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Wednesday, January 17, 2018

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CFT/SMU Professional Seminar 2017 “Incentive Trusts Revisited: Practical Considerations for Drafting and Administering Trusts with Carrot and Stick Provisions”
Communities Foundation of Texas and SMU

April, 2017

WHEN:                   Tuesday, May 9, 2017 from 8:00 AM to 11:30 AM; Breakfast at 7:00 AM

WHERE:                  **NEW LOCATION**  Southern Methodist University, The Martha Proctor Mack Grand Ballroom, Umphrey Lee Center, 3300 Dyer Street, Dallas, TX  75205.

PARKING:  Visitor parking is located along Bishop Boulevard and in the Binkley and Meadows Museum Parking Centers.  Valet parking is available at the North end of Bishop Boulevard. 



WHAT:                    The Professional Seminar is an annual event hosted by Communities Foundation of Texas and Southern Methodist University.  This year, Nancy G. Henderson focuses on client’s concerns about the effect of inherited wealth on their families, the difficulties and challenges in drafting trusts with these concerns in mind, the burden of incentive and disincentive type provisions on trust administration, and certain tax aspects of these trusts.  

WHO:                       Featuring Nancy G. Henderson, a founding partner of Henderson, Caverly, Pum & Charney LLP, with offices in San Diego, Rancho Santa Fe and Los Angeles, California.  Ms. Henderson has served for 15 years as a managing partner of the firm and as chair of the EstatePlanning Group.   She is a fellow of the American College of Trust and Estate Counsel and a certified specialist in Estate Planning, Probate and Trust Law (California State Bar Board of Legal Specialization).  Ms. Henderson has served on the executive committee of the Taxation Section of the California State Bar and as co-chair of ALI-CLE’s Estate Planning in Depth program.  She has spoken and written extensively on estate, taxation and charitable planning subjects for such notable organizations as the Heckerling Institute, ACTEC, ALI-CLE, the Notre Dame Institute, the Kasner Symposium, the Southern California Tax and Estate Planning Forum, the Hawaii Tax Institute, the USC Tax Institute, and many others. 



SPONSORS:           MAJOR: Meadows, Collier, Reed, Cousins, Crouch, & Ungerman, LLP; PARTNER: Carter Financial Management; Thompson & Knight Foundation;     SUPPORTER: Dallas CPA Society; Gray Reed & McGraw; Quest Capital Management, Inc.; and High Ground Advisors.

Seminar Committee Members:  Edward A. Copley, The Blum Firm, P.C., Committee Chairman; Norman A. Lofgren, Gray Reed & McGraw, PC, Vice Chairman,  David Scullin, CEO, Communities Foundation of Texas; P.C., Alan K. Davis, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP; George J. Nachman, Attorney at Law,  Marianne Piepenburg, Southern Methodist University; Kal Grant, Tolleson Wealth Management;; Stephen N. Maus, The Nautilus Group; Kathy Muldoon, Carter Financial Management; Kenneth B. Travis, Armanino, LLP, Ken Holden, Holden & Parker, PC and James Roberts, Glast, Phillips & Murray.

WHY:                       The seminar is designed to help advisors develop specific strategies to integrate philanthropy into their practices. Continuing education credits offered.

Communities Foundation of Texas, a public charity founded in 1953, works closely with donors and nonprofits—receiving charitable gifts, managing assets responsibly and making effective grants. CFT professionally manages more than 900 component funds, and it has distributed over $1.5 billion in charitable grants since its inception.

REGISTER:              $90 / registration fee per person.  Seating is limited.  MCLE/CPE/CFP continuing education credit for 3 hours. TBLS credit for Estate Planning and Probate Law, Tax Law. No prerequisite required.

Register online at  If you have any questions, please call Angela Woodson at (214)750.4145.


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