Current Developments
Date: Thursday, February 3, 2011
Time: 7:30 AM - 9:00 AM
Location: Bent Tree Country Club
Speaker: Steve Akers-CANCELLED for Feb 3
THIS MEETING HAS BEEN CANCELLED FOR THURSDAY, FEBRUARY 3. WE ARE SEEKING AN ALTERNATE DATE AND WILL ADVISE SOON.
THE RESERVATION DEADLINE FOR THIS EVENT HAS PASSED. YOU MAY COME AS A WALK-IN ON THE DAY OF THE MEETING BUT YOU WILL NOT BE GUARANTEED A MEAL.
BREAKFAST MEETING
THURSDAY, FEBRUARY 3, 2011
(Breakfast served 7:30-8:00 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/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive
RESERVATION DEADLINE: FRIDAY, JANUARY 28 (IN COUNCIL’S OFFICE)
ESTATE PLANNING CURRENT DEVELOPMENTS
STEVE AKERS
(1 HOUR PROGRAM)
Sponsored by Baylor Health Care System Foundation
Summary: Estate planning under a new paradigm in light of legislative developments and other current developments; Estate, gift, and GST tax planning in light of legislative changes; transfer planning and creative ideas for making use of the increased $5 million gift exemption amount; discussion to include: strategies for making the decision under new legislation of whether 2010 decedents are subject to estate tax or carryover basis; how to implement the modified carryover basis system for 2010 estates that choose to be subject to carryover basis to avoid estate tax, transfer planning strategies to take advantage of $5 million gift exemption; best strategies for utilizing valuation discounts and grantor trusts under the new paradigm of transfer planning. Steve R. Akers, JD, is a Managing Director with Bessemer Trust Company, N.A., in Dallas, Texas, where he is Fiduciary Counsel for the Southwest Region and is in the Legacy Planning Department. Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning and is a frequent speaker at that Institute, as well as other estate planning seminars across the country. He is a past Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law and continues to serve on various committees of that Section. He is a Fellow of the American College of Trust and Estate Counsel, and currently serves a Regent, the Editor of the ACTE Journal, and a member of the ACTEC Long Range Planning Committee. He is a past Chair of the State Bar of Texas Real Estate, Probate and Trust Law Section and of the Dallas Bar Probate, Trusts and Estates Section. He is a co-author of A Planning Guide to Buy-Sell Agreements.
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 JANUARY 28.
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. _____________________________________
