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BEGIN:VEVENT
DTSTART:20251015T123000Z
DTEND:20251015T140000Z
LOCATION:Gleneagles Country Club
UID:2776420251015T123000ZProbate Litigation and Settlements Involving IRAs
DTSTAMP:20260423T182229Z
DESCRIPTION:\nREGISTRATION IS CLOSED FOR THIS EVENT\n \nESTATE PLANNING COUNCIL OF NORTH TEXAS\n \nBREAKFAST MEETING \n \nWEDNESDAY, OCTOBER 15\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: OCTOBER 7 (5:00 p.m.)\n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE\n \nWALK-INS ARE NOT GUARANTEED A MEAL. CASH OR CHECK AT THE DOOR\n \nMember: $30\n \nGuest: $40\n \nPROBATE LITIGATION AND SETTLEMENTS INVOLVING IRAs \n \n \n  \n \nCHRISTIAN KELSO\n \nSponsored by Texas Health Resources, Value, Inc. and Argent Trust \n \n \nThis presentation examines procedures and pitfalls that should be considered by litigants when settling probate matters involving Individual Retirement Accounts.  The portion of America's wealth held in IRAs is increasing.  As a result, IRA assets are more important to probate litigants than they were previously.  But the tax and other rules imposed on IRAs complicate these settlements and can catch advising professionals off guard.  This presentation attempts to shed light on some of these rules and the complications they pose.\n \nChristian S. Kelso is an equity partner at the Dallas law firm of Farrow-Gillespie Heath Wilmoth LLP where he practices in the areas of estate planning, wealth preservation and transfer, probate, tax, and transactional corporate law.  His primary focus is finding practical solutions for families and businesses seeking to avoid costly, and often heartbreaking, disputes in both the courtroom and the living room.  Christian’s estate planning and wealth preservation practice involves both large and small estates.  It is focused on crafting dynamic and customized solutions that best achieve each client's particular legal and personal goals.  Outside of his legal practice, Christian teaches Trusts & Estates and Estate Planning & Practice at Southern Methodist University Dedman School of Law.  He also serves as facilitator and advisor for families wishing to implement family systems and governance.  \n \n\n\n\n \nContinuing education credit for attorneys, accountants and financial planners has been approved 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 202-2026: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips Murray Zopolsky, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Regions Bank, Texas Bank & Trust, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Prosperity Bank, Heritage Auctions, Saville CPAs & Advisors, Wealth Advisors Trust Company, Weeks Law Firm, Happy Trust 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: 10/21/25)\n \nPAYMENT IS REQUIRED AT TIME OF 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 \nNOTE: If a work computer blocks the payment link, please try using a personal computer\n
SUMMARY:Probate Litigation and Settlements Involving IRAs - Estate Planning Council of North Texas 
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