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 |
|
View Current Events
|