The Impact of Bankruptcy on Estate Planning
WEDNESDAY, OCTOBER 19, 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, OCTOBER 12 (5:00 p.m.)
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, OCTOBER 12)
IMPACT OF BANKRUPTCY ON ESTATE PLANNING
Sponsored by Lee Financial Corporation
This program is intended to provide the estate planning professional – attorneys, accountants, financial planners and others involved in estate and asset protection planning process – with an overview of the impact which bankruptcy can and often does have on estate planning and asset protection efforts. The attendees will learn about the various types of bankruptcy proceedings, the players involved, how bankruptcy can impact existing estate planning and asset protection efforts, as well as gain tips on how to avoid issues arising from the insolvency of testators, beneficiaries, and settlors and others involved in the estate planning and asset protection processes. Bruce Akerly‘s primary areas of practice include commercial litigation, bankruptcy and financial restructuring, and creditors rights. He is a frequent writer and lecturer in the areas of commercial litigation and procedure, creditor rights, collection of debts and judgments, and insolvency proceedings. He has represented business and individual clients in negotiations, settlements, mediations, trial and appeal of various forms of commercial, bankruptcy and business entity disputes, commercial litigation, and other contested matters before administrative, state and federal courts. Mr. Akerly is a member of the State Bar of Texas and Dallas Bar Association's Bankruptcy and Litigation Sections, ACA International (MAP division), ACA Southwest (Texas), Commercial Law League, and American Bankruptcy Institute. He earned his B.A. degree from Southwest Texas State University and his J.D. degree, cum laude, from Texas Tech University School of Law. He was a law clerk to the Hon. Mary Lou Robinson, U.S. District Court, Northern District of Texas from 1982-1984 and is admitted to practice before the United State Supreme Court, all U.S. District courts in the states of Texas and Wisconsin, the U.S. District Court for the Western District of Tennessee, the Eastern District of Michigan, and the U.S. Court of Appeals for the 5th and 6th Circuits and the 10th Circuit B.A.P.
Continuing education credits are pending for this program.
Membership dues do not include meals. Credit Cards are now accepted online at the website, scroll down to register.
To mail a check, 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 ON THE WEBSITE (scroll to the bottom and click "register") 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
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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 2016-2017: Communities Foundation of Texas, FMV Opinions, Leu & Peirce, Lee Financial Corporation, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Texas Bank & Trust and The Catholic Foundation.
INSTRUCTIONS FOR CREDIT CARD PAYMENT:
NEW THIS YEAR! TO PAY VIA CREDIT CARD: follow these instructions:
CLICK ON” REGISTER NOW” BELOW
- Complete the contact information
- Payment Method: click “Credit Card or PayPal”
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- Click “Pay Now”
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- “PayPal Guest Checkout”
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- PLEASE NOTE: YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION