FLPS - Late in Life or Broken Ones
Date: Thursday, May 6, 2010
Time: 12:00 PM - 1:30 PM
Location: Fairmont Hotel
Speaker: Scott Carter
THE REGISTRATION DEADLINE FOR THIS MEETING HAS PASSED.
YOU MAY COME AS A WALK-IN BUT WILL NOT BE GUARANTEED A MEAL.
CASH OR CHECK AT THE DOOR - NO CREDIT CARDS
NOON MEETING
THURSDAY, MAY 6, 2010
(Lunch served Noon, Program 12:30-1:30)
FAIRMONT HOTEL
1717 North Akard, Dallas, Texas
RESERVATION DEADLINE: FRIDAY, APRIL 30
(MONEY MUST BE RECEIVED IN COUNCIL’S OFFICE APRIL 30)
FLPs – LATE IN LIFE OR BROKEN ONES
SCOTT CARTER
Sponsored by US Trust, Bank of America Private Wealth Management
“FLPs – Late in Life or Broken Ones” is designed for all levels of estate and entity planners and will address common problem issues confronted with family limited partnerships after the initial set up. This presentation will address how to identify and remedy common issues which practitioners run into when dealing with family limited partnerships. Topics will include partnerships that have not been properly “nurtured,” how to remedy family partnership transactions (e.g., sales) which have not worked out as initially planned, identifying if the partnership is headed toward (or is already) a potential “bad fact” transfer tax litigation case and ideas of how to wind down successful partnerships which have already accomplished the identified family goals. SCOTT CARTER, JD, graduated from SMU School of Law, LL.M in Taxation. He is a shareholder with Mincey-Carter, PC, in Dallas. He has given several presentations including the State Bar of Texas. He has been named Texas Rising Star by Texas Monthly Magazine 2004-2009.
1 hour of continuing ed credit has been applied for.
Note: Paid membership dues do not include meals. To register for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX 75238-8553. You may register online with a credit card payment on the website: go to www.dallasepc.org. Go to “Next Meeting” on the left column and click on “Event Details”, scroll down to the bottom of the page and register. If you need a receipt, print out the confirmation page.RESERVATION DEADLINE IS APRIL 30.
PREPAID MEALS: Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare and number of outlines to print. THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. NO CREDIT CARDS ARE ACCEPTED AT THE DOOR, CASH OR CHECK ONLY.
Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).
Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No. _____________________________________
Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No. _____________________________________
SPONSORS: We would like to thank the following meeting sponsors: Baylor Health Care System Foundation, Communities Foundation of Texas, Dallas Auction Gallery, Dallas Women’s Foundation; Texas Health Presbyterian Foundation, U.S. Trust, Bank of America Private Wealth Management and Wells Fargo
PATRONS: We would like to thank the following patrons for their support: Baylor Health Care System Foundation, Bisignano & Harrison, LLP, Middleton Burns & Davis, P.C., The Catholic Foundation, Travis Wolff & Co. and Weaver and Tidwell, LLP
