DALLAS ESTATE PLANNING COUNCIL

THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED.  YOU MAY COME AS A WALK-IN BUT WILL NOT BE GUARANTEED A MEAL.

BREAKFAST MEETING

THURSDAY, DECEMBER 6, 2012

(Breakfast served 7:30 – 8:00 a.m.; Program 8:00 - 9:00 a.m.)

BELO PAVILION

2101 ROSS AVE., DALLAS 75201

RESERVATION DEADLINE: FRIDAY, NOVEMBER 30 (IN COUNCIL’S OFFICE)

FAIR VS. EQUAL – FAMILY DYNAMICS – DIVIDING AN ESTATE

MICHAEL H. FLYNN, JD, PhD AND RONNIE C. MCCLURE, PhD, CPA

SPONSORED BY DALLAS WOMEN’S FOUNDATION

This presentation will offer a brief summary of some of the major considerations regarding family dynamics with which a planner should be familiar and will pose a number of questions the planner must be able to answer before he or she makes estate planning recommendations or begins drafting documents. Said another way, the presentation will discuss psychological and emotional constraints to transferring family wealth given the wide range of technical alternatives available to the planner and the client family.  Michael H. Flynn, JD, PhD, is a licensed psychologist and practicing attorney in Fort Worth, Texas. After 27 years in independent practice as a clinical psychologist, he became licensed as an attorney, as well. For the past two decades, Dr. Flynn has conducted psychological evaluations and expert testimony for litigants, defendants, and agencies in matters of disputed custody, criminal defense and competency, personal injury, employment disputes and testamentary capacity.  Ronnie C. McClure, PhD, CPA has worked in the individual, family, corporate, partnership, trust, and non-profit sectors of tax law for more than thirty years. He specializes in family, estate, and charitable gift financial and tax planning. He is a leading family consultant in private practice in Lewisville, Texas, and founded SeekingNorth, LLC, to combine his rich technical background with his skills as a mediator and family counselor to provide relationship-based transgenerational wealth transfer consultation to high net worth families.

1 hour of continuing ed credit approved for State Bar, Texas Department of Insurance, CPA and CFP.

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, NOVEMBER 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,, Dallas Women’s Foundation, Parkland Foundation, Quest Capital Management, Inc. and The Catholic Foundation

PATRONS: We would like to thank the following patrons for their support: Bisignano & Harrison, LLP, Quest Capital Management, Inc., Texas Capital Bank and The Catholic Foundation