Advanced Estate Planning & Probate
28Jr6oE
28Jr6oE
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<strong>Advanced</strong> <strong>Estate</strong> <strong>Planning</strong> & <strong>Probate</strong> Course<br />
Thursday 6.75 hours including .5 ethics<br />
8:00 Breakfast Presentation:<br />
Tips on How to Prepare for the<br />
TBLS <strong>Estate</strong> <strong>Planning</strong> & <strong>Probate</strong><br />
Exam No MCLE Credit<br />
Linda C. Goehrs, Houston<br />
Horrigan & Goehrs<br />
Continental Breakfast Sponsored<br />
by CADENCE BANK (Live site only)<br />
8:25 Announcements<br />
8:30 The Charitable Minefield .75 hr<br />
Shannon G. Guthrie, Dallas<br />
Stephens-Guthrie<br />
C. Stephen Saunders, Austin<br />
Saunders, Norval, Pargaman & Atkins<br />
9:15 Defenses to a Will Contest .75 hr<br />
Philip M. Lindquist, Dallas<br />
Lindquist Wood Edwards<br />
10:00 Break<br />
10:15 Will Reformations and Will<br />
Constructions .75 hr<br />
David C. Bakutis, Fort Worth<br />
Bakutis McCully & Sawyer<br />
11:00 Fixing or Killing off Broken Trusts<br />
.75 hr<br />
Glenn Karisch, Austin<br />
The Karisch Law Firm<br />
11:45 <strong>Estate</strong> <strong>Planning</strong> for the Terminally<br />
Ill .75 hr (.25 ethics)<br />
Santo Bisignano, Jr., Dallas<br />
Bisignano Harrison & Neuhoff<br />
12:30 Break - Lunch Provided<br />
12:45 Luncheon Presentation:<br />
REPTL Distinguished <strong>Probate</strong><br />
Attorney Lifetime Achievement<br />
Award<br />
1:00 Break<br />
TAX BREAKOUT<br />
1:40 Program Introductions<br />
Moderator<br />
Melissa J. Willms, Houston<br />
Davis & Willms<br />
1:45 Tax <strong>Planning</strong> with Short Life<br />
Expectancies .75 hr (.25 ethics)<br />
Jason R. Flaherty, Austin<br />
Brink Bennett Flaherty<br />
2:30 Defining Defined Value<br />
Transactions: A Closer Look at<br />
McCord and Its Progeny .75 hr<br />
Stephanie Loomis-Price, Houston<br />
Winstead<br />
3:15 Networking Break<br />
Sponsored by<br />
BANK OF TEXAS (Live site only)<br />
3:45 Difficult Issues with Grantor Trusts<br />
.75 hr<br />
Stephen T. Dyer, Houston<br />
Baker Botts<br />
4:30 The Mixing Bowl: What<br />
Ingredients Are in Your<br />
Partnership? .75 hr<br />
Gene Wolf, El Paso<br />
Kemp Smith<br />
LITIGATION BREAKOUT<br />
5:15 Adjourn to REPTL Annual Meeting (following immediately)<br />
Social Sponsored by THE JAMES STREET GROUP, LLC<br />
(Live site only)<br />
1:40 Program Introductions<br />
Moderator<br />
Cameron McCulloch, Houston<br />
MacIntyre McCulloch Stanfield &<br />
Young<br />
1:45 Effective Voir Dire, Opening<br />
Statement, and Closing 1 hr<br />
Lamont Jefferson, San Antonio<br />
Jefferson Cano<br />
2:45 Deposing a Medical Expert .5 hr<br />
W. Russ Jones, Houston<br />
Underwood, Jones & Scherrer<br />
3:15 Networking Break<br />
Sponsored by<br />
BANK OF TEXAS (Live site only)<br />
3:45 The Shortest Route to Victory:<br />
Summary Judgment Practice in<br />
<strong>Probate</strong> and Trust Litigation .75 hr<br />
Mark R. Caldwell, Dallas<br />
Burdette & Rice<br />
4:30 Pre-Trial Tricks, Traps, and<br />
Opportunities .75 hr (.25 ethics)<br />
R. Keith Morris III, Houston<br />
Ostrom Morris<br />
Hon. Mike Wood, Houston<br />
Judge, Harris County <strong>Probate</strong> Court<br />
No. 2<br />
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