DALLAS ESTATE PLANNING COUNCIL

REGISTRATION IS CLOSED FOR THIS EVENT

NO EXCEPTIONS

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK AT THE DOOR

LUNCHEON PROGRAM

THURSDAY, MARCH 6, 2025

NORTHWOOD CLUB

6524 Alpha Road, Dallas

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

RESERVATION DEADLINE: FEBRUARY 25, 2025 (5:00 P.M.)  

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

REAL ESTATE PRACTICE TIPS FOR ESTATE PLANNERS AND EXECUTORS

ROLAND LOVE

 Sponsored by The Dallas Foundation

This presentation will address recent legislative changes, case law developments, and attempt to identify many continuing mistakes and misconceptions.  These include Durable Powers of Attorney, Trusts, Transfer on Death Deeds, Joint Tenancy with Right of Survivorship, and Real Estate Transactions. Also, we will address Muniments of Title, Affidavits of Heirship, Decrees Confirming Sale, and Small Estates. Finally, we will touch on Reverse Mortgages, involuntary liens, bankruptcy, foreclosure, and adverse possession amongst cotenant heirs.

Roland Love is a Vice-President with Independence Title Company, a Texas-based company licensed in more than 40 Texas counties. He is Board Certified by the Texas Board of Legal Specialization in Commercial, Farm and Ranch, and Residential Real Estate Law, and is a vital part of Independence Title’s education outreach. Among his many roles at Independence Title, he works daily to solve problems and close deals. Roland is a previous chair of the Real Estate Probate and Trust Law Section and is currently a member of the Title Examination Standards Board and chair of the State Bar Real Estate Forms Manual Committee. He has chaired the Texas Land Title Institute for over 20 years and is a frequent speaker at Texas Continuing Legal Education (CLE) seminars. He is also a fellow in the American College of Real Estate Lawyers. Roland has been active in CLE and drafting legislation for consideration by the Texas legislature for almost four decades. He is a recipient of the State Bar Award for Lifetime Achievement in Real Estate and the Texas Bar College Patrick A. Nester Award for Outstanding Achievement in CLE. He has also been awarded the State Bar CLE Best Speaker, Best Paper, and Weatherbie Workhorse Awards. The Texas Land Title Association has awarded Roland the Outstanding Title Lawyer of the Year and twice the President’s Award. He is active in his community, including with the YMCA, United Way, and youth soccer.

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, Mercer Advisors, The Catholic Foundation, Heritage Auctions, The Dallas Foundation, Hancock Whitney Bank, Security National Bank, Saville, McBride & Associates at Merrill Lynch Wealth Management and EisnerAmper. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Argent Trust, Glast Phillips Murray, Stout, Carr Riggs & Ingram,  View Capital Advisors, Neuhoff Hunt, Phillips, Huselton, Morgan & Maultsby, Prosperity Bank, Bank of Texas, Maus & Associates, When Pigs Fly Estate Sales & Auctions, American National Bank & Trust, Signet Art, Tarleton Law Firm and Matter Family Office, Bisignano Harrison

IMPORTANT: PLEASE READ BELOW!

THE CONTINUING EDUCATION SUBMISSION LINKS  ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 3/11/25. RECOMMENDATION: SAVE THE LINKS IN A FILE FOR EASY ACCESS.

PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING