Document Library

Categories

Council Documents

Document Name Date Added
2024 Estate Conference - Bios & Outlines
2024 Estate Conference - Bios & Outlines.pdf (93K)
2024-05-17
Dec 2017 seminar flyer
Dec 2017 seminar flyer.pdf (15K)
2017-12-01
Sam Ardery - Slides - 2024 Estate Conference
Sam Ardery - Slides.pdf (7221K)
2024-05-15
Dan Rosio- Slides - 2024 Estate Conference
Dan Rosio - Slides.pdf (9853K)
2024-05-15
2024 Fundamentals Course Brochure
2024 Fundamentals Course Brochure.pdf (1889K)
2024-01-08
July 14 2010 Seminar Handouts
DOCS1-%23431719-v1-indiana_CLE_materials[1].pdf (106K)
2010-08-24
May 15th, 2025 Seminar
Michael Ready:Kate Whitmore-Black and White Lines Note Document - A4.pdf (4801K)
2025-05-13
Selecting A Major Gift Recipient A Guide for Donor
Selecting A Major Gift Recipient - Guide for Clients - revised.pdf (167K)
2010-07-05
sample
gov.uscourts.flsd.648653.3.0.pdf (1750K)
2023-06-26
May 15th, 2025 Seminar
Stephen Schnelker -2025 HHEPC PPT_KSM - Stephen Schnelker_FINAL.pdf (7524K)
2025-05-13
Free & Low-Cost Marketing Tips ? by Laurie Gross
free and low-cost marketing tips - online bonus article.pdf (96K)
2010-07-05
May 15th, 2025 Seminar
Phil Purcell -Charitable Remainder Trusts 2025.pdf (925K)
2025-05-13
RSS Postcard 2024
RSS postcard 2024.pdf (649K)
2024-09-04
Jeff Kolb - article - 2024 Estate Conference
Jeff Kolb - Recent Developments Article.pdf (674K)
2024-05-15
Lynn Freeman Keller - Slides - 2024 Estate Conference
Lynn Freeman Keller - Slides.pdf (7503K)
2024-05-15
2024 HHEPC Estate Conference Flyer
2024 HHEPC Estate Conference.pdf (1033K)
2024-04-10
May 15th, 2025
Dave Ghormley - Social Security_ Preparing for Retirement (PPT) Dave Ghormley.pdf (1773K)
2025-05-13
Summer 2010 HHEPC Newsletter
Newsletter_07 10 web verson.pdf (401K)
2010-07-06
May 15th, 2025 Seminar
Phil Purcell - Charitable Lead Trusts 2025.pdf (1127K)
2025-05-13
Recent Tax Court Decisions On Inheritance Tax Appr
Recent Tax Court Decisions on Inheritance Tax Appraisals - bonus article.pdf (72K)
2010-07-05
May 15th, 2025 Seminar
Dave Ghormley -2025 Social Security Reference Guide Dave Ghormley.PDF (971K)
2025-05-13
May 15th, 2025 Seminar
Kate DeWeese Presentation re Advance Directives.pdf (427K)
2025-05-13

2014 Estate Planning Day

Document Name Date Added
2014 Estate Planning Day Brochure
Web prof brochure 2014.pdf (141K)
2014-10-02

2017 Estate Planning Day

Document Name Date Added
2017 ESTATE PLANNING DAY REGISTRATION FORM
2017 ESTATE PLANNING DAY REGISTRATION FORM.pdf (104K)
2017-04-19

2019 Estate Planning Day

Document Name Date Added
EPD May 9 2019 Newsletter
EPD May 9 2019 Newsletter .pdf (3584K)
2019-04-11
529 Plans and Estate Planning
529 Plans and Estate Planning.pdf (1736K)
2019-04-11
Sponsorship Opportunities 2019 Estate planning Day
Sponsorship Opportunities 2019 Estate Planning Day(2).pdf (149K)
2019-04-01
2019 Estate Planning Day Presentation Materials
Presentation Materials revised.pdf (136K)
2019-05-08
President's Message
presidents letter apr2019.pdf (78K)
2019-04-11
2019 Estate Planning Day Registration form
2019 Estate Planning Day Registration form 2.pdf (135K)
2019-04-05

2021 Estate Planning Day

Document Name Date Added
2021 EPD Sponsorship Package
Final HHEPC EPD 2021 Sponsorship Package.pdf (406K)
2021-06-24

2022 Estate Planning Day

Document Name Date Added
Bonnie Dyar Handout
LTC Powerpoint- approved hhepc--Dyar.pdf (10704K)
2022-05-18
Cathleen Weber Power Point
Capacity, Dementia and Legal Plans weber.ppt (2001K)
2022-05-18
Anne Curry Power Point
Curry Power point.pptx (475K)
2022-05-18
Four More Years - Article
Four More Years (REVISED FINAL with displays (02.11.22).pdf (300K)
2022-05-18
Speaker bios and outlines
Speaker Bios and outlines for 2022 Estate Planning Day.pdf (140K)
2022-05-10
Pamela Davis Power Point
Pamela Davidson power point.pptx (100K)
2022-05-18
Kathryn DeWeese power point
KED Presentation re Health Care Advance Directive (1).pptx (644K)
2022-05-18
Indecent Proposal - Article
Indecent Proposal (TJP revised 05.01.22).pdf (146K)
2022-05-18
Biden My Time - Article
Biden My Time (Duke EPC FINAL 10.22.21).pdf (837K)
2022-05-18
Speaker Bios
Speaker Bios for 2022 Estate Planning Day.pdf (59K)
2022-03-27

2022 November Seminar

Document Name Date Added
President's Message
Presidents letter.pdf (20K)
2022-12-10

2023 November Seminar

Document Name Date Added
HHEPC November 2023 Newsletter
November 2023 Newsletter.pdf (206K)
2023-11-07

2023 September Seminar

Document Name Date Added
HHEPC-Newsletter-2023-fall
hhepc-newsletter-2023fall.pdf (106K)
2023-08-19
Bio & Outline - September 2023 seminar
Bio & Outline - September 2023 seminar.pdf (59K)
2023-08-19

Application Form

Document Name Date Added
Application form for 2013-2014 Membership
application 2013-2014.pdf (22K)
2013-07-11
Member application 2015-16
member application 2015-2016.pdf (21K)
2016-07-21
application for 2013-2014
application 2013-2014.pdf (21K)
2014-12-12
2017-2018 Application form
application 2017-2018.pdf (21K)
2018-05-07

April 26 Seminar Salt Creek Golf Retreat

Document Name Date Added
Website update
Web site update.pdf (44K)
2018-04-22
Newsletter article
Schwab Savings & Retirement Survey (2).pdf (334K)
2018-04-22
HHEPC application 2018-2019
application 2018-2019.pdf (21K)
2018-04-22
Seminar Outlines
April 2108 Outlines.pdf (87K)
2018-04-22
CJ&B pc highlight sheet
CJ&B, PC highlight sheet.pdf (127K)
2018-04-23

August 2020 Seminar

Document Name Date Added
President's Message - August 2020
Presidents letter with letterhead Aug 2020.pdf (162K)
2020-08-18
Bunger & Robertson Highlight
Bunger & Robertson bio.pdf (57K)
2020-08-19
August 2020 Newsletter Article
Boltz Article August.pdf (380K)
2020-08-18

August 2020 Zoom Seminar

Document Name Date Added
Speaker bios and Outline
Speaker bios and outline August 2020.pdf (1813K)
2020-08-14

Comments on Forms by Mr. Kolb

Document Name Date Added
TRANSFER ON DEATH DEED
220 TRANSFER ON DEATH DEED (EXHIBIT C).doc (37K)
2010-04-01
COMMENTS ON FORMS
Comments to Forms.doc (30K)
2010-04-01
DRAFTING UNDER THE INDIANA TRANSFER ON DEATH PROPE
222 EXHIBIT D-TRANSFER ON DEATH AFFIDAVIT-1.doc (31K)
2010-04-01
TRANSFER ON DEATH DEED REVOCATION
221 EXHIBIT E-Revocation of Transfer on Death Deed.doc (32K)
2010-04-01
TRANSFER ON DEATH UNREGISTERED TANGIBLE PERSONAL
219 TRANSFER ON DEATH FORM (Exhibit B UNREG. TANGIBLE PERSONAL PROPERTY).doc (34K)
2010-04-01
TRANSFER ON DEATH AFFIDAVIT
221 EXHIBIT E-Revocation of Transfer on Death Deed(1).doc (32K)
2010-04-01

Dec 6 2018 Seminar

Document Name Date Added
Outlinies for Dec 6 meeting
Outline for Dec 6 meeting.pdf (53K)
2018-11-17
President's message
presidents letter nov2018.pdf (13K)
2018-11-17
Laughlin highlight
laughlin highlight.pdf (49K)
2018-11-17
Mary Elftman article
Veterans Affairs Benefits article.pdf (22K)
2018-11-17
Lance Like article
2018_11 HHEPC Article How to Protect Inherited IRAs (1).pdf (27K)
2018-11-17

December 11, 2014 Seminar

Document Name Date Added
December 11, 2014 Seminar outline
HHEPC workshop agenda December 2014.pdf (265K)
2014-11-20
December 11, 2014 Speaker bio
TRP Bio May 2014.pdf (240K)
2014-11-20

December 12, 2013 Seminar

Document Name Date Added
Wealth Planning Issues Outline
Wealth Planning for Hoosier Hills EP Council 12-12-13-1.pdf (86K)
2013-11-05
Elaine Bedel, CFP Biography
Elaine Bedel Bio October 2013.pdf (164K)
2013-11-05

December 2017 Seminar

Document Name Date Added
December 2017 Newsletter
December 2017 Newsletter.pdf (83K)
2017-12-04
Bunger & Robertson Highlight
HHEPC -- Bunger & Robertson 2017.pdf (77K)
2017-12-02
Bunger & Robertson Highlight
HHEPC -- Bunger & Robertson 2017.docx (15K)
2017-12-01
Rodney Retzner bio
rodney-retzner-bio-C2.pdf (79K)
2017-12-01
President's message December
President's message Dec.pdf (50K)
2017-12-04
Outlines December Seminar
outlines.pdf (35K)
2017-12-01
Buy/See Agreements; A primer
BuySellAgreementsPrimer.pdf (289K)
2017-12-01

February 11, 2016

Document Name Date Added
Outline for Planning for Same-Sex Couples
Outline for Planning for Same-Sex Couples rebecca.pdf (9K)
2016-01-11
Rebecca Geyer bio
Geyer Bio.pdf (30K)
2016-01-11
Trends in the 401(k) Plans Marketplace
carson outline.pdf (26K)
2016-01-11
Mike Carson Biography
carson bio.pdf (32K)
2016-01-11

February 14, 2013 seminar

Document Name Date Added
Rodney Retzner Biography
Rodney Retzner Bio[1].pdf (45K)
2012-12-27
Estate and Tax Update - Outline
Estate and Tax Update - Outline.pdf (81K)
2012-12-27
Jay Utterback Biography
Jay Utterback Bio[1].pdf (5K)
2012-12-27

February 16, 2012 Seminar

Document Name Date Added
February 16, 2012 Program Outline
Program Outline[1].docx (14K)
2011-12-06
Kristine Bouaichi Biography
Kristine Bouaichi Bio.docx (12K)
2011-12-06
David Maschino Biography
Bio MaschinosAug2010.doc (33K)
2011-12-06
Bradley Minor Biography
Minor Bio.docx (52K)
2011-12-06
John Katlarczyk Biography
JJKBIO.doc (26K)
2011-12-06

February 20, 2014 Seminar

Document Name Date Added
Affordable Care Act and Its Economic Impact
Hoosier Hills Matt Will 2 20 14.pdf (61K)
2014-01-18
Real Property Appraisals for Estates and Gifts Outline
Michael Lady outline.pdf (25K)
2014-01-18
February 20, 2014 Seminar flyer
Feb 2014 seminar flyer.pdf (20K)
2014-01-18

February 2018 Seminar

Document Name Date Added
Seminar Flyer February 2018
February 2018 seminar flyer.pdf (15K)
2018-01-30
Tax Update - Outline
Tax Update-Outline.pdf (8K)
2018-01-30
Business Valuation Implications of the Tax Cuts and Jobs Act of 2017
Maschino Article.pdf (138K)
2018-01-30
Outlines
Outlines for February 2018 seminar.pdf (17K)
2018-01-31
Estate Gift Tax Valuation Update - Outline
Valuation Case update Outline.pdf (9K)
2018-01-30
President's Message
President's message Feb.pdf (51K)
2018-01-30
Hurlow Wealth Management Highlight
Hoosier Hills Estate Planning Newsletter PDF Final.pdf (613K)
2018-01-30

February 2020 Seminar

Document Name Date Added
Outlines and Biographies for February 2020
Outlines and Biographies for Feb 2020 sem finalr.pdf (347K)
2020-02-16
February 2020 Newsletter Article
Business Succession Planning Buy-Sell Agreements 2020.pdf (1654K)
2020-02-15
President's Message
presidents letter with letterhead feb 2020.pdf (23K)
2020-02-18
Voelz, Reed, & Mount, LLC Company Biography
Voelz company biography.pdf (193K)
2020-02-15

February 2022 Seminar

Document Name Date Added
Speaker Bios and Outline
Tax & Estate Planning outline and bios.pdf (54K)
2022-02-06
President's Message
president's message.pdf (23K)
2023-02-01

February 2023 Seminar

Document Name Date Added
February 2023 Presentation handouts
Seminar handouts Feb 2023.pdf (110K)
2023-02-21

February 21 Seminar

Document Name Date Added
Seminar Outlines
Jovanavich and Santner outlines.pdf (43K)
2019-02-11
Sponsorship brochure 2019 Estate Planning Day
Sponsorship brochure and application.pdf (101K)
2019-02-11
Membership application
application 2018-2019.pdf (21K)
2019-02-11
Newsletter Article Feb 21 2019 seminar
Charitable Contributions from IRAs.pdf (1355K)
2019-02-11
President's message
presidents letter Feb 2019.pdf (74K)
2019-02-11

February 25, 2021 Seminar

Document Name Date Added
Estate Planning for the 99 Percent: With No Estate Tax, Consider Income Tax, Financial and Personal
Article for newsletter.pdf (370K)
2021-02-16
President's Message
Presidents message Feb 2021.pdf (41K)
2021-02-17
Bios and Outlines
Bios and Outline February 2021.pdf (64K)
2021-01-25

February 5, 2015 Seminar

Document Name Date Added
Mike Carson bio
Mike Carson bio.pdf (59K)
2015-01-07
February 5, 2015 Seminar flyer
Feb. 2015 seminar flyer.pdf (19K)
2015-01-07
February 5, 2015 Mike Carson Outline
Mike Carson Outline.pdf (32K)
2015-01-07

HHEPC Newsletters

Document Name Date Added
HHEPC Fall 2010/2011 Newsletter
Newsletter_08 10 A.pdf (517K)
2011-01-11
JCB Article for HHEPC
JCB Article for HHEPC.pdf (206K)
2017-10-10
Client Worksheet on Giving insert to Fall 2009 New
Client worksheet on giving newsletter.pdf (98K)
2009-10-07
Fall 2013 Newsletter
Newsletter Sept. 2013 print version.pdf (153K)
2013-09-11
Estate Planning Day Highlights
HHEPC Estate Planning Day Recap.pdf (259K)
2017-10-10
Winter 2009 HHEPC Newsletter
Newsletter_2 09.pdf (371K)
2009-02-09
President's Message
President's message.pdf (111K)
2017-10-10
October 2017 seminar outlines
October 2017 seminar outlines.pdf (120K)
2017-10-10
HHEPC Winter 2009/10 Newsletter
Newsletter_01 10.pdf (331K)
2010-01-13
Winter 2011 Newsletter January 20, 2011
Newsletter 01 20 11 online(1).pdf (507K)
2011-01-11
October 2017 Seminar flyer
Oct 2017 seminar flyer.pdf (15K)
2017-10-10
Fall 2009 Newsletter
Newsletter_10 09.pdf (378K)
2009-10-07
Powers of Attorney Article
Powers of Attorney Article.pdf (21K)
2017-10-10
Spring Newsletter
Newsletter_04 10.pdf (371K)
2010-04-08

January 20, 2011 Seminar

Document Name Date Added
Tax Consequences of Settling Estate Disputes - Han
Tax Consequences of Settling Estate Disputes handouts.pdf (866K)
2011-01-11
January 20, 2011 - Newsletter
Newsletter 01 20 11 online.pdf (507K)
2011-01-11

June 2021 Seminar

Document Name Date Added
Outline and Course Outline
Outline Statement of Difficulty and Course Objective.pdf (12K)
2021-05-25

May 15, 2014 Seminar

Document Name Date Added
May 15, 2014 Seminar outline
May 2014 Seminar outline.docx (14K)
2014-04-02
Ellen Deeter Biography
Ellen Deeter Bio 2014.pdf (88K)
2014-04-02

May 17, 2012 Seminar

Document Name Date Added
David Snyder Biography
Snyder bio.doc (27K)
2012-04-06

May 20, 2021 Seminar

Document Name Date Added
President Message
President message May 2021 final.pdf (25K)
2021-05-10
Eric Koch Bio
Eric-A-Koch-revised-12-18-2020.pdf (398K)
2021-04-23
Outline and Bio Koch
Outline and bio Koch.pdf (439K)
2021-05-10
Newsletter Article
Situs your trust Article.pdf (700K)
2021-05-04

May 2023 Newsletter

Document Name Date Added
President's Message May 2023
president's message May 2023.pdf (89K)
2023-05-06

Membership forms

Document Name Date Added
2012-2013 Membership Application form
application 2011-2012.pdf (16K)
2012-12-27
New member application form
application 2011-2012.doc (33K)
2011-09-09
HHEPC Membership Form 2012-2013
application 2012-2013.pdf (38K)
2013-09-11
2012-2013 Membership renewal letter
hhepc membership renewal 2012-2013.pdf (139K)
2013-09-11
application 2016-2017.pdf
application 2016-2017.pdf (21K)
2017-09-18

November 2015 Seminar

Document Name Date Added
Andrew Vento Bio
Andrew N. Vento-c.pdf (344K)
2015-10-09
Matt Ehinger bio
Matt Ehinger (1)-c.pdf (356K)
2015-10-09
Charitable Giving at Death
Charitable Giving at Death.docx (15K)
2015-10-09
Charitable Giving at Death outline
Charitable Giving at Death.docx (15K)
2015-10-09
Scott Shrode bio
Scott Shrode Biography.docx (13K)
2015-10-09
Common Mistakes in Charitable Planning
INDY-_6597422-v1-Common_Mistakes_in_Charitable_Giving_Hoosier_Hills-c.DOCX (36K)
2015-10-09

November 2020 Seminar

Document Name Date Added
President's message
Presidents message.pdf (24K)
2020-11-16
Speaker Bios and Outlines
Speaker bios and outlines.pdf (235K)
2020-11-15

November 2021 Seminar

Document Name Date Added
Groves bio and outline
Ryan Groves bio and outline.pdf (40K)
2021-11-01
Outline
HHEPC CE.pdf (8K)
2021-10-12
November article issue 38
November article issue38c.pdf (194K)
2021-11-15
Ryan Groves bio
Ryan Grove bio.pdf (33K)
2021-10-12
President's Letter
Presidents letter for newsletter.pdf (24K)
2021-11-16

November 21, 2019 Seminar

Document Name Date Added
Outlines & Bios for Nov 2019 seminar
Outline and Bios for November 2019 seminar.pdf (688K)
2019-11-15
Article for November 21, 2019 Seminar
Five Questions about Long-Term Care.pdf (916K)
2019-11-14
President's Message
presidents letter November 2019.pdf (122K)
2019-11-14
Slotegraaf Niehoff highlight
Slotegraaf Niehoff.pdf (332K)
2019-11-15
Slotegraaf Niehoff highlight
Slotegraaf Niehoff.pdf (332K)
2019-11-15
Outline for November 21. 2019 Seminar
outline November 21 seminar.pdf (60K)
2019-11-14
Winter Newsletter November 2019
November Newsletter (3).pdf (390K)
2019-11-15

October 27 2011 Seminar

Document Name Date Added
October 27 2011 Speaker Bio and Outline
October27 2011 Outline-BIO BeckyPryor.doc (86K)
2011-09-07

September 15 Seminar

Document Name Date Added
Counterintelligence 101 Outline
Counterintelligence 101 Outline.pdf (36K)
2016-08-16
Kathleen Guider Bio
kguider-bio.pdf (8K)
2016-08-16

September 19, 2013 Seminar

Document Name Date Added
Eric Manterfield handout for September 19, 2013 seminar
Manterfield handout.pdf (161K)
2013-09-11
Eric Manterfield Outline
Manterfieldoutline.pdf (26K)
2013-08-21
CE Certificate form for Sept. 19, 2013
Master Certificate of Completion form Sept. 2013.pdf (34K)
2013-09-11
Eric Manterfield Biography
EricManterfeldBio.pdf (34K)
2013-08-21

September 19, 2019 Seminar

Document Name Date Added
President's Message
presidents letter August 2019 (1).pdf (104K)
2019-09-04
Post Mortem Election Article
Post Mortem Elections article.pdf (113K)
2019-09-04
Ray Wealth Management Highlight
HHEC_RWM bio090319 (2).pdf (154K)
2019-09-05
Outlines
Timed outlines for renewal ID 44028.pdf (120K)
2019-09-04

September 2020 Seminar

Document Name Date Added
Planning in the Time of Covid - article
Planning in the Time of Covid.pdf (175K)
2020-11-16
President message Sept. 2020
Sept 2020 Presidents message.pdf (24K)
2020-09-12
Outline and bios September 2020
Outlines and bio Sept 2020.pdf (128K)
2020-09-12
Article September 2020
Watch Out for Coronavirus Scams.pdf (70K)
2020-09-12

September 2021 Meeting

Document Name Date Added
Fort bio and outline
Fort bio and outline.pdf (58K)
2021-08-23
Professional Ethics Outline
Professional Ethics Outline.pdf (11K)
2021-08-04
President's Message
Presidents letter for newsletter.pdf (27K)
2021-08-23
Timothy Fort Biography
IU-Bio.pdf (48K)
2021-08-04

September 2022 Seminar

Document Name Date Added
Estate of Levine: Intergenerational Split Dollar and More
September 2022 Article.pdf (169K)
2022-08-29
President's Letter
Presidents letter.pdf (20K)
2022-08-31
Speakers' biographies
Three speaker bios.pdf (262K)
2022-08-29
Outline
outline newsletter.pdf (90K)
2022-08-31

September 20th 2018 Seminar

Document Name Date Added
BKD bio
BKD bio.pdf (98K)
2018-09-12
President's Message
presidents letter.pdf (47K)
2018-09-11
Newsletter article
Sept 2018 article.pdf (75K)
2018-09-11
Seminar flyer
Seminar flyer.pdf (41K)
2018-09-11
Membership application
Member application 2018-2019.pdf (61K)
2018-09-11