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DTSTART:20260217T180000Z
DTEND:20260217T190000Z
LOCATION:San Antonio Country Club
UID:2914720260217T180000ZFebruary 17, 2026 Luncheon at the San Antonio Country Club with Jana Simons, LL.M., J.D., CFP®
DTSTAMP:20260421T131145Z
DESCRIPTION:\nMs. Simons represents individuals and multi-generational families. She primarily focuses on tax planning, drafting complex wills and trusts, implementing wealth preservation strategies, and charitable giving.  Jana emphasizes helping clients achieve their objectives by designing creative and functional solutions tailored to their specific goals—whether it involves business establishment or reorganization, or facilitating the administration of a trust or estate.\n \nShe holds an LL.M. in Taxation from Georgetown University Law Center with an academic concentration in Estate Planning.  During her time at Georgetown, Ms. Simons served as an extern for the United States Department of Justice, Tax Division.  While working on her J.D., she completed her Master’s degree in Personal Financial Planning, represented pro bono clients in tax controversy matters with the IRS, served as a Peer Financial Counselor, and clerked for the Honorable Robert L. Jones, United States Bankruptcy Court, Northern District of Texas.\n \n"Lessons from the Rich and Famous: Celebrity Estate and Tax Blunders"\n \nThis presentation will contemplate estate planning and tax issues illuminated by celebrities. We will review and analyze mistake made, the consequence, and how to advise our clients to avoid these costly blunders. \n Prerequisites:  None Experience Level: Overview Advanced Preparation: None Teaching Method: Lecture \nCE Submission:\n CLE - 1 Hour Approved CFP - 1 Hour Approved CPE - 1 Hour Approved CTFA - 1.25 Hours Approved \nEvent Information:  Registration will open at 11:30am - Program will begin at 12:00pm.  \n \n \n
SUMMARY:February 17, 2026 Luncheon at the San Antonio Country Club with Jana Simons, LL.M., J.D., CFP® - San Antonio Estate Planners Council 
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DESCRIPTION:Reminder
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