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Thursday, May 22, 2025

Annual End of Year Social

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Houston Business and Estate Planning Council

HOUSTON BUSINESS AND ESTATE PLANNING COUNCIL

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Leadership

President

Bryan A Phillips, Attorney
Ytterberg Deery Knull LLP
713-980-7707
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Vice President

Sarah A Snook, Attorney, Trust Officer
Legacy Trust Company
713-651-8869
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Secretary/Webmaster

Celeste C Lawton, Attorney
Norton Rose Fulbright
713-651-5278
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Treasurer

Tanya T. Castro, CFP®, CTFA, AEP®
TRB Trust & Wealth Management
713-424-9564
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Education Chair

Jon D. Adinolfi, CPA
RSM US LLP
(713) 625-3521
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Membership

Terrell O Taylor, Jr, CLU®
Christ Taylor LLP
713-850-7747
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Immediate Past President

F. Gib Surles, CLU®, ChFC®, CFP®, AEP®, MSFS
The Forrest Group, LLC
(713) 572-0091
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UPCOMING EVENTS

May 22, 2025

Annual End of Year Social

See Event Details

September 18, 2025

HBEPC Monthly Luncheon

See Event Details

October 16, 2025

HBEPC Monthly Luncheon

See Event Details

November 20, 2025

HBEPC Monthly Luncheon

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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