| December 17, 2024 |
"Art of the Disclaimer"
Gregory E. Martin, J.D., LL.M. |
| November 19, 2024 |
"Even With Higher Exemptions, the IRS is Not Giving up on Estate and Gift Tax Examinations"
Joel N. Crouch of Meadows Collier |
| October 29, 2024 |
"With Great Power Comes Great Responsibility: Directed Trusts"
Gene Wolf of Kemp Smith Law Firm |
| September 25, 2024 |
2024-2025 Member Kick-Off Mixer
|
| May 21, 2024 |
Timely Updates on Private Foundation Giving Matters
John Johnson, Managing Director & Jeffrey D. Haskell, J.D., LL.M., Chief Legal Officer |
| April 16, 2024 |
It's All Greek to Me: Explaining Tax-Driven Trust Provisions for Non-Tax Professionals
Christian Kelso of Farrow-Gillespie Heath Wilmoth LLP |
| March 19, 2024 |
Estate Planning Recent Developments
Steve Akers of Bessemer Trust |
| February 20, 2024 |
Settlement Agreements – Difficult Issues in Trusts and Estates
Chris D. Jones of Sprouse Shrader Smith PLLC |
| February 15, 2024 |
Docket Call - 2024
Various |
| January 17, 2024 |
The Practical Use of AI in Estate & Financial Planning
Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS |
| January 16, 2024 |
Navigating Sudden Death: A Roadmap for Guiding Clients Through Unexpected Tragedy
Shaun Rainey of Cotton, Bledsoe, Tighe & Dawson in Midland, Texas |
| December 19, 2023 |
Apres BOI Le Deluge: Beneficial Ownership Reporting to FinCEN Required by the Corporate Transparency Act
John Stromeyer of Stromeyer Law, Houston |
| November 14, 2023 |
Check Your Tax Blind Spots: What Trusts & Estates Professionals Should Know About Income Tax
Elizabeth T. Powdrill |
| November 14, 2023 |
November 14, 2023 Speed Netorking Mixer
Speed Networking Mixer |
| October 17, 2023 |
Balancing Control to Avoid Out of Control Litigation: A Cautionary Tale from a Litigator's Perspective
Sarah Pacheco |
| September 20, 2023 |
2023-2024 Member Kick-Off Mixer
|
| August 9, 2023 |
NAEPC Webinar: Corporate Transparency Act and Common Law Trusts
Jocelyn Margolin Borowski, JD, LL.M. (taxation) and Elizabeth King, JD, LL.M. |
| May 16, 2023 |
Life Settlements and Life Insurance Valuation Solutions for Estate and Tax Professionals
Jamie Mendelsohn of the Ashar Group |
| April 18, 2023 |
SNTs, Pooled Trusts and ABLE. How they all work together.
Haley D. Greer, J.D. of The Arc of Texas |
| March 21, 2023 |
Special Charitable Financial Planning Opportunities for March/April 2023
Russell James III, Ph.D, J.D., CFP - Texas Tech School of Financial Planning |
| March 8, 2023 |
Powerful Trust Laws to Combat Future Uncertainties (i.e. Economic, Tax, Political, Family & Lawsuits)
Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP |
| February 21, 2023 |
Planning For and Administering Digital Assets
Abigail Earthman of Perkins Coie, LLP |
| January 17, 2023 |
Trust Issues in Divorce Proceedings
David Fowler Johnson |
| December 20, 2022 |
What Is Going On There? A Residential and Commercial Update
Raul Jimenez of The Schrader Group |
| November 15, 2022 |
Estate Planning Tax Update - Highlights of Current Developments
Steve R. Akers, JD of Bessemer Trust |
| October 20, 2022 |
Estate Planners' Council of San Antonio - 2022-2023 Kick-Off Mixer at Paesano's Lincoln Heights
|
| October 18, 2022 |
"When Estate Planning, Marital Agreements and Divorce Collide: How to Avoid Unintended Consequences"
Wendy S. Goeffe |
| May 17, 2022 |
Planning for Individuals with Diminished Life Expectancy
Eric Reis, Assistant Professor of Law UNT Dallas College of Law |
| April 19, 2022 |
Temporary Guardianships and Other Emergency Relief
Kathleen Tanner Beduze |
| March 15, 2022 |
How To Pay When the Bill Comes Due--Estate Liquidity in 2022
Keri D. Brown and Richard Ramirez, Baker Botts |
| February 15, 2022 |
Drafting and Interpreting Trust Distribution Provisions That: Say What You Mean and Mean What You Say
Leslie Kiefer Amann |
| February 3, 2022 |
Docket Call - February 3-4, 2022
TBA |
| January 18, 2022 |
Just a Will Won't Cut it: Planning for the Transfer of Non-Probate Assets at Death
Arielle Pranger |
| December 21, 2021 |
Avoiding the Estate Planning "Blue Screen of Death" with Competent and Ethical Practice
Prof. Gerry Beyer |
| November 16, 2021 |
Estate and Gift Alert: Planning in the 4th Quarter of 2021
Joel Crouch |
| October 19, 2021 |
Face Masks, ZOOM, and Quarantines: the 2021 Texas Estate and Trust Legislative Update
Craig Hopper, Hopper Mikeska, PLLC |
| May 18, 2021 |
Marital Property Character of Property After a Change of Domicile or Shift in Situs
Dr. Tom Featherson |
| April 20, 2021 |
Top Tips for Successful Zoomediations of Probate, Trust and Estate Disputes
Ross Stoddard and John Shipp |
| March 16, 2021 |
How to Avoid and What to do if Audited by the IRS
Michael Gregory |
| February 16, 2021 |
Special Charitable Financial Planning Opportunities in 2021
Dr. Russell James, III |
| January 19, 2021 |
Top Ten Estate Planning Lessons from Celebrities
Eido M. Walny |
| December 15, 2020 |
Effects of COVID on Underwriting & Premium Financing of Life Insurance
Mike Olsen |
| November 17, 2020 |
Cyber Estate Planning and Administration
Professor Gerry Beyer |
| October 20, 2020 |
2020 Midyear Outlook
Kurt Reiman, BlackRock Investment Institute |
| May 16, 2017 |
Windmill Leases
Raul Leal, JD |
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