October ETEPC Luncheon - “Gifts from Cousin Eddie - Acceptance, Ownership & Management of Bizarre Assets"

Date: Wednesday, October 4, 2023
Time: 11:30am - 1:00pm
Location: Hollytree Country Club
Speaker: Megan C. Sanders

We are pleased to have Megan C. Sanders join us for the ETEPC October 2023 luncheon.  She will be discussing the pitfalls and challenges of receiving, transferring, and managing unique assets held in estates.

Megan joined Bourland, Wall & Wenzel, PC in 2011.  An honors graduate of Baylor University School of Law and Texas Christian University, her practice focuses primarily on estate planning, probate, charitable entity formation, charitable giving, and tax planning issues.  She represents professionals, families, charitable entities and closely-held businesses in the firm’s area of expertise to achieve their estate planning, wealth migration, asset protection, and transfer tax planning goals, among others. 

C. E. CREDIT: No prerequisites required.

CPAs: One hour                                CFP: One hour

Attorneys: One hour                          CLU: One hour - based on course content

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