Document Library

Categories

1. Membership Information

Document Name Date Added
Leimberg Service Member Access Instructions
Your Council Has Leimberg.pdf (154K)
 2016-09-06
Membership Eligibility Requirements
Membership Eligibility Requirements updated May 2016.pdf (14K)
 2017-07-31
2019-2020 Membership Nomination Package
Membership Application_2019-2020.pdf (241K)
 2019-09-19
2018-2019 Membership Nomination Package
Membership Application_2018-2019 final.pdf (247K)
 2019-09-19

2a. Meeting Materials | 2019-2020 Meetings

Document Name Date Added
2020.01.23 | A Potpourri of Charitable Planning Tricks and Traps | Larry Katzenstein, Esq.
Charitable Planning Tricks and Traps.Katzenstein.pdf (804K)
 2020-01-22
11.20.19 | Spotlight on the Life Settlement Transaction | Jason Mendlesohn
Tax-Advisor-Article-FINAL.pdf (1702K)
 2019-12-26
2019.10.2 | Trusts as Beneficiaries of IRAs | Michael Kitces
Trusts as Beneficiaries Of IRAs - EPC DC - Oct 2 2019.pdf (1713K)
 2019-10-03
2019.9.10 | Planning for the Tech Entrepreneur | Jennifer Goode
WDCEPC - Planning for the Tech Entrepreneur.pdf (521K)
 2019-09-17
2019.07.15 | Decision in Kaestner: How Far Can States Go to Tax Discretionary Trusts? | Anna Moody,
1005483359v1-Kaestner Slides.pdf (255K)
 2019-07-29

2b. Meeting Materials | 2018-2019 Meetings

Document Name Date Added
2018.10.18 | Bill Sanderson and Robert Wynne } McGuire Woods
Til Death (or Some Other Time) Do We Part (October 2018).pdf (508K)
 2019-07-29
2018.11.13 | Business Entity Planning and the 199A Pass-through Deduction Outline | Steve Gorin
Choice of Entity in Light of 2017 Tax Law Changes.pdf (3860K)
 2019-07-29
2018.11.13 | Business Entity Planning and the 199A Pass-through Deduction All Slides | Steve Gorin
Choice of Entity In Light of 2017 Tax Law Changes 10_2_2018 (002) - Compatibility Mode.pdf (203K)
 2019-07-29
2019.3.18 | Private Split Dollar Life Insurance | Joshua Husbands
Split Dollar Life Insurance.pdf (168K)
 2019-07-29
2019.2.21 | Heckerling Review Webinar | U.S. Trust
Heckerling Highlights DCEPC 2019.pdf (375K)
 2019-07-29
2019.1.24 | Impact Investing | Karen Wawrzaszek
WDCEPC Impact talk (Jan 2019)_Final.pdf (824K)
 2019-07-29
2018.12.13 | Estate and Trust Management for a Brave New World | Hugh Magill
Estate Planning and Trust Management for a Brave New World.pdf (1259K)
 2019-07-29

2c. Meeting Materials | 2017-2018 Meetings

Document Name Date Added
2017.11.09 | Private Placement Life Insurance | Dennis Dennis McMahan
PPLI - DC Estate Planning Council - Compatibility Mode.pdf (582K)
 2019-07-29
2017.09.13| Intergenerational Split Dollar | James McNair
McNair Morrissette Presentation - Compatibility Mode.pdf (375K)
 2019-07-29
2017.02.16 | Estate Tax Planning Without a Federal Estate Tax Slides | Charles Fox, IV
Slides_Washington DC EPC - Estate Planning Without an Estate Tax [Compatibility Mode].pdf (8048K)
 2018-12-19
2018.03.06 | 2018 Heckerling Review | U.S. Trust Team
2018 Heckerling Review.pdf (268K)
 2019-07-29
2018.02.13 | Decanting (Wine) | Scott Greenberg
Decanting 101 (Wine) - Feb 2018.pdf (63K)
 2019-07-29
2018.02.13 | Decanting (Trusts) | Farhad Aghdami and Dan Durst
Decanting (Trusts) Outline - Feb 2018.pdf (387K)
 2019-07-29
2017.12.05 | Additional Materials | Kathryn Miree
How to Talk to Clients About Philanthropy_Additional Material.pdf (274K)
 2019-07-29
2017.12.05 | How to Talk to Clients About Philanthropy | Kathryn Miree
How to Talk to Clients About Philanthropy.pdf (4090K)
 2019-07-29

2d. Meeting Materials | 2016-2017 Meetings

Document Name Date Added
2016.02.11 | Delaware Trusts | Michael Gordon
Why is Everyone Talking About Delaware Trusts (00731291xB3883).pdf (535K)
 2018-12-19
2017.03.09 | Heckerling Review Webinar Slides | U.S. Trust Team
Heckerling Review Webinar.pdf (294K)
 2019-07-29
2016.01.21 | Gift Tax Return Slides | Sarah Johnson, Esq.
Gift Tax Returns 2016 PPT Slides.pdf (3537K)
 2018-12-19
2017.02.16 | Estate Planning Without A Federal Estate Tax Outline | Charles Fox, IV
Active_85531922_4_Estate Planning without an Estate Tax--Full Outline.pdf (424K)
 2019-07-29
2017.01.19 | Selected Issues in the Preparation of Form 1041 | Donald Williamson
1_19_17 Presentation.pdf (781K)
 2019-07-29
2015.11.17 | Life Insurance and International Client | Leigh-Alexandra Basha
20151117_Life Insurance and the International Client_Basha.pdf (1117K)
 2018-12-19
2016.11.09 | The Election is Over - Now What? | Kenneth Kies
11092016_The Election is Over - Now What_Kenneth Kies.pdf (1844K)
 2019-07-29
2016.09.21 | New Proposed Regulations Restrict Valuation Discount Planning | Howard Zaritsky
New Proposed Regulations Restrict Valuation Discount Planning.pdf (484K)
 2019-07-29

2e. Meeting Materials | 2015-2016 Meetings

Document Name Date Added
2015.10.28 | Social Security Presentation | BlackRock®
20151028_Social Security Presentation_BlackRock.pdf (560K)
 2019-07-29
2015.10.28 | Strategies for Collecting Social Security Retirement Benefits | BlackRock®
20151028_Strategies for Collecting Social Security Retirement Benefits_BlackRock.pdf (122K)
 2019-07-29
2016.03.03 | Heckerling Webinar | U.S. Trust
20160303_HeckerlingWebinar_Slides.pdf (342K)
 2019-07-29
2015.10.28 | Understanding Social Security Retirement Benefits Brochure | BlackRock®
20151028_Understanding Social Security Retirement Benefits_BlackRock .pdf (849K)
 2019-07-29
2016.01.21 | Gift Tax Return Outline | Sarah Johnson, Esq.
Gift Tax Returns - Tips for the Trade (WDCEPC 2016).pdf (1459K)
 2019-07-29
2015.11.17 | Life Insurance and the International Client | Rodney Bench
20151117_Life Insurance and the International Client_Bench.pdf (2062K)
 2019-07-29

2f. Meeting Materials | 2014-2015 Meeting

Document Name Date Added
2014.10.21 | DC Tax Law Update | Beth Kaufman, Esq.
20141021_DC Tax Law Update_Beth Kaufman, Esq..pdf (30K)
 2019-07-29
2015.01.27 | Grantor Intent and Fiduciary Flexibility | R. Hugh Magill
20150127_Grantor Intent and Fiduciary Flexibility_R. Hugh Magill.pdf (837K)
 2019-07-29
2015.02.27 | Musings from the 49th Heckerling Institute | Steve Akers, Esq.
20150227_Musings from the 49th Heckerling Institute_Steve Akers, Esq..pdf (1430K)
 2019-07-29

3a. Articles | District of Columbia

Document Name Date Added
2014.06.19 | District of Columbia Law Developments | William Davis, Esq.
20140619_District of Columbia Law Developments_William Davis, Esq..pdf (40K)
 2018-12-19
2015.10.11 | District of Columbia Law Developments | Edward Varrone, Esq.
20151011_DC Law Developments_Edward Varrone, Esq..pdf (43K)
 2018-12-19
2017.06 | DC Law Developments | Edward Varrone, Esq._Michelle Evans, Esq.
2017_Disctrict of Columbia Law Developments.pdf (251K)
 2018-12-19
2018 DC Law Update | Edward Varrone
2018_District of Columbia Law Developments_Edward Varrone, Esq.pdf (11155K)
 2018-12-19
2016.09 | Washington, D.C. Law Developments
2016_District of Columbia Law Developments_Ed Varrone_Michelle Evans.pdf (292K)
 2018-12-19

3b. Articles | Maryland

Document Name Date Added
2014.06.19 | Maryland Law Developments | Charles Abell, Esq.
20140619_Maryland Law Developments_Charles Abell, Esq..pdf (27K)
 2018-12-19
2016.09 | Maryland Law Developments
2016_Maryland Law Developments_Rachel Burke.pdf (39K)
 2018-12-19
2015.10.11 | Maryland Law Developments | Charles Abell, Esq.
20151011_MD Law Developments_Charles Abell, Esq.pdf (34K)
 2018-12-19
2017.06 | Maryland Law Developments | Rachel Burke, Esq.
2017_Maryland Law Developments.pdf (156K)
 2018-12-19
2018 Maryland Law Update | Rachel Burke
2018_Maryland Law Developments_Rachel Burke, Esq..pdf (6474K)
 2018-12-19
2018-2019 Maryland Legislative Update | Jonathan G. Lasley, Esq.
Maryland Legislative Update 2018.pdf (156K)
 2018-12-19

3c. Articles | Virginia

Document Name Date Added
2016.09 | Virginia Law Developments
2016_Virginia Law Developments_Christopher Guest.pdf (1105K)
 2018-12-19
2018 Virginia Law Update | Christopher Guest
2018_Virginia Law Developments_Christopher Guest, Esq..pdf (4078K)
 2018-12-19
2017.06 | Virginia Law Developments | Christopher Guest, Esq.
2017_Virginia Law Developments.pdf (951K)
 2018-12-19
2015.10.11 | Virginia Law Developments | Christopher Guest, Esq.
20151011_VA Law Developments_Christopher Guest, Esq.pdf (41K)
 2018-12-19
2014.06.19 | Virginia Law Developments | Molly Walls, Esq.
20140619_Virginia Law Developments_Molly Walls, Esq..pdf (31K)
 2018-12-19

4. Member Communications

Document Name Date Added
2015.09.08 | Member Survey
2015098_Member Survey.pdf (23K)
 2018-12-19

4a. Member Communications | Social Media

Document Name Date Added
2015.02.10 | WDCEPC LinkedIn Group
201510_Council LinkedIn Group.pdf (27K)
 2018-12-19
2015.10.11 | Website Announcement
201511_Website Announcement.pdf (34K)
 2018-12-19
2017.08 | Communications Minute
WDCEPC Social Media Newsletter August 2017 final.pdf (104K)
 2018-12-19
2016.07 | Communications Update
201607_Communications Update.pdf (49K)
 2018-12-19
2015.08 | Website Announcement
201508_Website Announcement1.pdf (28K)
 2018-12-19

4b. Member Communications | Presidents' Messages

Document Name Date Added
2016.08 | President's Message
201608_President's Messsage.pdf (46K)
 2018-12-19
2016.06 | President's Message
201606_President's Letter.pdf (53K)
 2018-12-19
2017.05.30 | President's Message
201705_President's Messsage.pdf (58K)
 2018-12-19
2017.04.30 | President's Message
201704_President's Messsage.pdf (134K)
 2018-12-19
2016.04 | President's Message
201604_President's Message New Members and Leadership Slate.pdf (95K)
 2018-12-19
2015.08 | President's Message
201508_President's Message.pdf (32K)
 2018-12-19
2015.11 | President's Message
201511_President's Letter.pdf (27K)
 2018-12-19

5. Events

Document Name Date Added
2015 Golf Tournament Sponsors
2015 WDCEPC Golf Tournament Sponsors.pdf (289K)
 2018-07-03
2016 Golf Tournament Sponsors
2016 WDCEPC Golf Tournament Sponsors.pdf (342K)
 2017-06-26
2018 Golf Tournament Player and Sponsor Details
2018 Golf Tournament Details New Date and time final.pdf (284K)
 2018-08-20
Hariton Fundamentals Course Curriculum
WDCEPC Fundamental Course in Private Wealth Plann.._.pdf (137K)
 2019-09-16
2017 Golf Tournament Sponsors
2017 Golf Tournament Sponsors.pdf (321K)
 2018-06-25
2019 Golf Tournament Details
2019 Golf Tournament Details.pdf (317K)
 2019-06-17

6. Other Documents

Document Name Date Added
2018-2019 Sponsorship Opportunities
Sponsorship_WDCEPC_2018-2019.pdf (146K)
 2018-11-19
Council Bylaws
WDCEPC bylaws as amended April 19, 2016.pdf (105K)
 2016-05-02