-19-18 | 2018-04-18 |
| Planning for Privacy in a Public World | 2018-03-27 |
| Meeting materials: November 21, 2019 | 2019-10-18 |
| Meeting Handout 4-28-16 | 2016-05-02 |
| 3-22 Miriam Henry Presentation | 2018-03-20 |
| Meeting Powerpoint from October 17, 2019 | 2019-10-18 |
| History of Valuation Planning (Paper) | 2016-03-21 |
| 2-15 Caldwell-Thomas Presentation | 2018-02-13 |
| History of Valuation Planning (PowerPoint) | 2016-03-21 |
| 11-16 PPT Top 20 | 2017-11-15 |
|
If I Obergfell in Love...
If I Obergefell in Love.pdf (733K)
|
2016-02-12 |
| 11-16 Outline Top 20 | 2017-11-15 |
| Meeting materials October 2019 | 2019-09-13 |
|
4-18-19 US Trust Art Services Fact Sheet
ArtServices-fact sheet.pdf (345K)
|
2019-04-15 |
| 4-18-19 Presentation | 2019-04-15 |
| 10-19-2017 Meeting Handout | 2017-10-17 |
| 2-13-19 Presentation | 2019-02-21 |
| The New Texas Directed Trust Statute | 2015-11-18 |
| 10-19-2017 Tax Audit Survival Guide | 2017-10-17 |
| 1-16-19 Presentation | 2019-01-17 |
| John Porter - Short Bio | 2020-09-28 |
| John Porter additional notes | 2020-09-25 |
| Triangulation presentation (FINAL APPROVED with buy-sell case 05.31.16) | 2017-04-07 |
| John Porter Presentation Notes | 2020-09-25 |
| Introduction to PPVA and PPVUL Investment Accounts | 2016-11-15 |
| 11-15-18 - Fiduciary Pitfalls | 2018-11-13 |
| Meeting notes | 2020-09-18 |
Membership
| Document Name | Date Added |
|---|---|
| 2016-2017 Membership Guidelines | 2017-11-06 |
| 2016-2017 Membership Application | 2017-11-06 |
| 2020 HBEPC Membership Guidelines | 2019-10-03 |
| 2020 HBEPC Membership Application | 2019-10-03 |
| 2017-2018 Membership Application | 2019-01-09 |
| 2017-2018 Membership Guidelines | 2019-01-09 |
| 2015-2016 Membership Renewal Packet | 2016-09-09 |
| 2017-2018 Membership Renewal | 2019-01-09 |
| 2018-2019 Membership Guidelines | 2019-10-03 |
| 2018-2019 Membership Application | 2019-10-03 |
| 2018-2019 Membership Renewal | 2019-10-03 |
Organizational
| Document Name | Date Added |
|---|---|
|
Adopted & Revised Bylaws - Feb. 2009
HBEPC Bylaws - revised.DOC (112K)
|
2009-02-11 |
| 2019 Amended and Restated Bylaws | 2019-11-13 |
| HBEPC 2016 Membership Guidelines | 2016-01-29 |
| HBEPC 2016 Application | 2016-01-29 |
| 2015 Application | 2015-01-16 |
| 2015 Membership Guidelines | 2015-01-16 |
| 2014-2015 Membership Renewal Packet | 2015-08-17 |
| Adopted & Revised Bylaws - Nov. 2010 | 2011-01-07 |
