BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20260121T133000Z
DTEND:20260121T150000Z
LOCATION:Gleneagles Country Club
UID:2776720260121T133000ZTraining the Young Associate and Teaching the Old Dog New Tricks
DTSTAMP:20260417T120055Z
DESCRIPTION:\nREGISTRATION IS CLOSED FOR THIS EVENT\n \nESTATE PLANNING COUNCIL OF NORTH TEXAS\n \nBREAKFAST MEETING \n \nWEDNESDAY, JANUARY 21\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: JANUARY 13 (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 \nTRAINING THE YOUNG ASSOCIATE\n \nAND \n \nTEACHING THE OLD DOG NEW TRICKS \n \n \n  \n \nERNY SIMMONS\n \n\n \nJULIA LEARY\n \nSponsored by The Catholic Foundation and American National Bank & Trust \n \nErny’s portion of the presentation will identify important estate planning and probate topics that the new associate should learn early in practice. These are substantive topics and techniques that are valuable to the new associate and clients. Julia’s portion of the presentation will respond to the various topics and give perspective on how the new associate can best acquaint with them. She also will present ideas on how the senior lawyer can learn to use new technologies and to incorporate them into practice. The new technologies include AI, social media, and cell phone apps. The objective of the presentation will be to provide both the experienced practitioner and the new associate with suggestions on listening to and learning from each other. The expectation is that the attendee will develop or expand both substantive knowledge of the practice area, and the technologies and new tools that can be incorporated into his or her practice. The attendee may use the knowledge gained to be more efficient and productive, and deliver a valuable service to the client.\n \nErny Simmons practices in the fields of estate planning, trusts and probate law.  He is board certified in estate planning and probate law by the Texas Board of Legal Specialization.  His work includes preparation of wills, trust agreements, and other estate planning documents for clients with taxable and non-taxable estates.  He is also involved with development of lifetime gifting strategies and implementation of estate planning techniques, including charitable planning, business succession planning, life insurance planning and preparation of federal gift and estate tax returns. He has created various corporate and charitable entities, including corporations, limited liability companies, limited partnerships, public charities and private foundations.  He received a B.S. in management from Tulane University and J.D. from Loyola Law School.\n \nJulia Leary graduated from Texas A&M School of Law with a concentration in estate planning. Throughout law school, Ms. Leary worked in the probate and estate planning clinic, where she found her passion for this area of law. She joined Erny Simmons’ and James V. Roberts’ trust and estate practice at the Dallas firm of Glast Phillips Murray Zopolsky in September of 2023. Her practice areas include estate planning, trusts, probate, and guardianship law.\n \n \n\n\n\n \nContinuing education credit for attorneys, accountants and financial planners is 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 2025-2026: 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 \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:Training the Young Associate and Teaching the Old Dog New Tricks - Estate Planning Council of North Texas 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR