DALLAS ESTATE PLANNING COUNCIL

THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED. YOU MAY COME AS A WALK-IN ON THE DAY OF THE MEETING BUT ARE NOT GUARANTEED A MEAL. BREAKFAST MEETING THURSDAY, OCTOBER 1, 2009 (Breakfast served 7:30 a.m., Program 8:00-9:00) BENT TREE COUNTRY CLUB 5201 Westgrove Drive, Dallas, TX 75248 (972-931-7326) FOLLOW DIRECTIONS BELOW: Tollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive Tollway North: Exit Keller Springs/Westrgove, Turn Right on Westgrove, Left on Club Hill Drive RESERVATION DEADLINE: FRIDAY, SEPTEMBER 25, 2009 Tax Planning for IRAs in the New Millennium Dave Folz Sponsored by: Texas Health Presbyterian Foundation Almost everyone in the United States either has or will inherit an IRA. This will be an update on the minimum distribution, Roth, and charitable contribution rules and a discussion of important estate planning considerations. At the conclusion of the presentation, attendees will have an understanding of the rules regarding required minimum distributions, both during life and after the IRA owner