Estate Planning/Probate Section Meeting

Date: Friday, October 11, 2024
Time: 11:45am - 1:00pm

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REGISTRATION  IS CLOSED FOR THIS EVENT.

WALK-IN IS NOT AN OPTION FOR THIS MEETING

 

ESTATE PLANNING/PROBATE SECTION MEETING

OCTOBER 11, 11:45 A.M.

Speaker: Mark Sutherland

Topic: Lady Bird Deeds vs. Transfer on Death Deed

Like many things in the law, each has their good points, their bad points and, in some cases, their really ugly points. This presentation looks at the good, the bad and the ugly relating to TODD’s and LBD’s (but not trusts or survivorship agreements). Obviously, the “good”, “bad” and “ugly” characterizations are really a matter of perspective. What may be “good” to one party may be “bad” or even “ugly” to some other party to the transaction. I have attempted to make these characterizations from the perspective of the transferor and the designated beneficiaries. Finally, like many things in the law, the answer as to which one is the best to use in any given transaction is this: “It Depends!”

Location: Matt's Ranch Martinez (401 Central Expwy S., Allen)

 

RSVP DEADLINE: OCTOBER 9, NOON

It is necessary that you RSVP attendance in order to have sufficient seating and food for the luncheon. The registration deadline is OCTOBER 9, NOON. 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

 

THIS MEETING IS OPEN TO ALL 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). 

WALK-IN IS NOT AN OPTION FOR THIS EVENT

 

 

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