Beneficiary Flexible Trusts
THE RESERVATION DEADLINE FOR THIS EVENT HAS PASSED. YOU MAY COME AS A WALK-IN ON THE DAY OF THE MEETING BUT WILL NOT BE GUARANTEED A MEAL.
NOON MEETING
THURSDAY, OCTOBER 4, 2012
BENT TREE COUNTRY CLUB
FOLLOW DIRECTIONS BELOW:
Tollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on
Tollway North: Exit Keller Springs/Westgrove, Turn Right on Westgrove, Left on
RESERVATION DEADLINE: FRIDAY, SEPTEMBER 28 (IN COUNCIL’S OFFICE)
“BENEFICIARY FLEXIBLE TRUSTS”
JOHN BERGNER
Sponsored by Quest Capital Management
By definition, the purpose of a trust arrangement is to limit freedom and impose constraints on the use and enjoyment of property. Trusts can produce sub-optimal results if the terms are too flexible or too inflexible. The purpose of this presentation is to position a trust in which the goal is to give the greatest degree of flexibility to the beneficiary while still achieving the objectives of (i) removing the property from the gross estate of both the settlor and beneficiary, (ii) allowing the beneficiary to control distributions; (iii) protecting trust property from creditor’s claims; (iv) protecting trust property from spousal claims; (v) allowing the beneficiary to control investments, and (vi) minimizing administrative and fiduciary obligations while the beneficiary serves as trustee. The presentation will cover the various situations that might call for the Beneficiary Flexible Trust and how to balance flexibility and constraint to achieve the best results. John F. Bergner is a shareholder in the
1 hour of continuing ed credit pending.
Note: Paid membership dues do not include meals. To register for the meeting, complete the form below, enclose a check (payable to
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 (you can send an email to dallasepc@yahoo.com). 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: _____________________________________
SPONSORS: We would like to thank the following meeting sponsors: Baylor Health Care System Foundation,, Dallas Women’s Foundation, Parkland Foundation, Quest Capital Management, Inc. and The Catholic Foundation
PATRONS: We would like to thank the following patrons for their support: Bisignano & Harrison, LLP, Quest Capital Management, Inc., Texas Capital Bank and The Catholic Foundation
