ESTATE PLANNING COUNCIL OF NORTH TEXAS

BREAKFAST MEETING 

WEDNESDAY, SEPTEMBER 17

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: SEPTEMBER 9 (5:00 p.m.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

WALK-INS ARE NOT GUARANTEED A MEAL. CASH OR CHECK AT THE DOOR

RELIGION AND DIVERSITY IN ESTATE PLANNING

As a trust and estate planning professional, you have the rare opportunity to get a glimpse into the personal values and beliefs of your clients. When an estate planning attorney is working with someone strong in their faith, especially when that client has a different faith than that of the attorney, doesn't the attorney provide a greater service to the client with an understanding of how the client's faith might impact their estate plan? This presentation discusses how the religious requirements of Christianity, Islam and Judaism may impact the estate planning for clients who practice those faiths. 

Stacy Singer is the National Practice Leader for Trust Services and Wealth Advisory at The Northern Trust Company.  She is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and serves as the Illinois State Chair.  Stacy is a regular speaker for the Illinois Institute of Continuing Legal Education and the American Law Institute (formerly ALI-ABA), and has previously spoken at the Notre Dame Tax & Estate Planning Institute, Heckerling Institute on Estate Planning, ACTEC and the Chicago Estate Planning Council.  She has written extensive for numerous publications, including Trusts & Estates, Advancing Philanthropy and Estate Planning.

Continuing education credit for attorneys, accountants and financial planners has been approved 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 202-2026: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips Murray Zopolsky, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Regions Bank, Texas Bank & Trust, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Prosperity Bank, Heritage Auctions, Saville CPAs & Advisors, Wealth Advisors Trust Company, Weeks Law Firm, Happy Trust 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: 9/23/25)

PAYMENT IS REQUIRED FOR REGISTRATION

$30 - Member 

$40 - Guest 

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