The Delaware Trust Option for Texans: Dynasty Trusts, Directed Trusts, Asset Protection Trusts, and Beyond
NOTE: THIS IS A 90 MINUTE PRESENTATION
BREAKFAST MEETING
THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED.
WALKINS ARE WELCOME BUT ARE NOT GUARANTEED A MEAL
THURSDAY, DECEMBER 4, 2014
(Breakfast served 7:30-8:00 a.m.; Program 8:00-9:30 a.m.)
DALLAS COUNTRY CLUB
4155 Mockingbird Lane, Dallas, Texas
RESERVATION DEADLINE: WEDNESDAY, NOVEMBER 26
(PAYMENT MUST BE IN COUNCIL’S OFFICE)
DICK NENNO
The Delaware Trust Option for Texans: Dynasty Trusts, Directed Trusts,
Asset Protection Trusts, and Beyond”
Sponsored by Tolleson Wealth Management and UT Southwestern
During this 90-minute program, nationally known speaker Richard W. (Dick) Nenno (Senior Managing Director and Trust Counsel, Wilmington Trust Company, Wilmington, Delaware) will alert attendees to benefits that some clients might achieve by creating trusts outside Texas. He will begin with a summary of benefits of Delaware trusts and follow with a detailed discussion of domestic asset protection trusts in Alaska, Nevada, and South Dakota as well as in Delaware. Following the program, attendees will know the instances in which a Texan might benefit by creating a trust in another state, particularly Delaware. Directed trusts, dynasty trusts, and spendthrift trusts will be covered. Attendees also will know the potential uses of domestic APTs, how to create and defend them, and which jurisdiction is best. Richard W. Nenno, Esquire, is a Senior Managing Director and Trust Counsel in Wealth Advisory at Wilmington Trust Company, Wilmington, Delaware. Dick has over 35 years of estate planning experience and is admitted to the practice of law in Delaware and Pennsylvania. He is a Fellow of the American Bar Foundation, an observer for the Drafting Committee on Amendments to the Uniform Fraudulent Transfer Act, a member of the Bloomberg BNA Estates, Gifts, and Trusts Advisory Board, a Distinguished Accredited Estate Planner, and a Registered Trust and Estate Practitioner. Prior to joining Wilmington Trust in 1982, he was an associate in the Estates Department of the Philadelphia law firm of Ballard, Spahr, Andrews & Ingersoll. Dick is a cum laude graduate of Princeton University with an A.B. degree from the Woodrow Wilson School of Public and International Affairs. He earned his J.D. degree from Harvard Law School. Dick is recognized as a national speaker and published authority on estate planning issues.
There is continuing ed credit pending for this presentation.
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 – WEDNESDAY, NOVEMBER 26.
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”. 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).
IF REGISTERING WITH A CHECK, PRINT THIS FORM AND COMPLETE:
Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No: _____________________________________
Name: ________________________________________
___$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No: _____________________________________
