Document Library

Document Name Date Added
JB 3 of 3:Family Partnership Rules of Code S
Family Partnership Rules of Code Sec. 704(e) and New Code Sec. 199A Shenkman Blattmachr Gassman Mat.pdf (557K)
2018-11-13
Cancellation Policy
Cancellation Policy.pdf (7K)
2008-03-24
DUES NOTICE 2023-2024 Membership, Estate Planning Council of Eastern New York, Inc.
DUES NOTICE 2023-2024 Membership, Estate Planning Council of Eastern New York, Inc. .pdf (5207K)
2023-08-01
EPC ENY 2020-2021 Dues Renewal final
EPC ENY 2020-2021 Dues Renewal final.pdf (127K)
2020-07-29
5.22.18, Table of Conents, Blanche Lark Christerson
5.22.18, Table of Conents, Blanche Lark Christerson.docx (24K)
2018-05-10
EPC ENY Reply Card 11.13.18
EPC ENY Reply Card 11.13.18.pdf (236K)
2018-10-10
EPC ENY Reply Card 10.24.2023
EPC ENY Reply Card 10.24.2023.docx (53K)
2023-07-31
EPC ENY March 5 2020 Presentation SECURE Act, Steiner
EPC ENY March 5 2020 Presentation, SECURE Act, Steiner.PPTX (411K)
2020-03-04
4.10.18 agenda
Apr 10 2018 Agenda.docx (47K)
2018-04-09
2023.03.20 In Marriage QDRO
2023.03.20, In Marriage QDRO®- Foote and Prestridge PP.pdf (959K)
2023-03-20
2018-19 EPC ENY letterhead
EPC0618A_LH_proof2.pdf (91K)
2018-06-08
EPC ENY Reply Card 11.19.2024
EPC ENY Reply Card 11.19.2024.pdf (228K)
2024-11-06
EPC ENY Reply Card 1.21.20
EPC ENY Reply Card 1.21.20.pdf (247K)
2019-12-09
tax cut
tax cut.png (218K)
2018-02-12
2022_2023 EPC ENY Membership Application v2
2022_2023 EPC ENY Membership application.docx (19K)
2022-07-14
April 10 2018 minutes
Apr 10 2018 minutes.pdf (294K)
2018-05-18
2024-25 EPC ENY Dues Renewal (by mail)
2024-25 EPC ENY Dues renewal (by Mail).pdf (1069K)
2024-07-29
Director info sheet 11.19.19
Director Info sheet 11.19.19 Goldfarb.pdf (158K)
2019-11-18
Bloom bio
BIO 2018 Bloom.pdf (221K)
2017-12-19
Handout Transition by Design - Estate Planning Council of Eastern New York May 10 2022.pdf
Handout Transition by Design - Estate Planning Council of Eastern New York May 10 2022.pdf (809K)
2022-05-09
Dues Renewal Notice
May 22 Agenda item, Dues Renewal notice.pdf (457K)
2018-05-18
EPC ENY Membership application 2024-2025
EPC ENY Membership application 2024-2025.pdf (123K)
2024-07-10
20191010, fall social invite EPC ENY
20191010, fall social invite EPC ENY.pdf (113K)
2019-09-27
EPC's Oktoberfest
Please join the Estate Planning Council of Eastern New York.pdf (218K)
2017-09-25
EPC ENY Reply Card 1.25.2022
EPC ENY Reply Card 1.25.2022.pdf (232K)
2021-12-01
March 31 2016
mar31tx16.pdf (124K)
2018-05-15
2024.02.14 Henry - Planning for Simplicty and Tax Efficiency - 04.19.23.pdf
2024.02.14 Henry - Planning for Simplicty and Tax Efficiency - 04.19.23.pdf (543K)
2024-02-14
20190917 reply card
EPC ENY Reply Card 9.17.19.pdf (231K)
2019-09-05
FPA NENY 2017/18 Program calendar
2017-18 FPA NENY Calendar of Events (one page).docx (39K)
2017-08-24
Cyber Security for Estate Planning Professionals
EPC ENY Reply Card 9.28.2021 Cyber Security for Estate Planning Professionals.pdf (230K)
2021-09-14
June 30 2017
june30tx17.pdf (119K)
2018-05-15
Rubenstein Handout
Community Property Issues - Estate Planning Council of Eastern New York- January 2019.pdf (230K)
2019-03-13
Member Benefits
MemberBenefits-Schedule.pdf (185K)
2014-08-04
EPC ENY Reply Card 1.31.2024
EPC ENY Reply Card 1.31.2024.pdf (240K)
2023-12-07
Managing the Succession Transition
Managing the Succession Transition.pdf (700K)
2021-03-22
Feb 27 2018
feb27tx18.pdf (117K)
2018-05-15
JB 1 of 3: Use Trust to bypass Limit.
Use Trust to bypass Limit...Blattmachr--Shenkman--Gans article.pdf (383K)
2018-11-13
Financial Aid Policy
Financial Aid Policy 3.11.pdf (504K)
2020-06-30
Federal Tax Update October 2023 for attendees
Federal Tax Update October 2023 for attendees.pdf (969K)
2023-11-27
EPC ENY Reply Card 11.17.2020.
EPC ENY Reply Card 11.17.2020.pdf (233K)
2020-10-26
April 30 2018
apr30tx18.pdf (120K)
2018-05-15
JB 2 of 3: How ING Trust Can Offset Adverse Effects of Tax Law-Part 1
2018 09 - How ING Trust Can Offset Adverse Effects of Tax Law-Part 1.pdf (403K)
2018-11-13
EPC ENY Reply Card 11.28.2023
EPC ENY Reply Card 11.28.2023.docx (53K)
2023-07-31
EPC ENY Member Application, 2020
Membership Application.pdf (187K)
2021-07-28
FPA NENY 2018 Symposium Flyer
FPA NENY 2018 Symp Flyer, final.pdf (1168K)
2018-05-02
2018-19 EPC ENY Dues Notice
EPC0618A_LH with dues_proof2.pdf (134K)
2018-06-08
EPC ENY Reply Card 5.09.2023
EPC ENY Reply Card 5.09.2023.pdf (232K)
2023-03-31
EPC ENY Reply Card 3.05.2020
EPC ENY Reply Card 3.05.2020.pdf (229K)
2020-01-22
Reply card 5.22.18
EPC ENY Reply Card 5.22.18.pdf (773K)
2018-02-12
EPC ENY Reply Card 2.08.2023
EPC ENY Reply Card 2.08.2023.pdf (255K)
2023-01-09
NAEPC Speakers
Speaker Program (2017-2018) Fillable PDF(1).pdf (606K)
2018-05-18
EPC ENY Reply Card 10.22.2024
EPC ENY Reply Card 10.22.2024.pdf (227K)
2024-08-27
Presentation 11.19.19
EPC-ENY 2019 Goldfarb.pptx (132K)
2019-11-18
EPC ENY hanout for 1.30.18
New York Trust Law for the 21st Century, The Proposed New York Trust Code and New York Uniform Directed Trust Act.pdf (685K)
2018-01-30
2022_2023 EPC ENY Membership Application
2022_2023 EPC ENY Membership application.pdf (128K)
2022-07-14
Annual Meeting 2018
Annual Meeting 05-22-18.docx (62K)
2018-05-18
EPC ENY Membership Application 2024-2025
EPC ENY Membership application 2024-2025.pdf (64K)
2024-07-15
EPC ENY Reply Card 11.19.19
EPC ENY Reply Card 11.19.19.pdf (230K)
2019-11-05
EPC ENY Reply Card 1.30.18
EPC ENY Reply Card 1.30.18.pdf (779K)
2017-12-19
EPC ENY Reply Card 5.10.2022
EPC ENY Reply Card 5.10.2022.pdf (236K)
2022-04-13
May 22 2018 agenda
May 22 2018 Agenda.docx (48K)
2018-05-18
EPC ENY Reply Card 5.07.2024
EPC ENY Reply Card 5.07.2024.pdf (228K)
2024-04-16
Estate Planning Council Presentation Natalie McVeigh
Estate Planning Council Presentation Natalie McVeigh.pdf (738K)
2019-09-25
5 star
award-5star.png (13K)
2017-08-31
10.14.2021 Social Reply Card
EPC ENY Reply Card 10.14.2021 SOCIAL.pdf (203K)
2021-09-14
March 30 2018
mar30tx18.pdf (114K)
2018-05-15
EPC ENY Reply Card 5.09.2019
EPC ENY Reply Card 5.09.2019.docx (53K)
2019-04-10
2014-2015 Dues Notice
EPC Ltrhd 2014 w-dues.pdf (135K)
2014-08-04
For attendees - Corporate Transparency pdf
Corporate Transparency Act - EPCENY 2 Hours (1).pdf (397K)
2024-02-01
2021 05 25 Reply Card, EPC ENY
EPC ENY Reply Card 5.25.2021.pdf (234K)
2021-04-14
Jan 31 2018
jan31tx18.pdf (116K)
2018-05-15
EPC ENY Reply Card 1.29.19
EPC ENY Reply Card 1.29.19.pdf (236K)
2018-12-14
Council By-Laws
Board Approved By-Laws - 03-22-2011.pdf (57K)
2013-03-13
EPC ENY Membership application
2023_2024 EPC ENY Membership application.pdf (126K)
2023-11-28
2021_01_26 EPC ENY continuing ed sheet, signed, sc
2021-01-26_EPC ENY continuing ed sheet, signed, sc.pdf (1514K)
2021-01-26
Dec 27 2017
dec27tx17.pdf (147K)
2018-05-15