The Impact of New Tax
Laws on Estate Planning*
Professional Education Course reviews new laws.
Sponsored by the Sam Houston Area Council, Boy Scouts of America
October 23, 2012
9:00 AM to 3:30 PM
Cockrell Scout Center
2225 North Loop West
Houston, Texas 77008
REGISTER ONLINE BY OCTOBER 18, 2012
All CPA’s, Attorneys, & CFRE’s are invited to attend this complimentary course. You will receive credit hours: CPE 4.00 or CLE 5.50 and a certificate of completion will be issued. No pre-requisites required to complete the course and lunch will be provided.
Speakers:
-
Michael C. Riddle- Estate Planning Attorney
Mike is president and owner of Riddle & Akiens, LLP and has practices law for over 30 years.
- Frank D. Mullins- Legacy Wealth Counselors
Frank delivers the Heritage Process through collaborative team efforts on behalf of his clients.
- Karen Akiens - Estate Planning Attorney
Karen Akiens is a partner in the Houston law firm of Riddle & Akiens, LLP.
- Howard T. Tellepsen, Jr.-Chairman & CEO of Tellepsen Corp.
Howard is a member of the Executive Board of the Sam Houston Area Council.
Course Objectives:
*Learn how to save estate taxes for the small business owner and continue the business for generations.
*Review how to minimize estate taxes and increase your spendable income.
*Hear the story of successful families that have changed their world through effective estate planning.
*Learn about The Heritage Process and how it can benefit you and your clients. After the course, you will have the opportunity to read the book "The Midas Curse" that is provided for free at the Course. Here is an excerpt from the book "The Midas Curse". Also, here a PDF of the presentation.
*Learn three key points from Heritage Planning: 1. The emotional inheritance must be successfully passed before the financial inheritance can be constructively received by beneficiaries. 2. Cultivating a culture of effective intergenerational communication is one essential of successful multigenerational families. 3. The primary objective of financial capital is to provide for the optimization of the human and intellectual capital of the family(that does not mean the optimization of lifestyle).
The Day's Agenda
Time Session
9:00 - 9:10 Opening Remarks/Welcome
9:10 - 10:10 Basic Estate Planning
10:10 - 10:20 Break
10:20 - 11:20 Advanced Estate Planning
11:20 - 12:10 Lunch - The Sam Houston Area Council, BSA
Importance of Endowment – A Donor’s Perspective
12:10 - 1:10 The Elements of Heritage Planning
1:10 - 2:10 Charitable Gifts of Closely Held Business Interests
2:10 - 2:20 Break
2:20 - 3:20 Life After 2011 Tax Changes
3:20 - 3:30 Closing Comments
REGISTER ONLINE BY OCTOBER 18, 2012
OR BY FAX (713-659-6729)
Name: __________________________________________________
Title/Firm: __________________________________________________
Address: ___________________________________________________
City, Zip: _________________________________________________
Telephone: _________________________________________________
Email: ____________________________________________________
DON’T MISS THIS OPPORTUNITY!!!
For additional information, contact Devin D. Koehler at (713) 756-3321 or Devin.Koehler@shac.org.
*Continuing Professional Education Course OR Minimum Continuing Legal Education Course
