Document Library

Categories

Council Documents

Document Name Date Added
Alan Gassman- Florida Law & Planning Materials
PPT.1c.pdf (8455K)
 2021-02-23
LISI Shenkman Blattmachr Heckerling Wrap up article PDF Feb 20 2018
LISI Shenkman Blattmachr Heckerling Wrap up article PDF Feb 20 2018.pdf (492K)
 2018-02-28
Daniel Scott - Legacy Planning Materials
Hey Millennials, You Need to Speak Up About Your Inheritance (10.09.17).pdf (261K)
 2020-09-23
Alan Gassman- Florida Law & Planning Materials
Handout-LISI 2.17.21 The Florida Documentary Stamp Tax and Revocable Living Trusts.pdf (242K)
 2021-02-23
Heckerling 2018 Wrap Up Slides
Heckerling Wrap Up Slides Jan 25 2018 SHORT.pdf (122K)
 2018-02-28
Daniel Scott - Legacy Planning Materials
Like Communism, Generational Wealth Is Just A Red Herring (5.21.18).pdf (269K)
 2020-09-23
Jonathan Blattmachr - Mtg Materials 1/27
1.27 - Blattmachr Full Deck.pptx (3890K)
 2021-01-26
Nov.15 Meeting Materials - Speaker: Lynn Halpern
EPCNNJ 11.15.17 final.pdf (295K)
 2017-11-16
Daniel Scott - Legacy Planning Materials
Maybe Your Children Should Not Inherit Your Legacy (7.18.18).pdf (177K)
 2020-09-23
Richard Miller - Planning for Aging Materials
4851-9876-8852 1 Difference between Self-settled and third party trusts article.pdf (294K)
 2020-12-15
Proposed Tax Reform Plan Release - Speaker: Cathy Hughes
Proposed Tax Reform Plan.pdf (1758K)
 2017-09-27
Daniel Scott - Legacy Planning Materials
Mindfulness And Your Legacy (3.13.18).pdf (187K)
 2020-09-23
Richard Miller - Planning for Aging Materials
4845-6143-1252 1 Blended Families Article.pdf (523K)
 2020-12-15
May 10 Meeting Materials
USTaxPlanningBooklet2016.pdf (2271K)
 2017-05-10
Meeting Materials for Zoom 8/31
CBM_Wealth Transfer in Uncertain Times_EPC NJ_Financial Professional.pdf (652K)
 2020-08-31
Barry Flagg - Mtg Materials 10/14
PacLife Complaint 8-6-20 (court stamped)[3].pdf (822K)
 2020-10-14
John Porter Outline -EPCNNJ 9/30/16
John Porter Outline - EPCNNJ - 9:30:16.pdf (741K)
 2016-11-15
Meeting Materials for Zoom 8/31
Caroline McKay_BIO.pdf (44K)
 2020-08-31
PowerPoint -John Porter Sept 30
POWERPOINT Sept 30 2016 Northern NJ Estate Planning Council Madison NJ_Active_28019475_1-3.ppt (4111K)
 2016-10-03
Barry Flagg - Mtg Materials 10/14
Trusts & Estates - A Shot Across the Bow (Cochan v Keybank).pdf (625K)
 2020-10-14
Uniform Trust Code Materials
Uniform Trust Code - May 11, 2016-3.pdf (2556K)
 2016-05-10
Natalie Choate Materials
Death&Taxes2019.pdf (360K)
 2019-09-19
Barry Flagg - Mtg Materials 10/14
Ethical Implications of NY DFS Reg 187 for Estate Planners courtesy of LISI.pdf (1804K)
 2020-10-14
Reference Materials - Planning for Adult Special Needs Children
Divison of Developmental Disabilities - Key Resources.pdf (1169K)
 2016-03-08
Natalie Choate Materials
TrustAsBene2019.pdf (451K)
 2019-09-19
Daniel Scott - Legacy Planning Materials
Presentation - Legacy Planning - The Future of Estate Planning.pdf (295K)
 2020-09-23
Reference Materials - Planning for Adult Special Needs Children
OverviewoftheDivisionofDevelopmentalDisabilities.pdf (376K)
 2016-03-08
Natalie Choate Materials
CaseStudies2019.pdf (279K)
 2019-09-19
Daniel Scott - Legacy Planning Materials
Stop Asking Children What They Want To Be When They Grow Up (6.19.18).pdf (192K)
 2020-09-23
Panelist Attachment
Panelist Attachment.pdf (51K)
 2019-03-06
Daniel Scott - Legacy Planning Materials
The Single Biggest Mistake Made In Legacy Planning (4.30.18).pdf (188K)
 2020-09-23
Sean Carter Materials (2) Nov 2018
EPCNNJ Fail Better Outline & Handouts Sean Carter.pdf (413K)
 2018-11-14
Daniel Scott - Legacy Planning Materials
Three Common Goals Every Legacy Plan Should Have (09.04.17).pdf (302K)
 2020-09-23
Sean Carter Materials (1) Nov 2018
NJ Ethys Outline & Handouts (2018) Sean Carter.pdf (520K)
 2018-11-14
Daniel Scott - Legacy Planning Materials
Three Common Misconceptions About Legacy Planning (11.15.17).pdf (220K)
 2020-09-23
Invite for Siegel-Whitman Seminar
Invite for Siegel-Whitman Seminar 11.14.18 (002).pdf (257K)
 2018-10-17
Daniel Scott - Legacy Planning Materials
Your Children Are Not Your Legacy (3.27.18).pdf (236K)
 2020-09-23
May 9 Meeting Materials
EPC May 9 Mtg Materials.pdf (364K)
 2018-05-07
Daniel Scott - Legacy Planning Materials
Building A Family Business & Legacy_ 3 Key Lessons From The Striblings (3.05.18).pdf (302K)
 2020-09-23
SALTy SLAT MILIT Split Dollar Plan Schematic Feb 7 2018
SALTy SLAT MILIT Split Dollar Plan Schematic Feb 7 2018.pdf (59K)
 2018-02-28
Daniel Scott - Legacy Planning Materials
Estate Planning Is Dead (7.26.18).pdf (261K)
 2020-09-23

Membership Application

Document Name Date Added
2020-2021 Application
application.EPCNNJ.pdf (80K)
 2020-08-10