DALLAS ESTATE PLANNING COUNCIL

REGISTRATION IS CLOSED FOR THIS EVENT

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK ATTHE DOOR

LUNCHEON PROGRAM

THURSDAY, FEBRUARY 1, 2024

NORTHWOOD CLUB

6524 Alpha Road, Dallas, Texas

(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)

RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY JANUARY 24 (5:00 P.M.)  REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE.

SPECIALTY ASSET POTPOURRI:

PLANNING WITH CARRIED INTERESTS AND QUALITY OPPORTUNITY ZONES

KELLY PEREZ

 Sponsored by Heritage Auctions and JP Morgan

While planning with assets like cash, cash equivalents or marketable securities may be a preferred method of gifting due to the relatively straightforward nature of transferring these assets, planning with assets that are more difficult to value but have a potential for more significant return on investment may provide a greater benefit from a transfer tax standpoint. Additionally, depending on a client’s balance sheet and liquidity, they may be limited to gifting the more complex assets if they need to retain access to and control over their liquid assets for their lifestyle needs. Though gifting more complex assets may be more beneficial from a transfer tax standpoint, there are many complexities to be aware of when transferring illiquid assets. This presentation will focus on two types of complex or specialty assets, carried interests and qualified opportunity zone investments, and will discuss mechanics, tax traps and best practices when transferring these types of assets. Kelly M. Perez is an Executive Director and Wealth Advisor in the Dallas office of J.P. Morgan Private Bank. Leveraging years of experience as a trusts and estates attorney in private practice, Kelly works closely with affluent individuals and multi-generational families to open up the breadth of opportunities derived from strategic wealth guidance and tax-driven estate planning. Whether clients seek tax minimization, asset protection, advice on charitable giving or the comfort of simply having a plan in place, Kelly is skilled in recommending bespoke approaches to pursue these goals.  Kelly has been featured in Trusts & Estates magazine, and frequently speaks in Texas and throughout the country on various estate planning topics. Kelly is a graduate of Cornell University and has a J.D. from the University of Pittsburgh School of Law.

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 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 (receipt will not be sent to a 3^rd party).  

WE WOULD LIKE TO THANK OUR MEETING SPONSORS:  Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Parkland Foundation, Mercer Advisors, The Catholic Foundation, Heritage Auctions, Regions Bank, Happy Trust Company, The Dallas Foundation, Hancock Whitney Bank, Security National Bank, Saville, McBride & Associates at Merrill Lynch Wealth Management, Commerce Bank, EisnerAmper and JP Morgan. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Heritage Auctions, EisnerAmper, Argent Trust, Glast Phillips Murray, Forvis, Stout, Carr Riggs & Ingram, C3 Financial Partners, View Capital Advisors, Neuhoff Hunt, Phillips, Abmeyer Wealth Management, Huselton, Morgan & Maultsby, Prosperity Bank, Paratus Financial and Bisignano Harrison.

IMPORTANT: PLEASE READ BELOW!

SIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING!!

THE CONTINUING EDUCATION SUBMISSION LINKS  ARE DISPLAYED IMMEDIATELY AFTER REGISTRATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 2/6/24. RECOMMENDATION: SAVE THE LINKS IN A FILE FOR EASY ACCESS.

PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING