EPCNT IS GOING PAPERLESS!  The program handouts will no longer be printed.  The handout will be available to download on the website a few days prior to the meeting.  YOU may print the handout if you prefer to have a handout at the meeting.  

BREAKFAST MEETING

WEDNESDAY, OCTOBER 21, 2015

(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, OCTOBER 14

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, OCTOBER 14)

ESTATE PLANNING WITH REAL ESTATE AND MINERALS

SANDY DIXON

This presentation will include a brief review of common estate planning and wealth transfer techniques, highlighting the unique income, estate, business, and fiduciary considerations affecting estates holding minerals and real property, as well as a discussion of the current state of the oil & gas and real estate industries and the resulting impact on pre and post-death planning and administration.   Sandra J. Dixon is Vice President and General Counsel of Texland Petroleum, LP, where she is responsible for all general legal matters, manages the tax and accounting departments, and works with outside counsel to provide income, tax, and fiduciary advice to the multi-generational and closely-held group of owners of Texland and its related entities.  Ms. Dixon has more than thirty years of experience in the areas of income, estate, and wealth planning as a CPA and an attorney, with a heavy concentration in the oil & gas and real estate industries.  In addition to 25 years of providing tax and legal advice at both large and boutique accounting and law firms, Ms. Dixon has worked for large and major oil and gas companies with duties ranging from accounting for revenues and expenses to executive planning and administration.

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

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, The Catholic Foundation and Texas Financial Partners (HealyPartners).

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).