DALLAS ESTATE PLANNING COUNCIL

THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED.  WALK-INS ARE WELCOME TO ATTEND BUT WILL NOT BE GUARANTEED A MEAL

BREAKFAST MEETING

THURSDAY, NOVEMBER 1, 2012

(Breakfast served 7:30 – 8:00 a.m.; Program 8:00 - 9:00 a.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/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive

RESERVATION DEADLINE: FRIDAY, OCTOBER 26 (IN COUNCIL’S OFFICE)

“FIDUCIARY LITIGATION – SOME ATTITUDES OR ACTS THAT MIGHT GET YOU SUED, AND SOME STEPS THAT MIGHT GET YOU OUT”

JIM HARTNETT

This is a discussion of some of the mistakes that fiduciaries make in dealing with their beneficiary that often serve as a trigger for litigation, coupled with a few tips on how to get out of the trap if litigation is looming and a few more on how to avoid getting hit with a personal judgment.  Jim Hartnett graduated from Austin College and earned his JD from The University of Texas.  He is a partner with the Hartnett Law Firm in Dallas.  He was voted The Texas Lawyer’s “Go To” lawyer in Trusts and Estates in 2003, The Texas Lawyer’s “Top Notch” lawyer in Trusts and Estates, 2007 and  finalist for The Texas Lawyer’s 2012 “Go To” lawyer in Trusts and Estates, Best Lawyers in America, listed under Trusts & Estates and D Magazine’s Best Lawyers in Dallas, listed under Trusts & Estates.  In addition to his practice, Jim is a frequent author and lecturer on estate planning issues.

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 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 – FRIDAY, OCTOBER 26.

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