Advanced Estate Planning & Probate

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TexasBarCLE presents Intermediate Estate Planning & Probate Course Separate registration required Cosponsored by the Real Estate, Probate and Trust Law Section of the State Bar of Texas Purpose and Scope Many issues that arise in a practice involving wills, trusts, and estates fall somewhere in between the basic “mom and pop” will or independent estate administration and the more sophisticated matters such as GRIT’s and GRAT’s. The goal of the intermediate course is to offer practitioners practical advice on either less-routine matters or those which may be beyond the basics but not as challenging as topics covered by the advanced course. This course will teach you how to dissect a will, so that you will be able to recognize (and avoid) the deficiencies of the Office Max or Legal Zoom form wills. For those with a probate practice, the course will cover from head to toe the still very common heirship proceeding, and will also address the sometimes difficult task of collecting assets in the administration of estates, including one talk devoted specifically to handling real estate in planning and administrations. For those whose practice is more geared to estate planning, the course will address marital property agreements and dealing with international assets. In addition, the course will address the ever-growing area of special needs planning and incapacity planning. This course is designed to be both a “stand-alone” training ground to propel your practice to the next level and also an ideal complement and primer to the Advanced Course which follows it. Real Estate, Probate and Trust Law Section Members can save up to $100! LIVE San Antonio June 21, 2016 La Cantera Hill Country Resort VIDEO Houston August 9, 2016 Crowne Plaza River Oaks VIDEO Dallas August 16, 2016 Cityplace Events Ancillary Probates in Every State Included with Your Registration Bonus materials! Course books will include a quick reference guide to assist with ancillary probates. MCLE CREDIT 7 HOURS (1.25 ETHICS) MCLE COURSE NO: 901344917 Applies to the Texas Bar College and to the Texas Board of Legal Specialization in Estate Planning and Probate Law and Tax Law. Tuesday 7 hours including 1.25 ethics 8:00 Registration Continental Breakfast Sponsored by CADENCE BANK (Live site only) 8:55 Welcoming Remarks Course Director Gus G. Tamborello, Houston Gus G. Tamborello, PC 9:00 Dissecting a Will Someone Else Drafted .75 hr Christine S. Wakeman, Dallas The Blum Firm 9:45 Avoiding the Guardianship Alternative: Planning for Incapacity .75 hr (.25 ethics) Wesley L. Bowers, Houston Fizer Beck Webster Bentley & Scroggins 10:30 Break 10:45 Heirships .75 hr Hon. Steve M. King, Fort Worth Judge, Tarrant County Probate Court No. 1 11:30 Collecting Assets .5 hr Maureen Kuzik McCutchen, Galveston Mills Shirley 12:00 Break - Lunch Provided 12:15 Luncheon Presentation: How to Effectively Use the Internet to Market a Law Firm Within the Boundaries of the State Bar Rules .75 hr (.5 ethics) Chad M. Ruback, Dallas Chad Ruback, Appellate Lawyer 2 1:00 Break 1:15 What Every Estate Planner and Executor Needs to Know About Real Estate .75 hr Barton R. Bentley, Houston Fizer Beck Webster Bentley & Scroggins 2:00 Dealing with International Assets in Estate Planning .75 hr Amy P. Jetel, Austin Beckett Tackett & Jetel 2:45 To Love, Honor, and Maintain Separate Property: An Estate Planner’s Guide to Protecting a Spouse’s Property Rights .75 hr (.25 ethics) Brett T. Berly, Houston Chamberlain, Hrdlicka, White, Williams & Aughtry 3:30 Break 3:45 Planning for Beneficiaries with Special Needs: How Public Benefits Affect Planning, Guardianship, and Litigation .75 hr (.25 ethics) Kelley M. Bentley, Sugar Land Roberts Markel Weinberg Butler Hailey 4:30 Gold Teeth, Missing Decedents, and Other Probate Curiosities .5 hr Wesley L. Bowers, Houston Fizer Beck Webster Bentley & Scroggins Brooke Hardie, Austin Hardie Law Shelli A. Harveson, Fort Worth Brown Pruitt Wambsganss Ferrill & Dean 5:00 Adjourn
TexasBarCLE presents the 40th Annual Course Advanced Estate Planning & Probate Cosponsored by the Real Estate, Probate and Trust Law Section of the State Bar of Texas Real Estate, Probate and Trust Law Section Members can save up to $150! Registrants receive complimentary access to the online class for Attorney Ad Litem Certification in Guardianship Proceedings. Wednesday 7.75 hours including 1.5 ethics LIVE San Antonio June 22-24, 2016 La Cantera Hill Country Resort Register by June 8 and save $50! VIDEO Houston August 10-12, 2016 Crowne Plaza River Oaks Register by July 27 and save $50! VIDEO Dallas August 17-19, 2016 Cityplace Events Register by August 3 and save $50! #TBCLE Sponsor of internet access in the meeting room: 8:00 Registration Continental Breakfast Sponsored by CADENCE BANK (Live site only) 8:55 Welcoming Remarks Course Director Melissa J. Willms, Houston Davis & Willms 9:00 Case Law Update .75 hr (.25 ethics) Prof. Gerry W. Beyer, Lubbock Texas Tech University School of Law 9:45 How the 2015 Legislative Changes Are Affecting Your Guardianship Practice .75 hr (.25 ethics) Craig Hopper, Austin Hopper Mikeska Lisa H. Jamieson, Fort Worth Shannon, Gracey, Ratliff & Miller 10:30 Break 10:45 Marital Property Handbook: Estate Planning and Administration .75 hr (.25 ethics) Prof. Thomas M. Featherston, Jr., Waco Baylor University School of Law 11:30 Save Me from Probate: Transfer on Death Deeds and Lady Bird Deeds .5 hr Pamela Orsak, Victoria The Law Office of Pamela D. Orsak 12:00 Break - Lunch Provided 12:15 Luncheon Presentation: Gun Trusts .5 hr Christina T. Lesher, Houston The Law Office of Christina Lesher 12:45 Break 1:00 56-706-5495-8971-Hut! Tackling Estate Tax Returns and Related Forms .75 hr Lora G. Davis, Dallas Davis Stephenson 1:45 Tax Issues in Fiduciary Litigation .75 hr (.25 ethics) Mickey R. Davis, Houston Davis & Willms 2:30 The (R)evolution of the Estate Planning Practice – Teaching Old Dogs New Tricks (and Young Pups Old Tricks) .75 hr (.25 ethics) Katherine C. Akinc, Austin Ikard Golden Jones Alvin J. Golden, Austin Ikard Golden Jones 3:15 Break 3:30 A Sun That Never Sets: International Tax Issues for Global Clients .75 hr John R. Strohmeyer, Houston Crady, Jewett & McCulley 4:15 “A House Divided”: The Rights and Duties of Homesteaders, Life Tenants & Remaindermen .75 hr (.25 ethics) Gus G. Tamborello, Houston Gus G. Tamborello, PC 5:00 Tax Law Update .75 hr Prof. Stanley M. Johanson, Austin The University of Texas School of Law 5:45 Adjourn to Social Sponsored by FROST (Live site only) 3
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Advanced Estate Planning & Probate

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