Professional Advisors Events

2019 Advisors Series Save the Date1.jpg

Registration & Sponsorship Open For Fall Advisors Series

Plan to attend the 13th annual Advisors Series for Estate and Wealth Management Professionals at the Belo Mansion Nov. 14 in downtown Dallas. Registration of $90 per person is open and can be completed here. Four sponsorship levels are now also available for consideration and can be requested here. Table sponsors should submit their form to Linda Scheets. Howard M. Zaritsky, a nationally-recognized expert on estate, gift and generation-skipping transfer taxes, fiduciary income taxes, estate planning and estate administration, will present "The Year in Review: An Estate Planner's Perspective on Recent Tax Developments."  Breakfast will be served at 7:30 a.m. The program will take place from 8 to 10:30 a.m. with a break, and offers two hours of continuing education credit. Zaritsky has published more than a dozen books, including Tax Planning for Family Wealth Transfers At Death, Tax Planning for Family Wealth Transfers During Life, and Tax Planning With Life Insurance (all published by Thomson-Reuters/WG&L), three Tax Management Portfolios (Revocable Inter Vivos Trusts; Grantor Trusts; and Foreign Trusts, Estates, and Beneficiaries), and more than 150 articles in various law reviews and professional ...