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UTPA offers free estate planning seminars
By Scott Maier, Senior Editor
381-3639
Posted: 10/04/2001
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The first in a free series of estate planning seminars in simple, non-technical language is Wednesday, Nov. 7 from 2-5 p.m. at the Mr. Gatti’s in McAllen.

Sponsored by the UTPA Foundation and the Rio Grande Valley Estate Planning Council, Inc., the seminars – now in their 20th year – are led by volunteer teams of estate planning professionals, including attorneys, financial planners, certified public accountants, trust officers and investment brokers.

The Nov. 7 seminar is on “New Tax Laws and How They Affect You” by attorneys Bill Ellis, Judy Wong and Morgan Talbot. Admission is free, but seating is limited.

Additional seminars are as follows:

· Jan. 15 – Life Planning Tool Box by attorney Morgan Talbot; 12-4 p.m., Las Brazas in Edinburg, lunch before seminar.

· Jan. 22 – Estate Planning for the 21st Century by attorneys Boone Slusher and Robert Whitis; 2-5 p.m., Mr. Gatti’s in McAllen, dinner following.

· Feb. 3 – Estate Planning for Everyone by brokers John Martin and Bill Martin; 12-3 p.m., Echo Hotel in Edinburg, lunch before seminar.

· Feb. 12 – Economic Growth, the Tax Act of 2001 and You by attorney Bill Ellis; 2-5 p.m., Mr. Gatti’s in McAllen, dinner following.

· Feb. 20 – Estate Planning for the 21st Century by attorneys Ed Mann and David Kithcart; 2-5 p.m., Mr. Gatti’s in Harlingen, dinner following.

· Feb. 27 – Legal Answers to Your Estate Planning Questions by attorneys Marlane Meyer and Molly Thornberry; 2-5 p.m., Mr. Gatti’s in McAllen, lunch before seminar.

· March 3 – Estate Planning for Everyone by brokers John Martin and Bill Martin; 12-3 p.m., Echo Hotel in Edinburg, lunch before seminar.

For more information on the 2001-2002 estate planning seminars, call 956/381-2500.

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