DALLAS ESTATE PLANNING COUNCIL

THE REGISTRATION DEADLINE HAS PASSED FOR THIS EVENT.  YOU MAY COME AS A WALK-IN BUT WILL NOT BE GUARANTEED A MEAL.

TO REGISTER VIA CREDIT CARD, SCROLL TO THE BOTTOM OF THE PAGE FOR THE "RSVP" BUTTON (PRINT OUT CONFIRMATION PAGE FOR RECEIPT)

NOON MEETING

THURSDAY, OCTOBER 7, 2010

(Lunch served noon-12:30 p.m.; Program 12:30-1:30 p.m.)

BENT TREE COUNTRY CLUB

5201 Westgrove Drive, Dallas, TX  75248 (972-931-7326)

FOLLOW DIRECTIONS BELOW:

Tollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive

Tollway North: Exit Keller Springs/Westrgove, Turn Right on Westgrove, Left on Club Hill Drive

RESERVATION DEADLINE: FRIDAY, OCTOBER  1

 (MONEY MUST BE RECEIVED IN COUNCIL’S OFFICE OCTOBER 1)

A TEXAS LAWYER’S PERSPECTIVE ON

ESTATE PLANNING FOR THE LARGE ESTATE

SANDY BISIGNANO

(1 HOUR PROGRAM)

Sponsored by Dallas Women’s Foundation

Sandy will present his personal 32+ year “Texas” perspective about estate planning for wealthy clients. He will share with the attendees his observations about wealthy clients’ attitudes regarding the selection of fiduciaries, life insurance, privacy, charitable giving, family offices, asset protection, and more. Sandy will also share the various techniques he has used to assist wealthy clients in the preservation and transfer of wealth. The attendee will have the opportunity to compare  his/her experiences with regard to representation of wealthy clients with the author’s experiences and will also learn how certain cutting edge techniques can be useful in carrying out the wealthy client’s intentions.  SANDY BISIGNANO earned his JD from University of Notre Dame and MBA from University of Chicago.  He is Board Certified in Estate Planning and Probate Law, Texas Board of Legal Specialization.  He was Chairman of Probate, Trusts and Estates Section of Dallas Bar Association, 1992-1993 and President of Dallas Estate Planning Council, 1999-2000.  Sandy is a frequent speaker and lecturer at local, state and national estate and tax planning institutes and programs.

1 hour of continuing ed credit has been applied for.

Note:  Paid membership dues do not include meals.  To register for the meeting, print and 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 IS OCTOBER 1.

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.  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”.  NO CREDIT CARDS ARE 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).  

Name: __________________________________     __$37  __$60  __$25 (Member-Program Only)

E-mail: __________________________________

Phone No. _______________________________

Name: __________________________________     __$37   __$60  __$25 (Member-Program Only)

E-mail: __________________________________

Phone No. _______________________________