ESTATE PLANNING COUNCIL OF NORTH TEXAS

THE REGISTRATION DEADLINE FOR THIS EVENT HAS PASSED.  WALK-INS ARE WELCOME BUT ARE NOT GUARANTEED A MEAL.

NOON MEETING

THURSDAY, FEBRUARY 7, 2013

(Lunch served noon-12:30 p.m.; Program 12:30-1:30 p.m.)

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

RESERVATION DEADLINE: FRIDAY, FEBRUARY 1 (IN COUNCIL’S OFFICE)

ESTATE PLANNING CURRENT DEVELOPMENTS AND HOT TOPICS

STEVE AKERS

SPONSORED BY THE CATHOLIC FOUNDATION

(JOINT MEETING WITH DALLAS ESTATE PLANNING COUNCIL)

Estate planning in light of the uncertainty surrounding what will happen after 2012 is most difficult.  A variety of planning strategies in light of legislative and estate planning current developments are addressed (including ideas discussed at the 2013 Heckerling Institute on Estate Planning). 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 member of the Executive Committee, Regent, and Chair of the Business Planning Committee. He is a past editor of the ACTEC Law Journal. Mr. Akers 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.

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, 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 (no meal): $25

Name: ________________________________________     ____$37                ___$60 ____$25

E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________     ____$37                ___$60  ____$25

E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________     ____$37                ___$60  ____$25

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Phone Number: _________________________________

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

Would your organization like to sponsor a meeting:  Sponsor for Meeting ($750 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)