WEDNESDAY, SEPTEMBER 15, 2021
NOTE TIME: 8:00 a.m.
Registration Deadline: SEPTEMBER 9 (5:00 p.m.)
Sponsored by Value, Inc. and Lindquist Eisenberg LLP
The presentation will be an in-depth review and analysis of the grantor trust income tax rules in the Internal Revenue Code. The presentation will discuss the specific circumstances when these rules are applied in place of the regular trust income tax rules. The presentation will also analyze common methods for creating a trust that will be taxed as a grantor trust but not included in the grantor’s estate for estate tax purposes. Uses of grantor trusts in estate planning will be another topic. Finally, various administrative issues will be discussed. Phil Lindquist, JD is a partner with Lindquist Eisenberg and specializes in estate planning, trusts and probate.He is board certified in estate planning and probate law.He received his B.S. degree in accounting from Southern Nazarene University and J.D. from University of Texas. He is author/speaker of several law related publications and speeches. Phil’s hobbies are travel, cars, politics, economics, current events, theology and being a fan of auto racing and the Dallas Mavericks.He has been to 49 states at least three times, all 50 state capitols and 14 foreign countries.
Continuing education credits pending for State Bar, CPA, CFP. The handout will be available on the website under the document library a few days prior to the presentation.
This presentation will be offered as “Program Only” for members ($10) and non-members ($20).
Register with the link below.
NOTE: 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 2021-2022: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Leu & Peirce, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Regions Bank, Texas Bank & Trust, The Catholic Foundation, Value, Inc, National Transaction Advisors, Security National Bank, Vaquero Wealth Management, American National Bank & Trust and The Weeks Law Firm.
PAYMENT IS REQUIRED TO ATTEND THIS MEETING
TO PAY VIA CREDIT CARD: follow these instructions:
Scroll down to “Register Now”
CLICK on “REGISTER NOW”
Complete the contact information
- Payment Method: click “Credit Card or PayPal”
- REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
- Click “Pay Now”
- “Pay with Debit or Credit Card”
- “PayPal Guest Checkout”
- “Pay Now”
- PLEASE NOTE: YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS