Trusts and Developing a Care Plan
NOON MEETING
THURSDAY, DECEMBER 1, 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: WEDNESDAY, NOVEMBER 23 (5:00 P.M.)
(PAYMENT MUST BE IN COUNCIL’S OFFICE)
SPECIAL NEEDS TRUSTS AND DEVELOPING A CARE PLAN
MELINDA JONES AND CHRIS KLEMME
Sponsored by Dallas Women’s Foundation
Blending a client (or family’s) desire to control the provision of care, with private, public and community resources (and the expertise each bring) is the constant challenge of trust administrators and care coordinators in managing special needs and discretionary health, education and support trusts. This presentation will explore examples of the choices clients must make to obtain and maintain their healthcare from attorney, trustee, and care management perspective, as well as the challenges those choices present. Mindy Jones is the Managing Principal at Pyxis Care Management, a healthcare advocacy firm which offers field-based RN consultants who provide expertise and management of various challenges related to health and well-being. Mindy has an MBA from University of Texas at Dallas-School of Management, an MS in Horticulture from Purdue University and a BS in Biology from Indiana University Bloomington. Chris Klemme is Senior Vice President/Senior Trust Officer for Happy State Bank and Trust Company and serves as the market manager for the Dallas-Fort Worth trust group. He is responsible for generating new trust and investment business and for management of trust accounts and supervising their administration. Chris received his JD from Baylor University School of Law, his Master of Arts in History from University of North Texas and his Bachelor of Arts in Political Science from Austin College.
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 by check, 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: $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.
