REGISTRATION IS CLOSED FOR THIS EVENT

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK AT THE DOOR

ESTATE PLANNING COUNCIL OF NORTH TEXAS

BREAKFAST MEETING 

WEDNESDAY, FEBRUARY 19

Breakfast served 7:30-8:00 a.m.

Program 8:00-9:00 a.m.

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

Registration Deadline: FEBRUARY 11 (5:00 p.m.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

ERIC REIS

Sponsored by Value, Inc., Prosperity Bank and Saville

In a common estate-planning transaction, a client will create a trust for her descendants and then sell a valuable asset to the trust in exchange for a promissory note. The client's advisors may suggest that the client make a substantial gift to the trust first, so that the trust's loan-to-value ratio will not exceed 90%. Alternatively, advisors may suggest that the client ask another family member or beneficiary to guarantee the trust's debt, to help give the transaction substance. This presentation explores some of the risks associated with such guarantees.

Eric Reis is a full-time law professor at the University of North Texas at Dallas College of Law, where he focuses primarily on tax and related topics. He is also a past chair of the Real Estate, Probate & Trust Law section of the State Bar of Texas and a Fellow of the American College of Trust and Estate Counsel. In addition to serving as a professor, Mr. Reis is a business attorney in Holland & Knight's Dallas office. He focuses his practice on novel or unusually complex matters related to estate planning, probate, charitable planned giving and tax-exempt organizations. Mr. Reis is Board Certified in both Tax Law and Estate Planning & Probate Law by the Texas Board of Legal Specialization.

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 2024-2025: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Prosperity Bank, Heritage Auctions, Saville and Farmers National Company.

IMPORTANT: 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: 2/24/25)

PAYMENT IS REQUIRED FOR REGISTRATION

$30 - Member 

$40 - Guest 

TO PAY VIA CREDIT CARD:  follow these instructions:

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