Current Estate Planning Developments
REGISTRATION IS CLOSED
WALK-INS WILL NOT BE GUARANTEED A MEAL
NOON MEETING
THURSDAY, MARCH 1, 2018
(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, FEBRUARY 21, (5:00 P.M.) (PAYMENT MUST BE IN COUNCIL’S OFFICE)
CURRENT ESTATE PLANNING DEVELOPMENTS
STEVE AKERS
Sponsored by Bessemer Trust and Parkland Foundation
A summary of estate planning current developments, including a discussion of legislative, regulatory, and case law developments. The focus will be on issues of practical importance in advising clients (including observations from the Heckerling Institute on Estate Planning) about important estate planning trends. Attendees will learns about anticipated estate tax legislation and how to counsel clients in a period of uncertainty about future legislation, or to respond to tax legislation that may be passed prior to the presentation. Attendees will also learn of new focus areas by the IRS regarding gift and estate tax matters. In addition, the attendees will learn about current trends in best practices by planners across the country regarding estate planning matters. Steve R. Akers, JD, is a Managing Director with Bessemer Trust Company, N.A., in Dallas, Texas, where he is Senior Fiduciary Counsel and chairs the Estate Planning Committee. 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 serves as an officer (currently Treasurer) of the American College of Trust and Estate Counsel. He has previously served in a variety of roles with ACTEC including as an at-large 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 is a past Chair of the State Bar of Texas Real Estate, Probate and Trust Law Section and of the Dallas Bar Probate, Trusts and Estates Section. 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. Mr. Akers received his B.S. degree in Chemical Engineering from Oklahoma State University (1974) and his J.D. degree from the University of Texas School of Law (1977).
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. LOG IN IS NOT REQUIRED TO 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 - GUEST - 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 (GUEST Emerging Professional-First Meeting)
E-mail: ________________________________________ Phone No: _____________________________________
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: ARMANINO LLP, BESSEMER TRUST COMPANY, COMMUNITIES FOUNDATION OF TEXAS, DALLAS WOMEN’S FOUNDATION, HIGHGROUND ADVISORS, JACKSON, WALKER, MERRILL LYNCH (THE MAYNARD GROUP), PARKLAND FOUNDATION, QUEST CAPITAL MANAGEMENT, TEXAS BANK & TRUST, 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, DAVIS STEPHENSON, HERITAGE AUCTIONS, GLAST, PHILLIPS & MURRAY, GOLDIN PEISER & PEISER, LINDQUIST EISENBERG, PLAINSCAPITAL BANK, STOUT RISIUS ROSS, RUSSELL TETHER FINE ARTS AND THE CATHOLIC FOUNDATION. THE PATRON PROGRAM PROVIDES ADDITIONAL FUNDS TO SUPPORT THE COUNCIL’S ACTIVITIES.
SPECIAL MEAL REQUESTS ARE NOT AVAILABLE FOR THIS MEETING
