Estate Planning for Special Needs Family Members
THURSDAY, DECEMBER 7, 2017
(Breakfast served 7:30–8:00 a.m.; Program 8:00-9:00 a.m.)
6524 Alpha Road, Dallas, Texas
RESERVATION DEADLINE: WEDNESDAY, NOVEMBER 29 (5:00 P.M.) (PAYMENT MUST BE IN COUNCIL’S OFFICE)
ESTATE PLANNING FOR SPECIAL NEEDS FAMILIES: COMPLEXITIES AND RECENT DEVELOPMENTS
Sponsored by Quest Capital Management
This session focuses on advanced planning for clients with children, grandchildren or siblings with disabilities. The presentation will begin with the basics of creating a life plan for the child and strategies for funding the child’s lifetime needs by maximizing public benefits and reducing taxes. The presentation will then explore to how traditional tax planning, including Crummey withdrawal powers, disclaimers, and conduit trusts can affect the government benefits and wellbeing of the child. Attendees will be able to identify planning opportunities for special needs family members, including special needs trusts, life insurance trusts, and retirement trusts, while avoiding potential malpractice pitfalls. Attendees will also be able to recognize possible probate fixes when the parent dies without a special needs trust. Lastly, attendees will understand the most recent developments in special needs planning, including ABLE accounts and military survivor benefit plans. Tresi Weeks is an attorney and founder of the Weeks Law Firm, PLLC, where she assists families with special needs planning, estate planning, guardianship and probate. She is a frequent speaker on special needs planning. She serves as Vice-chair of the Board of Disability Rights Texas, and serves on the board of Coventry Reserve and Association for Independent Living. She is the past President of the Estate Planning and Probate Section of the Collin County Bar Association, and currently serves on the board of the Collin County Bar. In addition, she serves on the board of the Estate Planning Council of North Texas and the Dallas Society of Financial Service Professionals. She is a member of NAELA. She received her B.A. and J.D. from Baylor University.
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. LOG IN IS NOT REQUIRED TO 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)
E-mail: ________________________________________ 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.