REGISTRATION FOR THIS MEETING IS CLOSED.  WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL

BREAKFAST MEETING

WEDNESDAY, SEPTEMBER 20, 2017

(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, SEPTEMBER 13, 5:00 p.m.

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, SEPTEMBER 13)

“Irrevocable or Not? Modifications to Trusts”

ERIC REIS

Sponsored by Leu & Peirce

Supposedly irrevocable trusts must sometimes be modified or even terminated due to changed or unanticipated circumstances. While the terms of an irrevocable trust may seem to limit the options of the trustee, statutory and common law allow the terms of expressly irrevocable trusts to be amended under many circumstances. Similarly, merger of an old trust with a new trust having more favorable terms may effectively result in the modification of the old trust. These laws and strategies provide much more flexibility in the administration of an irrevocable trust than one might otherwise assume. This presentation will examine the substantive methods available to persons desiring to amend an irrevocable trust, including judicial modification, merger of trusts, the sale of trust assets to new trusts, and decanting trusts. Eric Reis, JD, is Of Counsel with Thompson & Knight LLP.  He counsels clients in estate planning, probate, charitable planned giving and tax-exempt organizations matters.  He is Board Certified in both tax Law and Estate Planning & Probate Law by the Texas Board of Legal Specialization. 

Continuing education credits are pending for this program.

Membership dues do not include meals.  Credit Cards are now accepted online at the website, scroll down to register.

To mail a check, please complete the form below, 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 ON THE WEBSITE (www.epcnt.org)  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 2017-2018: Armor Wealth Management, Communities Foundation of Texas, Dallas Foundation, Leu & Peirce, Lee Financial Corporation, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Stout Risius Ross Inc., Texas Bank & Trust and The Catholic Foundation