CORPUS CHRISTI ESTATE PLANNING COUNCIL

The Corpus Christi Estate Planning Council presents

The Forty-Second Annual Estate Planning Seminar

Professor Jeffrey N Pennell, J.D. – Emory University School of Law

Professor Gerry W. Beyer, JD, LLM, JSD – Texas Tech University School of Law

Professor Christopher R. Hoyt, J.D. – University of Missouri School of Law (Kansas City, MO)

Monday, May 18, 2015

AGENDA

8:00 a.m. REGISTRATION

8:30 a.m. RECENT WEALTH TRANSFER DEVELOPMENTS, PART ONE (JEFFREY PENNELL JD)

9:30 a.m. BREAK

9:45 a.m. RECENT WEALTH TRANSFER DEVELOPMENTS, PART TWO (JEFFREY PENNELL JD)

10:45 a.m. BREAK

10:55 a.m. MORALS FROM THE COURTHOUSE: A STUDY OF RECENT TEXAS CASES IMPACTING THE WILLS, PROBATE AND TRUST PRACTICE (GERRY BEYER, JD, LLM, JSD)

11:55 a.m. CCEPC BUSINESS MEETING

Noon . LUNCH

12:50 p.m. CYBER ESTATE PLANNING AND ADMINISTRATION (GERRY BEYER, JD, LLM, JSD)

1:50 p.m. BREAK

2:00 p.m. FAMILY AND CHARITABLE PLANNING WITH INVESTMENT ACCOUNTS , PART ONE (CHRISTOPHER HOYT JD)

3:30 p.m. BREAK

3:45 p.m. FAMILY AND CHARITABLE PLANNING WITH INVESTMENT ACCOUNTS , PART TWO (CHRISTOPHER HOYT JD)

5:15 p.m. ADJOURN

The CCEPC has applied for continuing education credit for most professions:

8 hours for CPAs, 8 hours for CFPs, 8 hours for Trust Officers,7 hours for Attorneys, and 7 hours for Insurance

Directions to Congressman Solomon P Ortiz International Center

Take I-37 S toward BAYFRONT/SHORELINE BLVD/C.C.MUSEUM; Turn LEFT onto N CHAPARRAL ST. ; Continue to the very end of N CHAPARRAL ST; Turn LEFT onto 402 HARBOR DR; The Ortiz Center is located directly under the Harbor Bridge to the left..

Sponsors:

Coastal Bend Community Foundation, Wells Fargo Wealth Management, Frost Wealth Advisors, Branscomb PC, American Bank Trust & Asset Management, TAMUCC College of Business and The Division of Institutional Advancement

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Registration Fee: $240 for CCEPC members; $275 for non-CCEPC members, if registered by Friday, May 8, 2015

Registrations received after May 8: $25 additional. Seminar materials only: $75, if copies are available.

I enclose $_______ for the seminar/materials/lunch. $_______ for written materials only.

PLEASE PRINT

Name_ _____________________________________________ Firm ______________________________________________

Street Address _____________________________________________ City/State/Zip ______________________________________

Telephone ( )_______________________ Fax _________________Nametag name preference _______

Occupation: (Please circle) Attorney Trust Officer Insurance CPA CFP Other

E-Mail address_ _____________________________________________

Make your check payable to CCEPC and return with this form to:  

Dr. Eugene Bland

TAMUCC College of Business 6300 Ocean Drive, Unit 5808

Corpus Christi, Texas 78412-5808

For more information: (361) 825-2829 or eugene.bland@tamucc.edu