Planning for Divorce-Pitfalls, Complexities and War Stories
THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED. WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL
NOON MEETING
THURSDAY, MARCH 6, 2014
(Lunch served Noon-12:30; Program 12:30-1:30 pm)
RESERVATION DEADLINE: THURSDAY, FEBRUARY 27 (IN COUNCIL’S OFFICE)
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
TODD AMACHER, KEVIN FULLER, HUNTER NIBERT
Planning For Divorce – Pitfalls, Complexities, and War Stories
Sponsored by BNY Mellon
Panelists Todd Amacher (Certified Financial Planner TM), Kevin Fuller (Family Law Attorney), and Hunter Nibert (CPA) all have extensive backgrounds in guiding couples through the financial and tax complexities that can come with a divorce. Learn from these experts on (1) how to properly prepare your clients for a divorce, (2) what financial and tax issues should be addressed during the divorce, and (3) how to guide your clients in the next chapter of their lives post divorce. The panelists will address some of the financial and tax issues that are often overlooked during a divorce, including income taxes, valuations, financial projections, and retirement plans. In addition, they will discuss the various options used to resolve a divorce including litigation, collaboration, and mediation. Todd Amacher is a Partner at Robertson, Griege & Thoele – a fee-only wealth management firm headquartered in Dallas, Texas. Prior to joining RGT, Mr. Amacher practiced law in the estate planning field for over ten years. He is also a CPA and CFP® who is regularly called upon to advise lawyers and their clients about the financial issues that arise during a complex divorce. Mr. Amacher earned his BBA in Accounting at Texas A&M University. He received his law degree and MBA degree from Baylor University. Kevin Fuller is one of the top family law trial lawyers in Texas and has been named on the Best Lawyers in America list since 1995. Mr. Fuller recently made the decision to leave the courtroom and launch Fuller Mediations where he now serves clients as a mediator and collaborative lawyer to help those in conflict resolve their disputes in ways that are less damaging and less expensive than the courthouse war. Mr. Fuller earned his Bachelor in Science Economics from Texas A&M University and his law degree from Baylor University. Hunter Nibert is a partner in the Individuals group of Travis Wolff, LLP, an advisory and accounting firm. His practice areas include income and estate tax planning and compliance for high-earning individuals and wealthy families, as well as partnerships. Mr. Nibert has served as the financial neutral in over 80 collaborative divorce cases. He has been a trainer for Inter-Disciplinary Collaborative training courses sponsored by CLITEX. Mr. Nibert earned a Master’s Degree in Chemistry from Berkeley and studied accounting at UTD.
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 “Event Calendar” on the left column and click on Event Details for March 6 meeting, scroll down to the bottom of the page and register. If you need a receipt, print out the confirmation page. RESERVATION DEADLINE – THURSDAY, FEBRUARY 27.
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 NOT 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: _____________________________________
