Past Events

April 22, 2025 "Estate and Tax Planning for the Affluent Client"
Brad Trevino with New York Life
March 18, 2025 "Private Trust Companies 101+: Formation, Administration, and Lessons Learned"
Bryan A. Phillips of Ytterberg Deery Knull LLP
February 18, 2025 "Artificial Intelligence and Its Impact on Today's Estate Planner"
Professor Gerry W. Beyer
February 12, 2025 JOINT NETWORKING EVENT: With FPA of San Antonio & So. Texas - Hosted by SA Area Foundation
January 21, 2025 "Empowered Giving Through Non-Cash Assets"
Jeff Gerold of the National Philanthropic Trust
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
View Current Events