ESTATE PLANNING COUNCIL OF NORTH TEXAS

BREAKFAST MEETING 

WEDNESDAY, OCTOBER 15

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: OCTOBER 7 (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

PROBATE LITIGATION AND SETTLEMENTS INVOLVING IRAs

This presentation examines procedures and pitfalls that should be considered by litigants when settling probate matters involving Individual Retirement Accounts.  The portion of America's wealth held in IRAs is increasing.  As a result, IRA assets are more important to probate litigants than they were previously.  But the tax and other rules imposed on IRAs complicate these settlements and can catch advising professionals off guard.  This presentation attempts to shed light on some of these rules and the complications they pose.

Christian S. Kelso is an equity partner at the Dallas law firm of Farrow-Gillespie Heath Wilmoth LLP where he practices in the areas of estate planning, wealth preservation and transfer, probate, tax, and transactional corporate law.  His primary focus is finding practical solutions for families and businesses seeking to avoid costly, and often heartbreaking, disputes in both the courtroom and the living room.  Christian’s estate planning and wealth preservation practice involves both large and small estates.  It is focused on crafting dynamic and customized solutions that best achieve each client's particular legal and personal goals.  Outside of his legal practice, Christian teaches Trusts & Estates and Estate Planning & Practice at Southern Methodist University Dedman School of Law.  He also serves as facilitator and advisor for families wishing to implement family systems and governance.  

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: 10/21/25)

PAYMENT IS REQUIRED AT TIME OF REGISTRATION

$30 - Member 

$40 - Guest 

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