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Event Registration - Trust, Estate and Portfolio Management Seminar

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Start Date:
Thursday, October 17, 2019
End Date:
Friday, October 18, 2019
Time:
8:00 AM - 12:00 PM Central Daylight Time
Description:This 1.5 day program offers high-level presentations and discussions on current issues facing leaders in the trust arena. From trust and regulatory developments to staying competitive, this program offers timely content along with continuing education credits and senior-level peer networking.

Download Registration Form

TRST

Questions: Contact Ashlee Bennett at 512-472-7391 or ashlee@texasbankers.com.
ScheduleThursday, October 17th
9:30 - 10:00 a.m.
Registration

10:00 - 11:00 a.m.
Economic Update

11:00 - 11:15 a.m.
Break

11:15 - 12:15 p.m.
Special Needs Trusts
Tresi Weeks, Weeks Law Firm

12:15 - 1:15 p.m.
Lunch

1:15 - 2:15 p.m.
Fixed Income in a Challenging Market
Jeffery Elswick, Frost

2:15- 2:30 p.m.
Break

2:30- 3:30 p.m.
Charitable Trusts: Tales from the Trenches
Katherine David, Clark Hill Strasburger

3:30 - 3:45p.m.
Break

3:45 - 4:45p.m.
Hot Topics in Estate Administration
Brandy Baxter-Thompson, Lan Smith Sosolik PLLC

Friday, October 18th
8:00 -9:00 a.m.
Leveraging Tax Deferred Annuities
Kurt Kaufman, Jackson National Life Distributors

9:00 - 10:00 a.m.
Specialty Assets in IRAs
Linda Wilkins, Wilkins Finston Friedman Law Group

10:00 - 10:30 a.m.
Break

10:30 - 11:30 a.m.
ILITs
Kristin Brown, Davis Stephenson

11:30 a.m. - 12:30 p.m.
Fiduciary Litigation
Sarah Patel Pacheco, Crain Caton & James
Address:
Federal Reserve Bank of Dallas
2200 N Pearl Street
Dallas, TX 75201
UNITED STATES
HotelThere are many hotels in the area. Listed below are a few convenient options.

Sheraton Dallas Hotel
400 N. Olive Street
Dallas, Texas 75201
(888) 627-8191

SpringHill Suites Dallas
Downtown/West End
1907 N. Lamar Street
Dallas, Texas 75202
(214) 999-0500

Crowne Plaza Dallas Downtown
1015 Elm Street
Dallas, Texas 75202
(877) 227-6963

Le Méridien Dallas, The Stoneleigh
2927 Maple Avenue
Dallas, Texas 75201
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