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Anchorage Estate Planning Council
Next Meeting

Monday, February 27, 2012

Speaker:
Maribeth Conway, Chuck Schuetze and Tonja Woelber

Topic:
Succession Planning for the Family Cabin

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See Complete Calendar

Document Library

Document Name (Sort) Date (Sort)
AEPC 2011-2012 Membership Referral Directory
   AEPC-Membership Referral Directory 2011-2012.pdf (1269K)
11/14/2011
2011-12 Member Dues Notice
   AEPC 2011-12 Dues Notice.pdf (54K)
8/23/2011
Minutes of the May 2011 Annual Meeting
   May 2011 Annual Minutes.pdf (216K)
6/30/2011
Board Meeting Minutes- June 2011
   Minutes- June 2011.pdf (38K)
6/30/2011
EPC Membership Directory
   Membership Referral Directory.pdf (2376K)
1/11/2011
ALASKA'S ECONOMY-NORTHERN ECONOMICS
   NORTHERN ECONOMICS PROFILE.doc (28K)
10/25/2010
Annual Meeting Minutes 5-24-10
   5-24-10 annual meeting minutes.pdf (70K)
7/20/2010
Garrett Wong presentation 5-24-10
   Wong 5-24-10 AEPC Presentation.pdf (238K)
5/20/2010
IRC Sec 1022 - modified carryover basis
   IRC 1022.pdf (32K)
3/19/2010
Marc Carmichael speaker bio 3-29-10
   Practitioners Announcement- Anchorage.docx (40K)
3/2/2010
S Greer Outline-Estate Tax Panel 2-22-10
   Greer outline corrected version 2.pdf (55K)
2/22/2010
Modified Basis-Estate Tax Panel 2-22-10
   Modified basis Feb 2010.pdf (68K)
2/22/2010
Shaftel estate tax article for 2-22-10 meeting
   Shaftel article winter 2010.pdf (708K)
2/16/2010
Estate Tax-Panel Discussion 2-22-10
   AEPC panel outline 2-22-10.pdf (37K)
2/16/2010
AEPC 2009-10 Directory
   AEPC member directory 2009-10.pdf (6220K)
11/6/2009
BOD meeting minutes 5-8-09
   BOD 5-8-09 Meeting Minutes.pdf (21K)
8/27/2009
Annual Meeting Minutes 5-18-09
   AEPC annual meeting minutes 51809.pdf (61K)
8/27/2009
BOD meeting minutes 6-25-09
   BOD minutes 62509 approved.pdf (62K)
8/27/2009
2007 Form 990-N FYE 6-30-08
   990-N.pdf (45K)
11/19/2008
BOD Meeting Minutes 9-15-08
   September Board Meeting Minutes.pdf (103K)
10/31/2008
BOD Meeting Minutes 7-8-2008
   AEPC BOD Mtg Minutes 7-8-2008.pdf (16K)
8/28/2008
General Member Meeting Minutes 2-25-08
   080225 General Membership Mtg Minutes cs.doc (24K)
3/2/2008
BOD Meeting Minutes 8-1-2007
   AEPC BOD Mtg Minutes 8-1-2007.doc (37K)
9/20/2007
  

Speaker Biographies
Dr Wallington resume 9-28-09
   dr wallington resume.pdf (49K)
9/24/2009
Alan Vanderploeg Business Card-FBI Agent
   Alan Vanderploeg Business Card.pdf (19K)
5/21/2009
Alan Vanderploeg Bio-FBI Agent
   Vanderploeg bio - AEPC.pdf (64K)
4/22/2009
Eric Wohlforth - Speaker Biography
   Biography of Eric E. Wohlforth.pdf (31K)
9/17/2008
Blattmachr 2008 Bio
   Blattmachr 2008 bio.DOC (32K)
5/13/2008
Peter Brautigam Bio 2008
   Brautigam 2008 bio.doc (27K)
3/23/2008
Pantages Jeff 2008 Informal Bio
   Pantages Jeff Informal Bio.doc (25K)
3/16/2008
Gabrys Bruce 2008 Bio
   GABRYSbio3.doc (135K)
2/20/2008
Gabrys Resume
   Gabry Bio.doc (131K)
2/19/2008
Simonetti Bio
   Simonetti Resume short version.doc (24K)
11/26/2007
Limeres Amy 2007 Bio
   Limeres Amy 2007 bio.doc (222K)
10/12/2007
  

Speaker Handouts
Crummy and Defective Means . . . . Fantastic! It's
   Trusts & Estates - Failing Policies.pdf (1592K)
4/21/2011
Crummy and Defective Means . . . . Fantastic! It’s
   Crummey & Defective Means ... Fantastic! (Anchorage EPC, 4-25-11).pdf (360K)
4/21/2011
Roth Conversion? Why Now? What do I need to know
   Advanced Roth Conversions.pdf (493K)
9/27/2010
Brautigam-checklist for non-married couples
   brautigam checklist for unmarried couples.pdf (106K)
11/6/2009
Dr Wallington handout 9-28-09
   dr wallington handout.pdf (415K)
9/24/2009
Eric Wohlforth APFC Presentation
   Eric Wholforth PPT.ppt (2346K)
9/30/2008
Gabrys EVOS Probate Handout
   Probate.PDF (152K)
3/16/2008
Gabrys EVOS Presentation
   2008 EVOSaepc.ppt (344K)
3/16/2008
Eski Roth IRA Conversions Jan 08
   Roth IRA Opportunities.pps (139K)
2/8/2008
Simonetti Presentation
   Simonetti Presentation.ppt (3775K)
11/26/2007
Limeres 409A Presentation Outline
   409A Presentation Outline.pdf (166K)
11/3/2007
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