BREAKFAST MEETING

WEDNESDAY, MAY 18, 2016

(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)

NOTE:  MEETING LOCATION

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

RESERVATION DEADLINE:  WEDNESDAY, MAY 11

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY,MAY 11)

GUARIDANSHIP AND GUARDIANSHIP ALTERNATIVES

JEFFREY YATES

Sponsored by Leu & Peirce

Guardianship is one option when a person has significant problems managing financial affairs or personal care.  On occasion, it may be the only choice. However, it should be the last resort, for numerous reasons.   A Guardianship requires retaining an attorney and filing documents with the court, which can be time consuming, emotionally draining and costly. A Guardianship deprives a person of some or all of their personal rights.  Because of this, Texas law requires the Court to consider the availability of less restrictive alternatives that may be available.  Unfortunately, by the time a guardianship is necessary, many opportunities to utilize less restrictive alternatives may be lost due to the potential lack of capacity of the person to execute documents that would otherwise avoid or limit a guardianship. Anticipating the potential need of guardian in the future will provide the most options to avoid a formal guardianship.  However, even with no advanced planning, other alternatives may be available. Jeffrey Yates is a seasoned litigator and transactional attorney who focuses on probate and guardianships, litigation and estate planning.  He has served as an associate judge for the Collin County Probate Court, periodically presiding over the mental illness court. Jeff has been named to Law & Politics Magazine’s “Texas Super Lawyers Rising Stars” in 2005, 2009, 2010, and 2011, and “Texas Super Lawyers” in 2012, 2014, and 2015. Education: St. Mary’s University School of Law; Undergraduate: Texas A&M University.

Continuing education credits are pending for this program.

Membership dues do not include meals.  Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare.

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15

Name: ______________________________________ 

  ____$25     ___$30 ____$15

E-Mail: ______________________________________

Phone Number: _______________________________

Name: _______________________________________

 ____$25    ___$30  ____$15

E-Mail: ______________________________________

Phone Number: _______________________________

NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20

We would like to thank the following Sponsors for their support for 2015-2016: Leu & Peirce, Lee Financial Corporation, North Dallas Bank & Trust, Pepkin & Associates, The Catholic Foundation and Texas Financial Partners.

Would your organization like to sponsor a meeting:  Sponsor for Meeting ($500 for 1 meeting):  Sponsorship for a meeting includes organization name on meeting notices, easel signage (sponsors provide signage) at the meeting, promotional brochures at meeting, a very brief (one minute) introduction to their organization at the beginning of the meeting and one complimentary breakfast at the meeting.  NOTE:  Each meeting can have more than one sponsor (conflicts will be eliminated by Council).