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DTSTART:20190515T123000Z
DTEND:20190515T140000Z
LOCATION:Gleneagles Country Club (Plano)
UID:1619520190515T123000ZLife Insurance Beneficiary Disputes
DTSTAMP:20260418T091224Z
DESCRIPTION:\nBREAKFAST MEETING\n \nWEDNESDAY, MAY 15, 2019\n \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)\n \nNOTE:  MEETING LOCATION\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRESERVATION DEADLINE:  WEDNESDAY, MAY 8, 5:00 p.m.\n \n(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, MAY 8)\n \n \n \nLIFE INSURANCE BENEFICIARY DISPUTES\n \n\n \nMICHAEL YOUNG \n \nSponsored by Merrill Lynch (The Maynard Group) and PlainsCapital Bank\n \n \n \nThe owner of a life insurance policy designates the beneficiary to receive the funds upon the insured’s death.  But there are numerous grounds for disputing payment of life insurance benefits. The presentation will review whether a given policy is governed by Texas or federal law and why that analysis is so important. Like wills, beneficiary designations can be attacked on the basis that they were the result of undue influence or that the owner lacked sufficient mental capacity to make or change a designation.  Other common issues include attempted designations and marital property rights in life insurance proceeds. J. Michael Young is a civil litigation attorney at the Sherman firm of Sanders, Motley, Young & Gallardo.  He has an active litigation practice in both state and federal courts. He has practiced for over twenty years, with a focus in the past decade on estate and life insurance beneficiary disputes. He has a finance degree from UT Austin and JD and MBA degrees from the University of Houston.\n \n \n \nContinuing education credits approved for State Bar, CPA, CFP and Insurance. \n \nMembership dues do not include meals.  Credit Cards are now accepted online at the website, [www.epcnt.org](http://www.epcnt.org/)\n \nMembers who have already paid in advance for all meetings for the year MUST REGISTER ON THE WEBSITE (www.epcnt.org)  so we will have a count for the number of meals to prepare.\n \n \n \nTHERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20\n \n \n \nTo mail a check, 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.\n \nMember: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15\n \n \n \nName: ________________________________________\n \n____$25   ___$30 ____$15\n \nE-Mail: ______________________________________\n \nPhone Number: _________________________________\n \n \n \nWe would like to thank the following Sponsors for their support for 2018-2019: Bank of Texas, Communities Foundation of Texas, Dallas Foundation, Leu & Peirce, Lee Financial Corporation, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Merrill Lynch (The Maynard Group), Texas Bank & Trust and The Catholic Foundation\n \n \n \n \n \nTO PAY VIA CREDIT CARD:  follow these instructions:\n \nScroll down to “Register Now”\n \nCLICK on “REGISTER NOW” \n \nComplete the contact information\n Payment Method: click “Credit Card or PayPal” REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT Click “Pay Now” “Pay with Debit or Credit Card” “PayPal Guest Checkout”  “Pay Now” PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS \nNOTE:  MEAL REQUEST IS NOT AVAILABLE\n
SUMMARY:Life Insurance Beneficiary Disputes - Estate Planning Council of North Texas 
PRIORITY:3
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DESCRIPTION:Reminder
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