Privacy and Personal Security Issues
REGISTRATION FOR THIS EVENT IS CLOSED.
WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL
THURSDAY, APRIL 5, 2018
(Breakfast served 7:30-8:00 a.m.; Program 8:00-9:00a.m.)
6524 Alpha Road, Dallas, Texas
RESERVATION DEADLINE: WEDNESDAY, MARCH 28, (5:00 P.M.) (PAYMENT MUST BE IN COUNCIL’S OFFICE)
PRIVACY AND PERSONAL SECURITY ISSUES
Sponsored by Texas Bank & Trust
We live in a public world, where anyone with a computer, smartphone, or tablet can easily access an unsettling amount of our clients' personal information in a very short amount of time. Clients have become increasingly concerned with protecting their privacy and personal security, and often look to professional advisors for practical solutions. This presentation will take a live visit to the “dark web” to illustrate cybersecurity risks confronting our clients, and will discuss practical measures to protect client data. This presentation will also review specific planning strategies the professional advisor can employ to protect client privacy, including how to privatize a client’s estate plan, limit disclosure to beneficiaries, title assets anonymously, make anonymous charitable and political contributions, effectively utilize non-disclosure agreements, and secure privacy at death. Finally, this presentation will review the ethical issues associated with client privacy and data protection. Jeff Chadwick is a member of the Winstead Wealth Preservation Practice Group with offices in Houston and The Woodlands. Jeff focuses his practice on trust and estate planning for business owners, corporate executives, professional athletes, and other high net worth individuals and families. He strives to provide innovative and practical solutions to a wide range of legal matters, including wealth transfer planning, trust and estate administration, business formation and succession, asset protection, charitable giving, and premarital planning. Jeff is a frequent speaker at estate planning seminars around the country and is an active member of many professional organizations. He also serves on the Texas Trust Code Committee, where he monitors trust issues in Texas and drafts legislation for inclusion in the Texas Trust Code.
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.