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Public invited to UTPA Foundation estate planning seminars
Posted: 01/02/2005
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The University of Texas-Pan American Foundation will be hosting the 23rd Annual Estate Planning Seminars beginning Jan. 9, 2005.

The seminars are held free of charge and led by volunteer teams of area professionals who will guide participants through the basics of estate planning in simple, non-technical language.

The basic training will help attendees develop strategies to successfully maneuver through tax planning, investments, wills, living trusts and the myriad of other opportunities that can ensure them a successful retirement and an appropriate distribution of assets.

Pictured are Debbie Gonzalez, associate director for Planned Giving at UTPA, and Morgan Talbot, UTPA Foundation board member and chair of the Estate Planning Committee, who have helped organize the 2005 UTPA Foundation Estate Planning Seminars that begin Jan. 9 and are free and open to the public.
The UTPA Foundation has recruited several outstanding teams of professionals to lead the 2005 Life Planning Basic Training seminars series. This year's professionals include Certified Financial Planners John Martin and Jim Pax; Bill Martin, financial consultant; Pablo Vela, certified public accountant; Board Certified Estate Planning and Probate attorneys Bill Ellis, Morgan Talbot, Marlene Meyer, Molly Thornberry, and Robert Whitis; and attorneys Sandy Mann and Mindy Farrias.

This year's schedule is:

Sunday, Jan. 9: "Estate Planning for Everyone," Noon-3:30 p.m., John Martin, CFP; Bill Martin, financial consultant, A.G. Edwards & Son, Inc.; Bill Ellis, attorney, Board Certified in Estate Planning and Probate; and Mindy Farias, attorney, Echo Hotel, 1903 S. Closner (Bus. 281), Edinburg, BUFFET LUNCH served.

Tuesday, Jan 11: "Life Planning Tool Box," 1:30-4 p.m., Morgan Talbot and Robert Whitis, attorneys, Board Certified in Estate Planning and Probate, and "Income Taxation of Estates and Trusts," Pablo Vela, CPA, Pharr Chamber of Commerce, 308 W. Park, Pharr, REFRESHMENTS served.

Wednesday, Jan. 26: "Estate Planning Strategies New and Old," 1:30-4 p.m., Bill Ellis, attorney, Board Certified in Estate Planning and Probate; and Jim Pax, CFP, Edward Jones, McAllen Chamber of Commerce, 1200 Ash Ave., McAllen, REFRESHMENTS served.

Thursday, Feb. 3: "Investment Planning for Retirement and Beyond," 5-7:30 p.m., John Martin, CFP; Bill Martin, financial consultant, A.G. Edwards & Sons, Inc.; and Morgan Talbot, attorney, Board Certified in Estate Planning and Probate, McAllen Chamber of Commerce, 1200 Ash Ave., McAllen, REFRESHMENTS served.

Sunday, Feb. 13: "Estate Planning for Everyone," Noon-3:30 p.m., John Martin, CFP; Bill Martin, financial consultant, A.G. Edwards & Sons Inc.; Morgan Talbot, attorney, Board Certified in Estate Planning and Probate; and Sandy Mann, attorney, Echo Hotel, 1903 S. Closner (Bus. 281), Edinburg, BUFFET LUNCH served.

Wednesday, Feb. 16: "Legal Answers to your Estate Planning Questions," 1:30-4 p.m., Marlene Meyer and Molly Thornberry, attorneys, Board Certified in Estate Planning and Probate, McAllen Chamber of Commerce, 1200 Ash Ave., McAllen, REFRESHMENTS served.

Tuesday, March 1: "Advanced Estate Planning," 1:30-4 p.m., Bill Ellis and Morgan Talbot, attorneys, Board Certified in Estate Planning and Probate, McAllen Chamber of Commerce, 1200 Ash Ave., McAllen, REFRESHMENTS served.

All seminars are free to the public. However, since seating is limited, reservations are required. Contact the UTPA Foundation for reservations or for more information at 956/381-3361.

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