ESTATE PLANNING COUNCIL OF NORTH TEXAS

BREAKFAST MEETING

WEDNESDAY, APRIL 21, 2010

(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)

SOUTHFORK HOTEL (East side of US 75 just north of 15^th Street)

RESERVATION DEADLINE:  THURSDAY, APRIL 15

PAYMENT MUST BE IN COUNCIL’S OFFICE BY APRIL 15)

THE IMPACT OF LONG TERM TRENDS IN THE ECONOMY

ON ESTATE PLANNING

WILLIAM H. WALLACE, PH.D

Sponsored By:  Dallas Auction Gallery

This program will review economic and financial events of the past and define trends for the future.  These trends including productivity, inflation, globalization, household worth and education will be explored in detail both from a historic and quantitative perspective.  Significant comparative analysis and the impact of these trends on the local area, Texas, the United States and throughout the globe will be presented.  The audience will gain a broad understanding which will help them work with clients in their estate planning and charitable planning needs.  Additionally, the audience will learn specific direction for interest rates, money flows and trade data which can assist in developing appropriate solutions in the areas of will and trust drafting; preparation of Grantor Retained Trusts, Charitable Remainder and Lead Trusts, Irrevocable Life Insurance Trusts; selection of insurance and investment strategies.  The understanding of economic trends now and into the future will generate great benefits for practitioners and their clients.  William H. (Bill) Wallace is an Adjunct Professor of Economics at the University of North Texas, where he has worked since 2001. Before that, he taught banking and financial markets in Russia under a Eurasia Foundation Grant as well as banking in Israel under sponsorship of Israel College in Tel Aviv. Mr. Wallace served as the Dean of the College of Business and Public Administration at Old Dominion University in Norfolk, Virginia from 1991 to 1995. Before starting his academic career, Mr. Wallace worked in the Federal Reserve System from 1967 to 1991, first as Vice President & Research Economist, Federal Reserve Bank of Richmond , then as Staff Director of the Federal Reserve Board, Washington, and finally as Chief Operating Officer of the Federal Reserve Bank of Dallas . He has also served as an Assistant Professor of Economics at Duke University, a Teaching Assistant at the University of Illinois, and a 1st Lieutenant in the US Army Finance Corps.

Continuing education credit pending for 1.0 Hours.

Membership dues do not include meals.  Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.    Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail) so we will have a count for the number of meals to prepare and number of outlines to print.

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15

Name: ________________________________________       ____$25 ___$30  ____$15

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Address: ______________________________________

Phone Number: _________________________________

Name: ________________________________________       ____$25 ___$30   ____$15

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NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20

PATRONS:  We would like to thank the following patrons for their support: Baylor Health Care System Foundation, National Business Valuation Services, Inc., The Catholic Foundation and Tolmas Consulting, LLC

Is your organization interested in sponsoring a meeting?  Contact Teresa (214-340-8020) for more information.