Document Library

Categories

Council Documents

Document Name Date Added
Jeff Raley Obituary 2016-12-07

Meeting Handout

Document Name Date Added
Will Frazier Bio 2023-08-14
CV for Jimmy Walker 2022-01-19
John Porter - Short Bio 2020-09-29
Top Ten Things to Know Re Elder Law Outline 2022 2022-09-07
Mum's the Word - Confidentiality 2021-03-04
Edmund Perry BIO 2024-03-28
Matt Badders Bio
MJB Bio.docx (12K)
2021-11-01
John Porter Presentation Notes 2020-09-26
Presentation material 2021-02-11
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
Powerpoint - Liquidating Family Partnerships 2016-10-18
Stephanie Loomis-Price PowerPoint 4/20/2023 2023-04-24
Katherine C. Akinc Bio 2021-11-01
Speaker Bio 2020-09-18
Presentation January 21, 2021 2021-01-22
9-28 Stanley Johanson Presentation 2018-10-01
2023 Federal Tax Update 2024-01-30
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 2023-01-25
Meeting Powerpoint from October 17, 2019 2019-10-18
Meeting Handout 4-28-16 2016-05-02
2-15 Caldwell-Thomas Presentation 2018-02-13
A Fiduciary Income Tax Potpourri 2023-11-06
SNC & Raul Navarro - Crossing The Border 4/21/2022 2022-04-21
Speaker Outline - Estate Planning Meets Family Law 2022-11-02
Will Frazier Bio 2021-08-06
History of Valuation Planning (PowerPoint) 2016-03-21
Speaker Bio 2020-10-28
11-16 Outline Top 20 2017-11-15
Jeff Winter - Bio 2023-10-25
Raul Navarro Bio 2022-03-28
Amy Allen BIO 2022-11-02
4-18-19 US Trust Art Services Fact Sheet 2019-04-15
Tackling Cross Border Probate - Outline 2023-09-29
Brown - HBEPC March 10, 2022 2022-02-14
Tama Brooks Klosek Bio 2022-10-18
Outline 2021-04-20
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
Meeting Outline - Cecil v. Commissioner 2023-08-14
Keri Brown Bio 2022-02-03
Handouts 2020-10-13
Life Settlements - The Hidden Tool to Unlock, Preserve and Rescue Value in the Estate Plan PPT 2022-10-18
Recent Developments in Valuations 2021-03-25
Life Insurance A Strategic Tool in the Toolbox Powerpoint 2024-04-19
Triangulation presentation (FINAL APPROVED with buy-sell case 05.31.16) 2017-04-07
Inside the Mind of a Trustee - 11/17/2021 Handout 2021-11-17
John Porter additional notes 2020-09-26
Molly Abshire Bio 2022 2022-09-07
Akinc Bio 2021-02-11
Preston Sartelle BIO 2024-03-28
Introduction to PPVA and PPVUL Investment Accounts 2016-11-15
Paul Comstock Slides - Charitable Lead Trusts 2021-10-26
Meeting notes 2020-09-18
MJB Bio 2021-02-11
10-18-18 - Power Point Presentation 2018-10-18
Federal Tax Update 2024-01-30
Outline - Liquidating Family Partnerships 2016-10-18
Stephanie Loomis-Price Bio 2023-03-27
Will Frazier - The NICE Method Presentation 2021-09-23
Operating in the Gray Zone of Diminished Capacity (Feb 2020) 2020-02-20
Bio for Ken Kies 2021-01-07
Chadwick Presentation 4-19-18 2018-04-18
The Family Game of Thrones: 2-14-2024 (DRAFT) 2024-01-17
Brett Berly PowerPoint Presentation 2023-01-25
Will Frazier PowerPoint Presentation 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
Speaker Slides 2020-10-28
11-16 PPT Top 20 2017-11-15
Kevin Barry - Bio 2023-10-25
Sebastien Chain Bio 2022-04-06
Powerpoint - Estate Planning Meets Family Law 2022-11-02
Meeting materials October 2019 2019-09-14
If I Obergfell in Love... 2016-02-12
Speaker Evaluation Form fillable 2020-10-16
Stephen Baxley - Bio 2023-10-25
Bio - Richard Ramirez 2022-02-18
Glen Eichelberger BIO 2022-11-02
4-18-19 Presentation 2019-04-15
Slides 2020-10-13
10-19-2017 Meeting Handout 2017-10-17
Steven J. Hare - Bio 2023-09-29
Sarah Pacheco Bio 2022-02-04
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
Meeting Slides 2021-04-20
1-16-19 Presentation 2019-01-18

Membership

Document Name Date Added
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
2022-2023 Dues Notice 2022-08-08
2016-2017 Membership Application 2017-11-06
2021 HBEPC Membership Application 2021-07-02
2024-2025 Membership Application 2023-12-28
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

Organizational

Document Name Date Added
2015 Membership Guidelines 2015-01-16
2022-2023 President's Letter 2022-08-11
Adopted & Revised Bylaws - Nov. 2010 2011-01-07
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 2009-02-11
HBEPC Amended & Restated Bylaws 2021-06-29
HBEPC 2016 Application 2016-01-29