Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
| TRA Update 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 |
| Premium Financing May 2011 Nat'l Speaker | 2011-05-12 |
General Documents
| Document Name | Date Added |
|---|---|
|
Utah TOD Deed Outline - Skoubye
TOD Deed Outline.pdf (640K)
|
2019-07-11 |
| Slides - Modifying Irrev. Trusts - September 2018 | 2018-09-19 |
| Bill Heder May 2012, Special Needs Trusts | 2012-05-02 |
| Jerry Borrowman Innovative Charitable Gifting Stra | 2012-05-02 |
| LISI Leimberg Benefits Presentation | 2016-01-06 |
|
May Event Slides 5
May 4 - IDGT.pdf (4091K)
|
2010-05-05 |
| UVEPC Review of Planning Concepts - Shaun Olsen | 2015-12-11 |
|
May Event Slides 2
May 2 - Asset Protection.pdf (3052K)
|
2010-05-05 |
| 2015 Recent Estate Planning Developments Part 2 | 2015-12-11 |
|
Map to Sleepy Ridge Golf Course
Map_Sleepy_Ridge.pdf (180K)
|
2010-01-21 |
| Utah Division of Securities Presentation 11/2012 | 2012-11-07 |
|
Geoff N. Germane May 2012 FLP Exit Strategies
FLP EXIT STRATEGIES KMC.pdf (900K)
|
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 |
| Captive Insurance Presentation Slides | 2012-01-24 |
| Initiating Your LISI Membership | 2016-01-06 |
|
May Event Slides 3
May 3 - BDIT.pdf (4299K)
|
2010-05-05 |
|
PEP and Pease Impact
PEP And Pease Impact.pdf (285K)
|
2015-12-11 |
|
May Event Slides 1
May 1 - 2010 has Arrived.pdf (1851K)
|
2010-05-05 |
| 2015 Recent Estate Planning Developments Part 1 | 2015-12-11 |
| Buy Sell slides May 2011 Nat'l Speaker | 2011-05-12 |
Meeting Announcements
| Document Name | Date Added |
|---|---|
| SLEPC Fall Institute 2022 | 2022-10-10 |
| 2015 UVU Business & Economic Forum | 2015-04-10 |
|
Fall Institute - Salt Lake Estate Planning Council
SLEPC_FallInstitute_2010.pdf (567K)
|
2010-10-27 |
| 2016 UVU Business & Economic Forum Information | 2016-03-28 |
| Asset Protection and Integrated Estate Planning | 2011-10-03 |
Presenter Biographies
| Document Name | Date Added |
|---|---|
|
November - Shaun Olsen BIO
Bio_Shaun_Olsen.pdf (16K)
|
2010-10-27 |
| Judge Anthony Schofield Bio | 2012-10-04 |
|
October - Lee McCullough BIO
LeeMcCullough_BIO.pdf (10K)
|
2010-09-17 |
| John Unice CFP Bio | 2017-09-14 |
| June - Neil Staker (Vital Smarts) BIO | 2010-05-05 |
| Ross Elliot bio | 2011-12-28 |
|
May Event - Robert Alexander BIO
May_Event_Flyer.pdf (59K)
|
2010-04-13 |
|
Elain Witt Speaker Bio
Elain Speaker Bio 2015.pdf (233K)
|
2015-10-20 |
|
March - Henry Whiffen BIO
Bio_Henry_Whiffen.pdf (62K)
|
2010-02-23 |
|
Jeff McClean Bio
Jeff McClean Bio.pdf (384K)
|
2019-08-17 |
|
Aaron Miller Curriculum Vitae
Aaron Miller CV.pdf (134K)
|
2018-12-27 |
|
December - Philip Barker BIO
Bio_Philip_Barker.pdf (33K)
|
2010-10-25 |
|
September - William Prater BIO
Bill Bio.pdf (16K)
|
2010-08-26 |
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April - Senator John Valentine BIO
JohnValentine.pdf (13K)
|
2010-03-31 |
|
McKay Johnson Bio
Johnson-McKay1.pdf (497K)
|
2015-10-05 |
| February - Matt Packard BIO | 2010-01-24 |
|
Steve Morrill Bio
EY PCS Bios.pdf (130K)
|
2019-08-26 |
|
November - Scott Soelberg BIO
Bio_Scott_Soelberg.pdf (22K)
|
2010-10-28 |
