DALLAS ESTATE PLANNING COUNCIL

REGISTRATION IS CLOSED FOR THIS EVENT - WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL (10 MEALS AT THE DOOR - FIRST COME, FIRST SERVE)

CASH OR CHECK AT THE DOOR (NO CREDIT CARDS)

BREAKFAST MEETING

THURSDAY, APRIL 6, 2017

(Breakfast served 7:30-8:00 a.m.; Program 8:00-9:00 a.m.)

NORTHWOOD CLUB

6524 Alpha Road, Dallas, Texas

RESERVATION DEADLINE: WEDNESDAY, MARCH 29 (5:00 P.M.) (PAYMENT MUST BE IN COUNCIL’S OFFICE)

TRANSFERRING FAMILY WEALTH IN TACT TO FUTURE GENERATIONS

DOUG BOX and CLINT HAGGARD

Sponsored by Tolleson Wealth Management

Attendees will gain knowledge about the importance of planning to families seeking to transfer their businesses, wealth, and legacies to the next generation.  The attendees will also learn about the role that communication and family education play in navigating the transition, and about the resources available to help families making this transition.  The panel will discuss the lessons they learned from their own experiences as members of families that successfully (and unsuccessfully) passed their businesses and legacies to the next generation. Clint Haggard, President of Burgher Haggard, comes from two 1850s legacy Texas families in Plano that both continue to control assets at a cousin’s level.  He worked for the family enterprise from 1993 – 2004 working his way up to CFO.  Since then, he has helped build Burgher-Haggard, a boutique professional service firm in Fort Worth that provides financial administration, reporting and consulting to families and closely held partnerships.  Currently Burgher Haggard has over 30 employees and over $3 billion in assets under administration. Clint has a BBA in accounting and finance from Tarleton State University, and an MBA from Texas Christian University.  Clint’s passion is helping other families through the journey of generational transition and control.  Doug Box is a Certified Family Business Advisor, author and public speaker based in Dallas, Texas.  He is a frequent presenter at family business forums across the country as well as a guest lecturer at several universities on the topic of family business. In 2005 he formed Box Family Advisors and began helping private families with succession planning, corporate governance, dispute resolution and family meetings. In September of 2014 year he published his first book, Cutter Frisco, Growing up on the Original Southfork Ranch.   In October of last year, he published a second book, Texas Patriarch – A Legacy Lost.  Doug brings personal experience to his understanding of family dynamics.  As the youngest of four sons, he grew up and worked in a family enterprise all of his life.  The Box Family controlled a number of public and private companies with interests in oil & gas, cement manufacturing and real estate.  Following his father’s sudden death and a litigious four-year family ordeal, Doug led the sale of the oil and gas concern known as Box Energy Corp.  Doug attended college at the University of Texas at Austin.  He received an MBA with honors at Baylor University and a Masters in Dispute Resolution from SMU.  He also holds the Certificate in Family Business Advising from the Family Firm Institute.

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: go to www.dallasepc.org, look for “Upcoming Events” on the left column and click on “April 6 – Event Details”, scroll down to the bottom of the page and 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 - go to www.dallasepc.org, look for “Upcoming Events” on the left column, click on “April 6 – Event Details”, 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 Emerging Professionals – FIRST MEETING (includes meal/program-MUST be 40 years of age or younger or less than 5 years in respective discipline)

Name: ________________________________________

____$37  ___$60    ____$25 (Member-Program Only)  ____$20 (EP-First Meeting)

E-mail: ________________________________________

Phone No: _____________________________________

WE WOULD LIKE TO THANK OUR MEETING SPONSORS:  BB&T WEALTH, BESSEMER TRUST, CARTER FINANCIAL MANAGEMENT, COMMUNITIES FOUNDATION OF TEXAS, DALLAS JEWISH COMMUNITY FOUNDATION, DALLAS WOMEN’S FOUNDATION, JACKSON, WALKER, PARKLAND FOUNDATION, QUEST CAPITAL MANAGEMENT, SOUTHWESTERN MEDICAL FOUNDATION, 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, FMV OPINIONS, INC., HERITAGE AUCTIONS, GLAST, PHILLIPS & MURRAY, GOLDIN, PEISER & PEISER, MCKINNON PATTEN & ASSOCIATES AND RUSSELL TETHER FINE ARTS. THE PATRON PROGRAM PROVIDES ADDITIONAL FUNDS TO SUPPORT THE COUNCIL’S ACTIVITIES.

IF YOU NEED A RECEIPT, PRINT OUT THE CONFIRMATION PAGE AFTER YOU SUBMIT THE REGISTRATION.