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BEGIN:VEVENT
DTSTART:20200318T123000Z
DTEND:20200318T140000Z
LOCATION:Gleneagles Country Club
UID:1785520200318T123000ZCANCELLED Ways to Protect the Plan from Client Neglect/Faulty Maintenance
DTSTAMP:20260514T102029Z
DESCRIPTION:\nTHIS EVENT IS CANCELLED. \n \nIF YOU PAID BY CREDIT CARD, REFUNDS WILL BE ISSUED BACK TO THE CREDIT CARD.\n \n \n \nBREAKFAST MEETING\n \nWEDNESDAY, MARCH 18, 2020\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, MARCH 11, 5:00 p.m.\n \n(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, MARCH 11)\n \n \n \n“THE ULTIMATE WORRIER” – WAYS TO PROTECT THE PLAN FROM CLIENT \n \nNEGLECT AND FAULTY MAINTENANCE\n \nLAUREL STEPHENSON\n \n\n \nSponsored by Catholic Foundation and Merrill Lynch (Maynard Group)\n \n \n \nThis presentation will explore preventative measures designed to protect an estate plan from the damage that could otherwise result from a client’s, a fiduciary’s, or other advisor’s neglect or misunderstanding of the plan. Specifically, the presenter will discuss the importance of conveying the client’s goals for the plan in a clear and concise manner in the governing documents, which should ideally serve as a roadmap for the fiduciary and advisors responsible for implementing the plan.  With the use of case studies, this presentation will discuss common ways in which an estate plan could be negligently maintained, explain the potential consequences of that negligence, and suggest options for simplifying an estate plan’s maintenance to avoid those missteps altogether.  This presentation will also address ways of building flexibility into an estate plan to accommodate a fiduciary’s pursuit of non-judicial corrective measures if the suggested preventative measures are not adopted and a plan is ultimately improperly maintained.  Laurel Stephenson is a founding Member of Davis Stephenson, PLLC. She specializes in estate planning for high net worth individuals and multi‐generational families. She works with her clients to develop estate plans tailored to preserve, protect, and transfer the wealth they spent their lives accumulating in a manner designed to fulfill their unique objectives. As a result, Laurel has experience in counseling clients with regard to transfer tax and charitable planning, preparing complex estate planning documents, negotiating and drafting marital property agreements, representing clients subject to gift and estate tax audits by the Internal Revenue Service, coordinating estate administrations, and providing technical assistance with regard to fiduciary litigation matters. She received her JD from University of Texas School of Law and B.S. in Economics from Texas A&M University.\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. Members 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. 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”.  NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20\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 \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 \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:  SPECIAL MEAL REQUEST IS NOT AVAILABLE\n
SUMMARY:CANCELLED Ways to Protect the Plan from Client Neglect/Faulty Maintenance - Estate Planning Council of North Texas 
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ACTION:DISPLAY
DESCRIPTION:Reminder
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