Document Library

Categories

Council Documents

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

Meeting Handout

Document Name Date Added
11-15-18 - Fiduciary Pitfalls 2018-11-13
Introduction to PPVA and PPVUL Investment Accounts 2016-11-15
10-18-18 - Power Point Presentation 2018-10-18
Powerpoint - Liquidating Family Partnerships 2016-10-18
9-28 Stanley Johanson Presentation 2018-10-01
Outline - Liquidating Family Partnerships 2016-10-18
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
3-22 Miriam Henry Presentation 2018-03-20
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
History of Valuation Planning (Paper) 2016-03-21
11-16 PPT Top 20 2017-11-15
History of Valuation Planning (PowerPoint) 2016-03-21
11-16 Outline Top 20 2017-11-15
Meeting materials October 2019 2019-09-13
If I Obergfell in Love... 2016-02-12
4-18-19 US Trust Art Services Fact Sheet 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
Triangulation presentation (FINAL APPROVED with buy-sell case 05.31.16) 2017-04-07

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 - Nov. 2010 2011-01-07
Adopted & Revised Bylaws - Feb. 2009 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