Trust Alphabet Soup
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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
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.
PAYMENT IS REQUIRED FOR MEETING REGISTRATION.
$15 - Member (program only/no meal)
$20 - Guest (program only/no meal)
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