The Top 25 Insurance Planning Mistakes
NOON MEETING
THURSDAY, MAY 5, 2016
(Lunch served Noon-12:30 p.m.; Program 12:30-1:30 p.m.)
DALLAS COUNTRY CLUB
4155 Mockingbird Lane, Dallas, Texas
RESERVATION DEADLINE: THURSDAY, APRIL 28 (5:00 P.M.) (PAYMENT MUST BE IN COUNCIL’S OFFICE)
LARRY BRODY
THE TOP 25 INSURANCE PLANNING MISTAKES
Sponsored by Jackson Walker
This presentation will focus on a series of life insurance planning mistakes which are commonly made in an estate planning context. In addition to identifying the common mistakes, the presentation will also offer suggestions for how to avoid those mistakes in planning for the use of life insurance in a client’s estate plan. Lawrence Brody is a Partner of Bryan Cave LLP, an international law firm, resident in the St. Louis office. He is a member of its Private Client Service Group and its Technology, Entrepreneurial & Commercial Practice Client Service Group. He has been an Adjunct Professor at Washington University School of Law since 1968, teaching Estate Planning and Drafting, a visiting Adjunct Professor at the University of Miami Law School, teaching a course on Life Insurance, and is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning, including two BNA Tax Management Portfolios, two books for the National Underwriter Company, and a number of volumes in the ABA Insurance Counselor Series.
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: 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); ____$20** (Emerging Professionals Only – First Meeting –Includes meal) **Emerging Professionals: You have never been a DEPC member and either (a) you are 40 years old or younger or( b) your current primary discipline is supported by DEPC and that profession has been your primary professional discipline for LESS than 10 years.
Name: ________________________________________
____$37 (Member-Includes Meal and Program)
____$60 (Guest-Includes Meal and Program)
____$25 (Member-Program Only-No Meal)
___$20** (Emerging Professionals Only – First Meeting –Includes meal)
**Emerging Professionals: You have NEVER been a DEPC member AND (a) you are 40 years old or younger OR (b) your current primary discipline is supported by DEPC and that profession has been your primary professional discipline for LESS than 10 years.
E-mail: ________________________________________
Phone No: _____________________________________
Name: ________________________________________
___$37 (Member-Includes Meal and Program)
___$60 (Guest-Includes Meal and Program)
___$25 (Member-Program Only -No Meal)
___$20** (Emerging Professionals Only – First Meeting –Includes meal)
**Emerging Professionals: You have NEVER been a DEPC member AND (a) you are 40 years old or younger OR (b) your current primary discipline is supported by DEPC and that profession has been your primary professional discipline for LESS than 10 years.
E-mail: ________________________________________
Phone No: _____________________________________
WE WOULD LIKE TO THANK ALL OF OUR MEETING SPONSORS: CARTER FINANCIAL MANAGEMENT, COMMUNITIES FOUNDATION OF TEXAS, DALLAS WOMEN’S FOUNDATION, JACKSON, WALKER, PARKLAND FOUNDATION, QUEST CAPITAL MANAGEMENT, SOUTHWESTERN MEDICAL FOUNDATION, THE CATHOLIC FOUNDATION AND TOLLESON WEALTH MANAGEMENT. IT IS THE SPONSORS WHO MAKE POSSIBLE THE SOCIAL EVENTS AND PROVIDING EXCELLENT SPEAKERS.
IN ADDITION, WE WOULD LIKE TO RECOGNIZE THE PATRONS: AMERICAN NATIONAL BANK OF TEXAS, BAYLOR HEALTH CARE SYSTEM FOUNDATION, BISIGNANO HARRISON & NEUHOFF, COMMUNITIES FOUNDATION OF TEXAS, DALLAS AUCTION GALLERY, GLAST, PHILLIPS & MURRAY, GOLDIN, PEISER & PEISER, MCKINNON PATTEN & ASSOCIATES, RUSSELL TETHER FINE ARTS, SIGNET ART, SUMMIT ALLIANCE FINANCIAL. THE PATRON PROGRAM PROVIDES ADDITIONAL FUNDS TO SUPPORT THE COUNCIL’S ACTIVITIES.
