CCEPC 49th Annual Estate Planning Seminar
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
