DALLAS ESTATE PLANNING COUNCIL

REGISTRATION FOR THIS EVENT IS CLOSED

NO EXCEPTIONS

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK AT THE DOOR

LUNCHEON PROGRAM

THURSDAY, APRIL 3, 2025

DOUBLETREE HILTON (CAMPBELL CENTRE)

8250 North Central Expressway, Dallas

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

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

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

ESTATE PLANNING CURRENT DEVELOPMENTS

STEVE AKERS

 Sponsored by Bessemer Trust Company and The Catholic 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). Especially important are estate planning trends in light of potential tax changes in 2025 and the looming decrease of the estate and gift exclusion amount (and GST exemption amount) unless Congress passes legislation to avoid the decrease.  Planning implications of important case law developments will also be addressed.  

Steve R. Akers is an attorney with 47 years of experience in estate planning and probate law matters.  Mr. Akers is a managing director at Bessemer Trust, where he directs the family estate planning practice for the Southwest Region and is Senior Fiduciary Counsel and Chair of the Estate Planning Committee. 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, the Lifetime Achievement Award from the Dallas Bar Association Probate, Trusts & Estates Section, and the Lifetime Achievement Award from the Dallas Estate Planning Council.

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 Zopolsky, 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: 4/7/25. RECOMMENDATION: SAVE THE LINKS IN A FILE FOR EASY ACCESS.

PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING