Agenda: Texas Fall Forum Meeting

Friday, October 21, 2022
8:00 AM - 8:30 AM																Coffee & Registration
8:30 AM - 9:00 AM																Introduction Kristi Stanley - Currin, Wuest, Mielke, Paul & Knapp, Pllc Susan Barnett - Haiman Hogue, PLLC
9:00 AM - 10:00 AM																Panel Discussion: Tax Planning Strategies (Sunset of ATRA, 706, TA, Irrevocable Trusts, LLCs) Rex Hogue - Haiman Hogue, PLLC Peter Parenti - Ramirez & Parenti, PLLC Stephen Willey, Esq. - Law Offices of Stephen D. Willey CLE 1.0
10:00 AM - 10:15 AM																Break
10:15 AM - 11:30 AM																Panel Discussion: Tax Planning Strategies Continued (Sunset of ATRA, 706, TA, Irrevocable Trusts, LLCs) Rex Hogue - Haiman Hogue, PLLC Peter Parenti - Ramirez & Parenti, PLLC Stephen Willey, Esq. - Law Offices of Stephen D. Willey CLE 1.25
11:30 AM - 12:45 PM																Lunch & Break
12:45 PM - 1:45 PM																Building Blocks of Blockchain: A Primer on Cryptocurrency for Estate Planners Abigail Rosen Earthman - Perkins Coie CLE 1.0
1:45 PM - 2:00 PM																Break
2:00 PM - 3:00 PM																SNT Tax Session with a Q&A Session hosted by Steven Willey Stephen Dale - Stephen Dale Stephen Willey, Esq. - Law Offices of Stephen D. Willey CLE 1.0
3:00 PM - 3:15 PM																Break
3:15 PM - 4:30 PM																Optimizing Lifetime Gifts: Advising Clients in Uncertain Times Jeff Chadwick - Winstead PC CLE 1.25
4:30 PM - 4:45 PM																Special Guest