Estate Planning/Probate Section Meeting

Date: Friday, January 10, 2020
Time: 11:45am - 1:00pm
Location: Abuelo's
Speaker: Tresi Weeks/Mark Sutherland

Topic: Charitable Planning for Regular Folks

This dynamic presentation will cover the basics of Charitable Estate Planning, including an overview of charitable planning tools such as charitable trusts and their tax consequences.  Attorneys Mark Sutherland of Mark Sutherland, PC, and Tresi Weeks of the Weeks Law Firm, PLLC, will also examine how charitable planning can benefit clients with non-taxable estates, and how to have conversations that result in a plan that meets your client’s desire to make a difference with their estate.  Tresi, a Charted Advisor in Philanthropy, will also give a brief introduction to the CAP program.  Every estate planning attorney, regardless of the size of their clients’ estates, must be familiar with these charitable planning tools.

Speakers: Tresi Weeks/Mark Sutherland

Time: 11:45 a.m. - 1:00 p.m. 

Location:   Abuelo's in East Plano, 3420 N. Central, north of Parker Rd. 

Cost$17 including tax and tip for fajita buffet, tea and water 

CLE credit:1 hour (For CCBA Members Only

Registration closes NOON, January 8.


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