Morgan Stone - Estate Planning Council of Central Texas

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Member Directory

Financial Planning

Avidian Wealth Solutions

P.O. Box 26428

Austin, TX 78755

Phone: 512-469-9152

Fax: 512-532-0679

October 27, 2026

October Luncheon: Escaping the Estate Planning “Blue Screen of Death”

Dr. Gerry Beyer, Texas Tech University School of Law

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November 17, 2026

November Luncheon: Rethinking Estate Planning

Phil Lindquist, Lindquist Eisenberg LLP

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January 26, 2027

January Luncheon: Tax-Advantage Business Sales

Tiffany House, Tax & Estate Strategy & Gift Planning Institute

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February 23, 2027

February Luncheon: Estate Planning Best Practices and Valuation Discounts

Ross Slutsky, Witham Smith+Brown, PC and Brent Berselli, Holland & Knight

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