Estate Planning/Probate Section Meeting
Topic: Directed Trustees in Texas – New Section 114.0031
Speaker: Dave Folz
Join the Estate Planning and Probate Section on Friday, August 12, 2016 for a CLE presentation on “Directed Trustees in Texas – New Section 114.0031” presented by Dave Folz, J.D., LL.M. Mr. Folz will summarize the significant provisions and new changes of Section 114.0031. He will discuss drafting issues relating to trusts, including the types of direction to trustees that can be included when drafting, and further touch on litigated issues on the topic. Mr. Folz has over 40 years of experience specializing in wealth management and trusts and currently serves as a trust consultant to families and their trusts at Trust Counselor, LLC.
You won’t want to miss this vital information.
Time: 11:45-1:00
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)