Next Meeting:
Thursday, January 9, 2025
Estate Planning in a Post Election World (Joint Meeting with Dallas Estate Planning Council)
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January 9, 2025
Maya Brill
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February 19, 2025
Potential Problems with the Use of Personal Guarantees to Back Loans to Family Trusts
Eric Reis
March 19, 2025
Beneficiary-Grantor Trusts: Effecting Planning with Defective Trusts
Toby Eisenberg
April 16, 2025
The Importance of Integrating a Complete Retirement/Estate Plan with Investments/Life Insurance/Income Annuities
Scott Sweet
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