Understanding/Valuing Life Insurance Policies
Date: Thursday, January 5, 2012
Time: 12:00 PM - 1:30 PM
Location: Bent Tree Country Club, Dallas
Speaker: Gary Post
THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED. YOU MAY COME AS A WALK-IN ON THE DAY OF THE MEETING BUT WILL NOT BE GUARANTEED A MEAL. THERE ARE 10 MEALS AVAILABLE AT THE DOOR.
NOON MEETING
THURSDAY, JANUARY 5, 2012
(Lunch served noon-12:30 p.m.; Program 12:30 p.m. – 1:30 p.m.)
BENT TREE COUNTRY CLUB
5201 Westgrove Drive, Dallas, TX 75248 (972-931-7326)
FOLLOW DIRECTIONS BELOW:
Tollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive
Tollway North: Exit Keller Springs/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive
UNDERSTANDING AND VALUING LIFE INSURANCE POLICIES
GARY POST
RESERVATION DEADLINE: FRIDAY, DECEMBER 30 (IN COUNCIL’S OFFICE)
The presentation will take a timely look at the life insurance policies held today by Trustees of Irrevocable Life Insurance Trusts, the increased fiduciary liability exposure faced by those Trustees due to (1) a failed ILIT operations model, (2) ramped-up statutory responsibilities in the Uniform Prudent Investor Act, and (3) increased beneficiary sophistication and lawsuits, and tools available to Trustees to address that liability exposure. Gary V. Post, a Partner in The Blum Firm, P.C., with law offices in Fort Worth and Dallas, specializes in the areas of estate planning and probate, asset protection planning, planning for closely-held businesses, and charitable planning. He received his J.D. from Southern Methodist University School of Law and his B.B.A. magna cum laude/Beta Alpha Psi from Texas A & M University. Mr. Post is a frequent speaker and author on various estate planning topics. He is Board Certified in Estate Planning and Probate Law, serves as President for the Tarrant County Probate Bar Association, is Chairman of the Estate Planning and Probate Law Exam Commission for the Texas Board of Legal Specialization, and is recognized as a Texas Super Lawyer. Mr. Post is active in the community and served as Chairman of the Board of the American Cancer Society, receiving the 2004 Volunteer of the Year Award.
1 hour of continuing ed credit pending.
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: go to www.dallasepc.org. Go to “Next Meeting” on the left column and click on “Event Details”, scroll down to the bottom of the page and register. If you need a receipt, print out the confirmation page. RESERVATION DEADLINE - FRIDAY, DECEMBER 30.
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 and number of outlines to print (you can send an email to dallasepc@yahoo.com). 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”. NO CREDIT CARDS ARE ACCEPTED AT THE DOOR, CASH OR CHECK ONLY.
FOR CREDIT CARD PAYMENTS, SCROLL DOWN TO "RSVP" NOW. To pay by mail, complete form below.
Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).
Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
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Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
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