Document Library
| Document Name | Date Added |
|---|---|
| Slide Deck - Upcoming Planning and Optimizing Basis Increases | 2024-09-04 |
| Social Security Disability Change and Confusion | 2024-05-05 |
| UNLOCKING HIDDEN VALUE: LIFE SETTLEMENTS | 2025-11-05 |
|
9/12/19 Info
KCV_2019.docx (78K)
|
2019-09-06 |
| AEP Council Nomination Program with Commitment Form | 2025-09-11 |
|
Asset Protection Refresher
LCBA - LCEPC 1-12-2017.pdf (2696K)
|
2017-01-16 |
| AEP Designation Prerequisite Credentials | 2025-09-11 |
|
Lake County Estate Planning Council By-Laws
Bylaws.pdf (165K)
|
2011-10-26 |
| Not all Trusts are created Equal - Proactive Tax Planning to minimize Income and Estate Tax conseque | 2025-04-30 |
| Sponsorship Packages | 2025-01-10 |
| The Role of Wealth Advisors, CPAs and Attorneys in Real Estate: The Intersection of Planning Duties | 2025-01-06 |
| AEP Designation Process in Nuts and Bolts | 2024-10-08 |
| Outlined - Upstream Planning and Optimizing Basis Increases | 2024-09-04 |
| Corporate Transparency Act | 2024-05-04 |
| The Key_ComplexCase Scenarios of Aging - Property of SV-The Key | 2025-09-11 |
|
July Outing Survey
LCEPC July Meeting .pdf (192K)
|
2017-03-24 |
| AEP Designation Council Nomination Program Information | 2025-09-11 |
|
1/14/16 Presentation Materials
1-16 LCEPC Materials.pdf (196K)
|
2016-01-22 |
| AEP Presentation with the Important Links | 2025-09-11 |
| Membership Application | 2011-10-26 |
| Elder Law Update | 2025-03-03 |
|
Like-Kind Exchanges - Basics and Planning Tips
Docket July2024 Russis.pdf (411K)
|
2025-01-06 |
|
Holiday Party December 12, 2024
LCEPC Holiday Party Flyer.png (2663K)
|
2024-11-09 |
