DALLAS ESTATE PLANNING COUNCIL

THE REGISTRATION DEADLINE FOR THIS EVENT HAS EXPIRED.  WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL.

BREAKFAST MEETING

THURSDAY, MAY 2, 2013

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

FAIRMONT HOTEL

1717 North Akard, Dallas, Texas

RESERVATION DEADLINE: THURSDAY, APRIL 25 (IN COUNCIL’S OFFICE)

FUNDING TESTAMENTARY TRUSTS:  TAX AND NON-TAX ISSUES

MICKEY R. DAVIS
Sponsored by BNY Mellon Wealth Management

Learn practical advice about the tax and non-tax issues that arise when fiduciaries and their advisors fund gifts made to testamentary trusts. This presentation will review the thought process to be used when deciding which assets to allocate to which gift, how to allocate post-death appreciation and income, and how to make sure that the executor documents and implements the funding.   Mickey Davis is a partner with Davis & Willms, PLLC in Houston.   He graduated from the University of Texas School of Law and is board certified in estate planning and probate law. He was named Best Lawyers’ 2013 Houston Trusts and Estates “Lawyer of the Year” and named by Texas Lawyer as a 2013 “Top Notch Lawyer” for Trusts and Estates.  In addition, he is a frequent author and lecturer on estate planning issues.

1 hour of continuing ed credit pending 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 – THURSDAY, APRIL 25.

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 Wealth Management, 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