Document Library

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Council Documents

Document Name Date Added
4-14-2016 BCEPC Flyer
bcepc april 2016.pdf (836K)
 2016-02-05
Annual Meeting with Chris Herren
Chris Herren2.pub (497K)
 2012-03-29
3-17-2016 BCEPC Flyer
bcepc march 2016-2.pdf (154K)
 2016-01-28
2-11-2016 BCEPC Speaker Bio
Speakers Bios February BCEPC event.pdf (64K)
 2016-01-08
2-11-2016 BCEPC Flyer
BCEPC February 2016.pdf (93K)
 2016-01-08
2017 Sponsorship Form
BCEPC SPONSORSHIP FORM 2017.docx (171K)
 2017-02-14
BCEPC Be a Santa To a Senior List of Gifts 12-2-15
List of gifts to choose from for BASTAS - Community Service Project-1.xlsx (12K)
 2015-12-01
BCEPC Be a Santa To a Senior Flyer 12-2-15
Bristol County Estate Planning Council Be A Santa To A Senior Flyer 1-1.pdf (817K)
 2015-11-13
Annual Meeting, Scott Brown speaker
Annual Meeting 2013.pdf (210K)
 2013-08-04
Sponsorship Form 2015-16
SPONSORSHIP FORM REREVISED 2015-2016.doc (317K)
 2015-08-26
BCEPC Sponsorship Form 2016/2017
BCEPC SPONSORSHIP FORM REREVISED 2016 2017.docx (167K)
 2016-08-30
Membership Application 2015-16
BCEPC Application 2015-2016.pdf.doc (328K)
 2016-08-31
BCEPC ByLaws 2018
BCEPC ByLaws 2018.pdf (136K)
 2018-03-26
BCEPC Letterhead
BCEPC 2017 2018 Letterhead.doc (324K)
 2018-02-10
BCEPC Sponsorship Form 2018-2018
BCEPC 2017 2018 Sponsorship Form 2018 Revised.doc (327K)
 2018-02-10
NAEPC News March
NAEPC News March.doc (280K)
 2014-03-07
Member Letter May 2008
Pres. Jim Michaud's Outgoing Member Letter.doc (28K)
 2008-05-15
Articles of Association
BCEPC Articles 2.13.doc (49K)
 2013-12-03
5-19-2016 BCEPC Flyer
bcepc may 2016.pdf (846K)
 2016-02-10
2017 Jay Sullivan Award
2017---Jay Sullivan Award Letter and Application.doc (328K)
 2017-03-26

Marketing Flyers

Document Name Date Added
May Dinner Meeting
bcepc may 2017.pdf (1176K)
 2017-02-14
April Dinner Meeting
bcepc april 2017.pdf (563K)
 2017-02-14
March Dinner Meeting
bcepc march 2017.pdf (310K)
 2017-02-14
Annual Open Networking Event
bcepc oct 2019 (1)-compressed.pdf (110K)
 2019-09-24
2018 2019 Sponsorship Application
BCEPC 2018 2019 Sponsorship Letter Final.doc (329K)
 2018-09-05
Holiday Gathering 11/30/17
BCEPC Holiday 2017 Flyer.pdf (814K)
 2017-11-24

Meeting Minutes

Document Name Date Added
Board Mtg Minutes 2012-3-07
BCEPC Board Mtg 3-7-12.doc (27K)
 2012-03-29
Board Mtg Minutes 2013.10.7
BCEPC Board mtg 10-7-2013.doc (32K)
 2013-12-03
BCEPC June 2015 Minutes
BCEPC June 2015 Minutes.docx (14K)
 2016-06-20
Board Mtg Minutes 2010-05-18
BCEPC Board Meeting 5-18-10.doc (49K)
 2010-05-18
Board Mtg Minutes 2013.8.14
BCEPC Board Mtg 8-14-13.doc (28K)
 2013-12-03
BCEPC June 2014 Minutes
BCEPC June 2014 Minutes.docx (14K)
 2016-06-20
Board Mtg minutes 2010-04-08
BCEPC Board Meeting 4-8-10.doc (48K)
 2010-04-12
Board Mtg Minutes 2012-2-8
BCEPC Board Mtg 2-8-12.doc (27K)
 2012-03-01
Board Mtg Minutes 2013.9.9
BCEPC Board Mtg 9-9-13.doc (29K)
 2013-12-03
BCEPC January 2016 Minutes
BCEPC January 2016 Minutes.docx (14K)
 2016-06-20
Board Mtg Minutes 2010-03-10
BCEPC Board Meeting 3-10-10.doc (50K)
 2010-03-15
Board Mtg Minutes 2013.11.4
BCEPC Board mtg 11-4-2013.doc (25K)
 2013-12-03
BCEPC February 2015 Minutes
BCEPC February 2015 Minutes.docx (14K)
 2016-06-20
Board Mtg Minutes 2010-02-17
BCEPC Board Meeting 10-2-17.doc (47K)
 2010-03-10
Board Mtg Minutes 2012-1-11
BCEPC Board Mtg 1-11-12.doc (27K)
 2012-02-10
Board Mtg Minutes 2013.12.2
BCEPC Board mtg 12-2-2013.doc (29K)
 2013-12-03
BCEPC December 2015 Minutes
BCEPC December 2015 Minutes.docx (14K)
 2016-06-20
Board Mtg Minutes 2007-10-01
BCEPC Board Meeting 10-1-7.doc (47K)
 2010-02-03
Board Mtg Minutes 2011-09-07
BCEPC BOARD MEETING September 7 2011.doc (32K)
 2011-09-14
BCEPC December 2014 Minutes
BCEPC December 2014 Minutes.pdf (156K)
 2016-06-20
Board Mtg Minutes 2009-11-04
BCEPC Board Meeting 09-11-4(1).doc (46K)
 2009-11-04
Board Mtg Minutes 2011-08-03
BCEPC BOARD MEETING August 3 2011.docx (20K)
 2011-09-14
Board Mtg Minutes 2008-01-10
BCEPC Board Meeting 1-10-08.doc (35K)
 2008-01-16
Board Mtg Minutes 2009-10-08
BCEPC Board Meeting 09-10-8.doc (46K)
 2009-11-04
Board Mtg Minutes 2011-4-14
BCEPC BOARD MEETING April 14 2011.docx (19K)
 2011-05-23
Board Mtg Minutes 2007-11-08
BCEPC Board Meeting 11-8-07.doc (31K)
 2008-01-14
Board Mtg Minutes 2013-03-13
BCEPC Board Mtg 3-13-13.doc (29K)
 2013-08-04
Board Mtg Minutes 2009-09-01
BCEPC Board Meeting 9-1-09.doc (46K)
 2009-09-23
BCEPC October 2015 Minutes
BCEPC October 2015 Minutes.docx (14K)
 2016-06-20
Board Mtg Minutes 2011-03-16
BCEPC Board Meeting 3-16-11.doc (47K)
 2011-04-13
Board Mtg Minutes 2013-02-13
BCEPC Board Mtg 2-13-13.doc (28K)
 2013-08-04
BCEPC April 2016 Minutes
BCEPC April 2016 Minutes.docx (14K)
 2016-06-20
Board Mtg Minutes 2009-08-12
BCEPC Board Meeting 8-12-09.doc (46K)
 2009-08-13
BCEPC September 2015 Minutes
BCEPC September 2015 Minutes.docx (13K)
 2016-06-20
Board Mtg Minutes 2011-02-09
BCEPC Board Meeting 2-9-11.doc (52K)
 2011-02-16
Board Mtg Minutes 2013-01-09
BCEPC Board Mtg 1-9-13.doc (28K)
 2013-08-04
BCEPC April 2015 Minutes
BCEPC April 2015 Minutes.docx (15K)
 2016-06-20
Board Mtg Minutes 2009-05-05
BCEPC Board Meeting 5-5-09.doc (42K)
 2009-07-22
Board Mtg Minutes 2014.6
BCEPC June 2014 Minutes.pdf (112K)
 2014-09-05
BCEPC September 2014 Minutes
BCEPC September 2014 Minutes.pdf (119K)
 2016-06-20
Board Mtg Minutes 2011-01-13
BCEPC Board Meeting 1-13-11.doc (48K)
 2011-01-13
Board Mtg Minutes 2012-11-13
BCEPC Board Mtg 11-13-12.doc (27K)
 2013-08-04
Board Mtg Minutes 2009-04-08
BCEPC Board Meeting 4-8-09.doc (41K)
 2009-04-08
Board Mtg Minutes 2014.5
BCEPC May 2014 Minutes.pdf (123K)
 2014-09-05
BCEPC October 2014 Minutes
BCEPC October 2014 Minutes.pdf (120K)
 2016-06-20
Board Mtg Minutes 2010-11-09
BCEPC Board Meeting 11-9-10.doc (50K)
 2010-11-09
Board Mtg Minutes 2012-10-3
BCEPC Board Mtg 10-3-12.doc (26K)
 2012-11-28
Board Mtg Minutes 2009-03-10
BCEPC Board Meeting 3-10-09.doc (37K)
 2009-04-08
Board Mtg Minutes 2014.4
BCEPC April 2014 Minutes.pdf (121K)
 2014-09-05
BCEPC November 2014 Minutes
BCEPC November 2014 Minutes.docx (15K)
 2016-06-20
Board Mtg Minutes 2010-10-06
BCEPC Board Meeting 10-6-10.doc (48K)
 2010-11-09
Board Mtg Minutes 2012-09-12
BCEPC Board Mtg 9-5-12.doc (27K)
 2012-09-27
Board Mtg Minutes 2009-02-04
BCEPC Board Meeting 2-4-09.doc (37K)
 2009-03-26
Board Mtg Minutes 2014.2.3
BCEPC February 2014 Minutes.doc (27K)
 2014-03-07
BCEPC May 2015 Minutes
BCEPC May 2015 Minutes.docx (16K)
 2016-06-20
Board Mtg Minutes 2010-09-08
BCEPC Board Meeting 9-8-10.doc (46K)
 2010-09-28
Board Mtg Minutes 2012-8-8.
BCEPC Board Mtg 8-8-12.doc (31K)
 2012-08-20
Board Mtg Minutes 2009-01-14
BCEPC Board Meeting 1-14-09.doc (38K)
 2009-02-04
Board Mtg Minutes 2014.1.4
BCEPC Board mtg 1-6-2014.doc (30K)
 2014-03-07
BCEPC May 2014 Minutes
BCEPC May 2014 Minutes.docx (14K)
 2016-06-20
Board Mtg Minutes 2010-08-11
BCEPC Board Meeting 8-11-10.doc (48K)
 2010-08-12
Board Mtg Minutes 2012-5-16
BCEPC Board Mtg 5-16-12.doc (27K)
 2012-08-06
Board Mtg Minutes 2008-12-04
BCEPC_Board_Meeting_12-4-08[1].doc (38K)
 2008-12-04
BCEPC March 2016 Minutes
BCEPC March 2016 Minutes.docx (15K)
 2016-06-20
Board Mtg Minutes 2010-06-10
BCEPC Board Meeting 6-10-10.doc (47K)
 2010-07-20
Board Mtg Minutes 2012-4-4
BCEPC Board Mtg 4-4-12.doc (27K)
 2012-08-06
BCEPC March 2015 Minutes
BCEPC March 2015 Minutes.docx (14K)
 2016-06-20
Board Mtg Minutes 2010-07-14
BCEPC Board Meeting 7-14-10.doc (49K)
 2010-07-20
Board Mtg Minutes 2007-06-21
BCEPC Board Meeting 6-21-07.doc (34K)
 2007-08-06

Membership Application

Document Name Date Added
BCEPC Membership Application 2016/17
BCEPC Application 2016-2017 FINAL 102016.doc (327K)
 2016-10-24
Membership Application 2019 - 2020
BCEPC 2019 2020 Application REV.doc (328K)
 2019-09-11
2018-2019 Membership Application
BCEPC 2018 2019 Application REV.doc (327K)
 2018-11-29
BCEPC Membership App 2017-2018
BCEPC Application2017-2018 Revised.doc (328K)
 2018-02-10

NAEPC Conference Notes

Document Name Date Added
NAEPC 44th Conference Speaker Notes
What we really need to know about policies our clients acquire.pdf (1357K)
 2008-05-14
NAEPC 44th Conference Speaker Notes
Passing Value vs. Transferring Values).pdf (118K)
 2008-05-14
NAEPC 44th Conference Speaker Notes
What Does Money Mean to You.pdf (80K)
 2008-05-14
NAEPC 44th Conference Speaker Notes
Charitable planning in 2007 and beyond.pdf (207K)
 2008-05-14
NAEPC 44th Conference Speaker Notes
Charitable remainder unitrusts.pdf (517K)
 2008-05-14
NAEPC 44th Conference Speaker Notes
Suggestions for estate & gift tax audits.pdf (333K)
 2008-05-14
NAEPC 43rd Conference Speaker Notes
Hedging Strategies.pdf (288K)
 2007-08-31
NAEPC 43rd Conference Speaker Notes
Clearasil, McDonalds, and Long Term Care.pdf (135K)
 2007-08-31
NAEPC 43rd Conference Speaker Notes
Uses (and Misuses) of FLPs and LLCs.pdf (232K)
 2007-08-31
NAEPC 43rd Conference Speaker Notes
Using Disclaimers .pdf (190K)
 2007-08-31
NAEPC 43rd Conference Speaker Notes
7 Ways to Play, 7 Ways to Pay.pdf (124K)
 2007-08-31
NAEPC 43rd Conference Speaker Notes
Maximizing Both Spouse's Exemptions.pdf (1717K)
 2007-08-31
NAEPC 43rd Conference Speaker Notes
Special Needs Trusts and Trust Protection.pdf (131K)
 2007-08-31

President Letter

Document Name Date Added
President's Message 2015-16
BCEPC President's Message 2015-16.pdf (241K)
 2016-07-18

Speaker Biographies

Document Name Date Added
What Women Want
What Women Want One Sheet _2013.pdf (879K)
 2013-09-05