Charitable Planning Mistakes
THURSDAY, NOVEMBER 2, 2017
(Lunch served Noon-12:30 p.m.; Program 12:30-1:30 p.m.)
DALLAS COUNTRY CLUB
4155 Mockingbird Lane, Dallas, Texas
RESERVATION DEADLINE: WEDNESDAY, OCTOBER 25 (5:00 P.M.) (PAYMENT MUST BE IN COUNCIL’S OFFICE)
CHARITABLE PLANNING MISTAKES
Sponsored by Merrill Lynch – The Maynard Group
Americans are the most philanthropic people in the world. Almost 2/3 give every year, and almost all High Net Worth individuals contribute to charity each year. Most gifts are made with cash or marketable securities, which are “easy” to make and “easy” for the charity to accept. However, as donors move away from cash and marketable securities, and as forms of compensation and investments have become more complicated, the room for error on the part of both the donor and the charity has increased. It is imperative to understand both the asset being donated, and which set of income tax charitable deduction tax rules apply, to avoid Charitable Planning Mistakes. Ramsay H. Slugg is a Managing Director and member of the National Wealth Planning Strategies Group at U.S. Trust. Mr. Slugg has also served as an adjunct professor at Texas Christian University and Texas A&M College of Law. He is a frequent speaker on tax and financial planning topics, especially as they relate to art and collectibles, and is frequently quoted in the Wall Street Journal, New York Times, Forbes, Barron’s and other business publications. He is the author of the Handbook of Practical Planning for Art Collectors and Their Advisors, published by the American Bar Association’s Section of Real Property, Trust and Estate Law. Mr. Slugg is admitted to practice law in Texas, is a member of the State Bar of Texas, the American, and Tarrant County Bar Associations, the Tax and Estate Planning Section of the Tarrant County Bar, the Lone Star Chapter of the Partnership for Philanthropic Planning, and the College of the State Bar of Texas.
There is continuing ed credit pending for this presentation. The program handouts are paperless. The handout will be available to download on the website (Document Library) a few days prior to each meeting. YOU may print the handout if you prefer to have a handout at the meeting.
Note: Paid membership dues do not include meals. To register for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX 75238-8553. You may register online with a credit card payment on the website: scroll down to the bottom of the page and register. If you need a receipt, print out the confirmation page.
PREPAID 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. PREPAID MEMBERS MUST REGISTER ON THE WEBSITE BY THE DEADLINE - scroll down to the bottom of the page and register.
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”. CREDIT CARDS ARE NOT ACCEPTED AT THE DOOR, CASH OR CHECK ONLY. Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25; $20 - GUEST - Emerging Professionals – FIRST MEETING (includes meal/program-MUST be 40 years of age or younger or less than 5 years in respective discipline)
____$37 ___$60 ____$25 (Member-Program Only) ____$20 (GUEST - EP-First Meeting - 40 years or younger)
Phone No: _____________________________________
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: ARMANINO LLP, BESSEMER TRUST COMPANY, COMMUNITIES FOUNDATION OF TEXAS, DALLAS WOMEN’S FOUNDATION, HIGHGROUND ADVISORS, JACKSON, WALKER, MERRILL LYNCH (THE MAYNARD GROUP), PARKLAND FOUNDATION, QUEST CAPITAL MANAGEMENT, TEXAS BANK & TRUST, THE CATHOLIC FOUNDATION AND TOLLESON WEALTH MANAGEMENT. IT IS THE SPONSORS WHO MAKE POSSIBLE THE SOCIAL EVENTS AND PROVIDING EXCELLENT SPEAKERS.IN ADDITION, WE WOULD LIKE TO RECOGNIZE THE PATRONS: BISIGNANO HARRISON & NEUHOFF, DAVIS STEPHENSON, HERITAGE AUCTIONS, GLAST, PHILLIPS & MURRAY, GOLDIN PEISER & PEISER, LINDQUIST EISENBERG, PLAINSCAPITAL BANK, STOUT RISIUS ROSS, RUSSELL TETHER FINE ARTS AND THE CATHOLIC FOUNDATION. THE PATRON PROGRAM PROVIDES ADDITIONAL FUNDS TO SUPPORT THE COUNCIL’S ACTIVITIES.
If you need a receipt, print out the confirmation page after registration.
NOTE: SPECIAL REQUEST FOR MEALS IS NOT AVAILABLE