DALLAS ESTATE PLANNING COUNCIL

REGISTRATION FOR THIS EVENT IS CLOSED.

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

DEPC IS GOING PAPERLESS!  The program handouts will no longer be printed.  The handout will be available to download on the website (Document Library) a few days prior to each meeting.  YOU may print the handout if you prefer to have a handout at the meeting.

BREAKFAST MEETING

THURSDAY, NOVEMBER 5, 2015

(Breakfast served 7:30-8:00 a.m.; Program 8:00-10:00 a.m.)

DALLAS COUNTRY CLUB

4155 Mockingbird Lane, Dallas, Texas

RESERVATION DEADLINE: THURSDAY, OCTOBER 29 (5:00 P.M.) (PAYMENT MUST BE IN COUNCIL’S OFFICE)

NATALIE CHOATE

This is a presentation with two topics: 

“Planning for Retirement Benefits: Recent Developments and Current Trends”

And “How to Do Estate Planning for Retirement Benefits”

Sponsored by The Catholic Foundation

NOTE:  THIS IS A 2 HOUR PROGRAM

Planning for Retirement Benefits: Recent Developments and Current Trends: This presentation covers new cases, rulings, and regulations, recent and pending legislation, and any other new developments affecting estate and distribution planning for retirement benefits. “New” and “recent” for this purpose means occurring in the 14 months prior to the presentation, as well as pending future tax law changes. How to Do Estate Planning for Retirement Benefits: This presentation provides an overview of how to integrate retirement benefit assets into the estate plan, with specific planning alternatives for several typical client situations, and practical checklists and drafting tips. Natalie Choate is an attorney with the Boston firm of Nutter McClennen & Fish. Her practice is limited to consultations on estate planning for retirement benefits. Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals. Miss Choate is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts and Estates. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded her the “Distinguished Accredited Estate Planner” designation. Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. Miss Choate has lectured in 49 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World. A Boston native, Miss Choate is a graduate of Radcliffe College and Harvard Law School.

There is continuing ed credit pending for this presentation.

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.    

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. PREPAID MEMBERS WILL NOW REGISTER ON THE WEBSITE -  scroll down to the bottom of the page and register.

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: _____________________________________