Estate Planning/Probate Section Meeting

Date: Friday, September 12, 2025
Time: 11:45am - 1:00pm

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IT'S MEMBERSHIP RENEWAL TIME!  The membership year is July 1, 2025 – June 30, 2026 (Note: Current Collin County Judges have a complimentary membership and will be renewed automatically).RENEW VIA CREDIT CARD ON THE WEBSITE (preferred method) : You may renew online by clicking on the link below (MEMBER LOG IN IS NOT REQUIRED): https://www.collincountybar.org/members/renewal

 
ESTATE PLANNING/PROBATE SECTION MEETING
SEPTEMBER 12, 11:45 A.M.
NOTE NEW LOCATION: Blue Mesa Grill, 8200 Dallas Pkwy, Plano, TX 75024
Speaker:Seth Jungman, J.D., Sr. Vice President & Sr. Trust Officer, a Wealth Management & Trust, a Division of the American National Bank of Texas. Prior to joining ANBTX, Seth practiced as an estate planning and probate attorney for close to 20 years. 
Presentation:Trust Administration Difficulties - Ever wondered what causes a trust officer to lose sleep? Probably not, but for the curious, we will discuss the difficulties that a trust officer faces when administering and onboarding a trust. This information should be useful for planners seeking to fulfill their clients' goals for a harmonious and efficient distribution of their trust property.
 

RSVP DEADLINE: SEPTEMBER 9, 5:00 PM

THIS MEETING IS OPEN TO CCBA MEMBERS (NO GUESTS)

WALK-IN IS NOT AN OPTION FOR THIS EVENT

It is necessary that you RSVP attendance in order to have sufficient seating and food for the luncheon. Please plan to arrive no later than 11:40 am to go through the buffet and be seated by 11:50. WE ENCOURAGE YOU TO RSVP ONLY IF YOU WILL BE ABLE TO ATTEND IN ORDER TO HAVE AN ACCURATE HEAD COUNT FOR FOOD. 

 

1.0 Credit for CCBA Members

NOTE: SIGN IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. THE CLE LINK WILL BE AVAILABLE IMMEDIATELY AFTER REGISTRATION WITH CONFIRMATION. SUBMIT ATTENDANCE WITH THE LINK AFTER THE MEETING (SELF-REPORT). 

 

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