BREAKFAST MEETING

WEDNESDAY, SEPTEMBER 16, 2015

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

NOTE:  MEETING LOCATION

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

RESERVATION DEADLINE:  WEDNESDAY, SEPTEMBER 9

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, SEPTEMBER 9)

PLANNING FOR INDIVIDUALS WITH DIMINISHED LIFE EXPECTANCY

Eric Reis

Each year, thousands of Americans receive a diagnosis that can be devastating.  Certain forms of cancer, ALS, and other ailments may shorten a person’s life expectancy from decades to just a year or two. This presentation will examine some of the estate planning strategies that may be advantageous to those with a diminished life expectancy, including private annuities, charitable lead trusts, self-cancelling installment notes, and the sale of a remainder interest in a qualified personal residence trust. Eric Reis, JD, is Of Counsel with Thompson & Knight LLP.  He counsels clients in estate planning, probate, charitable planned giving and tax-exempt organizations matters.  He is Board Certified in both Tax Law and Estate Planning & Probate Law by the Texas Board of Legal Specialization.

Continuing education credits are pending for this program.

Membership dues do not include meals.  Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, PO Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare .

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15

Name: ________________________________________

____$25 Member (includes meal)

____$30 (Non-Member (includes meal)

____$15 (Program Only, No Meal)

E-Mail: ______________________________________

Phone Number: ________________________________

Name: _______________________________________ 

____$25 Member (includes meal)

____$30 (Non-Member (includes meal)

____$15 (Program Only, No Meal)

E-Mail: ______________________________________

Phone Number: _______________________________

NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20

We would like to thank the following Sponsors for their support for 2015-2016: The Catholic Foundation and Lee Financial Corporation.

Would your organization like to sponsor a meeting:  Sponsor for Meeting ($500 for 1 meeting):  Sponsorship for a meeting includes organization name on meeting notices, easel signage (sponsors provide signage) at the meeting, promotional brochures at meeting, a very brief (one minute) introduction to their organization at the beginning of the meeting and one complimentary breakfast at the meeting.  NOTE:  Each meeting can have more than one sponsor (conflicts will be eliminated by Council).