Estate Planning Seminar Courses

May 4, 2017.

Register now.   

Registration on-line, by mail, or by FAX 432-699-8094. 

Estate Planning Update 2017 

Agenda - May 4, 2017 

7:30 - 8:00       Registration and Continental Breakfast

8:00 - 8:05       Welcome:  Dr. Steve Thomas, President, Midland College

8:05 - 9:35       Christina Lesher, Law Office of Christina Lesher, PC - Houston, Texas 

                         Elder Care Planning in the Trump Administration 

9:35 - 10:35      Vaughn James, Texas Tech University 

              Planning for Incapacities 

 10:35 - 10:45 Break 

10:45 - 11:45 Ramsey Slugg, US Trust 

                       Stupid Charitable Tricks:  Planning Mistakes I Have Seen 

11:45 - 12:15 Catered Box Lunch and Presentations: Keep the Money in Midland 

Dr. Steve Thomas, President 

Midland College 

Russell Meyers, President/CEO 

Midland Memorial Hospital 

Richard McMillan, Esq., President 

Midland College Foundation 

Rosalind Redfern Grover, Chairman 

Midland Memorial Foundation 

Wendy Gilbert, Director of Development & Alumni Relations 

Midland College Foundation 

Nancy Woodman, Executive Director 

Midland Memorial Foundation 

 12:15 - 1:15 Katherine Roy & Michael Conrath, J.P. Morgan Asset Management Funds Management 

                      Balancing Acts:  Investing for College and Retirement 

1:15 - 2:15 Edmund Perry, Capital Strategies Group, Inc. 

                   Tax Efficient Funding Strategies for Life Insurance 

 2:15 - 2:25 Break 

 2:25 - 3:25 Mark Parthemer, Bessemer Trust 

                    Tales from the Dark Side—How Boilerplate Clauses Impact Taxation and Estate Administration 

 3:25 - 4:55 Robert Barnhill III, J.D., CPA/PFS, CFP, Texas Tech University - Lubbock, Texas 

                    8971 Tax Consequences of Distributions from Estates 

 

There are no current or upcoming courses available. Please check back again!

For more information about courses and programs, please call (432) 681-6335.

Midland College is accredited by the Commission on Colleges of the Southern Association of Colleges and Schools to award certificates
and associate and baccalaureate degrees. Contact the Commission on Colleges at 1866 Southern Lane, Decatur, Georgia 30033-4097
or call 404-679-4501 for questions about the status of Midland College.

Midland College is an Equal Opportunity Employer/Educator

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