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DTSTART:20221103T170000Z
DTEND:20221103T183000Z
LOCATION:Renaissance Dallas Addison
UID:2276020221103T170000ZEffective Estate Planning  and Divorce
DTSTAMP:20260514T102933Z
DESCRIPTION:\n \n \nREGISTRATION IS CLOSED FOR THIS EVENT\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK ONLY AT THE DOOR\n \n \n \n“IN-PERSON” LUNCH MEETING\n \n(Joint Meeting with Dallas Estate Planning Council)\n \nTHURSDAY, NOVEMBER 3, 2022\n \nRENNAISSANCE DALLAS ADDISON HOTEL\n \n15201 Dallas Parkway, Addison Texas\n \n(Virtual Option Not Available/Presentation Will Not Be Recorded)\n \n(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)\n \nRESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY OCTOBER 26 (5:00 P.M.)  REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE.\n \nEFFECTIVE ESTATE PLANNING AND DIVORCE\n \n\n \nAUBREY CONNATSER AND STEVE NOVAK\n \nSponsored by Communities Foundation of Texas and Mercer Advisors\n \nSome of the most effective estate planning techniques give rise to some of the most difficult and complex issues when dividing assets in divorce.  These issues are most efficiently addressed well before divorce has emerged as a possibility.  Resolving questions of control and management – even over assets and entities already removed from the estate – can have cascading effects on taxation, flexibility for future planning, and family dynamics.  These questions and issues arise in the context of trusts, business entities, and foundations, in addition to assets that pass by beneficiary designation, and can be complicated by state marital property laws.  Aubrey Connatser and Steve Novak will share their practical experiences and advice for addressing these difficult issues. Steve Novak serves as a Managing Director at RGT. He has spent the last twenty years advising wealthy individuals and family offices on estate, gift, and income tax planning matters. Most recently, Steve has been deeply involved in wealth education and family governance engagements. Steve received his Juris Doctor degree and Bachelor of General Studies in Political Science from the University of Kansas. He has been involved in numerous professional and charitable organizations, including the Dallas Steve is also a frequent speaker on estate planning and charitable topics. Aubrey M. Connatser handles divorce litigation, complex property settlements, child custody and visitation, asset tracing, paternity determination, pre- and post-marital agreements, divorce decree modifications and collaborative law. After serving as an attorney- ad litem alongside hundreds of other Texas lawyers for children from the FLDS compound in West Texas, Aubrey was called upon to comment on radio, television and was the subject of a cover story in the Rising Stars Edition of Texas Super Lawyers Magazine about the largest pro bono representation in Texas family law history. She earned her bachelor’s degree in psychology from The University of Texas at Austin and her Juris Doctor from UT School of Law.\n \nThere is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.   \n \nPlease register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER.  If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).  \n \nWe would like to thank the following Sponsors for their support for 2022-2023: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, Vaquero Private Wealth, American National Bank & Trust, Texas Health Resources Foundation, Ozark Trust & Wealth, Farmers National Company and The Weeks Law Firm\n \nIMPORTANT: PLEASE READ BELOW!\n \nSIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING!!\n \nTHE CONTINUING EDUCATION SUBMISSION LINKS  ARE DISPLAYED IMMEDIATELY AFTER REGISTRATION. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 11/8/22\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
SUMMARY:Effective Estate Planning  and Divorce - Estate Planning Council of North Texas 
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