Current Estate Planning updates
This is a joint meeting with Dallas Estate Planning Council.
THURSDAY, FEBRUARY 2, 2017
(Lunch served Noon-12:30 p.m., Program 12:30-1:30)
NOTE: MEETING LOCATION
DALLAS COUNTRY CLUB
4155 Mockingbird Lane, Dallas, Texas
RESERVATION DEADLINE: WEDNESDAY, JANUARY 25, 5:00 p.m.
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, JANUARY 25)
NOTE: THIS MEETING IS A JOINT MEETING WITH DALLAS ESTATE PLANNING COUNCIL
CURRENT ESTATE PLANNING DEVELOPMENTS
The presentation will be a summary of estate planning current developments, including a discussion of anticipated regulations as well as case law developments. The focus will be on issues of practical importance in advising clients including observations from the Heckerling Institute on Estate Planning about important estate planning trends. Steve R. Akers, JD, is a Managing Director with Bessemer Trust Company, N.A., in Dallas, Texas, where he is Senior Fiduciary Counsel and is in the Estate Planning Department. Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning and is a frequent speaker at that Institute, as well as other estate planning seminars across the country. He is a co-author of A Planning Guide to Buy-Sell Agreements and Estate Planning after the Tax Relief and Job Creation Act of 2010. Mr. Akers has received the Distinguished Accredited Estate Planner Award from the National Association of Estate Planning Councils, the Distinguished Probate Lawyer Lifetime Achievement Award from the State Bar of Texas Real Estate, Probate and Trust Law Section, and the Lifetime Achievement Award from the Dallas Bar Association Probate, Trusts & Estates Section. Mr. Akers received his B.S. degree in Chemical Engineering from Oklahoma State University (1974) and his J.D. degree from the University of Texas.
Continuing education credits are pending for this program. The program handouts are paperless. The handout will be available to download on the website (Document Library) a few days prior to each meeting. YOU may print the handout if you prefer to have a handout at the meeting.
Membership dues do not include meals. Credit Cards are now accepted online at the website, www.epcnt.org
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 10 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 (www.epcnt.org) so we will have a count for the number of meals to prepare.
Member: $37 (includes meal); Guest: $60 (includes meal); Program Only (no meal): $25 (Member Only)
___$37 ___$60 ____$25
Phone Number: ______________________________
____$37 ___$60 ____$25
Phone Number: ________________________________
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.
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