Bob covered a wide range of timely estate planning and charitable giving topics for a full house of estate and tax attorneys, CPAs, wealth advisors, and financial planners.
Below are a couple key highlights from Bob’s presentation:
- Those with assets between $25 million and $100 million may be concerned with transfer tax and estate tax implications, though they may not require highly complex planning. These clients tend to focus on maintaining control of, and access to, their assets, as well as understanding current and future estate tax exemptions.
- If charitable giving is a consideration for your client, a beneficiary designation of a retirement account is still one of the most efficient and effective ways to make such a gift. IRA account beneficiary designations are one of the most popular examples.
CFT also celebrated its 2025 Vester Hughes Award recipient, David Rosenberg of Holland & Knight LLP, for his longstanding service to our community and to CFT. The award commemorates the legacy of the late Vester Hughes, who served as CFT’s tax counsel for more than 50 years. Learn more about David Rosenberg and the Vester Hughes award here. Photos from the 2025 Vester Hughes Award Ceremony & Sponsor Reception can be found here.
Heartfelt thanks to the generous sponsors who made CFT’s 2025 seminar possible:
- Presenting Sponsor: Glast, Phillips, Murray, Zopolsky
- Benefactor & Vester Hughes Award Reception Sponsor: Holland & Knight
- Partner Sponsors: BFS Advisory Group, C3 Financial Partners, Carter Financial, Frost Bank, Heritage Auctions, Meadows Collier, Saville
- Engagement Sponsors: AlTi Tiedemann Global, Armanino, Artemis Partners, Children’s Medical Center Foundation, Financial Planners Association, Gray Reed, HighGround Advisors, Lee Financial, Maus and Associates, Moss Adams
Special thanks to CFT’s Professional Seminar Committee, chaired by James “Jim” Roberts of Glast, Phillips, Murray, and Zopolsky.
For more than 70 years, CFT has partnered with professional advisors to support charitably minded individuals, families, and businesses. These trusted partnerships between CFT, advisors, and their clients have helped grow giving across North Texas and beyond.
Serving as a trusted philanthropic partner to advisors and their clients, CFT provides the charitable tools and resources needed to make giving meaningful and effective, as well as to support and steward legacies. Learn more about how CFT can partner with professional advisors here.
