Document Library

Categories

Council Documents

Document Name Date Added
TRA Update May 2011 Nat'l Speaker 2011-05-12
Premium Financing May 2011 Nat'l Speaker 2011-05-12
Due Diligence in Life Ins. May 2011 Nat'l Speaker 2011-05-12
Map to Magleby's Courtyard Provo 2010-12-10

General Documents

Document Name Date Added
Utah TOD Deed Outline - Skoubye 2019-07-11
Utah Division of Securities Presentation 11/2012 2012-11-07
Geoff N. Germane May 2012 FLP Exit Strategies 2012-05-02
Slides - Modifying Irrev. Trusts - September 2018 2018-09-19
Bill Heder May 2012, Special Needs Trusts 2012-05-02
UVEPC Membership Benefits 2018-04-11
Fidelity Charitable May 2012 Gifting with Complex 2012-05-02
May Event Slides 4 2010-05-05
Jerry Borrowman Innovative Charitable Gifting Stra 2012-05-02
May Event Slides 5 2010-05-05
Captive Insurance Presentation Slides 2012-01-24
LISI Leimberg Benefits Presentation 2016-01-06
May Event Slides 3 2010-05-05
Initiating Your LISI Membership 2016-01-06
May Event Slides 2 2010-05-05
UVEPC Review of Planning Concepts - Shaun Olsen 2015-12-11
May Event Slides 1 2010-05-05
PEP and Pease Impact 2015-12-11
2015 Recent Estate Planning Developments Part 2 2015-12-11
2015 Recent Estate Planning Developments Part 1 2015-12-11
Buy Sell slides May 2011 Nat'l Speaker 2011-05-12
Map to Sleepy Ridge Golf Course 2010-01-21

Meeting Announcements

Document Name Date Added
Fall Institute - Salt Lake Estate Planning Council 2010-10-27
2016 UVU Business & Economic Forum Information 2016-03-28
Asset Protection and Integrated Estate Planning 2011-10-03
2015 UVU Business & Economic Forum 2015-04-09

Presenter Biographies

Document Name Date Added
Jeff McClean Bio 2019-08-16
November - Shaun Olsen BIO 2010-10-27
December - Philip Barker BIO 2010-10-25
Judge Anthony Schofield Bio 2012-10-04
Aaron Miller Curriculum Vitae 2018-12-27
October - Lee McCullough BIO 2010-09-17
September - William Prater BIO 2010-08-26
June - Neil Staker (Vital Smarts) BIO 2010-05-05
John Unice CFP Bio 2017-09-14
Ross Elliot bio 2011-12-28
May Event - Robert Alexander BIO 2010-04-13
April - Senator John Valentine BIO 2010-03-31
Elain Witt Speaker Bio 2015-10-20
March - Henry Whiffen BIO 2010-02-23
McKay Johnson Bio 2015-10-05
February - Matt Packard BIO 2010-01-23
Steve Morrill Bio 2019-08-26
November - Scott Soelberg BIO 2010-10-28