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<p class="MsoNormal" style="line-height:18.0pt"><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif"">The Estate and Gift Tax Committee will meet at The Worthington Renaissance Hotel in Fort Worth <a href="x-apple-data-detectors://0">on Saturday,
October 26 from 2:45-5:15 pm</a>. The meeting will be held in Brazos I, II and Corridor.<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height:18.0pt"><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif""><o:p> </o:p></span></b></p>
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<![if !supportLists]><span style="font-size:13.5pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif"">Our agenda includes the following:<o:p></o:p></span></b></p>
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<![if !supportLists]><span style="font-size:13.5pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif"">SCINs: Recent Developments<o:p></o:p></span></b></p>
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<![if !supportLists]><span style="font-size:13.5pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif"">Wealth Planning Strategies in Light of Portability<o:p></o:p></span></b></p>
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<![if !supportLists]><span style="font-size:13.5pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif"">DOMA Developments<o:p></o:p></span></b></p>
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<![if !supportLists]><span style="font-size:13.5pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif"">Case Law Update:
<i>Steinberg v. Comm'r</i><o:p></o:p></span></b></p>
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<![if !supportLists]><span style="font-size:13.5pt;font-family:Symbol"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif"">Avoiding the Adverse Effects of
<i>Huber</i><o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height:18.0pt"><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif""><o:p> </o:p></span></b></p>
<p class="MsoNormal" style="line-height:18.0pt"><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif"">Our Open Forum Topic: The Delaware Tax Trap: Its Use in Obtaining Basis at the Death of the Surviving Spouse<o:p></o:p></span></b></p>
<p class="MsoNormal" style="line-height:18.0pt"><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif""> <o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif"">The materials for the Committee discussion are now available at the following link: </span></b><span style="font-size:10.0pt;font-family:"Verdana","sans-serif";color:black;background:white"><a href="http://tinyurl.com/ACTEC-F13-EstGift">http://tinyurl.com/ACTEC-F13-EstGift</a></span><span style="font-size:10.0pt;font-family:"Verdana","sans-serif";color:#1F497D;background:white"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:18.0pt"><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif""><o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:13.5pt;font-family:"Noteworthy","serif"">I look forward to seeing “y’all” in Fort Worth!<o:p></o:p></span></b></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="line-height:90%"><span style="color:black;letter-spacing:-.3pt">Mickey R. Davis<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:90%"><span style="color:black;letter-spacing:-.3pt">Davis & Willms, PLLC<br>
</span><span style="color:black;letter-spacing:-.3pt">Fellow, American College of Trust and Estate Counsel</span><span style="color:black;letter-spacing:-.3pt"><o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:90%"><span style="color:black;letter-spacing:-.3pt">Board Certified - Estate Planning & Probate Law Texas Board of Legal Specialization<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:90%"><span style="color:black;letter-spacing:-.3pt">3555 Timmons Lane, Suite 1250<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:90%"><span style="color:black;letter-spacing:-.3pt">Houston, Texas 77027<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:90%"><span style="color:black;letter-spacing:-.3pt">(281) 786-4502 voice<o:p></o:p></span></p>
<p class="MsoNormal" style="line-height:90%"><span style="color:black;letter-spacing:-.3pt">(281) 742-2600 fax<br>
</span><a href="mailto:mickey@daviswillms.com"><span style="color:black;letter-spacing:-.3pt">mickey@daviswillms.com</span></a> |
<a href="http://www.daviswillms.com/"><span style="color:black;letter-spacing:-.3pt">www.daviswillms.com</span></a><span style="color:black;letter-spacing:-.3pt"><o:p></o:p></span></p>
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<u><span style="color:black;letter-spacing:-.3pt">IRS Circular 230 Disclosure</span></u><span style="color:black;letter-spacing:-.3pt">: As required by United States Treasury Regulations, you should be aware that this communication (including any attachment)
is not intended or written by the sender to be used, and cannot be used, by any recipient for the purpose of avoiding any penalties that may be imposed under United States federal tax laws.</span><span style="color:black"><o:p></o:p></span></p>
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