Estate Planning Current Developments
Bessemer Trust Co. has volunteered to provide copies of the handout at the meeting so you will not need to print a copy.
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.
REGISTRATION FOR THIS EVENT IS CLOSED
WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL
NOON MEETING
THURSDAY, FEBRUARY 4, 2016
(Lunch served 12:00-12:30 p.m.; Program 12:30-1:30 p.m.)
DALLAS COUNTRY CLUB
4155 Mockingbird Lane, Dallas, Texas
RESERVATION DEADLINE: THURSDAY, JANUARY 28 (5:00 P.M.) (PAYMENT MUST BE IN COUNCIL’S OFFICE)
STEVE AKERS
ESTATE PLANNING CURRENT DEVELOPMENTS
Sponsored by Parkland Foundation
A summary of estate planning legislative, regulatory and case law current developments with an emphasis on items of practical importance in advising clients (including observations from the Heckerling Institute on Estate Planning about important estate planning trends). Attendees will: be aware of recent legislation impacting basis of assets received from decedents’ estates and Social Security withdrawal alternatives; be sensitive to possible legislative developments impacting estate planners and regulation projects anticipated in the near future (including new regulations under Internal Revenue Code Section 2704 impacting valuation discounts); Understand the major “hot topics” that the IRS estate tax agents are raising as well as recent cases discussing those matters. Steve R. Akers, JD, is a Managing Director with Bessemer Trust Company, N.A., in Dallas, Texas, where he is Senior Fiduciary Counsel for the Southwest Region and is in the Estate Planning Department. Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning and is a frequent speaker at that Institute, as well as other estate planning seminars across the country. He is a past Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law. He is a Fellow of the American College of Trust and Estate Counsel, and has previously served as a member of the Executive Committee, Regent, Long Range Planning Committee, Chair of the Business Planning Committee, and Editor of the ACTEC Law Journal. Mr. Akers has received the Distinguished Accredited Estate Planner Award from the National Association of Estate Planning Councils, the Distinguished Probate Lawyer Lifetime Achievement Award from the State Bar of Texas Real Estate, Probate and Trust Law Section, and the Lifetime Achievement Award from the Dallas Bar Association Probate, Trusts & Estates Section.
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. Click on “Event Calendar” on the left column and click on “February 4, 2016”, 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 - go to www.dallasepc.org. and click on “Event Calendar” on the left column, click on “February 4, 2016”, 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: _____________________________________
SCROLL DOWN TO REGISTER ONLINE WITH A CREDIT CARD
