Six speakers from across Texas and beyond, each taking on a different side of the estate planning picture.
Aaron Shutt
Law Offices of Paup, Shutt & Associates, P.C., Fort Worth
More Than the Basics: Practical Special Needs Planning Ideas in Estate Planning and Probate
Cole Bryan
Cole Bryan Law Office, Midland
Mineral Transactions That Will Ensure Litigation for Generations to Come
Tara Seegers
Exceptional Wealth, Colorado Springs
Beyond the Documents: Why Great Estate Plans Fail and How Advisory Teams Help UHNW Families Succeed
Sparsh Varma
Weaver, Houston
From Field to Estate: Managing Oil and Gas Ownership, Revenue and Risk with Data and AI
Marvin Blum
The Blum Firm, Fort Worth
The Golden Age of Estate Planning: Squeeze and Freeze and Other Hot Topics
Sam Perry
J.P. Morgan, Fort Worth
Partnering with a Private Bank: Governance, Strategy and Stewardship. A disciplined framework built around your family’s priorities.