DALLAS ESTATE PLANNING COUNCIL

REGISTRATION FOR THIS EVENT IS CLOSED

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

(CASH OR CHECK AT THE DOOR (NO CREDIT CARDS)

BREAKFAST MEETING

THURSDAY, MARCH 2, 2017

(Breakfast served 7:30-8:00 a.m.; Program 8:00-9:00 a.m.)

NORTHWOOD CLUB

6524 Alpha Road, Dallas, Texas

RESERVATION DEADLINE: WEDNESDAY, FEBRUARY 22 (5:00 P.M.) (PAYMENT MUST BE IN COUNCIL’S OFFICE)

Practical Tips for When International Issues Arise in a Domestic Estate Planning Practice

BRIAN TSU AND NANCY HENDERSON

Sponsored by The Catholic Foundation

In an increasing global society, it is nearly impossible to avoid international issues in a domestic estate planning practice.  It is impractical, however, for most domestic planners to learn all of the complex laws that affect planning for clients with international ties.  But it is possible to know enough about international estate planning to spot issues, address those that are within your sphere of planning and to identify and coordinate with the appropriate resources for truly international matters. In this program, Brian P. Tsu, who speaks nationally in international estate and tax planning, teams up with his partner, Nancy G. Henderson, a nationally recognized speaker and writer on complex domestic estate planning issues.  The panel will also provide a checklist to use for client intake purposes to be sure you don’t overlook a foreign planning issue.  Ms. Henderson will ask Mr. Tsu, from a domestic planner’s point of view, many questions that domestic planners want to know about international planning. Nancy G. Henderson is a Founding Partner of Henderson, Caverly, Pum & Charney LLP, with offices in San Diego, Rancho Santa Fe and Los Angeles, California.  Ms. Henderson has served for 15 years as a Managing Partner of the firm and as Chair of the Estate Planning Group. Ms. Henderson has spoken and written extensively on estate, gift and income tax planning, and has presented outlines on numerous estate, taxation and charitable planning subjects through various organizations. Ms. Henderson obtained her law degree from the Boalt Hall School of Law at the University of California at Berkeley  She obtained her bachelor’s degree, magna cum laude, Phi Beta Kappa, from Duke University. Brian P. Tsu is a partner in the Estate Planning, International Private Client and Taxation Groups at Henderson, Caverly, Pum & Charney LLP. Mr. Tsu advises high net worth clients in international and domestic estate and charitable planning, with a particular focus on international and domestic business succession planning, related business entity taxation and fiduciary taxation.  Mr. Tsu also advises clients in the context of complex estate and trust administration, particularly where international issues are present. Mr. Tsu received his LL.M. in Taxation from Northwestern University School of Law, received his J.D. from the University of Dayton School of Law, received his M.S. in Professional Accounting from Seton Hall University and his B.S. in Accounting from Boston 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 via check 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 BY THE DEADLINE - 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.

RESERVATION DEADLINE: WEDNESDAY, FEBRUARY 22 (5:00 P.M.)

PREPAID MEMBERS MUST REGISTER ON THE WEBSITE BY THE DEADLINE