Estate Planning & Marriage Equality for LGBT Texans

Date: Wednesday, January 20, 2016
Time: 7:30am - 9:00am
Location: Gleneagles Country Club
Speaker: Lori Burch



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


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




Estate Planning & Marriage Equality for LGBT Texans


Sponsored by Pepkin & Associates

For practitioners and advisors who represent lesbian, gay, bisexual, and transgendered clients, this presentation will address the latest tips, tools, and updates on new and quickly evolving LGBT legal issues since the marriage equality decision in June 2015. Topics include the decision’s impact on retroactivity, common law marriage, community property, divorce, adoptions, estate planning, and probate. The presentation will help those with LGBT clients understand the unique planning and challenges when it comes to legal planning for LGBT Texans. Lorie Burch: In 1998, Lorie moved to Washington, D.C. for law school and then worked for various non-profits and eventually the Securities & Exchange Commission. Lorie returned home in the fall of 2004 and is now a confirmed Texan!. Lorie currently serves as the Chair of the Sponsorship Committee on the Black Tie Dinner Board, the largest fund raising dinner for the LGBT community in the nation. Lorie served as the 2013-2014 National President for the Board of Directors of the American Business Women’s Association. From 2011-2013, she also served on the ABWA National Board. Lorie was honored by the Dallas Business Journal as a 2013 Women in Business. She was recognized as one of the 2010 Top Ten Business Women for the American Business Women’s Association. Also for 2010, Lorie was selected as Woman of the Year for the Outlook Positive Express Network for ABWA. Lorie is a solo practitioner who primarily focuses on helping families, single parents, and everyone in between with creating wills, trusts, powers of attorney, and living wills.


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  75238-8553THERE 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 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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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 (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 meetingNOTE:  Each meeting can have more than one sponsor (conflicts will be eliminated by Council).


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