Document Library

Categories

Council Documents

Document Name Date Added
EPCSTL Membership Application
EPC Membership Application.pdf (126K)
2020-03-04
2019 Annual Outing Donation Flyer
annual outing and donation flyer.pdf (230K)
2019-12-11
2025-02-10 banking certificate
2025-02-10 Banking certificate.pdf (15K)
2025-02-16
Letter from President Dole 6-17-24
EPC Letter June 2024_v1.1.pdf (88K)
2024-06-16
2022 2023 Speaker Series
2022 2023 speaker flyer final.pdf (497K)
2023-06-06
2022-07-22 Board of Directors
Leadership 2022-2023 with contact information.pdf (246K)
2022-09-27
Board of Directors 2019-2020
2019-2020 Board of Directors.pdf (122K)
2019-12-12
2025-04-28 Generic Certidate
generic attendance form 4-28-25.pdf (170K)
2025-04-25
President's message 12-8-23
pres message 12-8-22 Robynn Ragland.pdf (73K)
2023-06-11
2025-02-10 Generic Certificate
generic certificate of attendance 2-10-25 .doc (26K)
2025-02-18
2019 Annual Outing Flyer and RSVP team form
2019 Flyer and RSVP Form.pdf (99K)
2019-12-11
2025-01-28 Business Succession for S Corporation Owners
certificate of attendance 2024-01-28.pdf (162K)
2025-02-01
2022-07-01 President's Message
EPC - President's Letter to the Membership re 2022-23 Season Kick Off version (2).pdf (162K)
2022-10-24
2024-08-20 CLE certificate
CLE certificate 8-20-24.pdf (20K)
2024-08-25
Annual Sponsor Form 2023-2024
EPC Sponsorship v3 one page.pdf (120K)
2023-06-06
Speaker Series 2019-2020
2019-2020 Speaker Series Flyer.pdf (209K)
2019-12-12
2026-01-26 CLE certificate
2026-01-26 CLE certificate.pdf (20K)
2026-01-24
Membership Flyer - Planning For Success
EPC Membership Flyer.pdf (321K)
2019-12-12
2024-11-18 Banking Certificate
2024-11-18 Bankers certificate.pdf (14K)
2024-11-25
President's message 11-8-223
pres message 11-8-22 Robynn Ragland.pdf (70K)
2023-06-11
2022-07-25 Emeritus Membership Application
Emeritus Member Application Form.pdf (82K)
2022-07-25

Accredited Estate Planner (AEP)

Document Name Date Added
AEP Flyer
AEP Flyer-2019-07-16.pdf (75K)
2019-12-11
AEP Application
AEPapplicationformembers.doc (101K)
2019-12-11

Bylaws

Document Name Date Added
2025-11-18 Bylaws
EPC Bylaws - November 2025 voted 11-18-25.pdf (131K)
2025-11-18

Certificate of attendance banking

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Certificate of attendance CFP

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Certificate of attendance CLE

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Certificate of attendance Generic

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Program Handouts

Document Name Date Added
2020-12-07 Handouts
12-7-2020 materials for handout.pdf (275K)
2020-12-05
2018-09-17 Using Your Estate Planning Toolbox to Fix Your Client's Income Tax Problems (1 of 2)
sept 17 Estate Planning Toolbox.2018.Powerpoint handouts for attendees.pdf (1745K)
2019-12-11
2023-01-08 10
10 - CCM 202352018 (11-28-2023).pdf (96K)
2024-01-07
2025-12-08 6 of 6
12-8-25 deck speaker final .pdf (787K)
2025-12-05
2020-02-24
2-24-2020 Estate Planning Council of St. Louis Presentation.pdf (1143K)
2020-02-22
2019-04-22 Marital Settlement Agreements and Spousal Trusts Handouts
april 22 2019 handouts.PDF (3443K)
2019-12-11
2023-01-08 8
8 - United States v Paulson.pdf (431K)
2024-01-07
2025-12-08 4 of 6
LISI-Bootcamp-Interest-Transfer-Agreement.pdf (477K)
2025-12-05
2020-09-03 Handouts
Natalie Choate presentation handout.pdf (412K)
2020-09-03
2020-01-27 Transfer for Value Rule, Income Tax Consequences of Trust Modifications, and Code §199A S
Transfer for Value Rule, Income Tax Consequences of Trust Modifications, and Code §199A Safe Harbor fo.pdf (2399K)
2020-01-28
2019-03-18 Estate Planning and Trust Management in a Brave New World Handouts
Handouts for March 18 Hugh Magill no pass.pdf (3268K)
2019-12-11
2023-01-08 6
6 - Hoensheid v Commissioner.pdf (350K)
2024-01-07
2021-04-26 Fiduciary Action and Reactions to Beneficiaries, Their Crises and Their Special Needs
4-26-21 outline handouts.pdf (592K)
2021-04-23
2025-12-08 2 of 6
LISI-Bootcamp-Short-Chart-Guide-to-the-Interest-Transfer-Agreement.pdf (81K)
2025-12-05
2020-11-09 Handouts
handouts Ethics of Negotiations, St. Louis Estate Planning Council Nov 2020.pdf (909K)
2020-07-20
2024-04-24 handout 2
Planning for Adoption Otl - Johnson Kamin handout.pdf (1316K)
2024-04-29
2019-02-11 Charitable Giving Update Handouts
feb 11 epc handouts.pdf (798K)
2019-12-11
2025-01-09 Panel Best Planning Ideas
Best Planning Ideas for 2025 - Supporting Materials (27540974.1).pdf (7339K)
2025-01-27
2023-01-08 4
4 - Blount v Commissioner (1).pdf (165K)
2024-01-07
2022-09-19
F - How to Practice Law, Abide by the Rules of Professional Conduct, and Have a Life that Rules (2014).pdf (189K)
2022-09-14
How to Avoid and What to do if Audited by the IRS 1 of 2
How to Avoid and What to do If Audited by the IRS.pdf (4848K)
2022-04-22
2024-03-11 handout 2
2024 - planning for unique and problematic assets St. Louis.pdf (4312K)
2024-04-29
2019-01-07 Best Planing Ideas for 2019 Handouts
Best Planning Ideas for 2019 handouts Jan 7 2019.pdf (2948K)
2019-12-11
2023-01-08 2
2 - S Gorin IRA Bene Designation Form.pdf (276K)
2024-01-07
2022-09-19
D - Woelbing Wobbles and It Actually May Fall Down (2015).pdf (227K)
2022-09-14
2020-03-22 Handouts
Handout for 3-22-2021 Life Insurance Tax Traps - Transfer for Value Rule and Entity-Owned Policies.pdf (1708K)
2021-03-19
2022-03-21 handout 1
Handout_St Louis Estate Planning_March 2022_Boron.pdf (1172K)
2022-03-21
2017-01-23 Recent Developments in Estate Planning For Retirement Assets Handouts
handouts for jan 23 2017.docx (86K)
2019-12-11
2024-02-12 Presentation
EPC - 10 Frequent Life Insurance Mistakes in Estate Planning.pdf (3370K)
2024-04-29
2023-01-23 4 of 5 handouts
Notice 2020-75.pdf (135K)
2023-01-22
2022-09-19
A - Evolutionary Planning 20 or so Ways to Increase Client Happiness (2019).pdf (604K)
2022-09-14
2021-02-08 Handouts
Planning for the Difficult Beneficiary slide handouts 2-8-21.pdf (132K)
2021-02-08
2018-12-10 Basis Bonanza Handouts (2 of 2)
Estate Planning Council of St. Louis December 10, 2018 powerpoint slides handouts.pdf (210K)
2019-12-11
2026-01-26 4th handout
Transitioning Businesses to Key Employees (Including Children) 12_5_2025.pdf (800K)
2026-01-23
2019-10-21 Handouts Family Matters for Business Owning Families
Family Matters for Business Owning Families one slide to a page.pdf (462K)
2019-12-11
2023-01-23 2 of 5 handouts
Estate of Blount v CIR.pdf (182K)
2023-01-22
2022-09-19
B - The Orwellian Look to the Future of Our Practice (2018).pdf (193K)
2022-09-14
2021-1-25 Handouts
Formula Transfers for Estate Planning 1-25-21 handouts .pptx (194K)
2021-01-24
2020-04-27
00-2020-HANDOUT-13-PAGE-Hoyt-SECURE ACT--13-page-handout-should-be-printed-distributed.pdf (200K)
2020-04-21
2018-10-22 Update on 50 Years Worth of Valuation Issues Handouts (2 of 2)
Rev Ruling 59-60.pdf (57K)
2019-12-11
2020-05-18
FINDING BASIS – IT’S NOT ALWAYS slides.pdf (333K)
2020-05-18
2026-01-26 Planning ideas for 2026 2 of 3 handouts
How to Shift Income to Beneficiaries 1_7_2026.pdf (645K)
2026-01-23
2022-06-30
Kerford, Maria Presentation - DAFs vs. Foundations 6.2021 (1).pdf (1236K)
2022-06-30
2020-12-07 Slide Deck
12-7-2020 slide deck final .pptx (49K)
2020-12-05
2020-03-09 CLE Certificate
CLE 3-09-2020 certificate.pdf (26K)
2020-03-11
2018-09-17 Using Your Estate Planning Toolbox to Fix Your Client's Income Tax Problems (2 of 2)
Sept 17 Estate Planning Toolbox Paper handout 2.pdf (4893K)
2019-12-11
2019-05-20 Life Insurance Planning After Tax Reform Handouts
EPC Handout (4) May 20 2019 with appendix.pdf (171K)
2019-12-11
2023-01-08 summary of materials
Best Planning Ideas of 2024 Index of Collateral Materials (1).pdf (165K)
2024-01-07
2021-10-18
Pending Tax Reform (002) 10-18-21 .pdf (1280K)
2021-10-19
2020-03-09 SNTs v ABLE Accounts Meeting Handouts
SNTs v ABLE Accounts (2) handouts.pdf (5177K)
2020-03-04
2023-01-08 9
9 - Soroban Capital Partners LP et al v Commissioner.pdf (100K)
2024-01-07
2021-09-20 Handout
handout 9-20-21.pdf (445K)
2021-09-19
2025-12-08 5 of 6
LISI-Bootcamp-Hood-Buy-Sell-Agreement-Drafting-Checklist.pdf (155K)
2025-12-05
2020-10-19
Leaning In to Social Distancing Planning for Politics with PPLI professionals (09.23.20) handouts.pdf (658K)
2020-10-16
2020-01-27 Secure Act Summary
SECURE Act (5).pdf (159K)
2020-01-28
2023-01-08 7
7 - 2023 Illinois Attorney General Fact Sheet.pdf (129K)
2024-01-07
2022-10-24 Handouts
St. Louis Estate Planning Council - Business Succession Planning CLE Materials - Outline - Oct 24 2022(49794652.1).pdf (547K)
2022-10-19
2025-12-08 3 of 6
buy and sell option grid Hood 12032025.pdf (787K)
2025-12-05
2020-01-27 Best and Worst Planning Ideas for 2020 Slides
slides.pdf (573K)
2020-01-28
2025-01-28 Business Succession for S Corporation Owners
Estate Planning Council of St. Louis January 28^J 2025.pdf (94K)
2025-01-28
2023-01-08 5
5 - Cartwright v Commissioner.pdf (179K)
2024-01-07
2021-04-26 presentation slides
Choice of Trustee St. Louis April 2021.pdf (336K)
2021-04-23
2025-12-08 1 of 6
LISI-Bootcamp-Hood-Buy-Sell-Agreement-Review-Checklist (1).pdf (104K)
2025-12-05
How to Avoid and What to do if Audited by the IRS 2 of 2
The Collaboration Effect Pocket Guide 2021.pdf (5117K)
2022-04-22
2024-04-24 handout 1
Planning for Adoption 2024-0424.pdf (1178K)
2024-04-29
2023-01-08 3
3 - Connelly v Commissioner.pdf (81K)
2024-01-07
2022-09-19
E - Discounts vs Step-Up Basis - Tax Rate Arbitrage Gone Bad (2014).pdf (192K)
2022-09-14
2020-03-22 Handout Slides
Handout slides 3-22-2021 Life Insurance Tax Traps_ Transfer for Value Rule and Entity-Owned Policies.pptx (203K)
2021-03-19
2022-03-21 handout 2
Handouts_St Louis Estate Planning_March 2022_Boron2.pdf (1165K)
2022-03-21
2025-05-19 handouts
5-19-25 revised handouts.pdf (288K)
2025-05-16
2024-03-11 handout 1
3-11-24 handout.pdf (775K)
2024-04-29
2023-01-23 5 of 5 handouts
Notice 2022-53.pdf (145K)
2023-01-22
2018-12-10 Basis Bonanza Handouts (1 of 2)
2018 Estate Planning Council of St. Louis - Basis Bonanza handouts 2.pdf (312K)
2019-12-11
2023-01-08 1
1 - The Corporate Transparency Act_ A new federal reporting obligation for business that impacts almost everyone.pdf (1536K)
2024-01-07
2022-09-19
C - How Courts Unravel Asset Protection Trust Strategies and Protecting Your Trust (2014).pdf (296K)
2022-09-14
2019-11-18 Handouts - Getting Clients to Act
Nov 18 2019 Getting Clients to Act handouts.pdf (317K)
2019-12-11
2023-01-23 3 of 5 handouts
Estate of Connelly v United States.pdf (645K)
2023-01-22
2022-09-19
2022 - Saint Louis - Table of Contents.pdf (110K)
2022-09-14
2020-04-27
2020-STL_EPC-Hoyt-HANDOUT-Apr 2020.pdf (782K)
2020-04-21
2018-11-05 Ethics in Estate Planning Handouts
Estate Planning Council - Ethics Nov 5 2018 - handout.pdf (182K)
2019-12-11
2020-05-18
Zaritsky for St. Louis.Finding Basis.pdf (606K)
2020-05-18
2019-10-21 2019-10-21 Handouts Family Matters for Business Owning Families (2)
Oct 21 handouts.pdf (621K)
2019-12-11
2023-01-23 1 of 5 handouts
87 FR 10504.pdf (774K)
2023-01-22
2021-12-13 Handouts
Larry Katzenstein docs for 12-13-21 share with attendees.pdf (497K)
2021-12-08
2026-01-21 Handouts 3 of 3
Tax Planning_ Charitable Deductions^J Trusts^J Exemptions^J ^0 Powers of Appointment 11_11_2025.pdf (370K)
2026-01-23
2018-10-22 Update on 50 Years Worth of Valuation Issues Handouts (1 of 2)
Oct 22 2018 handouts.pdf (151K)
2019-12-11
2019-09-30 Social Security Handouts
2019 Social Security - Harris (1).pdf (1728K)
2019-12-11
2022-12-12 Handouts
FLPs in Tax Court -SLEPC 120922.pdf (2788K)
2022-12-09
2026-01-26 Planning ideas for 2026 1 of 3 handouts
Fiduciary Income Tax Refresher and Latest Update 2_3_2026.pdf (503K)
2026-01-23

Season Pass

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Video Recordings

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