Document Library

Document Name Date Added
Oct 23, 2024 Program for registration through MCBA
Special Needs Trusts - Techniques Taxation and Tales from the Darkside! Flyer.pdf (684K)
2024-09-30
MEMBERSHIP APPLICATION 2024-2025
New Membership Application 2024-2025.docx (89K)
2024-06-12
2024-2025 Nominations and Elections
2024-2025 EPC Board Vote.pdf (63K)
2024-04-29
January 2024 CE program PRESERVING FAMILY VALUES: SOCIAL/FISCAL RESPONSIBILTY
Presentation from Al King.pptx (864K)
2024-01-23
EPC Rochester Origins
EPC Rochester Origins.docx (14K)
2024-10-30
Sept 19, 2024 Program Secure Act - Secure 2.0 Act
PowerPoint - Secure Act _ Secure 2.0 Act Final Regulations.pptx (1456K)
2024-09-18
Elder Law and Special Needs Planning
Tax & Planned Giving Seminar_2024_Email.pdf (620K)
2024-06-09
Presentation from March 2024 program
Financial and Legal Charitable Giving Strategies EPC presentation_Final 3.18.24.pdf (2232K)
2024-03-18
EPC BYLAWS
EPC Bylaws ARTICLES OF ASSOCIATION -Updated 9-23.docx (22K)
2023-12-02
2024-2025 Membership Application
EPC Membership App 2024-2025.pdf (1496K)
2024-11-19