BREAKFAST MEETING

WEDNESDAY, MARCH 16, 2016

(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, MARCH 9

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, MARCH 9)

SPECIAL NEEDS PLANNING FOR AFFLUENT FAMILIES

TRESI WEEKS

This presentation will discuss urgent and essential estate planning for families with children or grandchildren with disabilities, whether they are middle-income or upper-income.  Attorneys, financial advisors, trust officers and other estate planning professionals will benefit from this discussion. Attendees will understand (1) the need for special planning for children with disabilities; (2) the basics of government benefits and eligibility requirements for adults with disabilities; (3) the basic elements of special needs trusts, trust provisions, and how SNTs are used to care for the child with disabilities; (4) using special needs trusts for middle-income and affluent families, including tax planning; and( 5) creating a comprehensive plan for the future well-being of the child with special needs. Tresi Weeks began life as a trial attorney in 1987, and transitioned to estate planning in 1998.  While advocating for her child’s special needs, she learned of the great need for specialized estate planning for families of children with disabilities.  Her practice includes special needs planning, estate planning, probate and guardianship.  She is active in the disability community, and serves on the Board of Directors of Disability Rights Texas, the Association for Independent Living in Dallas, and Coventry Reserve.  She is the current president of the Estate Planning and Probate section of the Collin County Bar Association, and the Plano Star Courier 2016 Readers’ Choice Award named her as the best attorney/law firm in Plano.

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