REGISTRATION IS CLOSED FOR THIS EVENT

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK ONLY AT THE DOOR

“IN PERSON” BREAKFAST MEETING

WEDNESDAY, OCTOBER 19, 2022

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

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

Registration Deadline: October 12 (5:00 p.m.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

(Virtual Option Not Available/Presentation Will Not Be Recorded)

 TRUST ALPHABET SOUP

CHRISTINE WAKEMAN

Sponsored by Communities Foundation of Texas and Vaquero Private Wealth

Have you ever been talking to an estate planner who uses an acronym and you have no idea what it means? Offering a timely solution to this problem, "Trust Alphabet Soup" offers demystifies current terminology used most by estate planning attorneys. Estate planning professionals employ an array of acronyms to describe techniques of their trade. While these acronyms are convenient for those “in the know” they can be confusing for those who do not speak estate planning fluently.  This presentation is also timely for identifying common tools in wealth preservation today. In spite of your level of professional experience and degrees of training, this presentation will help you translate the language of estate planning to clients and other advisors. Christine S. Wakeman is a member of Winstead’s Wealth Preservation Practice Group. She is a fellow of the American College of Trust and Estate Counsel.  She is board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.  She received her J.D. from Southern Methodist University Dedman School of Law, cum laude, and her B.A. from the University of Oklahoma.  Ms. Wakeman focuses her practice on traditional estate planning with an emphasis on charitable planning and the transfer tax planning aspects of trusts and estates.  Her experience includes drafting a variety of estate planning documents, preparing federal estate and gift tax returns and private letter rulings, assisting with Internal Revenue Service examinations, and assisting clients with private foundations, probate matters, fiduciary litigation, the creation and administration of various business entities, transfer tax planning, and pre-marital and post-marital property issues. 

There are pending continuing education credits for this meeting. The handout will be available on the website under the document library a few days prior to the presentation.

REGISTER WITH THE LINK BELOW.

We would like to thank the following Sponsors for their support for 2022-2023: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, Vaquero Private Wealth, American National Bank & Trust, Texas Health Resources Foundation, Ozark Trust & Wealth and The Weeks Law Firm.

PLEASE READ IMPORTANT NOTE BELOW!

IMPORTANT NOTE: SIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. THE CONTINUING EDUCATION SUBMISSION LINKS  WILL BE DISPLAYED ON THE RSVP CONFIRMATION RECEIPT IMMEDIATELY AFTER REGISTRATION.  SAVE THE LINKS FOR THE DAY OF THE MEETING!

PAYMENT IS REQUIRED FOR MEETING REGISTRATION.

$25 - Member (program and meal)

$35 - Guest (program and meal)

$15 - Member (program only/no meal)

$20 - Guest (program only/no meal)

TO PAY VIA CREDIT CARD:  follow these instructions:

Scroll down to “Register Now”

CLICK on “REGISTER NOW” 

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”
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7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS