logo
Estate Planning Council of Birmingham, Inc.
Next Meeting

Thursday, March 01, 2012

Speaker:
Wendy S. Goffe, Esq., Graham & Dunn, PC, Seattle, WA

Topic:
Planning with a Vacation Home or Farm

See Event Details

See Complete Calendar

Document Library

Document Name (Sort) Date (Sort)
Jonathan Blattmachr 7
   Leimberg 6694 Final Regs Article for Leimberg (4822-7726-2084-2)1.docx (21K)		11/10/2011
Jonathan Blattmachr 6
   SuperChargedCreditShelterTrustAs Published.pdf (3621K)		11/10/2011
Jonathan Blattmachr 5
   Efficient Use of the New 5Million.pdf (864K)		11/10/2011
Jonathan Blattmachr 4
   Birmingham 2011 Life Insurance1.docx (1900K)		11/10/2011
Jonathan Blattmachr 3
   Circular 230 chart.pdf (1102K)		11/10/2011
Jonathan Blattmachr 2
   Selected Updates on Circular 2301.docx (37K)		11/10/2011
Jonathan Blattmachr
   Out Year in Review 2011.docx (264K)		11/10/2011
Captive Insurance Companies and the Closely-Held B
   James J. Coomes.ppt (603K)		9/14/2010
Steve Akers - 09/02/10
   Steve R. Akers 09-02-10.pdf (419K)		9/2/2010
Protecting the Golden Years When the Wolf is at th
   Handout-Joel Mendler-3.4.10.pdf (2329K)		4/11/2010
Help the Family-4/1/10
   Rogerson handout 4.1.10.ppt (506K)		4/11/2010
Now You See It, Now You Don't-Practical Magic Usin
   Fred Daniels-2.2.10.pdf (581K)		2/5/2010
Economic Update-1/7/10
   John Boston-Bham Estate Planning Presentation[1].pdf (196K)		1/8/2010
Current Developments-12/9/09-2nd Handout
   Garnett Thompson - Williamsburg - ACTEC (B0178180).PDF (36K)		12/3/2009
Harold Apolinsky-11/5/09-Estate Planning 09,10, 11
   HIA HANDOUT FINAL for 11.5.09.pdf (1541K)		11/5/2009
Tim Lee-Valuations-9/3/09
   Tim Lee-Valuations (573K)		11/5/2009
  

EPC of Bham
EPC MEMBERSHIP APPLICATION
   EPC Membership Application.doc (50K)		12/28/2011
Current Developments in Estate Planning-12/3/09
   Active_10204333_1_Estate Planning Council of Birmingham December 3 2009 Presentation.DOC (696K)		12/3/2009
Mark Merric-5/21/09
   III. Domestic Asset Protection Trusts.pdf (2002K)		5/23/2009
Ross Cohen-4/10/09
   Ross Cohen's letter to EPC members.pdf (30K)		4/30/2009
President Ham Poynor -1/15/09
   Letter from Ham Poynor.doc (28K)		4/30/2009
  

Meeting Handout
Dr. Paul White, Understanding "Family Governance"
   UnderstandFamilyGovernance_2011 FINAL Navitas (3).doc (39K)		4/7/2011
Dr. Paul White, Dysfunctional People
   Dysfunctional people .pdf (496K)		4/7/2011
Dr. Paul White, Why Well Drafted Trusts are Necess
   Dr. Paul White Powerpoint Presentation.ppt (573K)		4/7/2011
John Porter 03/03/11 Powerpoint
   John Porter POWERPOINT_ Birmingham Estate Planning Council.PPT (456K)		3/2/2011
John Porter 03/03/11 Speech
   John Porter SPEECH_ Birmingham Estate Planning Council.pdf (176K)		3/2/2011
Steve Parker 02/03/2011
   Sarafa-Duncan Multi-Participant Trusts - Parker Jan-2011 - AL Version - SLIDES ONLY.ppt (409K)		3/2/2011
Charles D. Foxx "Recent Developments"
   Charles D Foxx IV - Recent Developments - December 2, 2010.DOC (809K)		1/7/2011
John Boston 01/2011 Economic Update
   Estate Planning Council Jan 2011.pdf (822K)		1/7/2011
Mark Merric-5/21/09
   IV.(2) Discretionary Dynasty Trusts.pdf (4277K)		5/27/2009
Mark Merric-5/21/09
   I. Alabama Asset Protection Summary.pdf (76K)		5/23/2009
Mark Merric-5/21/09
   IV. Discretionary Dynasty Trusts.pdf (686K)		5/23/2009
Mark Merric-5/21/09
   II. Charging Order Protection.pdf (1753K)		5/23/2009
Compliance with Treasury Regulations
   Compliance with Treas. Reg. Flowchart.pdf (122K)		5/28/2008
Revenue Rulings
   Rev.Rul. 2008-22.pdf (24K)		5/28/2008
Diane S. C. Zeydel-Grantor Trusts
   Birmingham Presentation - Grantor Trusts.pdf (286K)		5/28/2008
Share
About Us Council Info Member Directory Member Benefits Patrons Leadership Photo Gallery Event Calendar Application Form Documents Links Past Presidents Contact Us Home