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Council Documents

Document Name Date Added
neufeld bio.txt (3K)
2009-05-06
Andrew DiMaio BIO
May 19 2016 Speaker BIO (100K)
2016-03-03
November 19 Meeting Outline
EPC_Nov_19_ 2008.ppt (2004K)
2008-11-18
Shirley B. Whitenack BIO
Shirley B. Whitenack BIO.docx (19K)
2016-01-11
6.27.19 Member Golf & Annual Meeting
6.27.19 Member Golf & Annual Meeting.doc (55K)
2019-04-17
Samuel A Donaldson_CV
Samuel A Donaldson_CV_2014.pdf (398K)
2015-08-05
Paul S. Lee, JD LLM BIO 2015
Paul Lee 2015.doc (25K)
2015-04-23
J Valouch BIO
J Valouch bio_2014-3.pdf (1236K)
2014-05-12
Split Dollar loan to a Grantor ILIT
epc january 2010 meeting notice.pdf (418K)
2009-12-11
NJ CPE Notification EPD 2019
NJ CPE Program Notification EPD 2019.pdf (93K)
2019-10-23
Membership Application 2017-18 (New Members)
EPCBC_MembershipApplication 2017-18 (1).pdf (149K)
2017-10-25
The Front & Back End to Maximizing Qualified Retirement Plan Assets
BCEPC 9.25 Maximizing QP Assets Front & Back-Rev.pdf (1089K)
2025-09-22
Rocco Labella Esq BIO
Rocco Labella Bio.pdf (67K)
2014-01-15
September 22th meeting notice.doc (22K)
2009-08-14
Membership Application 2016-17
EPCBC_MembershipApplication 2016-17.pdf (111K)
2017-07-18
Raymond Radigan BIO 11.21.13
Raymond Radigan Bio.pdf (230K)
2013-11-21
LSA Outline (2).txt (20K)
2009-05-06
Shaking the Tree BIO
Bio for Estate Planning Council's Shaking the Tree Collaborative Learning Experience.pdf (130K)
2016-06-28
TOUGH ISSUES - 2009 (2) (2).doc (625K)
2008-11-25
Hon Peter Doyne BIO
Hon Peter E Doyne BIO.docx (88K)
2016-01-11
Member Application 2015-2016
EPCBC_MembershipApplication 2015-2016.pdf (548K)
2016-10-31
epc 2008 flyer.pdf (232K)
2008-10-17
David Lieberman - BIO 09.24.15
BioSellSheets_Individual_David.pdf (427K)
2015-07-09
Richard Greenberg, Esq. BIO
Richard Greenberg BIO 11.20.14.pdf (63K)
2014-10-03
Paul Robertson, MBA - BIO
Robertson, Paul - Bio.pdf (64K)
2014-08-19
Neal Elkin BIO
Neal Elkin bio.pdf (85K)
2017-08-14
Split Dollar loan to a Grantor ILIT
epc january 2010 meeting notice(1).pdf (418K)
2009-12-11
Jeffrey N. Pennell
Jeffrey Pennell BIO EPD 2014.docx (14K)
2014-04-15
Andrew Auchincloss - BIO
Auchincloss - bio.pdf (92K)
2017-01-19
Leonard Witman 02.27.14
Leonard Witman BIO 2014.pdf (28K)
2013-12-26
EPCBC 2009 Annual Meeting.pdf (261K)
2009-05-21
Paul McKibbin BIO
Paul McKibbin Bio 2016.pdf (97K)
2016-06-28

01.23.19 Heckerling Program

Document Name Date Added
Martin Shenkman BIO
Martin Shenkman BIO 2018.docx (148K)
2018-12-14
NJ CPE Program Notification 01.23.19
CPE Notice January 23 2019 Heckerling.pdf (74K)
2018-12-13

03.07.19 Estate and Gift Valuations

Document Name Date Added
NJ CPE Program Notification 03.07.19
NJ CPE Program Notification 03.07.19.pdf (236K)
2019-02-14
Leonard Friedman BIO
Leonard Friedman, CPA - BIO.pdf (40K)
2019-02-14

05.09.19 Insurance Focused Program

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09.20.18 - Economic Update

Document Name Date Added
Talley Léger BIO
Talley Léger BIO 09.20.18.pdf (1586K)
2018-09-17
Thomas Loncar BIO
Thomas Loncar Biography.pdf (540K)
2018-07-09
NJ CPE Program Notification 09.20.18
NJ CPE Program Notification 09.20.18.pdf (97K)
2018-09-17
Gregory Brown BIO
Gregory Brown Biography.pdf (417K)
2018-07-09
Meeting Notice 09.20.18
September 20 2018 Meeting Notice BERGEN.pdf (140K)
2018-09-17

1.29.20 Heckerling Program

Document Name Date Added
Heckerling Review Part 2
Heckerling Review_Shenkman_FINAL DISTRIBUTED Part II.pdf (252K)
2020-01-28
Heckerling Review Part 1
Heckerling Review_Shenkman_FINAL DISTRIBUTED.pdf (761K)
2020-01-28

11.29.18 - Estate Planning and Divorce

Document Name Date Added
NJ CPE Program Notification 11.29.18
NJ CPE Program Notification 11.29.18.pdf (97K)
2018-10-22

12.5.19 Shenkman

Document Name Date Added
Meeting Notice 12.5.19
December 5 2019 Meeting Notice BERGEN.pdf (77K)
2019-12-04
Shenkman presentation 12.5.19
cancer estate and related planning 2019 .pdf (233K)
2019-11-12
Assisting Clients Who've Received a Cancer Diagnosis
2019 10 16 - Assisting Clients Whove Received a Cancer Diagnosis.pdf (160K)
2019-11-12
NJ CPE Program Notification 12.5.19
NJ CPE Program Notification 12.5.19.pdf (75K)
2019-12-04
Cancer Planning
Cancer planning final Jul 26 2017.pdf (200K)
2019-11-12
Breast Cancer Planning
15 - Breast Cancer planning Jul 5 2019.docx (20K)
2019-11-12

3.19.20 Overview of Special Needs & Elder Planning

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Annual Meeting

Document Name Date Added
Estate Planners Day: Conrad Teitell Handout
EPCBC-EPD_ConradTeitell_10-20-11.pdf (1444K)
2011-10-14

Asset Protection Planning in the 21st Century

Document Name Date Added
Al W. King, III JD, LL.M, AEP (Distinguished)
Al King Bio with Speeches and Publications #100.pdf (164K)
2012-09-19

BY LAWS

Document Name Date Added
ByLaws 09.27.17
ByLaws approved 09.27.17.pdf (119K)
2017-09-28

Charles Lieberman 09.26.13

Document Name Date Added
Dr. Charles Lieberman BIO
Charles Lieberman Bio 09.26.13.pdf (1634K)
2013-08-04

EPD 2019 Articles (M. Shenkman & G. Brew)

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Estate Planners Day 2012 - Stacy Eastland

Document Name Date Added
Stacy Eastland BIO
Stacy Eastland BIO.pdf (52K)
2012-08-20

Estate Planners Day 2013 - Gideon Rothschild, Esq.

Document Name Date Added
BIO Gideon Rothschild, Esq. 2013
Biography Gideon Rothschild 2013.pdf (79K)
2013-08-04
EPD 2013
Bergen Cty EPD 10.17.13.pdf (208K)
2013-10-07

Estate Planning Beat the Clock to Meet Client Goal

Document Name Date Added
Mark Tietlebaum, JD, LL.M, CLU, ChFC 09.20.12
Teitlebaum, Mark Bio.pdf (2064K)
2012-07-19

Membership

Document Name Date Added
2020-21 Membership Application
EPCBC_MembershipApplication 2020-21.pdf (94K)
2021-09-30
2018-2019 New Member Application
FILLABLE COPY EPCBC_Membership Application 2018-19-2.pdf (238K)
2019-09-24
2014-15 NEW Member Application
EPCBC_Membership Application 2014-15.pdf (209K)
2015-08-10
EPCBC Membership Application 2024-25
EPCBC_MembershipApplication 2024-25.pdf (96K)
2024-07-31
Membership Application 2021-22
EPCBC_MembershipApplication 2021-22.docx (33K)
2021-09-30
2013-14 New Member Application
EPCBC_Membership Application 2013-14.pdf (97K)
2014-09-03
2019-20 BEPC Membership Application
EPCBC_MembershipApplication 2019-20.docx (32K)
2020-09-04
Membership Application 2012-13
EPCBC_MembershipApplication.pdf (149K)
2013-08-05
2017-2018 New Member Application Fillable
FILLABLE COPY EPCBC_Membership Application 2017-18.pdf (156K)
2018-06-26
Membership Application 2025-26
EPCBC_MembershipApplication 2025-26.pdf (199K)
2025-09-08
2022-23 Membership Application
EPCBC_MembershipApplication 2022-23.pdf (94K)
2022-09-20

Monthly Meeting Document

Document Name Date Added
Martin Shenkman BIO
Martin Shenkman BIO 2014.pdf (57K)
2018-01-08
NJ CPE Program Notification 10.25.18
NJ CPE Program Notification 10.25.18.pdf (98K)
2018-08-09
Richard Greenberg BIO
Richard Greenberg Bio 2014.pdf (20K)
2018-01-08
Planning with Roth IRAs - Nov. 19, 2009
Planning with RothIRAs-11-19-09.pdf (1315K)
2009-10-28