Document Library

Categories

Meeting Handouts

Document Name Date Added
Are You in Good Hands? 2020-01-28
Jan-2023 Meeting Handout 2023-01-24
Can You Trust a Trust: The Intersection of Family Law and Estate Planning 2017-03-27
Wine Not? California's New Decanting Act 2019-09-24
Sept-2022 Meeting Handout 2022-09-27
Helping Your Client Select the Right Trustee 2016-11-20
Planning for Privacy in a Public World 2019-07-24
March-2022 Meeting Handout 2022-03-15
DOL's Fiduciary Standard: How our Values Stay the Same and our Practices Transform 2016-07-26
January 2019 - Hesch Additional Handout 2019-07-23
September 2021 Meeting Handout 2021-09-29
Cross Border Planning-Nov-2018 2018-11-14
May 2021 Meeting - Additional Materials 2021-06-25
Mar-2024 Meeting Handout-2 2024-03-26
IRA Beneficiary - Outright or to Trust 2018-05-22
May 2021 Meeting Handout 2021-05-25
Traps for the Unwary - Some Estate Planners Duties, Proscriptions and Conundrums 2018-01-24
Paul Lee - Nov 2020 Presentation Technical Handout 2020-11-10
Estate Planning for Digital Assets 2017-09-26
May 2020 Meeting Handout 2020-05-26
July-2023 Meeting Handout 2023-07-25
Planning in an Era of Transfer Tax Uncertainty 2017-05-23
Cutting Edge of Asset Protection 2019-11-12
Nov-2022 Meeting Handout 2022-11-15
OSHINS 11 2017-01-30
Planning for Privacy in a Public World - Detailed Outline 2019-07-24
May-2022 Meeting Handout 2022-05-24
Helping Clients Prepare for a Journey Through Long-Term Care Challenges 2016-09-28
March 2019 - Program Description 2020-05-09
Jan-2022 Meeting Handout 2022-01-25
THE MULTINATIONAL COUPLE: 2016-03-23
Overlooked Techniques for Passing on the Family Business 2019-01-22
July 2021 Meeting Handout 2021-09-29
Mar-2024 Meeting Handout-1 2024-03-26
Advanced Issues in Property Tax 2018-09-24
May 2021 Meeting - Additional Materials 2021-06-25
Jan-2024 Meeting Handout 2024-01-23
"Situs" and Why it Matters 2018-03-27
March 2021 Meeting Handout 2021-03-22
A Trustee's Duty of Care Under the UPIA or...How to Avoid Being a Knucklehead 2017-11-15
May 2020 Additional Meeting Handout 2020-05-26
Nov-2023 Meeting Handout 2023-11-15
Philanthropy and Wealth Stewardship for Affluent Families 2017-07-25

Membership

Document Name Date Added
Membership Criteria 2014-12-16
OCEPC 2024 Membership Application 2023-12-27
Bylaws 2020-05-09

Sponsorship

Document Name Date Added
OCEPC 2025 Meeting Sponsorship 2023-12-27
OCEPC 2024 Meeting Sponsorship 2023-12-27