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Council Documents

Document Name Date Added
NAEPC News May 2020 2020-05-01
Bob King WHT&EPC; Presentation 2021-01-04
WHTEPC Membership Application 2021 - 2022.docx 2021-10-18
Membership Application 2019 - 2020.pdf 2020-09-03
WHTEPC Post-Mortem Outline 2019-05-01
PROFESSIONAL FIDUCIARIES CODE OF ETHICS 2020-09-03
Stop the Spread.pdf 2020-07-06
Social Distancing Protocol.pdf 2020-07-06
Notice to Customers Spanish.pdf 2020-07-06
FFCRA Poster Spanish.pdf 2020-07-06
Feb 2021 Presentation 2021-02-04
LASC Probate FAQ #2 5/12/20 2020-05-14
WHT&EPC; Presentation 0121 2021-01-04
Membership Drive 2019-10-23
WHTEPC; 2020 Litigation Update.pdf 2020-11-05
WHTEPC Membership Application 2021 - 2022.pdf FILLABLE 2021-10-18
Membership Application 2019 - 2020.docx 2020-09-03
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 2020-07-06
FFCRA Poster.pdf 2020-07-06
UCLA-CEP 2021.pdf 2021-03-02
Estate Planning In Pivotal and Unprecedented Times 2020-06-02
Manu Bank Logo Link 2021-01-25

2021

Document Name Date Added
Membership Application 2020 - 2021.docx 2021-10-18
WHETPC MDR Retirement Planning.pptx 2021-10-11
Eye on Washington - SECURE Act MDR.pdf 2021-10-11
UCLA-CEB 2021.ppt 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
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

2022

Document Name Date Added
WHTEPC 1-2022.ppt 2022-01-03
WHTEPC Membership Application 2022 - 2023.pdf 2022-08-29
040622 Handout - Final 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 2022-01-03
Fundamentals of Special Needs Trusts.pdf 2022-01-03
2021 Cal AB 1194 040622 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 2022-01-26