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DTSTART:20221006T170000Z
DTEND:20221006T183000Z
LOCATION:Northwood Club
UID:2272320221006T170000ZSECURE Act and Estate Planning Considerations 
DTSTAMP:20260625T032835Z
DESCRIPTION:\nREGISTRATION IS CLOSED FOR THIS EVENT\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK AT THE DOOR\n \n“IN-PERSON” LUNCH MEETING \n \nTHURSDAY, OCTOBER 6, 2022\n \nNORTHWOOD CLUB \n \n6524 Alpha Road, Dallas, Texas\n \n(Virtual Option Not Available/Presentation Will Not Be Recorded)\n \n(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)\n \nRESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY SEPTEMBER 28 (5:00 P.M.)  REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. \n \nSECURE ACT AND ESTATE PLANNING CONSIDERATIONS \n \nFOR RETIREMENT PLANS\n \n\n \nHARRY WOLFF III\n \n Sponsored by Carter Financial Management and Children’s Medical Foundation     \n \nThe SECURE Act Effective January 1, 2020 dramatically changed the rules, affecting retirement plans, including distributions during lifetime and planning for them at death.  This discussion will provide an outline of rules and planning considerations. Harry W. Wolff III is a partner with UHL Fitzsimons and counsels clients on a full range of legal issues related to taxation, business planning and succession, estate planning and probate.  He focuses his practice on sophisticated estate and business succession planning for high net-worth individuals, families and land owners, and has extensive experience in the preparation and filing of transfer tax returns and the formation, operation and governance of closely held businesses and nonprofit organizations.  He also advises clients on general tax planning, business succession planning for closely held businesses, reporting, and compliance matters. He is board certified in estate planning and probate law by the Texas Board of Legal Specialization. He received his BS from University of Texas at Austin and his JD from University of Houston.\n \nThere is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.   \n \nPlease register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER.  If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).  \n \nWE WOULD LIKE TO THANK OUR MEETING SPONSORS:  Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Vaquero Private Wealth, Parkland Foundation, Mercer Advisors, The Catholic Foundation, Heritage Auctions, Children’s Medical Foundation, Regions Bank, View Capital Advisors, Happy State Bank, The Dallas Foundation\n \nWE WOULD LIKE TO THANK OUR PATRONS: RGT Wealth Advisors, Davis Stephenson, Bluecrest FA, Bisignano Harrison Neuhoff, Heritage Auctions, Eisner Advisory Group, McBride & Associates at Merrill Lynch Wealth Management, Signet Art, Argent Trust, Glast Phillips Murray, Forvis, Stout Risius Ross, Carr Riggs & Ingram, Nexus Advisors\n \n \n
SUMMARY:SECURE Act and Estate Planning Considerations  - Dallas Estate Planning Council 
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