May Luncheon: Powers of Appointment
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The Power to Appoint and Disappoint: Anatomy of Powers of Appointment
Clients and estate planners are not prescient. No matter how much time, thought, and care they put into drafting a set of estate planning documents events will take place—including changes in behavior, illnesses, deaths, divorces, lawsuits, bankruptcies, liabilities, and legislative changes—that were unexpected and unplanned for at the time of drafting. Leave the May 21st lunhceon understanding the Texas law relating to powers of appointment and the federal tax consequences arising from powers of appointment.
ABOUT GENE:
Gene Wolf is a native El Pasoan. He earned his B.B.A. from Baylor University in 1988 and his J.D. from Baylor School of Law in 1991. He began practicing law at Kemp Smith LLP as an associate in 1991 and has been a partner since 1997. Gene is member of the Business Department with practice emphasis on tax, corporate, estate and business planning, is a member of the firm’s Management Committee, and is currently serving as Managing Partner. Gene serves on the Board of Directors of Hunt Companies, Inc. and as chair of the Governance Committee. He also serves on several other client company boards, including EP Holdings, Inc., Westgate Corp., and Dorsar Investment Management, LLC. Gene is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is Board Certified by the Texas Board of Legal Specialization in Estate Planning and Probate Law. Gene is currently serving as the President of the Texas Federal Tax Institute. Gene is a member of the American Bar Association Section of Taxation, the State Bar of Texas and the El Paso Bar Association. Gene is Past Chair of the State Bar of Texas Tax Section and Past Editor of the Texas Tax Lawyer. Gene has been recognized since 2006 as one of the “The Best Lawyers in America” in the sections of Tax Law and Trusts and Estates. Since 2012, Gene has been honored with the distinction of El Paso Best Lawyers “Tax Law Lawyer of the Year.” He was recently honored as the 2024 “Lawyer of the Year for Trusts and Estates in El Paso.” He is qualified to practice in Texas, the Supreme Court of Texas, the United States District Court (Western District of Texas) and the United States Tax Court.
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.
Food
Please note any special dietary requirements or food allergies on the registration page. Special food requests cannot be guaranteed onsite.
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.
CPE Credit
Learning objectives: Understand the Texas law relating to powers of appointment and the federal tax consequences arising from powers of appointment. There are no prerequisites. 1.0 credit hour.
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