"On Living and Leaving a Legacy: An Alternative to Incentive Trust"
Texas Bank CLE - Austin
October 31 - November 1, 2002

Clients are increasingly concerned with the impact of inheriting a large amount of money. The Incentive Trust provides one method of structuring an inheritance to maximize the likelihood that the inheritance will have a positive impact on the beneficiaries. This presentation will explore the uses of Incentive Trusts and propose an alternative method of achieving this objective.

"Creative Use of Trusts"
TSCPAs Tax Institute
San Antonio - November 14th
Dallas - November 15th

This presentation will explore how clients can creatively use trusts to accomplish not only dramatic wealth transfers but also to accomplish a multitude of other objectives. Trusts can be used to leverage tax free transfers, retain control now and/or upon death, protect the property from creditors and/or estranged spouses, benefit charities and shift an income stream to support another person. Frequently, trusts can take an objective whether it is tax savings or a personal one and magnify the results.

"Gifting Strategies"
Midland Business and Estate Planning Council
Midland, Texas
January 14, 2003

The speech will cover transferring assets from one generation to another through tax reduction techniques such as using the annual exclusion and split gifts, and transferring property reduced in value, as well as maximizing wealth transfer through the use of defective grantor trusts.

For more information on these and other events, please call (214) 373-7195 or email office@mjslaw.com.