BREAKFAST MEETING

WEDNESDAY, FEBRUARY 19, 2014

(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, FEBRUARY 12

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, FEBRUARY 12)

CHARITABLE PLANNING UPDATES (2013 REVIEW)

RAMSAY SLUGG

This presentation will review legislative, regulatory and case law updates pertaining to charitable planning over the previous year.  Mr. Slugg will also discuss recent developments in the charitable sector, and up-to-date planning ideas.  Ramsay H. Slugg is a Managing Director and a member of the National Wealth Planning Strategies Group at U.S. Trust, Bank of America Private Wealth Management, providing specialized tax and financial planning services for high net worth clients.  Previously, he was the National Practice Director of Bank of America’s Philanthropic Management group.  Prior to joining Bank of America in July 1993, Mr. Slugg practiced law for 15 years, primarily in the areas of tax, corporate and securities law.

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

Name: ________________________________________

     ____$25    ___$30 ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________ 

    ____$25     ___$30  ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________  

   ____$25        ___$30  ____$15

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

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 ($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)