CORPUS CHRISTI ESTATE PLANNING COUNCIL

Early Bird Registration by Monday, April 21, 2025; then rates for both tiers will go up by $25.

This event is generously sponsored by:

Expert Sponsor – Frost Bank

Advanced Sponsors – Adamson & Company

Intermediate Sponsors – Equitable Private Wealth Group; American Bank; M.E. Allison & Co., Inc.

Beginner Sponsors – Davis, Hutchison, & Wilkerson; Branscomb Law

Agenda of Speakers:

“Estate Planning, Estate Administration, Guardianship and Mental Commitment with Firearms: What we know and what we don’t know

By Darlene Payne Smith, JD – Crain, Caton & James, PC

“Even with Higher Exemptions, the IRS is Not Giving up on Estate and Gift Tax Examinations”

By Joel N. Crouch, JD – Meadows Collier

Best Practices for Retirement Income Planning

By Dr. Wade Pfau, PHD, CFA, RICP – The American College; RISA LLC

“Supplemental Needs Trusts”

By Bryn Poland, JD – Mayo & Poland

 “Creating Tax-Efficiency for Retirement Income”

By Dr. Wade Pfau, PHD, CFA, RICP – The American College; RISA LLC

 “Harnessing AI for Legal Innovation:  Strategies for Modern Estate Planning Practices”

By Alex Shahrestani, JD – Promise Legal, PLLC

“Bad Boys, Bad Boys: Ramifications for Intentional Breaches of Fiduciary Duties by Trustees”

By David F. Johnson, JD – Winstead PC