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Tuesday May 09
8:00 AM - 11:30 AM
"Planning and Administering Trusts with Carrot and Stick Provisions" featuring Nancy S. Henderson. This year the seminar is moving locations to SMU at The Martha Proctor Mack Grand Ballroom in the Umphrey Lee Center at 3300 Dyer Street.
Location: Umphrey Lee Center at SMU
Event registration summary
2017 CFT/SMU Professional Seminar:
Registration Fee

Continuing Education Credits:

  • CPE 3-hour credit
  • CFP 3-hour credit
  • MCLE 3-hour credit
  • TBLS 3-hour credit for Estate Planning and Probate Law
  • TBLS 3-hour credit for Tax Law
  • No prerequisite required

Speaker Bio:


Nancy G. Henderson is a Founding Partner of Henderson, Caverly, Pum & Charney LLP, with offices in San Diego, Rancho Santa Fe and Los Angeles, California. Ms. Henderson has served for 15 years as a Managing Partner of the firm and as Chair of the Estate Planning Group. She is a fellow of the American College of Trust and Estate Counsel and a Certified Specialist in Estate Planning, Probate and Trust Law (California State Bar Board of Legal Specialization).

Ms. Henderson has served on the Executive Committee of the Taxation Section of the California State Bar and as co-Chair of ALI-CLE’s Estate Planning in Depth program. She has spoken and written extensively on estate, taxation and charitable planning subjects for such notable organizations as the Heckerling Institute, ACTEC, ALI-CLE, the Notre Dame Institute, the Kasner Symposium, the Southern California Tax and Estate Planning Forum, the Hawaii Tax Institute, the USC Tax Institute, and many others.

Ms. Henderson obtained her law degree in 1991 from the Boalt Hall School of Law at the University of California at Berkeley, where she was elected to the Order of the Coif. She obtained her bachelor’s degree, magna cum laude, Phi Beta Kappa, from Duke University in 1981.

Seminar Committee Members:

Edward A. Copley, Chair, The Blum Firm
Norman A. Lofgren, Vice Chair, Gray, Reed & McGraw
Alan K. Davis, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP
Kal Grant, Tolleson Wealth Management
Stephen N. Maus, The Nautilus Group
Ken R. Holden, Holden & Parker, PC
Kathy Muldoon,
Carter Financial Management
George Nachman, Attorney at Law
James V. Roberts, Glast Philips & Murray
Kenneth B. Travis, Armanino, LLP


Major Sponsor


Partner Sponsors




Supporting Sponsors


Angela WoodsonAngela Woodson
Advisor Relations Officer

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