Past Events

December 4, 2025 How to Establish Trust and Collaboration Among Benefactors, Beneficiaries and Trustees
Luke Jernagan
November 20, 2025 Emerging Professionals Meeting
November 6, 2025 The New Normal for Charitable Tax Planning
Justin Miller
October 29, 2025 Emerging Professionals Trivia Night
October 16, 2025 Social Event - Members Only
October 2, 2025 Planning for Inherited Retirement Accounts
Christopher Hoyt
September 24, 2025 DEPC Emerging Professionals Meeting
September 4, 2025 What Really Happens When Partners Die?
Paul Lee
May 1, 2025 A Guide to Life Insurance Products and Their Risk Characteristics
Lawrence Brody
April 10, 2025 DEPC Members Social Event
April 3, 2025 Estate Planning Current Developments
Steve Akers
March 26, 2025 DEPC Community Outreach Event
March 18, 2025 Emerging Professionals Meeting
March 6, 2025 Real Estate Practice Tips for Estate Planners and Executors
Roland Love
February 6, 2025 Will Contests: Undue Influence/Lack of Capacity - How Much Evidence is Enough?
Keith Staubus
January 16, 2025 Emerging Professionals Happy Hour
January 9, 2025 Estate Planning in a Post Election World
Maya Brill
December 5, 2024 Trends in Modern Family Wealth Transfer
November 7, 2024 The Business Divorce - Partner Exit Planning
Ladd Hirsch
October 29, 2024 Members Social Happy Hour AND Trivia Competition
October 3, 2024 Why Individual Trustees are Less Than an Optimal Choice
Christopher Holtby
September 26, 2024 DEPC Emerging Professionals Meeting
September 5, 2024 Corporate Transparency Act
John Strohmeyer
May 16, 2024 Social Happy Hour - Members Only
May 2, 2024 Financial Planning at the End of Life
Carolyn McClanahan
April 25, 2024 DEPC Emerging Professionals Social Event
April 4, 2024 Current Estate Planning Developments
Steve Akers
March 7, 2024 The Great Wealth Transfer
February 1, 2024 Specialty Asset Potpourri: Planning with Carried Interests and Quality Opportunity Zones
Kelly Perez
January 30, 2024 Emerging Professionals Meeting
January 4, 2024 Generation-Skipping Transfer Tax Planning
Alan Stroud and Gary Post
December 7, 2023 Shakespeare, Succession and Estate Planning
Leslie Kiefer Amann
December 7, 2023 Emerging Professionals Breakfast Meeting
November 9, 2023 DEPC EMERGING PROFESSIONALS Social Event
November 2, 2023 Secure 2.0
Jana Simons
November 1, 2023 DEPC Members Only Social Event
October 10, 2023 DEPC Emerging Professionals Meeting
October 5, 2023 An Update on How Anti-Money Laundering Initiatives Affect Estate Planners
Nancy Henderson
September 7, 2023 Basis Planning and Anomalies with Partnerships, Grantor Trusts and Unitary Basis
Paul Lee
May 4, 2023 Looking for Basis in All the Right Places
Mickey Davis/Melissa Willms
April 19, 2023 DEPC Emerging Professionals Meeting
April 6, 2023 Current Estate Planning Developments
Steve Akers
March 2, 2023 Life Insurance Planning Opportunities
Marvin Blum
February 2, 2023 Succession Planning for the Professional
Daniel Brunello
January 5, 2023 Business Succession Planning-Tax/Non-Tax Issues to Consider
Dan McCarthy
December 1, 2022 Creative Ways to Transfer Assets Without Any Remaining Exemption
Aubrey Boswell
November 17, 2022 Joint DEPC/FPA Networking Event
November 3, 2022 Effective Estate Planning and Divorce
Aubrey Connatser/Steve Novak
October 26, 2022 DEPC Emerging Professionals Social Event
October 6, 2022 SECURE Act and Estate Planning Considerations
Harry Wolff III
September 1, 2022 Best Creative Tax Planning Ideas for Trusts
Stacy Eastland
May 19, 2022 Social Event - MEMBERS ONLY
May 5, 2022 The Criitical Role of Family Governance in Today's Estate Planning
Tom Rogerson (GenLegCo)
April 7, 2022 Current Estate Planning Developments
Steve Akers (Bessemer)
March 3, 2022 Creative Planning for Modern Trusts
John Andrews (Andrews Barth)
February 3, 2022 The Importance of Gift Substantiation
Jonathan Tidd (Attorney)
January 6, 2022 Mum's the Word: Maintaining Client Confidentiality
Jeff Chadwick (Winstead)
December 2, 2021 Distribution Provisions: Say What You Mean-Mean What You Say
Leslie Kiefer Amann (Sentinel Trust)
November 18, 2021 DEPC Emerging Professionals Happy Hour
November 4, 2021 Private Foundations and Their Alternatives
Reynolds Cafferata (Hori, Choi and Cafferata)
October 22, 2021 DEPC Emerging Professionals Meeting
October 7, 2021 Estate Planning Amidst Growth of Cryptocurrency Wealth
Katy David and Brad Fletcher
September 2, 2021 Economic Update - Federal Reserve
Pia Orrenius (Fed Reserve - Dallas)
May 20, 2021 Networking Event (MEMBERS ONLY)
May 12, 2021 DEPC Emerging Professionals Virtual Meeting
Panel Discussion
May 6, 2021 Unwinding Estate Plans Because of Changed Circumstances
Sam Donaldson
April 15, 2021 Networking Event (MEMBERS ONLY)
April 1, 2021 Estate Planning Current Developments
Steve Akers
March 18, 2021 Networking Event (MEMBERS ONLY)
March 4, 2021 Opportunities & Challenges in the New Section 7702 Regime
Bobby Samuelson
February 18, 2021 Networking Event (Members Only)
February 4, 2021 Partnership Planning
Paul Lee
January 7, 2021 Unintended Consequences of Naming a Charitable Beneficiary in a Will or Trust
Mark Sales
December 10, 2020 DEPC Emerging Professionals Meeting
December 3, 2020 SECURE Act VIRTUAL MEETING
Bob Keebler
November 5, 2020 Financial Feminism: Women, Money, Wealth & Legacy VIRTUAL MEETING
Roslyn Dawson and Sonja Borda
October 15, 2020 Emerging Professionals VIRTUAL Meeting
Bill Rasmussen and Gary Post
October 1, 2020 Trustee Bootcamp VIRTUAL MEETING
Dave Folz
September 3, 2020 Washington Update VIRTUAL MEETING
Josh Holmes
May 7, 2020 VIRTUAL MEETING - Planned Giving Success and Horror Stories - Planning to Avoid Disaster
Jeremiah Doyle
April 2, 2020 Current Estate Planning Developments
Steve Akers (Bessemer Trust)
March 25, 2020 CANCELLED DEPC Emerging Professionals Meeting
Panel
March 5, 2020 Life Insurance with Higher Exemption Levels
Greg Holmgren (NY Life)
February 6, 2020 Methods for Modifying Irrevocable Trusts
Eric Reis (Thompson & Knight)
January 9, 2020 Social Security Update
Chad Dziedzik (Blackrock)
December 5, 2019 Advisors Discussing Collaboration with Case Studies
John Karls, Laurel Stephenson, Ross Simms, Dotti Reeder
November 23, 2019 Gobble Hobble
November 19, 2019 Emerging Professionals - Fall Social
November 7, 2019 Estate/Trust Planning - Methods for Managing Difficult Beneficiaries
Lauren Wolven (Levenfeld Pearlstein, LLC)
October 31, 2019 Emerging Professionals Meeting
Panel
October 3, 2019 Opportunity Zones/Provisions of the Recent Tax Law
Benetta Jenson (JP Morgan) and Kevin Matz (Stroock)
September 5, 2019 National Economic Outlook
Joe Tracy (Federal Reserve - Executive VP)
May 29, 2019 Members' Only Social Event
May 2, 2019 Estate/Asset Protection Planning/Generation 2 in Family Business
Christine Wakeman
April 22, 2019 Community Outreach Project
April 16, 2019 Emerging Professionals Happy Hour
April 4, 2019 Uses for Life Insurance Beyond Taxes
Mary Ann Mancini
March 7, 2019 Current Estate Planning Developments
Steve Akers
February 20, 2019 DEPC - Emerging Professionals Meeting
Panel
February 7, 2019 How to Not Fund a Testamentary Trust
Michele Mobley
January 10, 2019 Marital Property Character of Property After a Change of Domicile or a Shift in Situs
Tom Featherston
December 12, 2018 Emerging Professionals - Happy Hour
December 6, 2018 Wealth Transfer Planning/Contemporary Family
Hugh Magill
November 16, 2018 DEPC Emerging Professionals Meeting
Panel
November 1, 2018 Charitable Giving Trends
Bryan Clontz
November 1, 2018 Member Social Event
October 4, 2018 View of the New Tax Bill/Income Tax Implications
Vance Maultsby
September 6, 2018 Washington Update
Andy Friedman
May 10, 2018 Social Event (Members Only)
May 3, 2018 Directed Trusts in Texas
Jeffrey Myers
April 26, 2018 Community Outreach Project
April 19, 2018 Emerging Professionals - Social Event
April 5, 2018 Privacy and Personal Security Issues
Jeff Chadwick
March 1, 2018 Current Estate Planning Developments
Steve Akers
February 13, 2018 Emerging Professionals Meeting
Panel
February 1, 2018 Irrevocable Trusts in a Divorce
Louis Harrison
January 4, 2018 Unusual Valuations
Lance Hall
December 7, 2017 Estate Planning for Special Needs Family Members
Tresi Weeks
November 14, 2017 Emerging Professionals Happy Hour
November 2, 2017 Charitable Planning Mistakes
Ramsay Slugg
October 25, 2017 Emerging Professionals Meeting
Karl Graf
October 19, 2017 Members Only Social Event
October 5, 2017 Family Governance
Claudia Sangster
September 7, 2017 Washington Tax Update
Ron Aucutt
May 28, 2017 Carry The Load - Community Outreach
May 4, 2017 Purposeful, Principled and Profitable Life Driven Estate Planning
Ray Odom
May 2, 2017 Social Happy Hour (MEMBERS ONLY)
April 25, 2017 Social Event - Emerging Professionals
April 6, 2017 Transferring Family Wealth Intact to Future Generations
Doug Box/Clint Haggard
April 3, 2017 FPA DFW & DEPC Texas Rangers Opening Day Ballpark Event
Opening Day at the Ball Park
March 28, 2017 Emerging Professionals Meeting
Panel
March 2, 2017 Getting Practical/Useful Advice from the International Guy
Nancy Henderson/Brian Tsu
February 2, 2017 Current Estate Planning Developments
Steve Akers
January 5, 2017 Self Directed IRAs
Warren Baker
December 1, 2016 Trusts and Developing a Care Plan
Mindy Jones/Chris Klemme
November 15, 2016 Emerging Professionals - Meeting
Patrick Dougherty
November 15, 2016 MEMBERS ONLY - Social Event
November 3, 2016 IRS Audit Issues
Stephanie Loomis
October 22, 2016 Community Outreach Event
October 19, 2016 Emerging Professionals - Happy Hour
October 6, 2016 Problem Irrevocable Trusts
Michael Gordon
September 1, 2016 The Estate Planner's Income Tax Playbook
Sam Donaldson
May 19, 2016 Emerging Professionals Initiative Meeting - Collaborative Estate Planning
Panel
May 5, 2016 The Top 25 Insurance Planning Mistakes
Larry Brody
May 4, 2016 Social Event (MEMBERS ONLY)
April 7, 2016 Portability/Planning for the $5-$15 Million Estate
Diana Zeydel
March 3, 2016 Why and How to Dissolve the FLP
John Hunter
February 18, 2016 Emerging Professionals Initiative Happy Hour
February 4, 2016 Estate Planning Current Developments
Steve Akers
January 7, 2016 Exploitation of the Elderly
Molly Abshire, Donna Strittmatter, Dr. Mary Quiceno
December 3, 2015 Responsible Investing for the Modern Fiduciary
Ray Odom
November 17, 2015 Emerging Professionals Initiative Meeting
Various Speakers
November 5, 2015 How to Do Estate Planning for Retirement Benefits/New Developments and Current Trends in Estate & Distribution Planning for Retirement
Natalie Choate
November 4, 2015 Social Event - Members
October 1, 2015 Health Care Reform: 20115 Survival Boot Camp
Cynthia Stamer
September 24, 2015 Emerging Professionals Initiative - Happy Hour
Happy Hour
September 3, 2015 The Economy in 2015: The Reasons for Optimism
Marci Rossell
May 19, 2015 Planning for the Affluent 3.8 Surtax/Tax Reduction Strategies
Robert Keebler
May 7, 2015 Digital Assets, Guns, Pets
Gerry Beyer
April 30, 2015 Emerging Young Professionals Happy Hour
April 2, 2015 Captive Insurance Companies and Estate Planning (Domestic)
Larry Anders/Kenneth Kotch
March 5, 2015 Planning for the Affluent 3.8 Surtax/Tax Reduction Strategies
Bob Keebler
February 5, 2015 Estate Planning Current Developments
Steve Akers
January 8, 2015 Navigating Health Care
Panel
December 4, 2014 The Delaware Trust Option for Texans: Dynasty Trusts, Directed Trusts, Asset Protection Trusts, and Beyond
Dick Nenno
November 12, 2014 Social Event - Members
November 6, 2014 Planning Strategies for the Modern Family
James Allen, Jr.
October 2, 2014 Cross Border Trust Design - A Guided Tour to Planning and Administration
Suzanne Shier
September 4, 2014 Adventures in Tax Reform
Professor Chris Hanna
May 1, 2014 Choice of Entities
Willie Hornberger
April 3, 2014 REPEAT PRESENTATION - Fiduciary Quandaries in Discretionary Actions
Julie Buschman, Sam Dykeman, Jacqueline Gabbidon, Debbie Cox (Moderator)
March 6, 2014 Planning for Divorce-Pitfalls, Complexities and War Stories
Todd Amacher (Panel)
February 20, 2014 DEPC Social
February 6, 2014 Fiduciary Quandaries in Discretionary Actions and Other Perplexing Problems in Trust Administration
Julie Buschman, Jacqueline Gabbidon, Sam Dykeman (Debbie Cox, Moderator)
January 9, 2014 Collaborating with Other Advisors
Steve Maus, Sandy Bisignano, Ken Travis, Jayne Grimes
December 5, 2013 Affordable Health Care Act
Carolyn McClanahan
November 12, 2013 Social Event - MEMBERS ONLY
November 7, 2013 Planning for $10 Million and Under Estates
Steve Akers
October 10, 2013 Social Event - Members
October 3, 2013 Death & Taxes and Fiduciary's Guide to Retirement Benefits
Natalie Choate
September 5, 2013 Economic Update
Federal Reserve Speaker - Richard Fisher
May 2, 2013 Funding Testamentary Trusts: Tax and Non-Tax Issues
MIckey Davis
March 7, 2013 Life Insurance Solutions
Wayne Tonning, FSA
February 7, 2013 Current Developments
Steve Akers
January 10, 2013 Separate Property -
Sandy Bisignano
December 6, 2012 Fair vs. Equal-Family Dynamics-Dividing An Estate
Michael Flynn/Ronnie McClure
November 1, 2012 Fiduciary Litigation
Jim Hartnett
October 30, 2012 Members Social
October 4, 2012 Beneficiary Flexible Trusts
John Bergner
September 6, 2012 Economic Issues/Updates
Ray Perryman
May 22, 2012 Happy Hour
May 3, 2012 Fiduciary Risk: Unforeseen Challenges for Advisors and Clients Serving as Fiduciaries
Joan Crain
March 1, 2012 Charitable Giving from Both Sides - Non-Cash Gifts
Jackie Franey, Cynthia Krause, Marianne Piepenberg
February 2, 2012 Estate Planning Under the New Rules
Steve Akers
January 10, 2012 Separate Property - "What's Mine is Mine"
Sandy Bisignano
January 5, 2012 Understanding/Valuing Life Insurance Policies
Gary Post
December 1, 2011 Engaging High Capacity Clients for Inspired Outcomes
Phil Cubeta
November 3, 2011 Estate Planning Teams-Lessons in Collaboration
Marvin Blum, Perry Kaufman, Randy Mayeux
October 6, 2011 Estate Planning for Entrepreneurs
Stefan Tucker
September 1, 2011 Economic/Tax Policy
Mary Burke-Baker
May 5, 2011 Insurance/Current Developments
Steve Leimberg
April 7, 2011 Current Estate Planning Developments
Steve Akers
March 3, 2011 Risk Management for Wealthy Clients
Michael Heard
February 3, 2011 Current Developments
Steve Akers-CANCELLED for Feb 3
January 6, 2011 FLP Income Tax Issues
Peter Robbins, Karl Springer
December 2, 2010 Best Practices for Protecting the Affluent
PAUL VIOLLIS
November 4, 2010 Legislative Proposals
Debbie Cox, Will Hartnett, Glenn Karisch
October 7, 2010 Estate Planning for the Large Estates
Sandy Bisignano
September 2, 2010 Roth-Ready...For 2010 and Beyond!
Natalie Choate
May 6, 2010 FLPS - Late in Life or Broken Ones
Scott Carter
March 4, 2010 Estate Planning Current Developments and Hot Topics
Steve Akers
February 4, 2010 IRS Attacks on Estate Planning Techniques
Chuck Meadows
January 7, 2010 Estate Planning in Politically Uncertain Times
Jonathan Blattmachr
December 3, 2009 Multi-Participant Trusts
Debbie Cox
November 5, 2009 Family Law and Estate Planning Interaction
Carol Wilson
October 1, 2009 Tax Planning for IRAs In The New Millennium
Dave Folz
September 3, 2009 The Light at the End of the Tunnel - Real or Imagined?
Dr. Ray Perryman
May 7, 2009 TRANSFER PLANNING
STEVE AKERS
March 5, 2009 CURRENT TAX UPDATES
ANDY FRIEDMAN/DAVID BEREK/MARC CADIN
February 5, 2009 BUSINESS SUCCESSION PLANNING
JOHN BROWN
January 8, 2009 ESTATE PLANNING FOR THE UNMARRIED ADULT
JEFF ZALUDA
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