November ETEPC Luncheon

Date: Friday, November 22, 2019
Time: 11:30am - 1:00pm
Location: Hollytree Country Club
Speaker: Jamie Katzen

Please join us Friday November 22, 2019 at Hollytree Country Club from 11:30am - 1pm for a luncheon meeting.  Our speaker for this event will be Jamie Katzen.

The objective of this presentation is looking at updates on Trends and Strategies in Charitable Planning. 

Jamie is a Senior Counsel at Gray Reed & McGraw Attorney & Counselors in Dallas Texas.  Jamie is dedicated to serving clients, their families and businesses from generation to generation.  He focuses his practice on domestic and international estate planning (wealth transfer), tax planning, estate and trust administration and wealth preservation.

Jamie is active in many organizations such as Society of Trust and Estate Practitioners (STEP), Dallas Estate Planning Council, State Bar of Texas (Tax Section), American Bar Association (Tax Section) and the Dallas Bar Association (Tax Section and Probate Trusts & Estates Section).

Jamie is a graduate Southern Methodist University Dedman School of Law with an LL.M. in Taxation (2012), a J.D. from St. Mary’s University School of Law (2008), and a B.A. in History from the University of Kansas (2005).

We know this will be a great time, and an event you won't want to miss.  So please make arrangements to join us on November 22, 2019.  The RSVP deadline is Monday November 18, 2019 and any last minute cancellations need to be sent to us no later than noon, Tuesday November 19, 2019.  For more information you may contact:

 

 

 

 

 

etepc@cbandco.com

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