Estate Planning Teams-Lessons in Collaboration
Date: Thursday, November 3, 2011
Time: 7:30 AM - 9:00 AM
Location: Bent Tree Country Club, Dallas
Speaker: Marvin Blum, Perry Kaufman, Randy Mayeux
THE REGISTRATION DEADLINE 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.
BREAKFAST MEETING
THURSDAY, NOVEMBER 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
Estate Planning Teams – Lessons in Collaboration from the Navy Seals
(or How the Dallas Mavericks TEAM Beat the Miami Heat INDIVIDUALS)
MARVIN BLUM, PERRY KAUFMAN, RANDY MAYEUX
Sponsored by Parkland Foundation
RESERVATION DEADLINE: FRIDAY, OCTOBER 28 (IN COUNCIL’S OFFICE)
This program will be a panel discussion of advanced estate planning techniques discussing how the “team approach” will give the client a better outcome by using shared wisdom. Five concepts of effective collaboration will be examined: (1) The wisdom of the team trumps the wisdom of the individual; (2) Effective collaboration requires respect of, and for, each team member; (3) How to select the best team and maximize results; (4) How failures to communicate can undercut the collaborative effort (5) How to ensure the “follow through” of each team member by using checklists and leaders. Marvin Blum was recently recognized by the Fort Worth Business Press as a "Power Attorney" for Tarrant County, Texas. This award was given to only 12 attorneys who have attained a "high degree of peer recognition, professional achievement and have achieved unparalleled success." He has been designated as one of the nation's Top 100 Attorneys by Worth magazine, a publication with a national circulation that is published in New York and focuses on wealth management issues for high-net-worth individuals and theiradvisors. Perry Kaufman, CPA knows the challenges business owners face, having spent 15 years in his own thriving firm, and now serving on TravisWolff’s management committee. Understanding the client’s perspective is the cornerstone of his practice. Randy Mayeux is a professional speaker and writer, and a doctoral candidate in Communication from the University of Southern California. He gives more than 450 public presentations annually to various business and government audiences, non-profit groups and associations, and professional conferences. He is the Founder and a former Vice-President of Creative Communication Network, a full-service communication company offering speeches and presentations, training and custom consulting and meeting facilitation for individuals, groups and organizations.
1 hour of continuing ed credit pending.
Note: Paid membership dues do not include meals. To register for the meeting, print and 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, OCTOBER 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 (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. _____________________________________
