Legislative Proposals
Date: Thursday, November 4, 2010
Time: 12:00 PM - 1:30 PM
Location: Fairmont Hotel
Speaker: Debbie Cox, Will Hartnett, Glenn Karisch
THE REGISTRATION DATE FOR THIS EVENT HAS PASSED. YOU MAY COME AS A WALK-IN ON THE DAY
OF THE MEETING BUT WILL NOT BE GUARANTEED A MEAL.
NOON MEETING
THURSDAY, NOVEMBER 4, 2010
(Lunch served noon-12:30 p.m.; Program 12:30-1:30 p.m.)
FAIRMONT HOTEL
1717 North Akard, Dallas, Texas
RESERVATION DEADLINE: FRIDAY, OCTOBER 29 ( Money Must be in Council’s Office by October 29)
Trust and Probate Legislation in Texas:
What the 2011 Legislative Session May Bring
Speakers: Debbie Cox, Glenn Karisch, Rep. Will Hartnett
Moderator: Dave Folz
(1 HOUR PROGRAM)
Every two years our trust and probate codes have numerous changes. You may wonder: how do these changes happen or why hasn’t legislation which seems to have wide acceptance in other states (23 states have repealed or modified the Rule Against Perpetuities, not Texas), not occurred here. How does the legislative process work as it affects you and your clients, personally and professionally? What will happen this year? On November 4th, State Representative Will Hartnett (Dallas), Glenn Karisch of The Karisch Law Firm (Austin), and Debbie Cox of JPMorgan Private Bank (Dallas) will participate in a panel discussion of how our fiduciary laws are made and what we might expect to be considered in the 2011 state legislative session. Representative Hartnett is in his tenth term serving North Dallas and the 114th District. Hartnett, one of the most respected legislators in Austin, serves on the House Ways and Means Committee and the Judiciary and Civil Jurisprudence Committee, where most trust and probate legislation starts. He served for six years as Chairman of the House Judiciary Committee. Hartnett is a partner in The Hartnett Law Firm, which specializes in estate and trust administration and litigation, and he is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He will describe the legislative process and his outlook for 2011. Glenn Karisch, whose practice focuses exclusively on estate planning, probate and trust law, is the past chair of the Real Estate, Probate and Trust Law Section of the State Bar of Texas. Karisch is also an ACTEC Fellow. He will review trust and probate legislation likely to be proposed by the State Bar in the upcoming session. Debbie Cox is managing director and wealth advisor for her institution and an ACTEC Fellow. She currently serves as Chairman of the Governmental Relations Committee for the Texas Bankers Association’s Wealth Management & Trust Division, which represents many professional fiduciaries throughout the state. She will provide an overview of legislation that professional fiduciaries in Texas are supporting or considering. Dave Folz, Texas Capital Bank (Dallas), a past Chairman of TBA’s Wealth Management & Trust Division Government Relations Committee from 2003-2007, will serve as moderator.
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 OCTOBER 29.
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. _____________________________________
