Estate Planning Without an Estate Tax/Best Practices

Date: Wednesday, March 20, 2013
Time: 7:30 AM - 9:00 AM
Location: Gleneagles Country Club, Plano
Speaker: Shawna Brown/Michael Wald




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


GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)




Ten Reasons (Non Tax) to Do Your Estate Plan Now!



People are motivated to do estate planning by a tax avoidance desire.  But even people without a taxable estate need to do estate planning. This presentation will cover the 10 of the best reasons for doing estate planning that have nothing to do with taxes.  Shawna Brown is a tax attorney who currently practices in North Dallas in the areas of estate planning and estate administration.  She was named by her peers as one of the “Best Women Lawyers in Dallas" in D Magazine. She is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization. She received an LL.M. in Taxation from NYU School of Law in 1978, after attending the University of Arkansas for her undergraduate and law degrees.  In over 30 years of practice, Ms. Brown has also been a tax litigator with the Department of Justice and served as Assistant General Counsel of a public company.  She currently serves as an officer of the Estate Planning Council of North Texas and is a member of the Planned Giving Council of the Parkland Foundation (which supports Parkland Hospital).  She frequently lectures to attorneys and other estate planning professionals on tax and estate planning issues.  Michael. Wald served for 3 years as a Director on the national board of the National Association of Estate Planners and Councils.  A graduate of Duke Law School and the Wharton School of Finance, before turning full time to estate planning he was a consumer protection trial attorney with the Federal Trade Commission in Washington, D.C. and served as general counsel to several corporations, the last of which was TGI Friday’s Restaurants.  He helped form and was the second president of the Greater Collin County Community Foundation.  He also served on the local board of the National Committee on Planned Giving and the American Jewish Committee.  He has been interviewed and quoted as an authority on estate planning in the Dallas Morning News a dozen times.

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 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


PATRON:  We would like to thank the following patron for their support:  The Catholic Foundation

Would your organization like to sponsor a meeting:  Sponsor for Meeting ($750 for 1 meeting):  Sponsorship for a meeting includes organization name on meeting notices, easel signage (sponsors provide signage) at the meeting, promotional brochures at meeting, a very brief (one minute) introduction to their organization at the beginning of the meeting and one complimentary breakfast at the meeting.  NOTE:  Each meeting can have more than one sponsor (conflicts will be eliminated by Council)



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