Document Library

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Council Documents

Document Name Date Added
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
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
Heckerling 2018 Wrap Up Slides
Heckerling Wrap Up Slides Jan 25 2018 SHORT.pdf (122K)
 2018-02-28
Nov.15 Meeting Materials - Speaker: Lynn Halpern
EPCNNJ 11.15.17 final.pdf (295K)
 2017-11-16
Proposed Tax Reform Plan Release - Speaker: Cathy Hughes
Proposed Tax Reform Plan.pdf (1758K)
 2017-09-27
Natalie Choate Materials
Death&Taxes2019.pdf (360K)
 2019-09-19
May 10 Meeting Materials
USTaxPlanningBooklet2016.pdf (2271K)
 2017-05-10
Natalie Choate Materials
TrustAsBene2019.pdf (451K)
 2019-09-19
John Porter Outline -EPCNNJ 9/30/16
John Porter Outline - EPCNNJ - 9:30:16.pdf (741K)
 2016-11-15
Natalie Choate Materials
CaseStudies2019.pdf (279K)
 2019-09-19
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
Uniform Trust Code Materials
Uniform Trust Code - May 11, 2016-3.pdf (2556K)
 2016-05-10
Panelist Attachment
Panelist Attachment.pdf (51K)
 2019-03-06
Reference Materials - Planning for Adult Special Needs Children
Divison of Developmental Disabilities - Key Resources.pdf (1169K)
 2016-03-08
Sean Carter Materials (2) Nov 2018
EPCNNJ Fail Better Outline & Handouts Sean Carter.pdf (413K)
 2018-11-14
Reference Materials - Planning for Adult Special Needs Children
OverviewoftheDivisionofDevelopmentalDisabilities.pdf (376K)
 2016-03-08
Sean Carter Materials (1) Nov 2018
NJ Ethys Outline & Handouts (2018) Sean Carter.pdf (520K)
 2018-11-14
Invite for Siegel-Whitman Seminar
Invite for Siegel-Whitman Seminar 11.14.18 (002).pdf (257K)
 2018-10-17
Wine Tasting
20180717_144748.jpg (1188K)
 2018-07-20
Wine Tasting
20180717_144809.jpg (1011K)
 2018-07-20
Wine Tasting
20180717_144741.jpg (1205K)
 2018-07-20
May 9 Meeting Materials
EPC May 9 Mtg Materials.pdf (364K)
 2018-05-07

Membership Application

Document Name Date Added
2019-2020 Application
application.EPCNNJ.2019-20.pdf (81K)
 2019-07-18