Planning for $10 Million and Under Estates
THIS IS A JOINT MEETING WITH THE DALLAS ESTATE PLANNING COUNCIL
BREAKFAST MEETING
THURSDAY, NOVEMBER 7, 2013
(Breakfast served 7:30-8:00 a.m.; Program 8:00 –9:00 a.m.)
BENT TREE COUNTRY CLUB
5201 Westgrove Drive, Dallas, TX 75248 (972-931-7326)
FOLLOW DIRECTIONS BELOW:
Tollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive
Tollway North: Exit Keller Springs/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive
RESERVATION DEADLINE: THURSDAY, OCTOBER 31 (IN COUNCIL’S OFFICE)
STEVE AKERS
PLANNING FOR $10 MILLION AND UNDER ESTATES
Sponsored by Heritage Auctions and The Catholic Foundation
Steve Akers will lead a discussion of practical considerations for estate planning for $10 million and under estates under the “new normal” of the American Taxpayer Relief Act, including portability concerns, planning structures to keep maximum flexibility, planning flexibility to preserve a basis adjustment on the death of a trust settlor or beneficiary, “undoing” prior transfers for clients who no longer will pay estate tax, considerations in the planning of trusts in light of the higher tax brackets applicable to trusts and the 3.8% “Medicare tax,” planning for IRA beneficiary designations, and various non-tax issues including planning for digital assets. Steve R. Akers, JD, is a Managing Director with Bessemer Trust Company, N.A., in Dallas, Texas, where he is Fiduciary Counsel for the Southwest Region and is in the Legacy Planning Department. Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning and is a frequent speaker at that Institute, as well as other estate planning seminars across the country. Mr. Akers received his B.S. degree in Chemical Engineering from Oklahoma State University and his J.D. degree from the University of Texas School of Law.
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: $37 (includes meal); Guest: $60 (includes meal); Program Only (no meal): $25
Name: ________________________________________
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E-Mail: ______________________________________
Phone Number: _________________________________
Name: ________________________________________
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E-Mail: ______________________________________
Phone Number: _________________________________
Name: ________________________________________
____$37 ___$60 ____$25
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Phone Number: _________________________________
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 ($500 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)
