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ESTATE PLANNING COUNCIL OF NORTH TEXAS

BREAKFAST MEETING 

WEDNESDAY, MARCH 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: MARCH 11 (5:00 p.m.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

Sponsored by Communities Foundation of Texas and Argent Trust

The presentation discusses the use of 678 trusts in estate planning, focusing on their tax implications, practical considerations regarding when they might be helpful, and how they might best be designed.  It explains the basics of 678 trusts, their different types and structures, and their potential advantages and disadvantages.  It covers the differences between 678 trusts and their better-known sibling known as the “grantor trust”, with an emphasis on whether and to what extent the various types of 678 trusts might enjoy the popular tax benefits afforded to grantor trusts.  Special attention is given to the “BDIT” and the “BDOT” – two types of 678 trusts that have recently risen in prominence and have unique complexities and risks.  Ultimately, the presentation aims to provide practical ways to navigate the issues inherent in the various types of 678 trusts and incorporate them effectively into one’s own practice.

Toby Eisenberg is a partner at Lindquist Eisenberg LLP, a boutique trusts and estates law firm located in Plano, Texas. Toby’s practice is focused on helping high net worth clients with the preservation and efficient transfer of their wealth during lifetime and upon death.  He is board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and is a Fellow of The American College of Trust and Estate Counsel. He has served as the President of the Dallas Estate Planning Council and as a member of the Board of Directors for the Dallas Bar Association Probate, Trusts, and Estates Section. Toby holds a J.D. from The University of Texas School of Law, a Ph.D. in Religious Studies from Southern Methodist University, an M.A. in Biblical Studies and Theology from Fuller Theological Seminary, and a B.A. in Philosophy from Rice University.

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: 3/24/25)

PAYMENT IS REQUIRED FOR REGISTRATION

$30 - Member 

$40 - Guest 

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