Past Events

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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