Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
| WHT&EPC; Presentation 0121 | 2021-01-04 |
|
Membership Drive
Membership drive.docx (18K)
|
2019-10-23 |
| WHTEPC; 2020 Litigation Update.pdf | 2020-11-05 |
| Membership Application 2019 - 2020.docx | 2020-09-03 |
| WHTEPC Membership Application 2021 - 2022.pdf FILLABLE | 2021-10-18 |
| WHTEPC Membership Application 2023 - 2024.pdf | 2023-09-14 |
| Membership Application 2020 - 2021.pdf | 2021-10-18 |
| Dysfunctional Families presentation | 2020-09-03 |
| Stop the Spread Spanish.pdf | 2020-07-06 |
|
Notice to Customers
Notice to Customers.pdf (507K)
|
2020-07-06 |
|
FFCRA Poster.pdf
FFCRA Poster.pdf (177K)
|
2020-07-06 |
|
UCLA-CEP 2021.pdf
UCLA-CEB 2021.pdf (115K)
|
2021-03-02 |
| Estate Planning In Pivotal and Unprecedented Times | 2020-06-02 |
| Manu Bank Logo Link | 2021-01-25 |
|
NAEPC News May 2020
NAEPC News May 2020.pdf (437K)
|
2020-05-01 |
| Bob King WHT&EPC; Presentation | 2021-01-04 |
| Membership Application 2019 - 2020.pdf | 2020-09-03 |
| WHTEPC Membership Application 2021 - 2022.docx | 2021-10-18 |
| WHTEPC Post-Mortem Outline | 2019-05-01 |
| PROFESSIONAL FIDUCIARIES CODE OF ETHICS | 2020-09-03 |
|
Stop the Spread.pdf
Stop the Spread.pdf (431K)
|
2020-07-06 |
| Social Distancing Protocol.pdf | 2020-07-06 |
| Notice to Customers Spanish.pdf | 2020-07-06 |
|
FFCRA Poster Spanish.pdf
FFCRA Poster Spanish.pdf (180K)
|
2020-07-06 |
| Feb 2021 Presentation | 2021-02-04 |
| LASC Probate FAQ #2 5/12/20 | 2020-05-14 |
2021
| Document Name | Date Added |
|---|---|
| Eye on Congess_Twin Bills_Part II_9.15.21_Ways and Means Update.pdf | 2021-10-11 |
| Proactive Generational Planning 060921.pdf | 2021-06-08 |
| Lambda Legal FAQ re Social Security Survivors (not married) | 2021-05-07 |
| 2021-05-04 Teen Vogue, Anti-Trans Laws Are Making Trans Youth Feel Unsafe | 2021-05-07 |
| Membership Application 2020 - 2021.docx | 2021-10-18 |
|
WHETPC MDR Retirement Planning.pptx
WHETPC MDR Retirement Planning.pptx (14444K)
|
2021-10-11 |
| Eye on Washington - SECURE Act MDR.pdf | 2021-10-11 |
|
UCLA-CEB 2021.ppt
UCLA-CEB 2021.pptx (74K)
|
2021-05-10 |
| Lambda Legal FAQ re Social Security Survivor cases+benefits | 2021-05-07 |
| 2021-01-21 Biden EO re Preventing + Combating SOGI Discrimination | 2021-05-07 |
2022
| Document Name | Date Added |
|---|---|
| Fundamentals of Special Needs Trusts.pdf | 2022-01-03 |
|
2021 Cal AB 1194 040622
2021 Cal AB 1194 040622.pdf (12374K)
|
2022-04-06 |
| Breslin_v__Breslin_&_Smith_v__Szeyller_Notice_of_Mediation_(2022).pdf | 2022-02-28 |
| 2021-11-18_Order_re_Probate_Mediation_per_Breslin | 2022-02-28 |
| Alex Fried's Survivorship Clause | 2022-02-08 |
|
Assembly Bill No. 1079
Assembly Bill No. 1079.pdf (386K)
|
2022-01-26 |
|
WHTEPC 1-2022.ppt
WHTEPC 1-2022.ppt (447K)
|
2022-01-03 |
| WHTEPC Membership Application 2022 - 2023.pdf | 2022-08-29 |
|
040622 Handout - Final
040622 Handout - Final.pdf (159K)
|
2022-04-06 |
| 2022-01-12_Order_to_Mediation_per_Breslin_re_Boije_2002_Revocable_Trust_-_Trustee_agrees.pdf | 2022-02-28 |
| Breslin & the All Too Common Circumstance of the Non-Participating Beneficiary - Attendee Handout.pd | 2022-02-28 |
| Jacey Hayes Materials For Feb 2 WHTEPC Presentation.docx | 2022-01-26 |
|
WHTEPC-JLA.pdf
WHTEPC-JLA.pdf (443K)
|
2022-01-03 |
2024
| Document Name | Date Added |
|---|---|
| 11-14-24 Benchguide Handout.pdf | 2024-11-11 |
| How Court Receivers Can Support Your Litigation | 2024-09-20 |
| Trust and Estate Final Year Excess Deductions.pdf | 2024-12-17 |
| Who Wants To Live Forever.pdf | 2024-12-17 |
|
10-10-24 Presentation
10-10-24 Presentation.pdf (732K)
|
2024-10-07 |
| Membership Application 2024- 2025.pdf | 2024-07-31 |
| Deductibility of Facility Costs as a Medical Expense.pdf | 2024-12-17 |
