DALLAS ESTATE PLANNING COUNCIL

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

NOON MEETING

THURSDAY, FEBRUARY 7, 2013

(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/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive

RESERVATION DEADLINE: FRIDAY, FEBRUARY 1 (IN COUNCIL’S OFFICE)

ESTATE PLANNING CURRENT DEVELOPMENTS AND HOT TOPICS

STEVE AKERS

SPONSORED BY THE CATHOLIC FOUNDATION

Estate planning in light of the uncertainty surrounding what will happen after 2012 is most difficult.  A variety of planning strategies in light of legislative and estate planning current developments are addressed (including ideas discussed at the 2013 Heckerling Institute on Estate Planning). Steve R. Akers, JD, is a Managing Director with Bessemer Trust Company, N.A., in Dallas, Texas, where he is Fiduciary Counsel for the Southwest Region and is in the Legacy Planning Department.  Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning and is a frequent speaker at that Institute, as well as other estate planning seminars across the country. He is a past Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law. He is a Fellow of the American College of Trust and Estate Counsel, and currently serves a member of the Executive Committee, Regent, and Chair of the Business Planning Committee. He is a past editor of the ACTEC Law Journal. Mr. Akers is a past Chair of the State Bar of Texas Real Estate, Probate and Trust Law Section and of the Dallas Bar Probate, Trusts and Estates Section.  He is a co-author of A Planning Guide to Buy-Sell Agreements and Estate Planning After the Tax Relief and Job Creation Act of 2010.  Mr. Akers received his B.S. degree in Chemical Engineering from Oklahoma State University and his J.D. degree from the University of Texas School of Law.

1 hour of continuing ed credit pending for State Bar, Texas Department of Insurance, CPA and CFP.

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, FEBRUARY 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 (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,, BNY Mellon Wealth Management, 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