Document Library

Categories

Council Documents

Document Name Date Added
Amended Articles to the by laws.pdf (369K)
2010-01-30
PCEPC Officer Duties
PCEPC Officer Duties.doc (42K)
2008-08-12

Governance

Document Name Date Added
Pinellas County Estate Planning Council Bylaws
Pinellas County Estate Planning Council ByLaws.doc (55K)
2015-08-14
Amended Articles Document 701884
Articles of Amedment Document #701884.pdf (37K)
2015-08-14

Membership

Document Name Date Added
New Member Application
PCEPC Membership Application 2025 (3).pdf (227K)
2025-10-16
PCEPC Membership Application - Updated Feb 2023
PCEPC Membership Application - Updated Feb 2023.pdf (229K)
2023-02-20
Membership Application
PCEPC Membership Application 2025.pdf (245K)
2025-06-25

Presentations

Document Name Date Added
4th Session Handout - Trust Distributions Mock Discretionary Committee
4th Session Handout - Trust Distributions Mock Discretionary Committee.pdf (257K)
2015-10-20
1st Session Handout - Successful Collaboration in Estate Planning
1st Session Handout - Successful Collaboration in Esatate Planning.pdf (2827K)
2015-10-20
3rd Session Handout - Ethics Grievances
3rd Session Handout - Ethics Grievances.pdf (26K)
2015-10-20
2nd Session Handout - Fiduciary Accounting
2nd Session Handout - Fiduciary Accounting.pdf (517K)
2015-10-20