DALLAS ESTATE PLANNING COUNCIL

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

BREAKFAST MEETING

THURSDAY, OCTOBER 3, 2013

(Breakfast served 7:30-8:00 a.m.; Program 8:00 – 10:15 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: THURSDAY, SEPTEMBER 26 (IN COUNCIL’S OFFICE)

NATALIE CHOATE

NOTE:  This is a 2-Hour Program

Sponsored by Jackson Walker and The Dallas Jewish Community Foundation

Death & Taxes:  The Inherited Retirement Plan: The purpose of this seminar is to review some planning and compliance issues and options facing the participant’s survivors:  the executor, trustee or beneficiary who has inherited an IRA or other retirement plan.

Fiduciary’s Guide to Retirement Benefits: This seminar presents a three point program to help the executor of an estate (or trustee of a trust) that is named as beneficiary of a decedent’s IRA or other retirement plan avoid costly mistakes and maximize the benefit of the retirement plan for the trust and its beneficiaries.

Natalie Choate is an attorney with the Boston firm of Nutter McClennen & Fish. Her practice is limited to consultations on estate planning for retirement benefits. Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals.  Miss Choate is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts and Estates. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded her the “Distinguished Accredited Estate Planner” designation.  Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. Miss Choate has lectured in 49 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World.  A Boston native, Miss Choate is a graduate of Radcliffe College and Harvard Law School.

There is continuing ed credit for this presentation.

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 – THURSDAY, SEPTEMBER 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: $50 (includes meal and program); Guest: $73 (includes meal and program);*Member-Program Only: $38 (*ONLY MEMBERS may choose “program only” for $38).  

Name: ________________________________________

 ____$50 (Member)  ___$73 (Guest)  ____$38 (Member-Program Only)

E-mail: ________________________________________

Phone No: _____________________________________

Name: ________________________________________ 

 ____$50 (Member)  ___$73 (Guest)  ____$38 (Member-Program Only)

E-mail: ________________________________________

Phone No: _____________________________________