DALLAS ESTATE PLANNING COUNCIL

LUNCHEON PROGRAM

THURSDAY, OCTOBER 1, 2026

DOUBLETREE HILTON - CAMPBELL CENTRE

8250 N. CENTRAL EXPRESSWAY, DALLAS

(Lunch is served Noon-12:20; Program 12:20-1:30 P.M.)

REGISTRATION DEADLINE: SEPTEMBER 22 (5:00 P.M.)  

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE - NO EXCEPTIONS

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK AT THE DOOR

$37 - MEMBER WITH MEAL

$50 - GUEST WITH MEAL

$25 - PROGRAM ONLY/NO MEAL

MISTAKES EXECUTORS AND TRUSTEES SEE ALL THE TIME

STACY SINGER

 Sponsored by Heritage Auctions and McBride & Associates at Merrill Lynch Wealth Management

As the population ages and will files mature, more and more estate planners will find themselves working through the estate settlement process.  For many professionals, this will be an uncommon or even new experience.  Professional fiduciaries, who handle estate settlement on a regular basis, have learned many of the pitfalls of the process. What are some of the issues that arise regularly, and how can they be avoided through drafting, conversation, or simply prior consideration?   Among the topics to be discussed are the proper exercise of powers of appointment, the disposition of personal property, the impact of various funding formulas, and all the “little” issues that can lead to big headaches after a client’s death.

Stacy Singer is the National Practice Leader for Trust Services and Wealth Advisory at The Northern Trust Company.  She is a Fellow of the American College of Trust and Estate Counsel and serves as the Illinois State Chair; she is also an Academician of the International Academy of Trust and Estate Law.  Stacy is a regular speaker for the Illinois Institute of Continuing Legal Education and the American Law Institute (formerly ALI-ABA), and has previously spoken at the Notre Dame Tax & Estate Planning Institute, Heckerling Institute on Estate Planning and the Chicago Estate Planning Council.  She has written extensive for numerous publications, including Trusts & Estates, Advancing Philanthropy and Estate Planning.

Continuing ed credit is pending for attorneys, accountants and financial planners for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.   

Please 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 (receipt will not be sent to a 3^rd party).  

WE WOULD LIKE TO THANK OUR MEETING SPONSORS:  Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Mercer Advisors, The Catholic Foundation, Heritage Auctions, The Dallas Foundation, Saville CPAs & Advisors, McBride & Associates at Merrill Lynch Wealth Management, EisnerAmper., Ag Trust, SPCA of Texas, Wealth Advisors Trust Company. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Argent Trust, Glast Phillips Murray Zopolsky, Carr Riggs & Ingram,  View Capital Advisors, Neuhoff Hunt, Prosperity Bank, Bank of Texas, Maus & Associates, When Pigs Fly Estate Sales & Auctions, American National Bank & Trust, Signet Art,  Bisignano Harrison, Inspired Valuation Group,, Tipping Mineral Management,,  Probity Advisors, Inc., Operation Kindness Humane Society, Practical Planning Group, Patten & Company, Happy Trust Company, Baker Tilly, Value, Inc, Matter Family Office, Stout

IMPORTANT: PLEASE READ BELOW!

THE CONTINUING EDUCATION SUBMISSION LINKS  ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SAVE THE LINKS IN A FILE FOR EASY ACCESS. ASSISTANTS/ADMINISTRATORS WHO REGISTER FOR SOMEONE - PLEASE FORWARD THE CE LINKS TO THE REGISTRANT.

PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING