EAST TEXAS ESTATE PLANNING COUNCIL JANUARY MEETING

6700 Hollytree Drive,Tyler TX 75703

20 January, 2021

Description

Planning is Fun - An Interactive Study of the Benefits to your Client of a Multidisciplinary Approach to their Estate Plan Our meeting this month should be one to remember - we are doing a case study, but unlike one you've ever done before, as you will see. This will be a unique opportunity to work with advisors from other disciplines (tax, legal, investment, insurance, trust administration, etc) on a shared client, Mr Harris Riley. Accordingly, you will be assigned a seat when you register to ensure you are able to sit at a table with others who do not practice in the same discipline -- so we do not have all trust officers or CPA's or attorneys at one table. The goal is to have at least one person from each discipline at every table. If your discipline tier has no vacant seats available when you register, please select "other" to receive your assigned seat. This will be important for the case study to be beneficial and fun for everyone.