Kristin Carlton - San Antonio Estate Planners Council

	SAN ANTONIO ESTATE PLANNERS COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

Member Directory

CFP®

Senior Wealth Advisors

Exencial Wealth Advisors

7373 Broadway, Suite 400

San Antonio, TX 78209

Phone: 210.738.3888

Fax: 210.738.1010

March 17, 2020

IRS Estate and Gift Tax Examinations in the age of Higher Exemptions

Joel Crouch, Meadows Collier

April 21, 2020

Marital Property Character of Interests in and Distributions from Business Entities and Trusts

Tom Featherston, Mills Cox Professor of Law at Baylor University School of Law

May 19, 2020

TBD

David A. Means, Managing Partner of DeNovo Advisory Group