BREAKFAST MEETING

THURSDAY, FEBRUARY 2, 2012

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

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

ESTATE PLANNING UNDER THE NEW RULES

STEVE AKERS

(Joint Meeting with Dallas Estate Planning Council)

SPONSORED BY:  THE CATHOLIC FOUNDATION

RESERVATION DEADLINE: FRIDAY, JANUARY 27 (IN COUNCIL’S OFFICE)

This presentation will include estate planning in light of the $5 exemptions under the 2010 Act and the uncertainty surrounding what will happen after 2012 requires great flexibility.  Various planning strategies in light of estate planning current developments (including ideas discussed at the 2012 Heckerling Institute on Estate Planning) will be addressed.  The attendee will gain working knowledge of the practical impact of 2010 Tax Act on estate planning after a year of experience with the Act; knowledge of transfer planning strategies that are being favored by planners; knowledge of estate planning current developments and case law developments.  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. He is a past Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law. He is a Fellow of the American College of Trust and Estate Counsel, and currently serves a Regent, and a member of the ACTEC Long Range Planning Committee.  He is a past Chair of the State Bar of Texas Real Estate, Probate and Trust Law Section and of the Dallas Bar Probate, Trusts and Estates Section.  He is a co-author of A Planning Guide to Buy-Sell Agreements and Estate Planning After the Tax Relief and Job Creation Act of 2010.  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.

1 hour of continuing ed credit pending.

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, P. O. 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 and number of outlines to print.

Member: $37 (includes meal); Guest: $60 (includes meal); Program Only: $25 (FOR MEMBERS ONLY)

Name: ________________________________________ 

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E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________ 

    ____$37                ___$60  ____$25

E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________

     ____$37                ___$60  ____$25

E-Mail: ______________________________________

Phone Number: _________________________________

PATRON:  We would like to thank the following patron for their support:  The Catholic Foundation

Is your organization interested in sponsoring a meeting?  Contact Teresa (214-340-8020) for more information.