DALLAS ESTATE PLANNING COUNCIL

THE REGISTRATION DEADLINE FOR THIS EVENT HAS EXPIRED.

 WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL.

NOTE:  THIS IS A REPEAT PRESENTATION

OF THE ORIGINAL FEBRUARY 6 PRESENTATION

NOON MEETING

THURSDAY, APRIL 3, 2014

(Lunch served Noon-12:30; Program 12:30-1:30 pm)

BENT TREE COUNTRY CLUB

5201 Westgrove Drive, Dallas, TX  75248 (972-931-7326)

FOLLOW DIRECTIONS BELOW:

Tollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive

Tollway North: Exit Keller Springs/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive

RESERVATION DEADLINE: THURSDAY, MARCH 27 (IN COUNCIL’S OFFICE)

JULIE BUSCHMAN, JACQUELINE GABBIDON, SAM DYKEMAN AND DEBBIE COX (Moderator)

Fiduciary Quandaries in Discretionary Actions and Other Perplexing Problems in Trust Administration

Sponsored by J P Morgan Private Bank

What is included in a distribution for a beneficiary’s “health, education, maintenance and support?”  Does it include everything your client would expect?  This panel of three experienced fiduciary officers will discuss how discretionary distribution language of trust agreements is implemented, including the breadth of the common HEMS distribution standard  Further, the impact of other language, such as “other resources,” “standard of living” and “best interest” will be discussed.  What are the implications of drug clauses, mission statements and incentive clauses?  This will be a discussion of where the rubber meets the road on trust language and beneficiaries interests, illustrating that the language of the trust agreement counts, including drafting tips for greater clarity!  Debbie Cox (Moderator) is a Managing Director at J.P. Morgan Private Bank. Ms. Cox provides advice on wealth structuring solutions related to wealth transfer, family governance, business succession, philanthropy, and tax planning. Ms. Cox joined J.P. Morgan Private Bank’s Wealth Advisory group in 2002. She brings more than 30 years of wealth advisory experience to J.P. Morgan.  Julie A. Buschman joined Bessemer Trust in March 2005 as Senior Client Account Manager in Bessemer’s Dallas office.  Previously, Ms. Buschman was with the Dallas office of Bank of America, N.A. Her most recent position was Regional Estate Settlement Executive responsible for the creation and implementation of regionalized estate settlement services within the Private Bank.  Jacqueline Gabbidon is VP-Senior Trust Relationship Manager at Northern Trust.  She is a member of the Wealth Advisory Team providing fiduciary and investment management services to high net worth individuals and families.  Prior to Northern Trust, Jacqueline was an attorney with Klein & Pollack and Thompson Coe.  Sam Dykeman is a Vice President/Fiduciary Officer with the Private Bank of JPMorgan. He joined the company in May 2007. He has worked for several other large trust companies in Dallas. Prior thereto, he was in the private practice of law in Oklahoma City for over 18 years in which his practice focused primarily on the areas of wills, trusts and estates.

Continuing ed credit approved for State Bar, CPA and CFP.

Note:  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. 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 – THURSDAY, MARCH 27.

PREPAID 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”.  CREDIT CARDS ARE NOT ACCEPTED AT THE DOOR, CASH OR CHECK ONLY.

Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).  

Name: ________________________________________  

   ____$37  ___$60   ____$25 (Member-Program Only)

E-mail: ________________________________________

Phone No: _____________________________________

Name: ________________________________________

     ____$37 ___$60  ____$25 (Member-Program Only)

E-mail: ________________________________________

Phone No: _____________________________________