Creative Planning for Modern Trusts
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REGISTRATION IS CLOSED. PAYMENT MUST BE RECEIVED BY FEBRUARY 23 (5:00 P.M.) REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. WALK-INS WILL NOT BE AVAILABLE DUE TO COVID RESTRICTIONS. THERE ARE NO EXCEPTIONS.
“IN PERSON” LUNCH MEETING
(Joint Meeting with Estate Planning Council of North Texas)
THURSDAY, MARCH 3, 2022
NORTHWOOD CLUB
6524 Alpha Road, Dallas, Texas
(Virtual Option Not Available/Presentation Will Not Be Recorded)
(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)
RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY FEBRUARY 23 (5:00 P.M.) REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. WALK-INS WILL NOT BE AVAILABLE DUE TO COVID RESTRICTIONS. THERE ARE NO EXCEPTIONS.
CREATIVE PLANNING FOR MODERN TRUSTS
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JOHN ANDREWS
Sponsored by Vaquero Wealth Management
The attendee is expected to obtain a working knowledge of the different types of trusts that have been developed in recent years. This will enable the attendee to identify situations where his or her clients can benefit from using particular trusts for asset protection, estate and gift tax planning, and management of assets in a trust scenario. Attendees will be able to identify and explain the use of the modern trusts with their clients and if such use appears suitable for a client, the attendee can refer the client to an estate planning attorney familiar the creation and operation of modern trusts. John Andrews joined Stan Barth to form Andrews & Barth. John’s expertise in both business law and estate planning enables him to provide creative solutions to estate and business planning. Mr. Andrews has spoken on numerous business law and estate planning topics, including: family limited partnerships, asset protection, buy-sell agreements and generation-skipping planning. He graduated from SMU with a B.B.A. and received his J.D. from the University of Texas. He is board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.
There is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
Please register with a credit card payment: 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 (receipt will not be sent to a 3rd party).
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: ARMANINO LLP, BESSEMER TRUST COMPANY, CARTER FINANCIAL MANAGEMENT, CHILDREN’S MEDICAL FOUNDATION, COMMUNITIES FOUNDATION OF TEXAS, TEXAS WOMEN’S FOUNDATION, FROST BANK, HIGHGROUND ADVISORS, PARKLAND FOUNDATION, TRUIST, QUEST CAPITAL MANAGEMENT, THE CATHOLIC FOUNDATION, VAQUERO WEALTH MANAGEMENT AND HERITAGE AUCTIONS. IN ADDITION, WE WOULD LIKE TO RECOGNIZE THE PATRONS: BISIGNANO HARRISON & NEUHOFF, MCBRIDE & ASSOCIATES AT MERRILL LYNCH WEALTH MANAGEMENT, STOUT, RGT WEALTH ADVISORS, CARR RIGGS INGRAM, HERITAGE AUCTIONS, GLAST PHILLIPS & MURRAY, EISNER AMPER, THE WEEKS LAW FIRM, NATIONAL TRANSACTION ADVISORS, DAVIS STEPHENSON, PLLC AND TARLETON + BOSWELL LAW FIRM. THE PATRON PROGRAM PROVIDES ADDITIONAL FUNDS TO SUPPORT THE COUNCIL’S ACTIVITIES.
PAYMENT IS REQUIRED FOR MEETING REGISTRATION.
$37 - Member (program and meal)
$25 - Member (program only/no meal)
$30 - Guest (program and meal)
PLEASE READ IMPORTANT NOTE BELOW!
IMPORTANT NOTE: SIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. THE CONTINUING EDUCATION SUBMISSION LINKS WILL BE DISPLAYED ON THE RSVP CONFIRMATION RECEIPT IMMEDIATELY AFTER REGISTRATION. SAVE THE LINKS FOR THE DAY OF THE MEETING!
