| | | | |
| What to do when your Favorite clients Divorce,
And What To Do To Anticipate The
Possibility Or Reality Of Divorce |
William 'Butch'
Korb Jeff N. Myers |
Dallas Bar Association Probate Section
Belo Mansion, Dalls TX | Jan 24th, 2006 |
Article/notes .PDF |
What to do when your Favorite clients Divorce,
And What To Do To Anticipate The
Possibility Or Reality Of Divorce |
William 'Butch'
Korb Jeff N. Myers |
Dallas Bar Association Probate Section
Belo Mansion, Dalls TX |
Jan 24th, 2006 | PowerPoint
(.PPS) Slideshow |
| Getting
the Business Ready to Sell |
Kenneth L. Wenzel David P. Dunning | 23rd
Annual Advanced Tax Law course - The state Bar of Texas | Sep
29-30, 2005 | PDF |
| Making
the choice of a business entity |
Kenneth L. Wenzel | Fort Worth Chapter
Texas Society of Certified Public Accountants
Continuing Education | Aug
2005 | PowerPoint
(.PPS) |
Charities and Insurance: "The Next Big Thing?"
Insurable Interest Under Siege
Traps for the Unwary Practitioner |
Michael V. Bourland | NonProfit
Organizations Institute
Charitable Giving: Key Legal Issues, Donor
Intent, and Staying Clear of Plans That Go Over The Edge
Austin,
Texas | January 13-14, 2004 | Word |
Implementation and Documentation of the Family Business Succession Plan
Exhibit 3
Exhibit 5
Exhibit 7
Exhibit 8 |
Michael V. Bourland | The University of Texas
School of Law
Private Companies - Tools To Make Them Thrive
Austin, Texas | January 13-14, 2004 | Word |
Representing Non-Profit Organizations |
Darren B. Moore
| State Bar of Texas
Austin, Texas | July 16, 2004 | Adobe PDF |
Selected Employment Law Issues for Churches |
Darren B. Moore
| Southern Baptist Business Officers Conference | March 17, 2004 | Adobe PDF |
A Brave New World: Nonprofit Entry into the Commercial Marketplace |
Darren B. Moore
| Southern Baptist Business Officers Conference
Benevolent Institutions Division | March 16, 2004 | Adobe PDF |
Current Issues in Limited Partnerships |
Kenneth L. Wenzel
| Amarillo Area Estate Planning Council | March 3, 2004 | Word |
Employment Law Primer for Churches |
Darren B. Moore
| University United Methodist Church
San Antonio, Texas | February 20, 2004 | Adobe PDF |
Pitfalls in Administration of Family Limited Partnerships |
Kenneth L. Wenzel
| Personal Trust Seminar | February 4, 2004 | Word |
The Dynamics of Estate Planning for the Family and Family Business
- Case Study Examples
- Exhibits 1,2,3 & 7
- Exhibit 4
- Exhibit 5
- Exhibit 6 |
Michael V. Bourland
| Professor Tom Featherston's Class
Baylor University School of Law | January 22 & 26, 2004 | Word |
A Tale of Two Tools:
Split Interest Trust Drafting in a Low Interest Environment (CLTs and GRTs) |
Jeffrey N. Myers
Shannon G. Guthrie | State Bar of Texas
Advanced Drafting: Estate Planning and Probate Course 2003 | October 23-24, 2003 | |
Uniform Principal and Income Act in Texas |
Shannon G. Guthrie | Fort Worth Chapter
Texas Society of Certified Public Accountants | October 21, 2003 | |
Care and Feeding of FLP's, What Now? |
Kenneth L. Wenzel | State Bar of Texas
Advanced Tax Law Course | September 18-19, 2003 | Adobe PDF |
Care and Feeding of an FLP |
Kenneth L. Wenzel | Fort Worth Chapter
Texas Society of Certified Public Accountants
Continuing Education | September 9, 2003 | Adobe PDF |
Probate Litigation: What CPAs in Public Practice Need To Know |
William R. Korb, Jr. | Fort Worth Chapter
Texas Society of Certified Public Accountants | August 22, 2003 | Adobe PDF |
Ethics
Multidisciplinary Practice |
Michael V. Bourland
| Advanced Estate Planning Strategies Course
Lake Las Vegas Resort | April 24-25, 2003 | Adobe PDF |
Case Study Example Illustrating Transfer Planning Using The Family Limited Partnership and The Grantor Trust
Grantor Trusts Including Grantor Retained Interest Trusts And Intentionally Defective Grantor Trusts
Comparing Gift To GRIT And Sale To IDGT |
Michael V. Bourland
Jeffrey N. Myers | Fort Worth Business & Estate Council | February 20, 2003 | Adobe PDF |
Tax Update and Selected Planning Techniques |
Jeffrey N. Myers | Brazos Valley Estate and Financial Planning Council | Sept 17, 2002 | Powerpoint |
Charitable Lead Trust
Charitable Remainder Trust
Grantor Trusts
Family Limited Partnership |
Michael V. Bourland | 2002 ALI-ABA | Aug 1-3, 2002 | Browser |
Acquisitions and Dispositions of Closely-Held Companies |
Kenneth L. Wenzel
David P. Dunning | Fort Worth Chapter of the Texas Society of Certified Public Accountants | June 25, 2002 | PDF |
Creating Private Foundations |
Michael V. Bourland | 12th Annual Advanced Drafting: Estate Planning and Probate Course | Nov 1-2, 2001 | Adobe PDF |
Charitable Tax Planning Techniques in Business Succession Plans |
Michael V. Bourland | 5th Annual Forum on Charitable Tax Strategies | Oct 11, 2001 | Powerpoint |
Wealth Migration Using the Family Limited Partnership, Charitable Remainder Trust and Grantor Trust |
Michael V. Bourland | IMCA Investment Management Expo | Oct 4-6, 2001 | Powerpoint |
Sexual Misconduct |
William R. Korb Jr. | Texas Wesleyan School of Law | May 2001 | Adobe PDF |
Liability Issues |
Darren B. Moore | Texas Wesleyan School of Law | May 2001 | Adobe PDF |
