Estate Planning for Entrepreneurs
Date: Thursday, October 6, 2011
Time: 7:30 AM - 9:00 AM
Location: Bent Tree Country Club, Dallas
Speaker: Stefan Tucker
REGISTRATION DEADLINE FOR THIS MEETING HAS PASSED. YOU MAY COME AS A WALK-IN BUT ARE NOT GUARANTEED A MEAL.
BREAKFAST MEETING
THURSDAY, OCTOBER 6, 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
ESTATE PLANNING FOR ENTREPRENEURS
STEFAN TUCKER
RESERVATION DEADLINE: FRIDAY, SEPTEMBER 30 (IN COUNCIL’S OFFICE)
This presentation considers the management and ownership of real estate assets in ways best attuned to minimizing estate and gift taxes and, further, to taking advantage of the current economic environment. The discussion includes forms of ownership, business succession concerns, gifting and/or sales techniques that are particularly well-suited for real estate entrepreneurs and methods of providing for the payment of estate and gift taxes in the most cost efficient ways. Stefan Tucker’s practice encompasses the entire range of subjects from mergers and acquisitions, to entity planning, structuring and formation, to asset protection and preservation, to business transactions, to family business planning and wealth preservation. Mr. Tucker has extensive experience in Federal and state income, estate and gift taxation, including audits. Mr. Tucker served as Chair of the American Bar Association section of Taxation from 1998 to 1999. He has been an Adjunct Professor at Law at Georgetown University Law since 1990 and is a Visiting Lecturer at the University of Michigan Law School, in both cases teaching Federal Taxation of Real Estate transactions. He is the author of Tax Planning for Real Estate Transactions.
1 hour of continuing ed credit pending.
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 - FRIDAY, SEPTEMBER 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 (you can send an email to dallasepc@yahoo.com). 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, BNY Mellon, Dallas Women’s Foundation, Jackson Walker, Kirsch & Associates, Parkland Foundation, The Catholic Foundation and Tolleson Wealth Management
PATRONS: We would like to thank the following patrons for their support: Bisignano & Harrison, LLP, Quest Capital Management, The Catholic Foundation, and Weaver
