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DTSTART:20110407T123000Z
DTEND:20110407T140000Z
LOCATION:Bent Tree Country Club
UID:536020110407T123000ZCurrent Estate Planning Developments
DTSTAMP:20260423T180553Z
DESCRIPTION:\nJOINT MEETING WITH DALLAS ESTATE PLANNING COUNCIL\n\n\n \nBREAKFAST MEETING\n\n\n \nTHURSDAY, APRIL 7, 2011\n \n(Breakfast served 7:30-8:00 a.m.; Program 8:00-9:00)\n \nBENT TREE COUNTRY CLUB\n\n\n \n5201 Westgrove Drive, Dallas, TX  75248 (972-931-7326)\n\n\n \nFOLLOW DIRECTIONS BELOW:\n\n\n \nTollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive\n\n\n \nTollway North: Exit Keller Springs/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive\n\n\n \nRESERVATION DEADLINE: FRIDAY, APRIL 1  (IN COUNCIL’S OFFICE)\n \n \n \n\n\n\n \nESTATE PLANNING CURRENT DEVELOPMENTS\n\n\n \nSTEVE AKERS\n\n\n \n(1 HOUR PROGRAM)\n\n\n \nSponsored by Baylor Health Care System Foundation And Tolleson Wealth Management\n\n\n \n\n \n\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 AmericanCollege 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\n\n \n\n \n\n \n1 hour of continuing ed credit has been approved.\n\n\n \n\n \n\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 APRIL 1.\n\n\n \n\n \n\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\n\n \n\n \n\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\n\n \n\n \n\n \nName: ________________________________________ \n \n    ____$37     ___$60    ____$25 (Member-Program Only)\n\n\n \nE-mail: ________________________________________\n\n\n \nPhone No. _____________________________________\n\n\n \n\n \n\n \nName: ________________________________________  \n \n   ____$37       ___$60    ____$25 (Member-Program Only)\n\n\n \nE-mail: _______________________________________\n\n\n \nPhone No. _____________________________________\n\n\n \n\n \n\n \n\n \n\n \n\n \n\n \n \n
SUMMARY:Current Estate Planning Developments - Estate Planning Council of North Texas 
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