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Wednesday, November 4, 2026

November Luncheon- Troublesome Gifts, Ethics and the IRS … Oh My

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East Texas Estate Planning Council

EAST TEXAS ESTATE PLANNING COUNCIL

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Leadership

President

Matt Renick, CFP®, CTFA
Regions Private Wealth Management
(903) 535-4276
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1st Vice President/Membership

Margo Talley, CPA
GMP
903.534.0088
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Secretary

Abbie Treat
Vera Bank
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Treasurer

Savannah Herrington, CPA
Henry & Peters, P.C.
903.597.6311
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Immediate Past President

Staton Lottmann, JD
Allen Lottmann Kimmel, P.C.
903.534.0006
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Director

Karah Crawford
Southside Bank Wealth Mgmt & Trust
(903) 531-7155
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Director

Melissa Shanhouse, CDFA®
903-530-1976
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UPCOMING EVENTS

November 4, 2026

November Luncheon- Troublesome Gifts, Ethics and the IRS … Oh My

Kent C. Weimer, Chartered Advisor in Philanthropy®

See Event Details

November 4, 2026

November Luncheon- Troublesome Gifts, Ethics and the IRS … Oh My

Kent C. Weimer, Chartered Advisor in Philanthropy®

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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