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DTSTART:20191016T123000Z
DTEND:20191016T140000Z
LOCATION:Gleneagles Country Club
UID:1785020191016T123000ZYour Beneficiary Went to Boston - Why Should You Care?
DTSTAMP:20260423T180116Z
DESCRIPTION:\nREGISTRATION IS CLOSED FOR THIS EVENT. PLEASE SEE BELOW FOR WALK-IN INFORMATION.\n \n \n \nBREAKFAST MEETING\n \nWEDNESDAY, OCTOBER 16, 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, OCTOBER 9, 5:00 p.m.\n \n(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, OCTOBER 9)\n \n \n \nYOUR BENEFICIARY WENT TO BOSTON – WHY SHOULD YOU CARE?\n \n\n \nJIM ROBERTS\n \nSponsored by Texas Bank and Trust and American Cancer Society\n \n \n \nTrusts are creatures of state law, but which state law, and in what situation?  Beneficiaries sometimes get into financial trouble.  Which state’s law governs creditors’ rights?  Sometimes marriages falter.  Which state’s law governs the powers of divorce courts, and what can judges in other states do?  Accountants are trying to comply with tax laws.  What factors affect income tax?  Investment in real estate in other states may affect applicable law. This presentation seeks to expose attendees to some of the concepts at play, so that drafting the trust and administering the trust can be tuned appropriately to the clients’ current situation, as well as current and possible future locations of the beneficiaries, trustees and trust investments. James V. “Jim” Roberts is a Texas attorney, also licensed in Colorado, with 40+ years of experience.  He is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and a Fellow in the American College of Trust and Estate Counsel.  Jim practices as part of the Estate Planning/Individual Wealth Management and Tax Law groups of Glast, Phillips & Murray, P.C. in Dallas.\n \nContinuing education credits pending for State Bar, CPA, CFP. \n \nMembership dues do not include meals.  Credit Cards are now accepted online at the website, scroll down to register.\n \nMembers who have already paid in advance for all meetings for the year MUST REGISTER ON THE WEBSITE   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 \nCASH OR CHECK ONLY AT THE DOOR\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 \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 2019-2020:  American Cancer Society, Armanino, Bank of Texas, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray,  Leu & Peirce, Lee Financial Corporation, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Merrill Lynch (The Maynard Group), Regions Bank, Texas Bank & Trust, The Catholic Foundation and Value, Inc.\n
SUMMARY:Your Beneficiary Went to Boston - Why Should You Care? - Estate Planning Council of North Texas 
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DESCRIPTION:Reminder
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