Fair vs. Equal-Family Dynamics-Dividing An Estate
THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED. YOU MAY COME AS A WALK-IN BUT WILL NOT BE GUARANTEED A MEAL.
BREAKFAST MEETING
THURSDAY, DECEMBER 6, 2012
(Breakfast served 7:30 – 8:00 a.m.; Program 8:00 - 9:00 a.m.)
BELO PAVILION
RESERVATION DEADLINE: FRIDAY, NOVEMBER 30 (IN COUNCIL’S OFFICE)
FAIR VS. EQUAL – FAMILY DYNAMICS – DIVIDING AN ESTATE
MICHAEL H. FLYNN, JD, PhD AND RONNIE C. MCCLURE, PhD, CPA
SPONSORED BY
This presentation will offer a brief summary of some of the major considerations regarding family dynamics with which a planner should be familiar and will pose a number of questions the planner must be able to answer before he or she makes estate planning recommendations or begins drafting documents. Said another way, the presentation will discuss psychological and emotional constraints to transferring family wealth given the wide range of technical alternatives available to the planner and the client family. Michael H. Flynn, JD, PhD, is a licensed psychologist and practicing attorney in
1 hour of continuing ed credit approved for
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: ________________________________________
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Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
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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
