Ways to Protect the Plan from Client Neglect/Faulty Maintenance
REGISTRATION IS CLOSED
REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTERED BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION. THERE ARE NO EXCEPTIONS.
WEDNESDAY, November 18, 2020
NOTE TIME: 8:00 a.m.
Registration Deadline: NOVEMBER 11 (5:00 p.m.)
“THE ULTIMATE WORRIER” – WAYS TO PROTECT THE PLAN
FROM CLIENT NEGLECT AND FAULTY MAINTENANCE
Sponsored by The Catholic Foundation and Frost Bank
This presentation will explore preventative measures designed to protect an estate plan from the damage that could otherwise result from a client’s, a fiduciary’s, or other advisor’s neglect or misunderstanding of the plan. Specifically, the presenter will discuss the importance of conveying the client’s goals for the plan in a clear and concise manner in the governing documents, which should ideally serve as a roadmap for the fiduciary and advisors responsible for implementing the plan. With the use of case studies, this presentation will discuss common ways in which an estate plan could be negligently maintained, explain the potential consequences of that negligence, and suggest options for simplifying an estate plan’s maintenance to avoid those missteps altogether. This presentation will also address ways of building flexibility into an estate plan to accommodate a fiduciary’s pursuit of non-judicial corrective measures if the suggested preventative measures are not adopted and a plan is ultimately improperly maintained. Laurel Stephenson is a founding Member of Davis Stephenson, PLLC. She specializes in estate planning for high net worth individuals and multi‐generational families. She works with her clients to develop estate plans tailored to preserve, protect, and transfer the wealth they spent their lives accumulating in a manner designed to fulfill their unique objectives. As a result, Laurel has experience in counseling clients with regard to transfer tax and charitable planning, preparing complex estate planning documents, negotiating and drafting marital property agreements, representing clients subject to gift and estate tax audits by the Internal Revenue Service, coordinating estate administrations, and providing technical assistance with regard to fiduciary litigation matters. She received her JD from University of Texas School of Law and B.S. in Economics from Texas A&M University.
Continuing education credits pending for State Bar, CPA, CFP
This presentation will be offered as “Program Only” for members ($10) and non-members ($20).
Register with the link below.
After registration closes, an additional email (check spam folder too) will be distributed to the registrants regarding access instructions to the online presentation and continuing education credits. If someone is registering for you, please be sure YOUR EMAIL ADDRESS is listed in the RSVP form. REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTERED BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION. THERE ARE NO EXCEPTIONS.
We would like to thank the following Sponsors for their support for 2020-2021: Argent Trust, Armanino, Bank of Texas, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Leu & Peirce, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Merrill Lynch (The Maynard Group), Regions Bank, Texas Bank & Trust, The Catholic Foundation and Value, Inc.
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