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DTSTART:20121004T170000Z
DTEND:20121004T183000Z
LOCATION:Bent Tree Country Club
UID:665120121004T170000ZBeneficiary Flexible Trusts
DTSTAMP:20260509T045921Z
DESCRIPTION:\nTHE RESERVATION DEADLINE FOR THIS EVENT HAS PASSED.  YOU MAY COME AS A WALK-IN ON THE DAY OF THE MEETING BUT WILL NOT BE GUARANTEED A MEAL.\n \n \n \n \n \nNOON MEETING\n\n\n \nTHURSDAY, OCTOBER 4, 2012\n \n\n\n(Lunch served noon-12:30 p.m.; Program 12:30-1:30)\n\n\n \nBENT TREE COUNTRY CLUB\n \n5201 Westgrove Drive, Dallas, TX 75248 (972-931-7326)\n\n\n \nFOLLOW DIRECTIONS BELOW:\n\n\n \nTollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive\n\n\n \nTollway North: Exit Keller Springs/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive\n\n\n \n\n \n\n \nRESERVATION DEADLINE: FRIDAY, SEPTEMBER 28 (IN COUNCIL’S OFFICE)\n\n\n \n\n \n\n \n“BENEFICIARY FLEXIBLE TRUSTS”\n\n\n \nJOHN BERGNER\n\n\n \nSponsored by Quest Capital Management\n\n\n \n\n \n\n \nBy definition, the purpose of a trust arrangement is to limit freedom and impose constraints on the use and enjoyment of property.   Trusts can produce sub-optimal results if the terms are too flexible or too inflexible. The purpose of this presentation is to position a trust in which the goal is to give the greatest degree of flexibility to the beneficiary while still achieving the objectives of (i) removing the property from the gross estate of both  the settlor and beneficiary, (ii) allowing the beneficiary to control distributions; (iii) protecting trust property from creditor’s claims; (iv) protecting trust property from spousal claims; (v) allowing the beneficiary to control investments, and (vi) minimizing administrative and fiduciary obligations while the beneficiary serves as trustee.  The presentation will cover the various situations that might call for the Beneficiary Flexible Trust and how to balance flexibility and constraint to achieve the best results. John F. Bergner is a shareholder in the Dallas, Texas office of Winstead PC.  Mr. Bergner has been with Winstead for more than 27 years and serves as chairman of the wealth preservation practice group.  Mr. Bergner is a specialist in estate planning and probate law certified by the Texas Board of Legal Specialization.  His practice involves complex tax, estate and business succession planning as well as administration of estates.  He earned a B.B.A. and J.D. from WashburnUniversity and an M.L.T. from GeorgetownUniversityLawCenter.  \n\n\n \n\n \n\n \n1 hour of continuing ed credit pending.\n\n\n \n\n \n\n \nNote:  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](http://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, SEPTEMBER 28.\n\n\n \n\n \n\n \nPREPAID 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.\n\n\n \n \n \n\nTO REGISTER VIA CREDIT CARD - GO TO THE BOTTOM OF THE PAGE AND CLICK ON "RSVP NOW"\n\n \n\n \n\n \nMember: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).   \n\n\n \n\n \n\n \nName: ________________________________________     ____$37                ___$60  ____$25 (Member-Program Only)\n\n\n \n\n \n\n \nE-mail: ________________________________________\n\n\n \n\n \n\n \nPhone No: _____________________________________\n\n\n \n\n \n\n \n\n \n\n \nName: ________________________________________     ____$37                ___$60  ____$25 (Member-Program Only)\n\n\n \n\n \n\n \nE-mail: ________________________________________\n\n\n \n\n \n\n \nPhone No: _____________________________________\n\n\n \n\n \n\n \nSPONSORS:  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 \n\n\n \n\n \n\n \nPATRONS: 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\n\n\n \n \n
SUMMARY:Beneficiary Flexible Trusts - Dallas Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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