BREAKFAST MEETING

WEDNESDAY, JANUARY 15, 2014

(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, JANUARY 8

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, JANUARY 8)

PORTABILITY VS. CREDIT SHELTER TRUST:

MAKING DECISIONS WITH YOUR $2-10M CLIENTS

Shawna Brown, Eric Reis, Don Totusek

This presentation will discuss the basic rules governing “portability: of the federal estate tax exemption and estate planning techniques available to clients whose estates are in the $2 to $10 million range and practical insights in evaluating which strategy is best for specific clients based on a range of factors, including age, family situation, the size and nature of the estate, estate and income tax consequences and tolerance for complexity in the estate plan.  Shawna L. Brown is Board Certified in Estate Planning and Probate Law with a North Dallas practice.  She has an LL.M. in Taxation from New York University and undergraduate and law degrees from the University of Arkansas. She was included in D Magazine’s list of “Best Women Lawyers in Dallas 2010".  Eric G. Reis is Board Certified in both Tax Law and Estate Planning and Probate Law and is Of Counsel to Thompson & Knight. He graduated with honors from The University of Texas School of Law after receiving his A.B. cum laude from Harvard University. Eric is a Fellow, American College of Trust and Estate Counsel, and a Council Member of the Real Estate, Probate & Trust Law Section of the State Bar of Texas.  Don Totusek is a partner in the Dallas and McKinney law firm of Francis, Orr & Totusek, LLP. Don graduated with honors from The University of Texas School of Law after obtaining a B.S. in accounting from Oklahoma State University. He is Board Certified in Estate Planning and Probate Law and has been practicing for 37 years.

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 and number of outlines to print.

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

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Name: ________________________________________  

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Phone Number: _________________________________

Name: ________________________________________ 

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

PATRON:  We would like to thank the following patron for their support:  The Catholic Foundation

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)