Document Library

Categories

Council Documents

Document Name Date Added
Young Professionals Event
Invitation.jpg (83K)
 2016-10-04
2019 Annual Seminar - Goffe Outline
Goffe Outline.pdf (356K)
 2019-01-29
CAFFERATA Dusting Off the Old Charitable Remainder Trust Slides (2015 Annual Seminar)
CAFFERATA Dusting Off the Old CRT Slides (2).pdf (834K)
 2015-01-29
Young Professionals Invitation 2017
Young Professionals Event Invitation 2017.jpg (204K)
 2017-10-16
Application for Membership Rev 11-2015
Application for Membership 11-2015.pdf (148K)
 2019-02-18
The Oregon Fiduciary Handbook
The Oregon Fiduciary Handbook.pdf (245K)
 2016-07-13
2019 Annual Seminar - Donaldson Outline
Donaldson Outline.pdf (536K)
 2019-01-29
CAFFERATA Dusting Off the Old Charitable Remainder Trust Outline (2015 Annual Seminar)
CAFFERATA Dusting Off The Old Charitable Remainder Trust Handouts (2).pdf (163K)
 2015-01-29
2018 Annual Seminar - Save the Date
2018 Annual Seminar - Save the Date.jpg (265K)
 2017-09-21
Annual Seminar Brochure
Annual Seminar Brochure.pdf (2442K)
 2015-10-30
Dealing with the Death of a Loved One
Dealing with the Death of a Loved One.pdf (214K)
 2016-07-13
2019 Annual Seminar - Aghdami Slides
Aghdami Slides.pdf (1473K)
 2019-01-29
BOXX Washington Updates (2015 Annual Seminar)
BOXX WA Updates (2).pdf (101K)
 2015-01-29
Bylaws (2017)
EPC Portland Bylaws.pdf (241K)
 2017-07-07
Annual Seminar Sponsorship Levels
Annual Seminar Sponsorship Levels.pdf (32K)
 2015-10-06
Allen Trust Ad
Allen Trust Ad.pdf (1740K)
 2016-02-11
2019 Annual Seminar - Aghdami Outline
Aghdami Outline.pdf (1156K)
 2019-01-29
BART Decanting - Refining a Vintage Trust (2015 Annual Seminar)
BART Outline Decanting - Refining a Vintage Trust (2).pdf (193K)
 2015-01-29
Jeff Kummer MP3
Kummer.mp3 (125710K)
 2017-02-02
Annual Seminar Sponsorship Form
Annual Seminar Sponsorship Form.pdf (27K)
 2015-10-06
Notable Developments of Interest to Estate Planners by Turney Berry
Speaker Materials - Berry.pdf (1443K)
 2016-02-03
2019 Annual Seminar Brochure
2019 Annual Seminar Brochure.pdf (2580K)
 2018-10-18
Annual Seminar Brochure
EPC Annual Seminar Brochure.pdf (712K)
 2014-11-17
Susan Gary MP3
Gary.mp3 (65822K)
 2017-02-02
David Handler Written Materials
David Handler Written Materials.pdf (466K)
 2015-04-08
Estate Planning and Divorce: Selected Issues by Jeremiah Doyle
Speaker Materials - Doyle.pdf (149K)
 2016-02-03
November Meeting Announcement
November Meeting Announcement.jpg (124K)
 2014-10-24
Karen Boxx MP3
Boxx.mp3 (74685K)
 2017-02-02
"Tax Legislative Update" PowerPoint
Jeff Kummer PowerPoint.pptx (13086K)
 2015-03-12
Using Philanthropy Creatively (Slides) by Jane Searing
Speaker Materials (Slides) - Searing.pdf (680K)
 2016-02-03
2015 Annual Seminar "Save the Date"
2015 Save the Date.pdf (1799K)
 2014-10-17
2017 Annual Estate Planning Binder
2017 Annual Seminar Binder.pdf (7188K)
 2017-01-25
"Tax Legislative Update" Outline
Jeff Kummer Outline.docx (72K)
 2015-03-12
The Oregon Fiduciary's Handbook Order Form
The Oregon Fiduciary's Handbook Fillable Order Form.pdf (64K)
 2014-05-27
2017 Annual Seminar - Mark Parthemer Outline
Parthemer Outline.pdf (380K)
 2017-01-19
2015 Annual Seminar Certificate of Attendance
2015 Certificate of Attendance.pdf (351K)
 2015-02-16
What's Hot in Oregon? Recent Developments in Estate Planning by Nancy Shurtz
Speaker Materials - Shurtz.pdf (316K)
 2016-02-03
Dealing with the Death of a Loved One Order Form
Dealing with the Death of a Loved One Fillable Order Form.pdf (64K)
 2014-05-27
2017 Annual Seminar - Michele McKinnon Outline
McKinnon Outline.pdf (212K)
 2017-01-19
LEE Venn Diagrams Slides (2015 Annual Seminar)
LEE Venn Diagrams Slides (2).pdf (681K)
 2015-01-29
Using Philanthropy Creatively by Jane Searing
Speaker Materials - Searing.pdf (335K)
 2016-02-03
Membership Process
EPC Membership Process.pdf (102K)
 2019-02-18
2017 Annual Seminar - David Kummer Outline
Kummer Outline.pdf (122K)
 2017-01-19
Application for Membership
Application for Membership.doc (51K)
 2019-02-18
LEE Venn Diagrams Outline (2015 Annual Seminar)
LEE Venn Diagrams Outline 12-1-14 (2).pdf (1018K)
 2015-01-29
New Developments in Retirement Distributions by Theodore Sarenski
Speaker Materials - Sarenski.pdf (2811K)
 2016-02-03
2017 Annual Seminar - Beth Shapiro Kaufman Outline
Kaufman Outline.pdf (398K)
 2017-01-19
2019 Annual Seminar - Wolven Outline
Wolven Outline.pdf (260K)
 2019-01-29
JANSEN So You Think You Know Everything About Income Taxation of Life Slides (2015 Annual Seminar)
JANSEN Think Again Portland Slides (2).pdf (288K)
 2015-01-29
Washington Probate and Trust Law Update by Mark Roberts
Speaker Materials - Roberts.pdf (475K)
 2016-02-03
2017 Annual Seminar - Susan Gary Outline
Gary Outline.pdf (144K)
 2017-01-19
2019 Annual Seminar - Trytten Slides
Trytten Slides.pdf (108K)
 2019-01-29
JANSEN So You Think You Know Everything About Income Taxation of Life (2015 Annual Seminar)
JANSEN - So You Think You Know Everything About Income Taxation of Life (2).pdf (362K)
 2015-01-29
Let My Trustees Go! Planning to Minimize or Avoid Oregon and Other State Income Taxes on Trusts (Sl
Speaker Materials (Slides) - Nenno.pdf (137K)
 2016-02-03
2017 Annual Seminar - Richard Franklin / Richard Law Outline
Franklin and Law Outline.pdf (2946K)
 2017-01-19
2019 Annual Seminar - Trytten Outline
Trytten Outline.pdf (2214K)
 2019-01-29
GOFFE Estate Planning for Non-Traditional Families (2015 Annual Seminar)
GOFFE - Estate Planning for Non-Traditional Families (2).pdf (1371K)
 2015-01-29
Let My Trustees Go! Planning to Minimize or Avoid Oregon and Other State Income Taxes on Trusts by
Speaker Materials - Nenno.pdf (999K)
 2016-02-03
2017 Annual Seminar - Karen Boxx Outline
Boxx Outline.pdf (84K)
 2017-01-19
2019 Annual Seminar - McKinnon Slides
McKinnon Slides.pdf (223K)
 2019-01-29
DONALDSON Federal Tax Update (2015 Annual Seminar)
DONALDSON Federal Tax Update (2).pdf (486K)
 2015-01-29
Practical Tax and Estate Planning for Noncitizens Who Reside in the United States by M. Read Moore
Speaker Materials - Moore.pdf (601K)
 2016-02-03
2017 Annual Seminar Brochure
2017 Annual Seminar Brochure.pdf (2930K)
 2016-11-21
2019 Annual Seminar - McKinnon Outline
McKinnon Outline.pdf (230K)
 2019-01-29
CLINE/NEWCOMB Oregon Updates 2 (2015 Annual Seminar)
CLINE_NEWCOMB OR Updates 2 (2).pdf (4232K)
 2015-01-29
2018 Annual Seminar Brochure
2018 Annual Seminar Brochure.pdf (743K)
 2017-11-29
Annual Seminar Order Form
Annual Seminar Order Form.pdf (187K)
 2015-12-28
Young Professionals Event Invitiation
Young Professionals Event Invitation.pdf (79K)
 2016-10-04
2019 Annual Seminar - Law Outline
Law Outline.pdf (2570K)
 2019-01-29
CLINE/NEWCOMB Oregon Updates 1 (2015 Annual Seminar)
CLINE_NEWCOMB OR Updates 1 (2).pdf (267K)
 2015-01-29
YPE Invitation
Young Professionals Event Invitation.jpg (200K)
 2017-10-24
Annual Seminar Save the Date
Annual Seminar Save the Date.pdf (489K)
 2015-12-28

2018 Annual Seminar

Document Name Date Added
Gold Sponsor - Ferguson Wellman
Gold Sponsor - Ferguson Wellman.pdf (120K)
 2018-02-08
West Materials
West Materials.pdf (115K)
 2018-02-07
West Slides
West Slides.pdf (222K)
 2018-02-05
Gary Materials
Gary Materials.pdf (114K)
 2018-02-05
Doyle Slides
Doyle Slides.pdf (148K)
 2018-02-05
Turney Berry MP3
Turney Berry.mp3 (433K)
 2018-02-26
Doyle Materials
Doyle Materials.pdf (243K)
 2018-02-05
Stuart Bear MP3
Stuart Bear.mp3 (433K)
 2018-02-26
Donaldson Materials - 1
Donaldson Materials -1.pdf (321K)
 2018-02-05
Sam Donaldson MP3
Sam Donaldson.mp3 (433K)
 2018-02-26
Donaldson Materials - 2
Donaldson Materials - 2.pdf (831K)
 2018-02-05
Jeremiah Doyle MP3
Jeremiah Doyle.mp3 (433K)
 2018-02-26
Clontz Materials
Clontz Materials.pdf (279K)
 2018-02-05
Karen Boxx MP3 02.26.18
Karen Boxx.mp3 (25116K)
 2018-02-26
Boxx Materials
Boxx Materials.pdf (37K)
 2018-02-05
Susan Gary MP3
Susan Gary.mp3 (24596K)
 2018-02-26
Berry Materials
Berry Materials.pdf (1360K)
 2018-02-05
Bryan Clontz MP3
Bryan Clontz.mp3 (110311K)
 2018-02-26
Bear Materials
Bear Materials.pdf (3326K)
 2018-02-05
Ads - Silver
Ads Silver.pdf (13097K)
 2018-02-05
2018 Annual Seminar - Attendance Roster
2018 Annual Seminar - Attendance Roster (00375666).pdf (131K)
 2018-02-12
Ads - Bronze
Ads Bronze .pdf (4253K)
 2018-02-05
West Slides (UPDATED)
West Slides.pdf (222K)
 2018-02-08
Gold Sponsor - Union Bank
Gold Sponsor - Union Bank Ad.pdf (223K)
 2018-02-08
Gold Sponsor - U.S. Bank
Gold Sponsor - U.S. Bank.pdf (2428K)
 2018-02-08