ESTATE PLANNING COUNCIL OF NORTH TEXAS

BREAKFAST MEETING 

WEDNESDAY, FEBRUARY 18

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 10 (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

Member: $30

Guest: $40

TAX LAW SUNSET AND PLANNING IN 2026: RECENT UPDATES

This presentation will offer an overview of the current gift and estate tax laws, historical analysis of prior transfer tax planning and laws, and current planning in today’s environment with high exemption amounts.  This presentation will address the impact of the Big Beautiful Bill on estate tax planning as the elevated exemption amount is no longer set to sunset and decrease prior to 2026.  This presentation will also explore various annual exclusion giving and charitable giving strategies that enhance clients’ transfer tax objectives as well as advanced estate planning techniques.  We will review the risks of exposure to estate tax versus the risk of not having sufficient assets in later years.  This presentation will highlight the importance of the time needed to prepare, reach out, and have in-depth conversations with high-net-worth clients.  We will address the importance of having and following a process of conducting and documenting solvency and sufficiency test procedures before moving forward by seriously discussing or implementing any large transfers for the client so that donor’s remorse doesn’t come for you or your clients. This presentation will highlight the importance of acting sooner rather than later, the preservation of estate and gift tax exemptions, and how proactive planning can put individuals in control of their own estate.

Kimberly N. Loveland is a founding partner and managing attorney of Loveland & Hurley PLLC, a full-service boutique estate probate and estate planning law firm. Her practice focuses on high-net-worth estate planning and sophisticated family wealth transfer, including estate and trust administration, business succession, and asset protection. She is licensed in both Texas and Florida, Kimberly received her J.D. and LL.M. in Estate Planning from the University of Miami School of Law and is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. Her modern, comprehensive approach balances client needs, goals, and family dynamics, with a commitment to educating clients on preserving their legacies and protecting their assets.

Continuing education credit for attorneys, accountants and financial planners is pending 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 2025-2026: 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 

PAYMENT IS REQUIRED AT TIME OF REGISTRATION

$30 - Member 

$40 - Guest 

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