DALLAS ESTATE PLANNING COUNCIL

NOON MEETING

THURSDAY, NOVEMBER 3, 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, OCTOBER 27 (5:00 P.M.) (PAYMENT MUST BE IN COUNCIL’S OFFICE)

STEPHANIE LOOMIS-PRICE

THE VALUE OF VALUATION

Sponsored by Jackson Walker

This session will provide guidance to estate planning professionals in reading and commenting on valuation reports, with a focus on assisting readers in refining appraisals to ensure that gift, estate, and generation-skipping transfer tax returns are prepared in a manner that is most defensible in audit and in court, if need be. Stephanie Loomis-Price, JD, handles federal gift and estate tax litigation against the Internal Revenue Service, as well as state fiduciary and probate controversy work. She has assisted clients in numerous cases in the United States Tax Court, the United States Court of Federal Claims, and the United States Court of Appeals for the Fifth, Eighth, and Eleventh Circuits, as well as County Probate Courts across Texas. She also counsels clients regarding complex estate administration. While her cases have included numerous challenging fiduciary litigation matters involving trustees, beneficiaries and grantors, her involvement in such litigation has increased markedly in recent years. That experience has mirrored similar involvement from several colleagues within the firm, resulting in the firm's formation of the Fiduciary Litigation Practice Group, of which Stephanie serves as Co-Chair, to coalesce and capitalize on the impressive experience of Winstead attorneys in this burgeoning area of practice. Prior to entering private practice, Stephanie served as a law clerk to the Honorable Lawrence S. Margolis of the United States Court of Federal Claims in Washington, D.C.

There is continuing ed credit pending for this presentation. The program handouts are paperless.  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.

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 MUST 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, No Meal: $25 (*ONLY MEMBERS may choose “program only” for $25; $20  Emerging Professionals – FIRST MEETING (includes meal/program - MUST be 40 years of age or younger or less than 5 years in respective discipline)

Name: ________________________________________

____$37  ___$60    ____$25 (Member-Program Only)  ___$20

E-mail: ________________________________________   Phone No: _____________________________________

Name: ________________________________________ 

___$37  ___$60    ____$25 (Member-Program Only)  ____$20

E-mail: ________________________________________   Phone No: _____________________________________

WE WOULD LIKE TO THANK OUR MEETING SPONSORS:  BB&T WEALTH, BESSEMER TRUST, CARTER FINANCIAL MANAGEMENT, COMMUNITIES FOUNDATION OF TEXAS, DALLAS JEWISH COMMUNITY FOUNDATION, 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: BISIGNANO HARRISON & NEUHOFF, FMV OPINIONS, INC., HERITAGE AUCTIONS, GLAST, PHILLIPS & MURRAY, GOLDIN, PEISER & PEISER, MCKINNON PATTEN & ASSOCIATES AND RUSSELL TETHER FINE ARTS. THE PATRON PROGRAM PROVIDES ADDITIONAL FUNDS TO SUPPORT THE COUNCIL’S ACTIVITIES.