ESTATE PLANNING COUNCIL OF CENTRAL TEXAS

Rethinking Estate Planning for Almost Everyone ie. Those Not Certain to Pay Death Tax

As estate tax exemptions have increased, the landscape of tax-sensitive estate planning has fundamentally changed. Strategies once focused on minimizing estate taxes and keeping assets outside taxable estates may no longer be the most effective approach. Today, income tax planning, flexibility, and the ability to adapt to changing circumstances are increasingly important considerations.

This presentation will explore how estate planning professionals can rethink traditional strategies to better serve clients and their families. Topics will include the evolving role of general powers of appointment, the strategic use of grantor trusts, post-mortem planning flexibility, marital deduction decisions, and the importance of evaluating when assets should be distributed rather than retained in trust. Attendees will gain a fresh perspective on modern estate planning techniques and their implications for estate planners, trustees, tax professionals, and other members of the estate planning community.

Speaker: Phil Lindquist, Lindquist Eisenberg LLP

Phil Lindquist is an accomplished attorney specializing in estate planning, probate, and trust and estate litigation. He earned his Juris Doctor with honors from the University of Texas in 1983, where he was inducted into the Order of the Coif. He previously graduated summa cum laude from Southern Nazarene University in 1980 with a Bachelor of Science in Accounting.

Board Certified in Estate Planning and Probate Law since 1995, Phil has been a Fellow of the American College of Trust and Estate Counsel (ACTEC) since 1997. He has served on ACTEC's Estate and Gift Tax Committee and Transfer Tax Study Committee and has been recognized by The Best Lawyers in America in both Trusts and Estates and Litigation – Trusts and Estates.

Phil has also been actively involved in the professional community, serving on the Boards of Governors for both the Dallas Estate Planning Council and the Estate Planning Council of North Texas.

A North Texas native, Phil grew up in the Renner area of Far North Dallas and was a member of the first graduating class of Plano Senior High School. He and his wife, Debbie, have been married since 1980 and have two children.Outside of his professional work, Phil enjoys traveling, cars, politics, economics, current events, theology, auto racing, and cheering on the Dallas Mavericks. An avid traveler, he has visited all 50 state capitals, traveled to 49 states at least three times each, and explored 14 foreign countries.

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

Deadline to register or cancel is Thursday, November 12 at noon. Guarantees to the venue necessitate this policy.

New Guest Policy:  Guests may attend our meetings for $75.  Eligible guests who qualify for membership may attend once per program year before we ask them to join.

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