DALLAS ESTATE PLANNING COUNCIL

DEPC EMERGING PROFESSIONALS VIRTUAL MEETING

Emerging professionals are considered to be age 40 and under or less than 5 years in their respective discipline

FRIDAY, OCTOBER 22

12:00-1:00 p.m.

Cost: $10 for Guests; Free for DEPC members

Topic: The Eye of the Storm: Navigating Choppy Estate Planning Waters

Join Gary Post and William Rasmussen, both senior Vice Presidents and Wealth Strategies Advisors with Bank of America, as they share an up-to-the-minute look at legislative tax developments, the potential impact on your clients’ estate planning picture and considerations related to practical year-end planning solutions.

Gary Post is a senior vice president and wealth strategies advisor with Bank of America Private Bank in Dallas, Texas. He is responsible for developing and implementing integrated planning strategies for clients with complex financial needs, drawing on a broad range of investment, fiduciary and banking services. Gary works in concert with other specialists within the Private Bank to develop tailored initiatives that reflect the unique priorities of each client or family. He incorporates wealth management planning strategies in areas that include estate planning, tax minimization, retirement planning, insurance, risk management and philanthropy to help clients pursue their goals more effectively. A veteran leader, Gary also advances sound communication and timely collaboration across a client’s advisory team. He conducts periodic reviews to help clients monitor their progress toward meaningful objectives, refining his approach based on dynamic market conditions and evolving client interests. Prior to joining Bank of America, Gary was a partner with the Blum Firm, where he focused on estate planning and probate and trust matters for families and family-owned businesses. He earned a J.D. degree from Southern Methodist University School of Law and a bachelor’s degree in business administration, magna cum laude, from Texas A&M University. Gary is a fellow in the American College of Trust and Estate Counsel, has held the honor of Texas Super Lawyer by Texas Monthly since 2006, and has been recognized as board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. He has also authored or co-authored many articles on estate planning and has served as a speaker for conferences on a broad range of estate planning topics. Gary is active in the community, having served in leadership positions with the American Cancer Society, Tarrant County Probate Bar Association and the Lone Star Film Society.

Bill Rasmussen is a senior vice president and wealth strategist at Bank of America Private Bank. He provides personalized strategies to address complex financial needs in preserving, transferring and managing wealth. His experience encompasses a broad range of estate and tax planning, including income taxation, retirement planning, charitable giving, intergenerational wealth transfer, education planning, cash flow analysis and business succession planning. Prior to joining the Private Bank, Bill was a practicing attorney in Houston, Texas, in the area of trusts and estates. He earned a J.D. degree from the University of Texas School of Law, a master’s degree from the University of Texas and a bachelor’s degree from Bowdoin College. He is board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

REGISTRATION DEADLINE:  OCTOBER 19 (5:00 P.M.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTER BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION. THERE ARE NO EXCEPTIONS.

IMPORTANT NOTE: THE ZOOM ACCESS INSTRUCTIONS WILL BE DISPLAYED ON THE RSVP CONFIRMATION RECEIPT IMMEDIATELY AFTER REGISTRATION. PLEASE SAVE THE INFORMATION FOR THE DAY OF THE MEETING. There is no continuing education for this program.

RSVP BELOW.