Finance Monthly Global Awards 2018 Edition

Email: pharesb@sfasu.edu CHARITABLE PLANNING ADVISORY FIRM OF THE YEAR About Banker Phares Banker Phares graduated from the Southern Methodist School of Law with Juris Doctor Degree in 1964, and, while there, served on Board of Editors of Southwestern Law Journal, and as a member of the Barristers. He became Board Certified in Estate Planning and Probate Law in 1977 by the State Bar of Texas. He is the Director of the Financial Planning Program at Stephen F. Austin University, and teaches in the Department of Economics and Finance. He is the John and Karen Mast Professor. He is also the Director of the Marleta Chadwick Student Financial Advisors, organized to the purpose of informing students and the public with the need for financial planning. Firm Profile Banker Phares is engaged in Solo practice of law in his area of specialty with law offices in Beaumont and Nacogdoches, Texas. He has designed charitable estate plans which include gifts to universities as well as public and private foundations. He has also created public and private foundations as a component of estate plans. The gifting methods utilized include direct gifts of cash and other property to charitable lead and charitable remainder trusts, and the design of conservation easements. BANKER PHARES Director of the Financial Planning Program at Stephen F. Austin University Finance Monthly Global Awards 2017 www.finance-monthly.com 65 USA Email: pharesb@sfasu.edu