November Luncheon: Planning with Non-Grantor Trusts

Date: Wednesday, November 29, 2023
Time: 11:30am - 1:00pm
Location: The Headliners Club
Speaker: Jordan Ware, Winstead PC

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ABOUT JORDAN:

Jordan Ware is a member of Winstead's Wealth Preservation Practice Group.  Jordan concentrates her practice on estate and business planning, taxation and estate and trust administration for high net worth individuals, executives and business owners. She provides guidance primarily in the areas of estate and gift tax planning, business succession planning, charitable planning, general tax and corporate planning and estate and trust administration.  Jordan is a frequent speaker at estate planning and tax seminars around the country.

Parking
Parking is available in the attached Chase Bank Tower garage. Entrances to the garage are on 5th and Colorado. We will provide parking validations at the conclusion of the event. Upon etnering the Chase Bank Tower building, make your way to the 21st Floor. Carpooling is highly encouraged.

Photo Disclaimer
By attending this event, you acknowledge that you are aware your image may appear in on EPCCT social media platforms, promotional material and other media as requested. Questions: contact Jen George, CAE at atxEPCCT@gmail.com.

Food and Drinks
Please note any special dietary requirements or food allergies on the registration page. Special food requests cannot be guaranteed onsite.

-Salad
-Chicken Tetrazzini crepe’s (chicken & mushrooms in a creamy sauce typically served with pasta but inside a crepe)
-Flan w/ fresh berries

Deadline to register or cancel is Monday, November 27 at noon. Guarantees to the venue necessitate this policy.

**MEMBERS: PLEASE LOGIN TO REGISTER.**

EPCCT has a contractual obligation with The Headliners Club that requires the organization to give a guaranteed number for meals in advance of each event.  As a courtesy, if you need to cancel your RSVP, please contact EPCCT 3 business days prior to the event so that we can adjust our guaranteed number without penalty.

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