REGISTRATION IS CLOSED

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK AT THE DOOR

BREAKFAST MEETING 

WEDNESDAY, JANUARY 17, 2024

 7:30 A.M.-9:00 A.M.

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

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

Registration Deadline: JANUARY 10 (5:00 p.m.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

MARITAL DEDUCTION PLANNING

SHANNON WEBER

Sponsored by Armanino, Commerce Bank and Texas Bank & Trust

Estate planning professionals have witnessed numerous changes in the last fifteen years, including the rapid rise of the estate and gift tax exclusion amount, the introduction of portability and basis consistency reporting requirements, and the SECURE Act and SECURE Act 2.0, to name a few. One of the few constants has been the marital deduction, which generally allows spouses to transfer unlimited amounts of property to one another, whether during life or upon death, on a tax-free basis. This presentation will provide an overview of familiar marital deduction planning concepts in order to examine how to most effectively deploy them in the current estate planning environment. In particular, she will discuss general power of appointment trusts and QTIP trusts and the advantages and disadvantages of each technique. She will also highlight some of the less common ways to qualify for the marital deduction and explore how and when using an unconventional approach may be beneficial. Lastly, she will cover the estate tax reporting requirements for various marital deduction planning techniques and other taxation issues that may arise during the lifetime or upon the death of the surviving spouse.

Shannon A. Weber is an associate attorney at Davis Stephenson, PLLC. She assists in representing and counseling high net worth individuals and multi-generational families in achieving their unique estate planning and charitable objectives. This includes drafting a variety of sophisticated estate planning documents, considering transfer tax and marital property issues, advising on trust creation and administration, drafting marital property agreements, and handling estate administration and probate matters. What Shannon enjoys most about her estate planning practice is the opportunity to work closely with clients to understand their family dynamics, values, and unique objectives. She takes pride in being responsive, understanding, and thorough when working with clients and other advisors. 

There are continuing education credits pending for this meeting. The handout (if applicable) 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 2023-2024: 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, American National Bank & Trust, Texas Health Resources Foundation, Ozark Trust & Wealth, The Weeks Law Firm, Prosperity Bank, JP Morgan, Commerce Bank, Heritage Auctions, Happy Trust Company and Farmers National Company.

PAYMENT IS REQUIRED FOR REGISTRATION.

$30 - Member 

$40 - Guest 

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

MPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with receipt - save the links for the day of the meeting (submission deadline: 1/23/24)