Marital Property Character of Property After a Change of Domicile or a Shift in Situs

Date: Thursday, January 10, 2019
Time: 7:30am - 9:00am
Location: Northwood Club
Speaker: Tom Featherston

REGISTRATION FOR THIS EVENT IS CLOSED.

PLEASE SEE DETAILS BELOW FOR WALK-INS ON THE DAY OF THE MEETING

 

BREAKFAST MEETING

THURSDAY, JANUARY 10, 2019

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

NORTHWOOD CLUB

6524 Alpha Road, Dallas, Texas

 

RESERVATION DEADLINE: THURSDAY, JANUARY 3 (5:00 P.M.)

 

MARITAL PROPERTY CHARACTER OF PROPERTY AFTER A CHANGE

 OF DOMICILE OR A SHIFT IN SITUS

THOMAS FEATHERSTON, JR.

 

Sponsored by Jackson Walker

 

Married couples move from state to state.   Sometimes it is a move from a common law state to Texas, and sometimes it is a move to Texas from another community property state.  Texas couples do occasionally leave Texas for a common law state.  Texas spouses also invest in property having a situs in a common law state.   Spouses in other states invest in Texas situs property.  The presentation will address the effect these life events have on the property characterization and disposition of the couple’s marital property when the marriage eventually terminates either by divorce or the death of one of the spouses. Tom Featherston is the Baylor Mills Cox Professor of Law and 2009 recipient of the Distinguished Probate Lawyer Lifetime Achievement Award, which is given by the Real Estate, Probate & Trust Law Section of the State Bar of Texas. Featherston is a frequent presenter at CLE events across the country that deal with marital property rights and trusts and estates. Some of Featherston's most high-profile work has been on Texas legislation that deals with the subjects he teaches-marital property and trusts and estates. He has served as chairman for various committees.  More recently, he co-chaired the State Bar's cooperative efforts with the Texas Legislature's Legislative Council in re-codifying the Texas Probate Code, the first and most comprehensive change in the statutory law affecting decedents' estates in more than 50 years. Featherston also provided oversight for two bar committees charged with drafting new substantive law legislation in the area of probate court venue and jurisdiction and independent administration and served as the academic resource for the Texas Legislative Council as issues were raised during the non-substantive new probate code drafting process. The new Texas Estates Code went into effect in 2014. Featherston earned his J.D. with highest honors from Baylor Law after receiving his B.B.A. from Baylor University.

 

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 ProfessionalsFIRST MEETING (includes meal/program-MUST be 40 years of age or younger or less than 5 years in respective discipline – MUST REGISTER BY THE DEADLINE)

 

Name: ________________________________________

 ____$37  ___$60____$25 (Member-Program Only) ____$20 (GUEST EP-First Meeting - SEE DETAILS TO QUALIFY)

E-mail: ________________________________________   Phone No: _____________________________________

 

WE WOULD LIKE TO THANK OUR MEETING SPONSORS:  ARMANINO LLP, BESSEMER TRUST COMPANY,  CLIFTON LARSEN ALLEN, COMMUNITIES FOUNDATION OF TEXAS, TEXAS WOMEN’S FOUNDATION, FROST BANK, HIGHGROUND ADVISORS, JACKSON, WALKER,, PARKLAND FOUNDATION, QUEST CAPITAL MANAGEMENT,  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: ALTAVIEW ADVISORS, BISIGNANO HARRISON & NEUHOFF, CROCKETT, MCBRIDE & ASSOCIATES, DAVIS STEPHENSON, GLAST, PHILLIPS & MURRAY, GOLDIN PEISER & PEISER, PLAINSCAPITAL BANK, SIGNET ART AND THE CATHOLIC FOUNDATION. THE PATRON PROGRAM PROVIDES ADDITIONAL FUNDS TO SUPPORT THE COUNCIL’S ACTIVITIES.

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