Document Library

Categories

Council Documents

Document Name Date Added
Sponsorship Information 2023-2024
EPCDE Sponsorships (3).pdf (1319K)
2023-09-05
Bylaws
Bylaws 2016.DOCX (29K)
2016-06-28

Current Presentation

Document Name Date Added
ABCs of CRTs
ABCs of CRTs.pdf (5205K)
2023-09-28
ABCs of CRTs Handout
Delaware CRT Handout.pdf (442K)
2023-09-28
BDIT & BDOT
Delaware EPC November 2022.pdf (320K)
2022-11-01

Current Speaker Bio

Document Name Date Added
Mitch Drossman Bio
Mitch Drossman Bio.pdf (158K)
2022-11-01

New Member

Document Name Date Added
No show policy
No Show policy.DOC (25K)
2017-02-09

Past Presentations

Document Name Date Added
2021-03-03 Post Election Planning powerpoint
Delaware EPC Green Hornet Dynamic Planning.pptx (509K)
2021-07-12
2018-03-05 Paula Jones
International Estate Planning.pdf (277K)
2018-03-23
2020-11-11 Presentation
Celebrityppt.20203.pdf (135K)
2021-02-10
2018-02-13 Terrill Slides
2018-02-13 Terrill - Asset Protection Slides.pdf (4246K)
2018-03-23
Zen and the Art of Trust Modification
Zen and the Art of Trust Modification pdf.pdf (2352K)
2020-10-20
2017-10-12 Hartley Goldstein Presentation
2017-10-12 Hartley Presentation.pdf (933K)
2017-11-03
2020-03-03 Bob Keebler
2020-03-03 Bob Keebler Bio.pdf (125K)
2020-09-21
2017-05-23 Presentation
Burning Questions and Even Hotter Answers About Grantor Trusts 2017.pdf (277K)
2017-09-08
AB Bernstein
Pre and Post Transaction Planning DE Conference.pdf (1131K)
2020-02-26
Planning Paralysis - Getting Clients to Act
Miller - Planning Paralysis - Getting Clients to Act - Oct 2022.pdf (974K)
2022-10-10
Nov 2019 Joint Meeting
2019-11 Transition by Design - EPCDE & CCEPC.pdf (771K)
2020-02-04
The Global Art & Auction Market
The Global Art and Auction Market 2020-2021.pdf (6886K)
2021-11-16
Klosek 10-6-21 Presentation PPT
ppt.2021.KA End of LIfe for Insurance In Estate Plan Estate Planning Council of DE 10.6.21.pdf (1129K)
2021-11-09
2016-10-13 Fitzsimons
Presentation - Dana Fitzsimons.pdf (839K)
2017-02-08
2018-10-02 Powerpoint Ten Great Charitable
2018-10-02 Ten Great Charitable Planning Ideas.pptx (125K)
2019-05-10
2021-03-03 Post Election Planning pdf
Delaware EPC Green Hornet Dynamic Planning.pdf (358K)
2021-07-12
2018-02-13 Asset Protection Outline
2018-02-13 Terrill - Asset Protection Outline - 20 Year Retrospective.PDF (9717K)
2018-03-23
Bridging Generations
Bridging Generations.pdf (558K)
2018-01-18
Zen and the Art of Trust Modification
ZEN TRUST MODIFICATION - Slides Bart 9.9.20.pdf (2245K)
2020-10-20
2020-03-03 The Secure Act
2020-03-03 The SECURE Act.pdf (1597K)
2020-09-21
State Income Taxation of Trusts
03-02-22 Dick Nenno - Taxation of Trusts.pptx (4577K)
2022-03-03
Preparing the Next Generation
Preparing Next Gen_DEL_10_03_19.pdf (549K)
2019-11-12
Kloske 10-6-21 Outline
2021.estate planning council of delaware end of life for insurance in estate plan 10.6.21 FINAL.pdf (1130K)
2021-11-09
2019-05-15 Diminishing Capacity
2019-05-15 Diminishing Capacity.pdf (624K)
2019-09-25
Ten Great Charitable Planning Ideas
2018-10-02 Ten Great Charitable Planning Ideas.pdf (520K)
2019-05-10

Past Speaker Bios

Document Name Date Added
2016-11-09 Carolyn Nagy Bio
2016-11-09 Carolyn Nagy Bio.pdf (290K)
2017-02-08
2015-05-15 Speaker Bio
2019-05-15 Bio Bernie Krooks.pdf (386K)
2019-09-25
2018-05-09 Natalie Choate Bio
2018-05-09 Natalie Choate.pdf (23K)
2018-05-30
Jonathan Blattmachr
JB Short Bio Update 2020.docx (36K)
2021-07-12
Eido Walny Bio
Eido Bio 2020_.pdf (39K)
2021-02-10
Hartley Goldstone Bio
2017-10-10 Hartley Goldstone.pdf (77K)
2017-11-03
Dan Kerrigan
Daniel Kerrigan.pdf (51K)
2017-05-19
Andrew Bishop
Bishop_Andrew.bio.pdf (25K)
2020-02-26
Samual A. Donaldson Bio
Samuel A Donaldson.pdf (25K)
2017-09-08
2016-10-13 Fitzsimons Bio
Fitzsimons Bio.pdf (92K)
2017-02-08
Tama Klosek 10-6-21
2021.Tama Brooks Klosek K&A Attorney Biography.pdf (158K)
2021-11-09