Collaborating with Other Advisors
THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED. WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL.
BREAKFAST MEETING
THURSDAY, JANUARY 9, 2014
(Breakfast served 7:30-8:00 a.m.; Program 8:00 –9:00 a.m.)
DALLAS COUNTRY CLUB
4155 Mockingbird Lane, Dallas, Texas
RESERVATION DEADLINE: TUESDAY,DECEMBER 31 (IN COUNCIL’S OFFICE)
SANDY BISIGNANO, JAYNE GRIMES, STEVE MAUS AND KEN TRAVIS
WHEN THE RIGHT HANDS AND THE LEFT HANDS MEET:
A COLLABORATIVE APPROACH TO ESTATE PLANNING
Sponsored by Southwestern Medical Foundation
What does great multi-disciplinary teamwork in estate planning look like? Do you have a formal process in place to ensure it, or do you just “know it when you see it”? We will examine the essential elements of client-centered collaboration, including careful coordination, mutual respect, open-mindedness and clear communication. Based on a complex case study, we will illustrate various methods that will allow you to consistently bring your “A-Game” to the planning table on behalf of both your clients and your professional peers. Santo (Sandy) Bisignano, Jr. is the Managing General Partner of Bisignano & Harrison, L.L.P. Sandy is a Fellow of the American College of Trust and Estate Counsel and Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. Sandy’s 35+ year practice is devoted exclusively to estate planning and administration for high net worth individuals and families. Jayne Grimes serves as V.P., Sr. Fiduciary and Philanthropic Specialist for Wells Fargo Private Bank. She brings over 27 years of financial and nonprofit experience to her role in charitable planning for both individuals and nonprofit organizations throughout Texas. Stephen N. Maus, a Member Agent of the Nautilus Group, a national group headquartered in Addison of over 200 members supported by 40 legal and tax specialists in the areas of business succession, wealth transfer, executive compensation, and charitable legacy planning. Steve brings over 36 years of experience in his affiliation with New York Life in his insurance and estate planning practice. Ken Travis is a founding partner of TravisWolff, LLP and currently serves as its chairman. He is also the practice group leader for the firm’s Individuals Group, a team of over 25 professionals focused exclusively on the tax planning needs of successful individuals and their families..
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 –TUESDAY, DECEMBER 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”. CREDIT CARDS ARE NOTACCEPTED 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: _____________________________________
