ESTATE PLANNING COUNCIL OF NORTH TEXAS

JOINT MEETING WITH DALLAS ESTATE PLANNING COUNCIL

BREAKFAST MEETING

THURSDAY, APRIL 7, 2011

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

BENT TREE COUNTRY CLUB

5201 Westgrove Drive, Dallas, TX  75248 (972-931-7326)

FOLLOW DIRECTIONS BELOW:

Tollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive

Tollway North: Exit Keller Springs/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive

RESERVATION DEADLINE: FRIDAY, APRIL 1  (IN COUNCIL’S OFFICE)

ESTATE PLANNING CURRENT DEVELOPMENTS

STEVE AKERS

(1 HOUR PROGRAM)

Sponsored by Baylor Health Care System Foundation And Tolleson Wealth Management

Summary:  Estate planning under a new paradigm in light of legislative developments and other current developments; Estate, gift, and GST tax planning in light of legislative changes; transfer planning and creative ideas for making use of the increased $5 million gift exemption amount; discussion to include:  strategies for making the decision under new legislation of whether 2010 decedents are subject to estate tax or carryover basis; how to implement the modified carryover basis system for 2010 estates that choose to be subject to carryover basis to avoid estate tax, transfer planning strategies to take advantage of $5 million gift exemption; best strategies for utilizing valuation discounts and grantor trusts under the new paradigm of transfer planning.  Steve R. Akers, JD, is a Managing Director with Bessemer Trust Company, N.A., in Dallas, Texas, where he is Fiduciary Counsel for the Southwest Region and is in the Legacy Planning Department. Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning and is a frequent speaker at that Institute, as well as other estate planning seminars across the country. He is a past Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law and continues to serve on various committees of that Section.  He is a Fellow of the American College of Trust and Estate Counsel, and currently serves a Regent, the Editor of the ACTE Journal, and a member of the ACTEC Long Range Planning Committee.  He is a past Chair of the State Bar of Texas Real Estate, Probate and Trust Law Section and of the Dallas Bar Probate, Trusts and Estates Section.  He is a co-author of A Planning Guide to Buy-Sell Agreements. 

1 hour of continuing ed credit has been approved.

Note:  Paid membership dues do not include meals.  To register for the meeting, complete the form below, enclose a check (payable to Estate Planning Council of North Texas) for the respective amount (indicated below) and mail to: Estate Planning Council of North Texas, P.O. Box 38553, Dallas, TX  75238-8553.  RESERVATION DEADLINE IS APRIL 1.

PREPAID MEALS:  Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare and number of outlines to print.  THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. 

Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).  

Name: ________________________________________ 

    ____$37     ___$60    ____$25 (Member-Program Only)

E-mail: ________________________________________

Phone No. _____________________________________

Name: ________________________________________  

   ____$37       ___$60    ____$25 (Member-Program Only)

E-mail: _______________________________________

Phone No. _____________________________________