Document Library

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Meeting Handouts

Document Name Date Added
Traps for the Unwary - Some Estate Planners Duties, Proscriptions and Conundrums
Traps for the Unwary-Jan-2018[2 slides per page].pdf (1152K)
2018-01-24
Paul Lee - Nov 2020 Presentation Technical Handout
Nov-20 Handout-Lee.pdf (3000K)
2020-11-10
Estate Planning for Digital Assets
Digital Assets 9-2017-FINAL-USE.pdf (87K)
2017-09-26
May 2020 Meeting Handout
UPDATED SECURE Act CRTs BDITs and QSSTs.pdf (919K)
2020-05-26
Planning in an Era of Transfer Tax Uncertainty
Planning in an Era of Transfer Tax Uncertainty-May 23-HANDOUT.pdf (90K)
2017-05-23
July-2023 Meeting Handout
International Tax Matters-Jul.25.2023.pdf (565K)
2023-07-25
Cutting Edge of Asset Protection
Asset Protection Planning-November 2019 Handout.pdf (1161K)
2019-11-12
Nov-2022 Meeting Handout
Estate Planning & Administration for Firearms-Nov-2022.pdf (381K)
2022-11-15
OSHINS 11
OCEPC Oshins 11 (1)-HANDOUT-USE.pdf (1889K)
2017-01-30
Planning for Privacy in a Public World - Detailed Outline
Outline - Planning for Privacy in a Public World - Orange County Estate Planning Council (7-23-19).pdf (630K)
2019-07-24
May-2022 Meeting Handout
Giving Around the Globe - Powell-May-2022.pdf (382K)
2022-05-24
Helping Clients Prepare for a Journey Through Long-Term Care Challenges
35-Pg HANDOUT_Elder Law Presentation_Good News & Bad News_FINAL.pdf (1879K)
2016-09-28
March 2019 - Program Description
INGs and Spousal Lifetime Access Non- Description for Email and Website.pdf (137K)
2020-05-09
Jan-2022 Meeting Handout
Bending the Arc of History Towards Justice.pdf (7867K)
2022-01-25
THE MULTINATIONAL COUPLE:
Multinational Couple - (OCEPC Version for Mar 22'16).pdf (434K)
2016-03-23
Overlooked Techniques for Passing on the Family Business
Passing on the Family Business-Hesch-Jan-2019.pdf (392K)
2019-01-22
July 2021 Meeting Handout
Estate and Gift Tax Updates and Hot Audit Topics-Jul-2021.pdf (482K)
2021-09-29
Advanced Issues in Property Tax
Advanced Issues in Property Tax-Sept-2018.pdf (705K)
2018-09-24
Mar-2024 Meeting Handout-1
OCEPC Meeting Handout - March 2024.pdf (303K)
2024-03-26
May 2021 Meeting - Additional Materials
Trusts Estates - Alternatives to CRT Terminations.pdf (68K)
2021-06-25
"Situs" and Why it Matters
Situs and Why It Matters - OC EPC Mar 18.pdf (209K)
2018-03-27
Jan-2024 Meeting Handout
2024 Estate Planning Updates-Jan.2024.pdf (417K)
2024-01-23
March 2021 Meeting Handout
When a Case Goes Criminal-Mar.23.2021.pdf (1135K)
2021-03-22
A Trustee's Duty of Care Under the UPIA or...How to Avoid Being a Knucklehead
UPIA-November 2017.pdf (168K)
2017-11-15
May 2020 Additional Meeting Handout
BLATTMACHR Draft of Secure Act and S Corps.pdf (234K)
2020-05-26
Philanthropy and Wealth Stewardship for Affluent Families
Stewardship for Affluent Families FINAL 2017.pdf (626K)
2017-07-25
Nov-2023 Meeting Handout
War Stories froom the Frontlines-Nov.15.2023.pdf (397K)
2023-11-15
Are You in Good Hands?
Are You in Good Hands-Jan-28-2020.pdf (7540K)
2020-01-28
Jan-2023 Meeting Handout
2022 Annual Transfer Tax Update-Jan-2023.pdf (199K)
2023-01-24
Can You Trust a Trust: The Intersection of Family Law and Estate Planning
OCEPC Zwicker 28-Mar-2017-HANDOUT.pdf (1112K)
2017-03-27
Wine Not? California's New Decanting Act
OCEPC- Swafford Presentation-Sept-2019.pdf (4525K)
2019-09-24
Sept-2022 Meeting Handout
How Much Is Enough-Sept-2022.pdf (3278K)
2022-09-27
Helping Your Client Select the Right Trustee
Helping Your Client Select the Right Trustee-Nov'2016.pdf (3366K)
2016-11-20
Planning for Privacy in a Public World
Planning for Privacy in a Public World - Orange County Estate Planning Council (7-23-19).pdf (109K)
2019-07-24
March-2022 Meeting Handout
The Unknown Child DNA Testing and Estate Plannand and Trust Administration.pdf (724K)
2022-03-15
DOL's Fiduciary Standard: How our Values Stay the Same and our Practices Transform
DOL Fiduciary OUTLINE.pdf (95K)
2016-07-26
January 2019 - Hesch Additional Handout
Orange county EPC Jan 2019 materials.pdf (444K)
2019-07-23
September 2021 Meeting Handout
Miller - Making Divorce Less Taxing - Sep 2021 (2).pdf (393K)
2021-09-29
Jul-2024 Meeting Handout
Charitable Planning Handout-July-2024.pdf (386K)
2024-07-23
Cross Border Planning-Nov-2018
Cross Border-Nov-2018_57Pgs.pdf (1713K)
2018-11-14
May 2021 Meeting - Additional Materials
CRT Secondary Planning.pdf (6702K)
2021-06-25
IRA Beneficiary - Outright or to Trust
IRA Beneficiary - Handout[28 pages].pdf (1230K)
2018-05-22
Mar-2024 Meeting Handout-2
March 2024 Outline - IDGT Sales.pdf (219K)
2024-03-26
May 2021 Meeting Handout
Secondary Planning for Clients with CRTs-May-2021.pdf (1164K)
2021-05-25

Membership

Document Name Date Added
OCEPC 2024 Membership Application
2024 OCEPC Membership Packet.pdf (535K)
2023-12-27
Bylaws
OCEPC Bylaws Restatement 2011_Incl 10th Amendment 2014.pdf (91K)
2020-05-09
Membership Criteria
Membership Criteria.pdf (215K)
2014-12-16

Sponsorship

Document Name Date Added
OCEPC 2025 Meeting Sponsorship
2025 Sponsor Form.pdf (153K)
2023-12-27
OCEPC 2024 Meeting Sponsorship
2024 Sponsor Form.pdf (149K)
2023-12-27