Revocable Living Trusts
WEDNESDAY, APRIL 20, 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, APRIL 13
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, APRIL 13)
THE PROS AND CONS OF REVOCABLE LIVING TRUSTS
SHAWNA BROWN AND DIANNE REIS
Sponsored by the Catholic Foundation
Ms. Reis and Ms. Brown will discuss the pros and cons of revocable living trusts, by using case scenarios. These trusts are appropriate for some clients, but not all. Many issues come into play, including probate avoidance, planning for Medicaid and other public benefits, whether out-of-state property is involved, whether one or both of the clients have diminished capacity or are near that time in their lives, whether a will contest might be a possibility for the family, whether either spouse has children of a prior marriage, and other issues. Shawna Brown is an attorney who practices in North Dallas in the areas of estate planning and estate administration. She was named by her peers as one of D Magazine’s “Best Attorneys in Dallas” and was named to the “Best Women Lawyers” previously. She is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization. Ms. Brown received an LL.M. in Taxation from NYU School of Law and attended the University of Arkansas for her undergraduate and law degrees. She is a Past President of the Estate Planning Council of North Texas. Dianne Reis has an estate planning and probate practice in Plano, Texas, which includes estate tax, guardianship and Medicaid planning. She is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, Certified in Elder law by the National Elder Law Foundation and the author of Texas Estate Planning, published by James Publishing Company. She received her J.D. with Honors from the University of Texas and an A.B. in Economics from Harvard University. She is a frequent speaker to attorneys and other professionals in her area of expertise.
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 email@example.com) so we will have a count for the number of meals to prepare.
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
____$25 ___$30 ____$15
Phone Number: ________________________________
____$25 ___$30 ____$15
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, Pepkin & Associates, The Catholic Foundation and Texas Financial Partners.