THIS IS A JOINT MEETING WITH DALLAS ESTATE PLANNING COUNCIL

BREAKFAST MEETING

DECEMBER 7, 2017

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

NOTE:  MEETING LOCATION

NORTHWOOD CLUB

6524 Alpha Road, Dallas, Texas

RESERVATION DEADLINE: WEDNESDAY, NOVEMBER 29 (5:00 P.M.)

(PAYMENT MUST BE IN COUNCIL’S OFFICE)

ESTATE PLANNING FOR SPECIAL NEEDS FAMILIES:

COMPLEXITIES AND RECENT DEVELOPMENTS

TRESI WEEKS

This session focuses on advanced planning for clients with children, grandchildren or siblings with disabilities. The presentation will begin with the basics of creating a life plan for the child and strategies for funding the child’s lifetime needs by maximizing public benefits and reducing taxes.  The presentation will then explore to how traditional tax planning, including Crummey withdrawal powers, disclaimers, and conduit trusts can affect the government benefits and wellbeing of the child.   Attendees will be able to identify planning opportunities for special needs family members, including special needs trusts, life insurance trusts, and retirement trusts, while avoiding potential malpractice pitfalls.  Attendees will also be able to recognize possible probate fixes when the parent dies without a special needs trust.  Lastly, attendees will understand the most recent developments in special needs planning, including ABLE accounts and military survivor benefit plans. Tresi Weeks is an attorney and founder of the Weeks Law Firm, PLLC, where she assists families with special needs planning, estate planning, guardianship and probate.  She is a frequent speaker on special needs planning.  She serves as Vice-chair of the Board of Disability Rights Texas, and serves on the board of Coventry Reserve and Association for Independent Living.  She is the past President of the Estate Planning and Probate Section of the Collin County Bar Association, and currently serves on the board of the Collin County Bar.  In addition, she serves on the board of the Estate Planning Council of North Texas and the Dallas Society of Financial Service Professionals.  She is a member of NAELA.  She received her B.A. and J.D. from Baylor University. 

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 bottom of the page.

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

Name: ________________________________________ 

____$37  ___$60 ____$25

E-Mail: _______________________________________

Phone Number: _________________________________

Name: ________________________________________

 ____$37   ___$60  ____$25

E-Mail: _______________________________________

Phone Number: _________________________________

We would like to thank the following Sponsors for their support for 2017-2018: Armor Wealth Management, Communities Foundation of Texas, Dallas Foundation, Leu & Peirce, Lee Financial Corporation, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Stout., Texas Bank & Trust and The Catholic Foundation

TO PAY VIA CREDIT CARD - PLEASE FOLLOW INSTRUCTIONS BELOW

Click on the Registration link below. Complete the contact information

1. Payment Method: click “Credit Card or PayPal”
2. REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
3. Click “Pay Now”
4. “Pay with Debit or Credit Card”
5. “PayPal Guest Checkout”
6.  “Pay Now”
7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS

SPECIAL MEAL REQUESTS ARE NOT AVAILABLE FOR THIS MEETING