Welcome to the Texas State Forum of WealthDocx Users Website. For many years, the Texas Forum has met biannually as a study group of Texas estate planning lawyers. Texas Forum membership is open to all lawyers who are interested in Texas estate planning issues. The initiation fee is $75 and the attendee fee for each meeting is $50. Typical meetings are approved for 6.0 hours of Texas CE.
Because so many Texas Forum members are also WealthDocx users, the Texas Forum has also become the WealthDocx State Users Forum for Texas.
The Texas Forum meets typically on the last Saturday in February and August in Austin.
Please feel free to e-mail me with any questions that you might have about becoming more involved or joining our Forum. - Erin Thrash, President of the Texas Forum,
Next Event
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Texas State Forum
Date: 02/25/2012 - 02/25/2012
Time: 8:30 AM to 3:30 PM
Location: Comfort Suites, 7501 E. Ben White Blvd., Austin, TX
Price: $50.00
Comfort Suites phone: (512) 386-6000
*Rooms blocked for Texas Forum (tell them - Thrash Law Firm/Texas Forum)
Lunch will be PokeJos BBQ!!!
Price shown is for Texas Forum members. $75.00 for non-members. One time membership fee $75.
Bring a friend!
Agenda
8:30 to 10:15
CLE 1.75
Tom Ahrens
Marketing your Firm – Maintenance Plans and more
10:25 to 11:25
CLE 1.0
Roundtable discussion on building your practice
11:30 to 12:15
TBA
12:15 to 1:15
Lunch & networking
1:15 to 2:15
1.0 CLE
Rex Hogue – Post Mortem Planning
Trust administrations, Funding the AB Trusts
2:30 to 3:30
1.0 CLE
Preparing the Form 706