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DTSTART:20120202T133000Z
DTEND:20120202T150000Z
LOCATION:Bent Tree Country Club, Dallas
UID:550920120202T133000ZEstate Planning Under the New Rules
DTSTAMP:20260423T181521Z
DESCRIPTION:\n \n \nBREAKFAST MEETING\n\n\n \nTHURSDAY, FEBRUARY 2, 2012 \n\n\n \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)\n\n\n \n\n \n\n \nBENT TREE COUNTRY CLUB\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 \n\n \n\n \nESTATE PLANNING UNDER THE NEW RULES\n\n\n \nSTEVE AKERS\n\n\n \n(Joint Meeting with Dallas Estate Planning Council)\n\n\n \n\n \n\n \nSPONSORED BY:  THE CATHOLIC FOUNDATION\n\n\n \n\n \n\n \nRESERVATION DEADLINE: FRIDAY, JANUARY 27 (IN COUNCIL’S OFFICE)\n\n\n \n\n \n\n \nThis presentation will include estate planning in light of the $5 exemptions under the 2010 Act and the uncertainty surrounding what will happen after 2012 requires great flexibility.  Various planning strategies in light of estate planning current developments (including ideas discussed at the 2012 Heckerling Institute on Estate Planning) will be addressed.  The attendee will gain working knowledge of the practical impact of 2010 Tax Act on estate planning after a year of experience with the Act; knowledge of transfer planning strategies that are being favored by planners; knowledge of estate planning current developments and case law developments.  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. He is a Fellow of the AmericanCollege of Trust and Estate Counsel, and currently serves a Regent, 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 and Estate Planning After the Tax Relief and Job Creation Act of 2010.  Mr. Akers received his B.S. degree in Chemical Engineering from OklahomaStateUniversity  and his J.D. degree from the University of Texas School of Law.\n\n\n \n\n \n\n \n1 hour of continuing ed credit pending.\n\n\n \n\n \n\n \nMembership dues do not include meals.  Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.\n\n\n \n\n \n\n \nMember: $37 (includes meal); Guest: $60 (includes meal); Program Only: $25 (FOR MEMBERS ONLY)\n\n\n \n\n \n\n \nName: ________________________________________ \n \n    ____$37                ___$60 ____$25\n\n\n \nE-Mail: ______________________________________\n\n\n \nPhone Number: _________________________________\n\n\n \n\n \n\n \nName: ________________________________________ \n \n    ____$37                ___$60  ____$25\n\n\n \nE-Mail: ______________________________________\n\n\n \nPhone Number: _________________________________\n\n\n \n\n \n\n \nName: ________________________________________\n \n     ____$37                ___$60  ____$25\n\n\n \nE-Mail: ______________________________________\n\n\n \nPhone Number: _________________________________\n\n\n \n\n \n\n \nPATRON:  We would like to thank the following patron for their support:  The Catholic Foundation\n\n\n \nIs your organization interested in sponsoring a meeting?  Contact Teresa (214-340-8020) for more information.\n\n\n \n \n
SUMMARY:Estate Planning Under the New Rules - Estate Planning Council of North Texas 
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