Looking for Basis in All the Right Places
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REGISTRATION IS CLOSED FOR THIS EVENT
WALK-INS ARE NOT GUARANTEED A MEAL
CHECK OR CASH AT THE DOOR
LUNCH MEETING
THURSDAY, MAY 4, 2023
DOUBLETREE HILTON
8250 North Central Expressway, Dallas
(Virtual Option Not Available/Presentation Will Not Be Recorded)
(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)
RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY APRIL 26 (5:00 P.M.)
REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE
LOOKING FOR BASIS IN ALL THE RIGHT PLACES:
INCOME TAX BASIS ADJUSTMENTS IN
ESTATE PLANNING AND ADMINISTRATION
MICKEY DAVIS AND MELISSA WILLMS
Sponsored by Frost Bank and Heritage Auctions
High estate and gift tax exclusion amounts and high-income tax rates make income tax planning an important consideration in estate planning and administration, and basis adjustment planning is a key component. Learn cutting-edge techniques and tips to maximize basis while still giving effect to your client’s estate planning goals. Mickey R. Davis is a partner in the law firm of Davis & Willms, PLLC in Houston, Texas. He received his BBA undergraduate degree from the University of Arizona and his JD from the University of Texas. Mickey is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, and is a Fellow and Past Regent of The American College of Trust and Estate Counsel (ACTEC). Mickey was awarded the Jim D. Bowmer Award for Outstanding Contributions to the Profession by the Texas Bar College (2017) and was a recipient of the Standing Ovation Award by TexasBarCLE staff (2017). He is listed in Best Lawyers in America (Trusts and Estates). In addition to his law practice, Mickey is a frequent speaker on trust and estate planning and administration topics at state and national conferences. Melissa J. Willms is a partner in the law firm of Davis & Willms, PLLC in Houston, Texas. She received her undergraduate degrees (B.A. in Sociology, B.A. in Psychology) from the University of Texas at Austin, her law degree (J.D.) from Texas Tech University School of Law, and her Master of Laws (LL.M.) in Tax Law from the University of Houston Law Center. Melissa is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. She is a Fellow and Regent of The American College of Trust and Estate Counsel (ACTEC). She is listed in Best Lawyers in America (Trusts and Estates) and as a Texas Super Lawyer by Texas Monthly magazine. In addition to her trusts and estates practice, Melissa is a frequent speaker on estate and trust planning and administration topics at state and national conferences Melissa was awarded the Standing Ovation Award for 2015 by the TexasBarCLE staff.
There is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
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WE WOULD LIKE TO THANK OUR MEETING SPONSORS: Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Vaquero Private Wealth, Parkland Foundation, Mercer Advisors, The Catholic Foundation, Heritage Auctions, Children’s Medical Foundation, Regions Bank, View Capital Advisors, Happy Trust Company and The Dallas Foundation. WE WOULD LIKE TO THANK OUR PATRONS: RGT Wealth Advisors, Davis Stephenson, Bluecrest FA, Bisignano Harrison Neuhoff, Heritage Auctions, Eisner Advisory Group, McBride & Associates at Merrill Lynch Wealth Management, Signet Art, Argent Trust, Glast Phillips Murray, Forvis, Stout Risius Ross, Carr Riggs & Ingram, Nexus Advisors
IMPORTANT: PLEASE READ BELOW!
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THE CONTINUING EDUCATION SUBMISSION LINKS ARE DISPLAYED IMMEDIATELY AFTER REGISTRATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 5/10/23
SPECIAL MEAL REQUEST NOT AVAILABLE FOR THIS MEETING
