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Hot Topics in Estate Planning Joint Luncheon with Tarrant Bar | September 21

  • Dates: 21 – 21 Sep, 2017
Join colleagues from accounting, law, investment management and insurance for the annual Fort Worth Chapter joint meeting with the Fort Worth Business & Estates Council.

Thursday, September 21, 2017

Luncheon presentation:
11:30 am - 1:00 pm
Ball Room, The City Club

Optional pre-luncheon presentation:
10:30 - 11:30 am
Oak Room, The City Club

Registration for this event has closed. Please contact the Chapter office if you have questions: 817-335-5055

Attorney Mike Bourland once again assembles a stellar panel of nationally-recognized estate planning advisors to discuss emerging topics, drawn from legislative and regulatory developments and judicial action. On the panel:

Michael V. Bourland, Bourland Wall & Wenzel, PC, Fort Worth
John Porter, Baker Botts LLP, Houston
Lee Schwermer, UT Arlington
Steve Akers, Bessemer Trust, Dallas

Topics for the optional advanced session:
  • Powell V. Commissioner and family limited partnerships/LLCs
    • Planning implications
    • Audit and litigation implications
  • IRS and administrative developments
  • Transfer planning in light to legislative uncertanty
  • Trusts as owners of other trusts

Topics for the luncheon session:

  • Status of tax reform and possible estate tax repeal
  • Planning implications in the face of uncertainty
  • IRS and administrative developments

Learning objectives for each session:

  • Utilize understanding of Powell v. Commissioner to shape planning 
  • Evaluate outlook for legislative change to shape planning

Hours credit:
One hour of CPE credit in the taxes field of study awarded for each session attended.

Level: optional pre-luncheon is advanced. Luncheon panel presentation is update. 

Underwriting for this event from the Texas Health Resources Foundation.