Date: Friday, February 9, 2018
Time: 11:45am - 12:00pm
Location: Abuelo's (Plano)
Speaker: Tanya Cowgill
Please join the Estate Planning and Probate Section on Friday, February 9, 2018, to discuss “Administering Trusts with Non-Traditional Assets” presented by Tanya Cowgill, Branch President of Happy State Bank in Allen, Texas. Ms. Cowgill will discuss various issues, problems, and solutions for administering trusts containing non-typical assets, including self-directed IRA’s, precious metals, private stock, REITs, Hedge Funds, LPs, LLCs, promissory notes, bank stock, and church bonds.
Date: February 9, 2018
Time: 11:45 a.m. - 1:00 p.m.
Location: Abuelo's in East Plano, 3420 N. Central, north of Parker Rd.
Cost: $15 including tax and tip for fajita buffet, tea and water
CLE credit: 1 hour (For CCBA Members Only)
Please register by clicking on the link below by noon on Wednesday, February 7, 2018.
We ask for your prompt registration so that we have an accurate headcount for lunch. Our space at Abuelo’s is limited, and we need to ensure that we have adequate seating in the room for attendees.
This meeting is open to attorneys and members only. We encourage attorneys to become members of the CCBA and the Estate Planning and Probate Section. NEW MEMBERS may join for the prorated cost of $45 (for the year ending June 30, 2018).