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BEGIN:VEVENT
DTSTART:20250219T133000Z
DTEND:20250219T150000Z
LOCATION:Gleneagles Country Club
UID:2602120250219T133000ZPotential Problems with the Use of Personal Guarantees to Back Loans to Family Trusts
DTSTAMP:20260423T182846Z
DESCRIPTION:\nREGISTRATION IS CLOSED FOR THIS EVENT\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n \n \nESTATE PLANNING COUNCIL OF NORTH TEXAS\n \nBREAKFAST MEETING \n \nWEDNESDAY, FEBRUARY 19\n \nBreakfast served 7:30-8:00 a.m.\n \nProgram 8:00-9:00 a.m.\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRegistration Deadline: FEBRUARY 11 (5:00 p.m.)\n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE \nI (DON'T) GUARANTEE IT: \nPOTENTIAL PROBLEMS WITH THE USE OF PERSONAL \nGUARANTEES TO BACK LOANS TO FAMILY TRUSTS \n \n\n \n \nERIC REIS\n \nSponsored by Value, Inc., Prosperity Bank and Saville\n \nIn a common estate-planning transaction, a client will create a trust for her descendants and then sell a valuable asset to the trust in exchange for a promissory note. The client's advisors may suggest that the client make a substantial gift to the trust first, so that the trust's loan-to-value ratio will not exceed 90%. Alternatively, advisors may suggest that the client ask another family member or beneficiary to guarantee the trust's debt, to help give the transaction substance. This presentation explores some of the risks associated with such guarantees.\n \nEric Reis is a full-time law professor at the University of North Texas at Dallas College of Law, where he focuses primarily on tax and related topics. He is also a past chair of the Real Estate, Probate & Trust Law section of the State Bar of Texas and a Fellow of the American College of Trust and Estate Counsel. In addition to serving as a professor, Mr. Reis is a business attorney in Holland & Knight's Dallas office. He focuses his practice on novel or unusually complex matters related to estate planning, probate, charitable planned giving and tax-exempt organizations. Mr. Reis is Board Certified in both Tax Law and Estate Planning & Probate Law by the Texas Board of Legal Specialization.\n \n\n\n\n \nThere are pending continuing education credits for this meeting. The handout will be available on the website under the document library a few days prior to the presentation.\n \nREGISTER WITH THE LINK BELOW.\n \nWe would like to thank the following Sponsors for their support for 2024-2025: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Prosperity Bank, Heritage Auctions, Saville and Farmers National Company.\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: 2/24/25)\n \nPAYMENT IS REQUIRED FOR REGISTRATION\n \n$30 - Member \n \n$40 - Guest \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
SUMMARY:Potential Problems with the Use of Personal Guarantees to Back Loans to Family Trusts - Estate Planning Council of North Texas 
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DESCRIPTION:Reminder
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