ESTATE PLANNING COUNCIL OF NORTH TEXAS

LUNCHEON PROGRAM

JOINT MEETING WITH DALLAS ESTATE PLANNING COUNCIL

(If a member of both councils, only register with 1 council)

THURSDAY, DECEMBER 3, 2026

DOUBLETREE HILTON - CAMPBELL CENTRE

8250 N. CENTRAL EXPRESSWAY, DALLAS

(Lunch is served Noon-12:20; Program 12:20-1:30 P.M.)

REGISTRATION DEADLINE: NOVEMBER 24 (5:00 P.M.)  

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE - NO EXCEPTIONS

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK AT THE DOOR

$37 - MEMBER WITH MEAL

$50 - GUEST WITH MEAL

$25 - PROGRAM ONLY/NO MEAL

THE GENTLE INFLUENCE OF LETTERS OF WISHES

KIM KAMIN

 Sponsored by Carter Wealth Management and SPCA of Texas

Letters of wishes have become an essential tool for clients. If done well, they can provide significant guidance for trust fiduciaries for generations to come. But if done poorly, they can cause more confusion and conflict. This program will introduce the topic of Letters of Wishes, explain the fundamentals and some approaches for helping clients draft them, and describe the relevant case law and statutes, and some suggestions for best practices. 

Kim Kamin is a partner and the Chief Wealth Strategist at Gresham Partners LLC, an independent multi-family office managing over $13 billion for about 125 ultra-high net worth families nationally. Kim leads Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities. Previously she was a partner in the Private Clients group at a large national law firm known for the quality of its Trusts & Estates practice. Kim is also an adjunct professor at Northwestern University Law School and on faculty for the University of Chicago Booth School of Business Executive Education. She is a Past Regent for the American College of Trusts & Estates Counsel (ACTEC), Past President of the Chicago Estate Planning Council (CEPC) and the Estate Planning and Legal Services Domain Chair for the UHNW Institute. Kim is on the UHNW Families & Family Offices Committee of the Trusts & Estates Magazine Editorial Advisory Board and on the Investments & Wealth Review Editorial Advisory Board. She has published on a wide variety of topics and is also a frequent lecturer in a variety of prestigious venues across the country. Kim received her B.A., with distinction and departmental honors in Psychology, from Stanford University and her J.D. from the University of Chicago Law School. She is a 21/64 Certified Advisor and an AEP® (Distinguished) meaning she has been inducted into the NAEPC Estate Planning Hall of Fame.

Continuing ed credit is pending for attorneys, accountants and financial planners for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.   

Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER.  If you need a receipt, print out the confirmation page (receipt will not be sent to a 3^rd party).  

We would like to thank the following Sponsors for their support for 2026-2027: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips Murray Zopolsky, Lindquist Eisenberg LLP, NDBT, Regions Bank, Texas Bank & Trust, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Prosperity Bank, Heritage Auctions, Wealth Advisors Trust Company, Happy Trust 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

$37 - Member (Meal/Program)

$50 - Guest (Meal/Program)

$25 - Member (NO MEAL/Program Only)

TO PAY VIA CREDIT CARD:  follow these instructions:

Scroll down to “Register Now”

CLICK on “REGISTER NOW” 

Complete the contact information

1. Payment Method: click “Credit Card or PayPal”
2. REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
3. Click “Pay Now”
4. “Pay with Debit or Credit Card”
5. “PayPal Guest Checkout”
6.  “Pay Now”
7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS

NOTE: If a company computer blocks the payment link, please try using a personal computer

IMPORTANT: PLEASE READ BELOW!

THE CONTINUING EDUCATION SUBMISSION LINKS  ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SAVE THE LINKS IN A FILE FOR EASY ACCESS. ASSISTANTS/ADMINISTRATORS WHO REGISTER FOR SOMEONE - PLEASE FORWARD THE CE LINKS TO THE REGISTRANT.

PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING