Dallas Estate Planning Council: Post Mortem Trust Funding
May 1, 2008 (add to Outlook Calendar)
Fairmont Hotel
1717 North Akard
Dallas, TX 75201
Mickey Davis will speak on the topic "Post Mortem Trust Funding:
Tax and Non-Tax Considerations."
Topics to Include:
- Which issues to consider when selecting among the various assets of each bequest.
- Remedial measures that can be taken at the death of a surviving spouse if the bequests made under the will of the first spouse to die were never made.
Reservation deadline: April 25, 2008