Planning for $10 Million and Under Estates
THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED. WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL.
BREAKFAST MEETING
THURSDAY, NOVEMBER 7, 2013
(Breakfast served 7:30-8:00 a.m.; Program 8:00 –9:00 a.m.)
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: THURSDAY, OCTOBER 31 (IN COUNCIL’S OFFICE)
STEVE AKERS
PLANNING FOR $10 MILLION AND UNDER ESTATES
Sponsored by Heritae Auctions and The Catholic Foundation
Steve Akers will lead a discussion of practical considerations for estate planning for $10 million and under estates under the “new normal” of the American Taxpayer Relief Act, including portability concerns, planning structures to keep maximum flexibility, planning flexibility to preserve a basis adjustment on the death of a trust settlor or beneficiary, “undoing” prior transfers for clients who no longer will pay estate tax, considerations in the planning of trusts in light of the higher tax brackets applicable to trusts and the 3.8% “Medicare tax,” planning for IRA beneficiary designations, and various non-tax issues including planning for digital assets. 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. Mr. Akers received his B.S. degree in Chemical Engineering from Oklahoma State University and his J.D. degree from the University of Texas School of Law.
There is continuing ed credit pending for this presentation.
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, OCTOBER 31.
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 $38).
Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No: _____________________________________
Name: ________________________________________
____$37 __$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No: _____________________________________
