Estate Planning Council of North Texas

P. O. Box 38553, Dallas, Texas 75238-8553 Tel: 214-340-8020

E-mail: northtexasepc@yahoo.com  Website: www.epcnt.org

BREAKFAST MEETING

WEDNESDAY, MAY 19, 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, MAY 13

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY MAY 13)

INCENTIVE TRUSTS – CONTROL FROM THE GRAVE

Curtis Groves, Norm Lofgren and Joshua Tate

This presentation will examine the phenomenon of incentive trusts: trusts that use money to encourage or discourage certain behaviors.  The presenters will discuss examples of incentive provisions and highlight drafting pitfalls and administration issues associated with them, as well as issues of enforceability and modification. Attendees will gain knowledge about incentive provisions and their advantages and disadvantages, and develop drafting skills that might help to avoid common problems. Curtis R. Groves is the Senior Vice President and Texas Regional Trust Manager for Comerica Bank based in Dallas. His responsibilities with Comerica Wealth Management involve managing the personal trust department for the state of Texas.  Mr. Groves has over 18 years of wealth management experience in Dallas, and he is licensed to practice law in Texas.  Norm Lofgren is with the law firm Looper Reed & McGraw.  Norm’s practice focuses on taxation, estate planning and family wealth protection and transfer. His experience as a former trial attorney for the IRS coupled with his extensive experience in income, estate, gift, generation-skipping tax matters and tax planning for closely held businesses enables Norm to create solutions that minimize tax exposure and preserve wealth. Joshua Tate earned his J.D. from Yale Law School and his Ph.D. in History from Yale.  He has been a full-time faculty member at SMU Dedman School of Law since 2005, specializing in trusts and estates, property, and legal history.  He has published articles in such journals as the Journal of Legal History; Yale Journal of Law and the Humanities; Journal of Law and Religion; U.C. Davis Law Review; and Real Property, Probate, and Trust Journal. 

Continuing education credit pending for 1.0 Hour.

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 to northtexasepc@yahoo.com) 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

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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.