Creative Planning for Modern Trusts (Joint Meeting with DEPC)
Registered for this event? Login now to view additional event details.
REGISTRATION IS CLOSED. PAYMENT MUST BE RECEIVED BY FEBRUARY 23 (5:00 P.M.) REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. WALK-INS WILL NOT BE AVAILABLE DUE TO COVID RESTRICTIONS. THERE ARE NO EXCEPTIONS.
“IN PERSON” LUNCH MEETING
(Joint Meeting with Dallas Estate Planning Council)
THURSDAY, MARCH 3, 2022
6524 Alpha Road, Dallas, Texas
(Virtual Option Not Available/Presentation Will Not Be Recorded)
(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)
RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY FEBRUARY 23 (5:00 P.M.) REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. WALK-INS WILL NOT BE AVAILABLE DUE TO COVID RESTRICTIONS. THERE ARE NO EXCEPTIONS.
CREATIVE PLANNING FOR MODERN TRUSTS
Sponsored by Vaquero Wealth Management
The attendee is expected to obtain a working knowledge of the different types of trusts that have been developed in recent years. This will enable the attendee to identify situations where his or her clients can benefit from using particular trusts for asset protection, estate and gift tax planning, and management of assets in a trust scenario. Attendees will be able to identify and explain the use of the modern trusts with their clients and if such use appears suitable for a client, the attendee can refer the client to an estate planning attorney familiar the creation and operation of modern trusts. John Andrews joined Stan Barth to form Andrews & Barth. John’s expertise in both business law and estate planning enables him to provide creative solutions to estate and business planning. Mr. Andrews has spoken on numerous business law and estate planning topics, including: family limited partnerships, asset protection, buy-sell agreements and generation-skipping planning. He graduated from SMU with a B.B.A. and received his J.D. from the University of Texas. He is board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.
There is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
Please register on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).
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 FOR MEETING REGISTRATION.
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