Wealth Management & Estate Planning

This program is designed for royalty owners wishing to preserve their assets for their children, heirs, and beneficiaries. The program provides a substantial overview of estate planning so mineral owners can acquire a basic understanding of the different tools used to protect and preserve their assets under federal and state law. Taxation of mineral assets and state property law are explored to ensure that participants are able to protect their assets from unnecessary taxation, claims from creditors, and litigation. The program is also open to licensed professionals who advise royalty owners, including estate planners, wealth managers, attorneys, CPA’s, consultants, and minerals managers.

Choose Your Location

Location

TSCRA (Texas and Southwestern Cattle Raisers Association Building) Headquarters
1301 West Seventh Street
Ft. Worth, Texas 76102-2665
The Brand Room
(Classes will be held from 8:30am-4:30pm)

Instructor

Glen Webb, MBA, J.D.

Tuition

One Day Course: $550

Wealth Management & Estate Planning

  • Why Estate Planning is so important
  • Major Steps in Estate Planning
  • Last Will and Testament
  • Appraisals and Valuations of Assets
  • Taxation of Mineral Assets and Revenue
  • Depletion Allowance
  • Sale of Mineral Assets
  • Royalties and Working Interests
  • Lifetime Marital Exemption
  • Trusts
  • Property Ownership Rights
  • Lifetime Gifts, including Gifts to Minors
  • Limited Liability Companies
  • Limited Partnerships for Families
Friday, March 8, 2019
Register

Wealth Management & Estate Planning

  • Why Estate Planning is so important
  • Major Steps in Estate Planning
  • Last Will and Testament
  • Appraisals and Valuations of Assets
  • Taxation of Mineral Assets and Revenue
  • Depletion Allowance
  • Sale of Mineral Assets
  • Royalties and Working Interests
  • Lifetime Marital Exemption
  • Trusts
  • Property Ownership Rights
  • Lifetime Gifts, including Gifts to Minors
  • Limited Liability Companies
  • Limited Partnerships for Families
Friday, November 15, 2019
Register

Now is the time to take action in managing your mineral assets.

Register Today