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DTSTART:20110203T133000Z
DTEND:20110203T150000Z
LOCATION:Bent Tree Country Club-CANCELLED FOR FEB 3
UID:474920110203T133000ZEstate Planning Current Updates
DTSTAMP:20260514T102214Z
DESCRIPTION:\n  \nTHIS MEETING HAS BEEN CANCELLED.  WE ARE SEEKING AN ALTERNATE DATE AND WILL ADVISE SOON. \n  \n  \nJOINT MEETING WITH DALLAS ESTATE PLANNING COUNCIL \nBREAKFAST MEETING \nTHURSDAY, FEBRUARY 3, 2011 \n(Breakfast served 7:30-8:00 a.m.; Program 8:00-9:00) \nBENT TREE COUNTRY CLUB \n5201 Westgrove Drive, Dallas, TX 75248 (972-931-7326) \nFOLLOW DIRECTIONS BELOW: \nTollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive \nTollway North: Exit Keller Springs/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive \nRESERVATION DEADLINE: FRIDAY, JANUARY 28 (IN COUNCIL’S OFFICE) \nESTATE PLANNING CURRENT DEVELOPMENTS \nSTEVE AKERS \n(1 HOUR PROGRAM) \nSponsored by Baylor Health Care System Foundation \n  \nSummary: Estate planning under a new paradigm in light of legislative developments and other current developments; Estate, gift, and GST tax planning in light of legislative changes; transfer planning and creative ideas for making use of the increased $5 million gift exemption amount; discussion to include:  strategies for making the decision under new legislation of whether 2010 decedents are subject to estate tax or carryover basis; how to implement the modified carryover basis system for 2010 estates that choose to be subject to carryover basis to avoid estate tax, transfer planning strategies to take advantage of $5 million gift exemption; best strategies for utilizing valuation discounts and grantor trusts under the new paradigm of transfer planning. Steve R. Akers, JD, is a Managing Director with Bessemer Trust Company, N.A., in Dallas, Texas, where he is Fiduciary Counsel for the Southwest Region and is in the Legacy Planning Department. Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning and is a frequent speaker at that Institute, as well as other estate planning seminars across the country. He is a past Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law and continues to serve on various committees of that Section. He is a Fellow of the American College of Trust and Estate Counsel, and currently serves a Regent, the Editor of the ACTE Journal, and a member of the ACTEC Long Range Planning Committee. He is a past Chair of the State Bar of Texas Real Estate, Probate and Trust Law Section and of the Dallas Bar Probate, Trusts and Estates Section. He is a co-author of A Planning Guide to Buy-Sell Agreements.  \n  \n1 hour of continuing ed credit has been applied for. \n  \nNote: Paid membership dues do not include meals. To register for the meeting, complete the form below, enclose a check (payable to Estate Planning Council of North Texas) for the respective amount (indicated below) and mail to: Estate Planning Council of North Texas, P.O. Box 38553, Dallas, TX 75238-8553.  RESERVATION DEADLINE IS JANUARY 28. \n  \nPREPAID MEALS: Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare and number of outlines to print. THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  \n  \nMember: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).    \n  \nName: ________________________________________  \n    ____$37  ___$60 ____$25 (Member-Program Only) \nE-mail: ________________________________________ \nPhone No. _____________________________________ \n  \nName: ________________________________________   \n   ____$37   ___$60 ____$25 (Member-Program Only) \nE-mail: ________________________________________ \nPhone No. _____________________________________ \n  \n 
SUMMARY:Estate Planning Current Updates - Estate Planning Council of North Texas 
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DESCRIPTION:Reminder
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