Past Events

December 6, 2018 Wealth Transfer Planning/Contemporary Family
November 16, 2018 DEPC Emerging Professionals Meeting
November 1, 2018 Charitable Giving Trends
November 1, 2018 Member Social Event
October 4, 2018 View of the New Tax Bill/Income Tax Implications
September 6, 2018 Washington Update
May 10, 2018 Social Event (Members Only)
May 3, 2018 Directed Trusts in Texas
April 26, 2018 Community Outreach Project
April 19, 2018 Emerging Professionals - Social Event
April 5, 2018 Privacy and Personal Security Issues
March 1, 2018 Current Estate Planning Developments
February 13, 2018 Emerging Professionals Meeting
February 1, 2018 Irrevocable Trusts in a Divorce
January 4, 2018 Unusual Valuations
December 7, 2017 Estate Planning for Special Needs Family Members
November 14, 2017 Emerging Professionals Happy Hour
November 2, 2017 Charitable Planning Mistakes
October 25, 2017 Emerging Professionals Meeting
October 19, 2017 Members Only Social Event
October 5, 2017 Family Governance
September 7, 2017 Washington Tax Update
May 28, 2017 Carry The Load - Community Outreach
May 4, 2017 Purposeful, Principled and Profitable Life Driven Estate Planning
May 2, 2017 Social Happy Hour (MEMBERS ONLY)
April 25, 2017 Social Event - Emerging Professionals
April 6, 2017 Transferring Family Wealth Intact to Future Generations
April 3, 2017 FPA DFW & DEPC Texas Rangers Opening Day Ballpark Event
March 28, 2017 Emerging Professionals Meeting
March 2, 2017 Getting Practical/Useful Advice from the International Guy
February 2, 2017 Current Estate Planning Developments
January 5, 2017 Self Directed IRAs
December 1, 2016 Trusts and Developing a Care Plan
November 15, 2016 Emerging Professionals - Meeting
November 15, 2016 MEMBERS ONLY - Social Event
November 3, 2016 IRS Audit Issues
October 22, 2016 Community Outreach Event
October 19, 2016 Emerging Professionals - Happy Hour
October 6, 2016 Problem Irrevocable Trusts
September 1, 2016 The Estate Planner's Income Tax Playbook
May 19, 2016 Emerging Professionals Initiative Meeting - Collaborative Estate Planning
May 5, 2016 The Top 25 Insurance Planning Mistakes
May 4, 2016 Social Event (MEMBERS ONLY)
April 7, 2016 Portability/Planning for the $5-$15 Million Estate
March 3, 2016 Why and How to Dissolve the FLP
February 18, 2016 Emerging Professionals Initiative Happy Hour
February 4, 2016 Estate Planning Current Developments
January 7, 2016 Exploitation of the Elderly
December 3, 2015 Responsible Investing for the Modern Fiduciary
November 17, 2015 Emerging Professionals Initiative Meeting
November 5, 2015 How to Do Estate Planning for Retirement Benefits/New Developments and Current Trends in Estate & Distribution Planning for Retirement
November 4, 2015 Social Event - Members
October 1, 2015 Health Care Reform: 20115 Survival Boot Camp
September 24, 2015 Emerging Professionals Initiative - Happy Hour
September 3, 2015 The Economy in 2015: The Reasons for Optimism
May 19, 2015 Planning for the Affluent 3.8 Surtax/Tax Reduction Strategies
May 7, 2015 Digital Assets, Guns, Pets
April 30, 2015 Emerging Young Professionals Happy Hour
April 2, 2015 Captive Insurance Companies and Estate Planning (Domestic)
March 5, 2015 Planning for the Affluent 3.8 Surtax/Tax Reduction Strategies
February 5, 2015 Estate Planning Current Developments
January 8, 2015 Navigating Health Care
December 4, 2014 The Delaware Trust Option for Texans: Dynasty Trusts, Directed Trusts, Asset Protection Trusts, and Beyond
November 12, 2014 Social Event - Members
November 6, 2014 Planning Strategies for the Modern Family
October 2, 2014 Cross Border Trust Design - A Guided Tour to Planning and Administration
September 4, 2014 Adventures in Tax Reform
May 1, 2014 Choice of Entities
April 3, 2014 REPEAT PRESENTATION - Fiduciary Quandaries in Discretionary Actions
March 6, 2014 Planning for Divorce-Pitfalls, Complexities and War Stories
February 20, 2014 DEPC Social
February 6, 2014 Fiduciary Quandaries in Discretionary Actions and Other Perplexing Problems in Trust Administration
January 9, 2014 Collaborating with Other Advisors
December 5, 2013 Affordable Health Care Act
November 12, 2013 Social Event - MEMBERS ONLY
November 7, 2013 Planning for $10 Million and Under Estates
October 10, 2013 Social Event - Members
October 3, 2013 Death & Taxes and Fiduciary's Guide to Retirement Benefits
September 5, 2013 Economic Update
May 2, 2013 Funding Testamentary Trusts: Tax and Non-Tax Issues
March 7, 2013 Life Insurance Solutions
February 7, 2013 Current Developments
January 10, 2013 Separate Property -
December 6, 2012 Fair vs. Equal-Family Dynamics-Dividing An Estate
November 1, 2012 Fiduciary Litigation
October 30, 2012 Members Social
October 4, 2012 Beneficiary Flexible Trusts
September 6, 2012 Economic Issues/Updates
May 22, 2012 Happy Hour
May 3, 2012 Fiduciary Risk: Unforeseen Challenges for Advisors and Clients Serving as Fiduciaries
March 1, 2012 Charitable Giving from Both Sides - Non-Cash Gifts
February 2, 2012 Estate Planning Under the New Rules
January 10, 2012 Separate Property - "What's Mine is Mine"
January 5, 2012 Understanding/Valuing Life Insurance Policies
December 1, 2011 Engaging High Capacity Clients for Inspired Outcomes
November 3, 2011 Estate Planning Teams-Lessons in Collaboration
October 6, 2011 Estate Planning for Entrepreneurs
September 1, 2011 Economic/Tax Policy
May 5, 2011 Insurance/Current Developments
April 7, 2011 Current Estate Planning Developments
March 3, 2011 Risk Management for Wealthy Clients
February 3, 2011 Current Developments
January 6, 2011 FLP Income Tax Issues
December 2, 2010 Best Practices for Protecting the Affluent
November 4, 2010 Legislative Proposals
October 7, 2010 Estate Planning for the Large Estates
September 2, 2010 Roth-Ready...For 2010 and Beyond!
May 6, 2010 FLPS - Late in Life or Broken Ones
March 4, 2010 Estate Planning Current Developments and Hot Topics
February 4, 2010 IRS Attacks on Estate Planning Techniques
January 7, 2010 Estate Planning in Politically Uncertain Times
December 3, 2009 Multi-Participant Trusts
November 5, 2009 Family Law and Estate Planning Interaction
October 1, 2009 Tax Planning for IRAs In The New Millennium
September 3, 2009 The Light at the End of the Tunnel - Real or Imagined?
May 7, 2009 TRANSFER PLANNING
March 5, 2009 CURRENT TAX UPDATES
February 5, 2009 BUSINESS SUCCESSION PLANNING
January 8, 2009 ESTATE PLANNING FOR THE UNMARRIED ADULT
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