Speaker_Handouts
2023 Heckerling update.pdf - February 14, 2023
EPCHC slidedeck Hayes RIFT Project 1.10.23.pdf - January 10, 2023
The Good, The Bad and the Ugly of Estate Planning Trusts - November 8, 2022
PDF: The Good the Bad and the Ugly 2022
Premium Financing - October 11, 2022
PDF: Commercial_Premium_Finance
PDF: The_Importance_of_Stress_Testing_Commercial_Premium_Financing_Proposals
PDF: Dimensions of Influence
PDF: Template for 1-2 page Universal Ethical Will
PDF: Worksheet: What do you have to give?
PDF: Neglected Step in Planning
Meghan Shue/Luke Tilley - January 11, 2022
PowerPoint Presentation: CMF_2022FinalShueTilley_01102022(002).pdf
Atty. John L. Roberts - October 19, 2021
As members of the Estate Planning Council, we have the opportunity to help clients at the most difficult times of life: declining health, serious diagnosis.
Awareness of potential mistakes, and solutions, can make the difference for our clients.
1 – Caregiving costs, Medicaid and Caregiver Contracts
2 – Reallocating Assets for Medicaid with Annuities, QDROs and Trusts
3 - Medicaid Probate Estate Recovery
4 –Disability Trusts
These documents are Powerpoint presentations saved in PDF format.
Jeremiah Doyle IV - February 8, 2022
Powerpoint Presentation - Heckerling Recap
Bernard "Buzz" Travers - March 8, 2022
Powerpoint Presentation - EPC Hampden County Income tax update
Jeremiah "Jere" Doyle IV - February 13, 2024
Powerpoint Presentation - 2024 Heckerling update final presentation.pptx
