Dallas Estate Planning Council

Dallas Estate Planning Council Founded in 1946 as the Dallas Estate Council, incorporated in 1975 as the Dallas Estate Planning Council, we are a non-profit professional association.

The primary mission of the Dallas Estate Planning Council is to provide our members with the latest tools and techniques in estate planning. Our programs generally qualify for continuing education credit for attorneys, CPAs, insurance agents, CFPs and in the CTFA trust management program of the American Bankers Association. The Council strives to foster understanding of the proper relationship bet

The primary mission of the Dallas Estate Planning Council is to provide our members with the latest tools and techniques in estate planning. Our programs generally qualify for continuing education credit for attorneys, CPAs, insurance agents, CFPs and in the CTFA trust management program of the American Bankers Association. The Council strives to foster understanding of the proper relationship bet

04/26/2021

REMINDER: The registration deadline for the May 6 meeting is THURSDAY. Don't miss Sam Donaldson discuss "Unwinding Estate Plans Because of Changed Circumstances". Details/Register: https://www.dallasepc.org/events/event/19487

03/23/2021

DALLAS ESTATE PLANNING COUNCIL

APRIL 1 – 11:45 A.M. VIRTUAL MEETING

REGISTRATION DEADLINE: PAYMENT MUST BE RECEIVED BY MARCH 25 (5:00 P.M.). REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. THERE ARE NO EXCEPTIONS.

PLEASE NOTE THIS MEETING STARTS AT 11:45 A.M.

GO DIRECTLY TO THE WEBSITE TO REGISTER:

https://www.dallasepc.org/events/event/19486

02/24/2021

REMINDER: REGISTRATION DEADLINE: PAYMENT MUST BE RECEIVED BY FEBRUARY 26, 5:00 P.M. REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. THERE ARE NO EXCEPTIONS.

PLEASE NOTE THIS MEETING STARTS AT 11:45 A.M.

GO DIRECTLY TO THE WEBSITE TO REGISTER:

https://www.dallasepc.org/events/event/19485

REMINDER: Registration closes on December 30 (5:00 p.m.) for the January 7 meeting. Details/Registration: https://www.da...
12/28/2020
Unintended Consequences of Naming a Charitable Beneficiary in a Will or Trust - Dallas Estate Planning Council

REMINDER: Registration closes on December 30 (5:00 p.m.) for the January 7 meeting. Details/Registration: https://www.dallasepc.org/events/event/19483

RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY DECEMBER 30 (5:00 P.M.).  After registration closes, an additional email will be distributed to the registrants regarding access instructions to the online presentation and continuing education credits (CHECK SPAM FOLDER). If someone is registering...

10/23/2020

Register for the next DEPC virtual meeting on November 5 to hear Sonja Borda and Roslyn Dawson discuss "Financial Feminism: Women, Money, Wealth & Legacy. Details/RSVP: REGISTER:
https://www.dallasepc.org/events/event/19481

REMINDER: RSVP DEADLINE - EMERGING PROFESSIONALS MEETINGEmerging professionals are considered to be age 40 and under   o...
10/06/2020
Emerging Professionals VIRTUAL Meeting - Dallas Estate Planning Council

REMINDER: RSVP DEADLINE - EMERGING PROFESSIONALS MEETING

Emerging professionals are considered to be age 40 and under or less than 5 years in their respective discipline

Thursday, October 15

“VIRTUAL” MEETING

12:00-1:00 p.m.

Cost: $10 for Guests; Free for members

Topic: The Election: What Our Clients Need to Know?

The 2020 election season is upon us, and our clients are asking what, if anything, they can or should do before the election, and beyond. Join us as two industry experts discuss how they address both income and estate tax issues with clients during this uncertain time.

Speakers:

Bill Rasmussen: Wealth Strategies Advisor with Bank of America Private Bank

Gary Post: Wealth Strategies Advisor with Bank of America Private Bank

RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY OCTOBER 12 (5:00 P.M.). After registration closes on October 12, an additional email will be distributed to the registrants regarding access instructions to the online presentation. If someone is registering for you, please be sure YOUR EMAIL ADDRESS is listed in the RSVP form. REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTER BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION. THERE ARE NO EXCEPTIONS.

REGISTER WITH LINK BELOW:

https://www.dallasepc.org/events/event/20174

The 2020 election season is upon us, and our clients are asking what, if anything, they can or should do before the election, and beyond.  Join us as two industry experts discuss how they address both income and estate tax issues with clients during this uncertain time.

EMERGING PROFESSIONALS MEETINGEmerging professionals are considered to be age 40 and under  or less than 5 years in thei...
09/29/2020
Emerging Professionals VIRTUAL Meeting - Dallas Estate Planning Council

EMERGING PROFESSIONALS MEETING

Emerging professionals are considered to be age 40 and under or less than 5 years in their respective discipline

Thursday, October 15

“VIRTUAL” MEETING

12:00-1:00 p.m.

Cost: $10 for Guests; Free for members

Topic: The Election: What Our Clients Need to Know?

The 2020 election season is upon us, and our clients are asking what, if anything, they can or should do before the election, and beyond. Join us as two industry experts discuss how they address both income and estate tax issues with clients during this uncertain time.

Speakers:

Bill Rasmussen: Wealth Strategies Advisor with Bank of America Private Bank

Gary Post: Wealth Strategies Advisor with Bank of America Private Bank

RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY OCTOBER 12 (5:00 P.M.). After registration closes on October 12, an additional email will be distributed to the registrants regarding access instructions to the online presentation. If someone is registering for you, please be sure YOUR EMAIL ADDRESS is listed in the RSVP form. REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE. ONLY THOSE WHO REGISTER BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION. THERE ARE NO EXCEPTIONS.

REGISTER WITH LINK BELOW:

https://www.dallasepc.org/events/event/20174

The 2020 election season is upon us, and our clients are asking what, if anything, they can or should do before the election, and beyond.  Join us as two industry experts discuss how they address both income and estate tax issues with clients during this uncertain time.

REGISTRATION DEADLINE for October 1 Meeting: PAYMENT MUST BE RECEIVED BY SEPTEMBER 24 (5:00 P.M.).   GO DIRECTLY TO THE ...
09/22/2020
Trustee Bootcamp VIRTUAL MEETING - Dallas Estate Planning Council

REGISTRATION DEADLINE for October 1 Meeting: PAYMENT MUST BE RECEIVED BY SEPTEMBER 24 (5:00 P.M.).

GO DIRECTLY TO THE WEBSITE TO REGISTER:
https://www.dallasepc.org/events/event/19480

RESERVATION DEADLINE: PAYMENT MUST BE RECEIVED BY SEPTEMBER 24 (5:00 P.M.).  After registration closes on September 24, an additional email will be distributed to the registrants regarding access instructions to the online presentation and continuing education credits. If someone is registering fo...

01/24/2020

REMINDER: Register for the February 6 meeting! Details/RSVP: www.dallasepc.org

11/25/2019

REMINDER: MEETING REGISTRATION DEADLINE FOR DECEMBER 5 MEETING: PAYMENT MUST BE IN COUNCIL’S OFFICE BY NOVEMBER 27, 5:00 P.M. TO GUARANTEE A MEAL

GO DIRECTLY TO THE WEBSITE TO REGISTER:

https://www.dallasepc.org/events/event/17843

EMERGING PROFESSIONALS - FALL SOCIAL EVENT(Emerging professionals are considered to be age 40 and under  or less than 5 ...
11/05/2019

EMERGING PROFESSIONALS - FALL SOCIAL EVENT

(Emerging professionals are considered to be age 40 and under or less than 5 years in their respective discipline)

Tuesday, November 19th

5:30 – 7:30PM

Times Ten Cellars

6324 Prospect Avenue

Dallas, TX 75214

$10 Registration Fee

(Includes two drinks and snacks)

REGISTRATION CLOSES NOON, NOVEMBER 15

CLICK ON LINK BELOW TO REGISTER:

https://www.dallasepc.org/events/event/18844

Event is capped at 50

10/07/2019

EMERGING PROFESSIONALS MEETING:

Emerging professionals are considered to be age 40 and under or less than 5 years in their respective discipline

Thursday, October 31

Royal Oaks Country Club (7915 Greenville Avenue, Dallas)

Breakfast at 7:30 a.m., Program 8:00-9:00 a.m.

Cost: $10

Topic: Crypto Currency: What Is It? Why Should You Care?

Increased digitalization continues to transform the financial services industry, and as advisors, it is imperative that we adapt our businesses to our clients evolving financial needs. A recent study noted that "68% of global high-net-worth individuals have already invested or are planning to invest in crypto currencies by the end of 2022."


Join us as three industry experts provide insight on the crypto currency market and educate us on: what we need to know, why we need to know it, and the impacts it can have to both our clients and our business.

Panelists:

Lacey Shrum: Attorney at Vela Wood

John Shellene: Partner at Saville, Dodgen & Company

Jason B. Freeman: Attorney at Freeman Law, PLLC and adjunct professor at SMU Law School

Moderator:

Celeste Moya: C3 Financial Partners

If you are an emerging professional* and would like to attend please register below.

LINK TO REGISTRATION:

https://www.dallasepc.org/events/event/18717

Seating is limited to the first 60 to register.

Walk-ins will not be accepted if we are at capacity.

REGISTRATION DEADLINE IS NOON, OCTOBER 23.

09/20/2019

THE REGISTRATION DEADLINE FOR THE OCTOBER 3 MEETING IS WEDNESDAY, SEPTEMBER 25, 5:00 P.M. (PAYMENT MUST BE IN COUNCIL’S OFFICE BY SEPTEMBER 25, 5:00 P.M. TO GUARANTEE A MEAL). REGISTER: http://www.dallasepc.org/events/event/17841

06/04/2019

It's Membership Renewal Time! Join or renew today! Go to www.dallasepc.org for details.

04/30/2019

THE DALLAS ESTATE PLANNING COUNCIL
MEMBER ONLY SOCIAL EVENT

Sponsored by Nancy K. Phillips, CFP, CPA

The Dallas Estate Planning Council Member Social will be held at the office of Nancy K. Phillips, PC (CPA Firm), on Wednesday, May 29, 5:30 p.m. to 7:30 p.m. This will be a great opportunity to visit with your colleagues in a casual setting. This will be a free event for Dallas Estate Planning Council members. We hope you plan on joining us!

REGISTRATION FOR THIS EVENT IS AVAILABLE THROUGH THE WEBSITE (emails and phone reservations will not be accepted). To register for the event click on the link below.
http://www.dallasepc.org/events/event/17713
Registration Deadline: May 22, 5:00 p.m.


Space is limited for the event so we encourage you to register only if you know you plan to attend this event. NOTE: Walk-ins will not be available on the day of the event.

REMINDER: "The Day after Yesterday”April 16: 5:30-7:30 p.m.Happiest Hour (2616 Olive Street, Dallas) Young Professional’...
04/03/2019

REMINDER:
"The Day after Yesterday”
April 16: 5:30-7:30 p.m.
Happiest Hour (2616 Olive Street, Dallas)

Young Professional’s Happy Hour including Dallas Estate Planning Council Emerging Professionals, FPA NexGen and CFA DFW (Emerging professionals are considered to be age 40 and under or less than 5 years in their respective discipline)

Register by clicking on link below:
https://www.fpadfw.org/events/EventDetails.aspx?id=1214086&group=

“REMINDER:  DEPC EMERGING PROFESSIONALS HAPPY HOURThe Day after Yesterday”April 16: 5:30-7:30 p.m.Happiest Hour (2616 Ol...
03/26/2019

“REMINDER: DEPC EMERGING PROFESSIONALS HAPPY HOUR

The Day after Yesterday”
April 16: 5:30-7:30 p.m.
Happiest Hour (2616 Olive Street, Dallas)

Young Professional’s Happy Hour including Dallas Estate Planning Council Emerging Professionals, FPA NexGen and CFA DFW (Emerging professionals are considered to be age 40 and under or less than 5 years in their respective discipline)

Come celebrate the day after tax day with a fun networking event!! Includes 2 drink tickets and passed appetizers

Cost: $10 pp
Register by clicking on link below:
https://www.fpadfw.org/events/EventDetails.aspx?id=1214086&group=

This event is limited to the first 100 to sign up. Registration deadline: April 9th.

Address

Dallas, TX
75238-8553

Telephone

(214) 340-8020

Products

Our programs generally qualify for continuing education credit for attorneys, CPAs, insurance agents, CFPs and in the CTFA trust management program of the American Bankers Association.

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