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DTSTART:20120919T123000Z
DTEND:20120919T140000Z
LOCATION:NEW LOCATION: Gleneagles Country Club, Plano
UID:656720120919T123000ZPerspectives on Professional Fiduciaries
DTSTAMP:20260423T175201Z
DESCRIPTION:\nBREAKFAST MEETING\n\n\n \nWEDNESDAY, SEPTEMBER 19, 2012 \n\n\n \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)\n \nNOTE:  NEW MEETING LOCATION\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \n \n \nRESERVATION DEADLINE:  THURSDAY, SEPTEMBER 13\n\n\n \n(PAYMENT MUST BE IN COUNCIL’S OFFICE BY THURSDAY, SEPTEMBER 13)\n\n\n \nPERSPECTIVES ON PROFESSIONAL FIDUCIARIES\n\n\n \nMARTY ROOS\n\n\n \nDemographic shifts and generational wealth transfer are leading an increasing number of Texans to pursue trust, estate planning and related financial services.  This presentation will focus on the core duties of trustees and include case examples highlighting the complexities and liabilities that should be considered when selecting a trustee.  Marty Roos concentrates his practice in the areas of estate planning, probate, and estate administration. He has assisted clients with a broad range of business and estate planning needs. His expertise includes the design and implementation of all types of estate planning techniques. He is on a team of trust and estate planning specialists at Strasburger Price Oppenheimer Blend in San Antonio. In addition to his practice, Marty is a frequent author and lecturer on estate planning and probate issues. He has been featured on WOAI's San Antonio Living, in the San Antonio Business Journal, and other media. EDUCATION:  University of HoustonLawCenter, J.D., 1990; TexasA&MUniversity, B.B.A., 1987, cum laude.  \n\n\n \nContinuing education credit pending for 1.0 Hour.\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: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15\n\n\n \n\n \n\n \nName: ________________________________________     ____$25                ___$30 ____$15\n\n\n \nE-Mail: ______________________________________\n\n\n \nPhone Number: _________________________________\n\n\n \n\n \n\n \nName: ________________________________________     ____$25                ___$30  ____$15\n\n\n \nE-Mail: ______________________________________\n\n\n \nPhone Number: _________________________________\n\n\n \n\n \n\n \nName: ________________________________________     ____$25                ___$30  ____$15\n\n\n \nE-Mail: ______________________________________\n\n\n \nPhone Number: _________________________________\n\n\n \n\n \n\n \nNOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20\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 \n \n
SUMMARY:Perspectives on Professional Fiduciaries - Estate Planning Council of North Texas 
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DESCRIPTION:Reminder
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