Incentive Clauses
Estate Planning Council of
E-mail: northtexasepc@yahoo.com Website: www.epcnt.org
BREAKFAST MEETING
WEDNESDAY, MAY 19, 2010
(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
SOUTHFORK HOTEL (East side of US 75 just north of 15th Street )
RESERVATION DEADLINE: THURSDAY, MAY 13
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY MAY 13)
INCENTIVE TRUSTS – CONTROL FROM THE GRAVE
Curtis Groves, Norm Lofgren and Joshua Tate
This presentation will examine the phenomenon of incentive trusts: trusts that use money to encourage or discourage certain behaviors. The presenters will discuss examples of incentive provisions and highlight drafting pitfalls and administration issues associated with them, as well as issues of enforceability and modification. Attendees will gain knowledge about incentive provisions and their advantages and disadvantages, and develop drafting skills that might help to avoid common problems. Curtis R. Groves is the Senior Vice President and Texas Regional Trust Manager for Comerica Bank based in
Continuing education credit pending for 1.0 Hour.
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,
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
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NOTE: WALK-IN PRICES ON DATE OF MEETING: Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20
PATRONS: We would like to thank the following patrons for their support: Baylor Health Care System Foundation, National Business Valuation Services, Inc., The Catholic Foundation and Tolmas Consulting, LLC
Is your organization interested in sponsoring a meeting? Contact Teresa (214-340-8020) for more information.