Investing Under the Prudent Investor Act

Date: Wednesday, February 17, 2016
Time: 7:30am - 9:00am
Location: Gleneagles Country Club
Speaker: Lori Ashmore Peters



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


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






Sponsored by North Dallas Bank & Trust Co.


The presentation will discuss the origins of the prudence standards for trusts and the prior legislation, as well as the change from the Prudent Man Rule to the current Prudent Investor Act.  It will further discuss the 5 objectives of the Act and lastly the liability of a Trustee with regard to the Act. Although the Uniform Prudent Investor Act of Texas became effective in 2004, it is still imperative for estate planning professionals to understand the scope and breadth of the Act as it pertains to those professionals and their clients. Attendees may expect to gain knowledge of the obligations, powers, and authorities granted to them by the Act. Attendees may also expect to learn about the areas in which many professionals or trustees run afoul of the Act and will be provided with information designed to assist them in recognizing any potential liabilities that may exist. . Lori Ashmore Peters was admitted to practice in Texas in 1996. Her background is in Estate Planning, Probate, Ancillary Probate, Guardianships and Mental Health Law. She has been certified to serve as Attorney Ad Litem and Guardian Ad Litem in the Probate Courts in Texas. She has served as Court appointed Attorney Ad Litem on numerous cases, as well as Guardian and Guardian Ad Litem. She works with litigation law firms as a probate consultant and speaks with litigation attorneys regarding the necessity for probate, ancillary probate and possible estate planning as it relates to lawsuits. She also works with many attorneys and Judges throughout Texas and the United States. Mrs. Peters also dedicates a portion of her practice to working with mentally ill individuals. She serves as special probate judge for Probate Court No. 3, Dallas County and serves as Court-appointed attorney on Mental Illness cases. She has also served as Master over Probable Cause Hearings. Additionally, she represents families in obtaining Mental Illness Warrants to protect loved ones who may be a danger to themselves or to others, as well as representing family members in obtaining a guardianship over a loved one who suffers from a mental illness.


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.


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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