BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20250109T180000Z
DTEND:20250109T193000Z
LOCATION:Northwood Club
UID:2602020250109T180000ZEstate Planning in a Post Election World (Joint Meeting with Dallas Estate Planning Council)
DTSTAMP:20260423T182555Z
DESCRIPTION:\nDue to the continuing uncertainty with the forecast, the Thursday meeting will now be held via Zoom. If you registered for the meeting, a separate email with the zoom link will be distributed (be sure to check spam) on Wednesday. Refunds will be issued back to the original credit card used for the registration.\n \n \n \nREGISTRATION IS CLOSED\n \nTHERE ARE NO EXCEPTIONS FOR LATE REGISTRATION\n \n \n \nLUNCHEON PROGRAM\n \n(JOINT MEETING WITH DALLAS ESTATE PLANNING COUNCIL)\n \nTHURSDAY, JANUARY 9, 2025\n \nNORTHWOOD CLUB\n \n6524 Alpha Road, Dallas\n \n(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)\n \nREGISTRATION DEADLINE: PAYMENT MUST BE RECEIVED BY DECEMBER 30 (5:00 P.M.)  \n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE\n \nESTATE PLANNING IN A POST ELECTION WORLD\n \n\n \nMAYA BRILL\n \nFor the last few years, estate planning attorneys have been urging their clients to utilize their lifetime exemptions prior to the sunset of the Tax Cuts and Jobs Act (TCJA) on December 31, 2025. It was a call to action where time was of the essence – “if you don’t use it, you lose it.” With Trump winning the presidency and Republicans taking the majority in the House of Representatives and Senate, has the crisis been averted? What does the planning conversation with our clients consist of today? This presentation will explore how the current political environment has impacted estate planning and discuss different approaches to continue those conversations with clients now hesitant to continue or conclude their planning.\n \nMaya Brill is a member of the Wealth Strategist Group serving the closely held business owners and high/ultra-high net worth individuals within Regions’ Private Wealth Management. Maya’s focus is developing strategic business succession planning as well as advanced estate planning. She approaches her clients’ needs with a view towards wealth preservation and protection, but with an acute awareness that everyone has unique family dynamics that require balancing tax efficiencies with personal family needs. Maya holds a post doctorate LL.M. degree in tax law from Loyola Law School in Los Angeles, received her J.D. from the University of California College of the Law San Francisco (formerly UC Hastings); and received her B.A. in Political Science from the University of California San Diego.\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\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 \nPAYMENT IS REQUIRED FOR REGISTRATION\n \n$37 - Member \n \n$50 - Guest \n \nIMPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with receipt - save the links for the day of the meeting (submission deadline: 1/15/25)\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 \n \n \n \n
SUMMARY:Estate Planning in a Post Election World (Joint Meeting with Dallas Estate Planning Council) - Estate Planning Council of North Texas 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR