Estate Planning & Probate Drafting

Transcription

1 26 th Annual Course Estate Planning & Probate Drafting LIVE Houston October 8-9, 2015 The Westin Houston Memorial City Hotel VIDEO Dallas November 19-20, 2015 Cityplace Events MCLE CREDIT 13 Hours (3 Ethics) DOWNLOADABLE Course Materials TexasBarCLE.com x1574 Education by the Bar, for the Bar

2 TexasBarCLE presents the 26th Annual Course Estate Planning & Probate Drafting Sponsored by the Real Estate, Probate & Trust Law Section of the State Bar of Texas LIVE Houston October 8-9, 2015 The Westin Houston Memorial City Hotel Register by September 24 and save $50! Real Estate, Probate & Trust Law Section Members can save up to $100 ($25 of it provided by REPTL) Purpose and Scope This program will identify, analyze, and discuss issues that arise in drafting documents in the areas of estate planning, probate, and fiduciary litigation, and will provide drafting examples and forms for the practitioner to utilize to adequately and comprehensively address these issues. Although many seasoned estate planners and probate practitioners will find much to interest and challenge them in this course, the program s goal is to deliver papers and presentations that are relevant, thoughtful, and creative for attorneys at all levels of practice in these fields, and to include updates and a discussion of trends in the changing areas of the law. Overall, the course is designed to help attendees recognize and address issues that continue to arise and evolve in our practices, with helpful tools to take back to their offices and utilize immediately. VIDEO Dallas November 19-20, 2015 Cityplace Events Register by November 5 and save $50! Real Estate Probate & Trust Law Section Members can save up to $100 ($25 of it provided by REPTL) #TBCLE MCLE CREDIT 13 HOURS (3 ETHICS) MCLE COURSE NO: Applies to the Texas Bar College and to the Texas Board of Legal Specialization in Estate Planning and Probate Law and Tax Law. Wednesday 6:00-7:00 p.m. Welcoming Social Check in for the course and meet your colleagues Sponsored by FROST Thursday 7.75 hours including.75 ethics 8:00 Registration Continental Breakfast Sponsored by CADENCE TRUST 8:25 Welcoming Remarks Course Director Amanda Gyeszly, Houston Fizer Beck Webster Bentley & Scroggins 8:30 The Family Game of Thrones: A Planner s Guide to Drafting Effective Business Succession Plans 1 hr Brett T. Berly, Houston Chamberlain, Hrdlicka, White, Williams & Aughtry Habeeb (Hobbs) Gnaim, Houston Chamberlain, Hrdlicka, White, Williams & Aughtry 9:30 Special Needs Trusts: Drafting Person-Centered Plans.75 hr Renee C. Lovelace, Austin The Lovelace Law Firm 10:15 Networking Break Sponsored by FROST 10:30 Don t Let the Door Hit You on the Way Out: Funding Agreements, Receipts and Releases, and All That Jazz.75 hr (.25 ethics) Arielle Prangner, Houston Davis & Willms 11:15 Top 10 Considerations for Drafting to Avoid Litigation.75 hr (.25 ethics) William D. Houser, Dallas Jordan, Houser & Flournoy 12:00 Break - Lunch Provided 12:15 Luncheon Presentation: 2015 Texas Estate and Trust Legislative Update.75 hr William D. Pargaman, Austin Saunders, Norval, Pargaman & Atkins 1:00 Break 2

3 1:15 Drafting CLTs What You Can and Can t Do.75 hr Laurel Stephenson, Dallas Davis Stephenson 2:00 It Toggles the Mind: Thoughts on Grantor Trusts and How to Switch Them on and Off.75 hr Brian D. Cororve, Houston Campbell & Riggs 2:45 Is It Fair to Be Equal? Working with Equalization Provisions.5 hr Paul D. Strug, Houston Weycer, Kaplan, Pulaski & Zuber 3:15 Break 3:30 Grammar vs. Garrulous: The Effective Use of Privileges in Drafting Audit Responses.75 hr Stephanie Loomis-Price, Houston Winstead 4:15 The Agent Can Do WHAT?! Drafting Tips to Empower Agents While Protecting Principals Under Powers of Attorney 1 hr (.25 ethics) Nikki L. Laing, Texarkana Capshaw Green Nikki Wolff, Dallas Wolff Law Wendy Yates, Brenham Moorman Tate Haley Upchurch & Yates 5:15 Adjourn to Social Sponsored by CADENCE TRUST Friday 5.25 hours including 2.25 ethics 8:00 Continental Breakfast Sponsored by CADENCE TRUST 8:25 Announcements 8:30 Marital Property Issues in Drafting Planning Documents.75 hr Paige Ben-Yaacov, Houston Baker Botts Randall B. Wilhite, Houston Fullenweider Wilhite 9:15 Practical Considerations for Drafting Arbitration Clauses.75 hr (.25 ethics) Cameron McCulloch, Houston MacIntyre, McCulloch, Stanfield, Young 10:00 Break 10:15 Drafting Settlement Agreements at Mediation.75 hr (.25 ethics) Catherine H. Goodman, Fort Worth Shannon, Gracey, Ratliff & Miller Craig Hopper, Austin Hopper Mikeska 11:00 Powers of Appointment.75 hr R. Glenn Davis, El Paso ScottHulse 11:45 Break - Lunch Provided 12:00 Luncheon Presentation: Practicing Law and Wellness.75 hr ethics Pamela Powell, Houston Cenatiempo & Ditta 12:45 Break 1:00 Disclaimers.75 hr (.25 ethics) Glenn Karisch, Austin The Karisch Law Firm 1:45 Avoiding Fiduciary Liability for Tax and Probate Lawyers.75 hr ethics Gregg S. Weinberg, Houston Roberts Markel Weinberg Butler Hailey PC 2:30 Adjourn Sponsor of Internet access in the meeting rooms: Thank you to our sponsors 3

4 fyi Ways to Save on This Course! Meet the Register By Deadline and Save $50 because early registrations help us ensure that sufficient course books, seating, and refreshments are available. Course materials and seating will be reserved for preregistrants until the start of the first topic. Real Estate, Probate & Trust Law Section Members Can Save $100 ($25 of it provided by REPTL) by registering by the Register by date (thereafter, save $25). Not a member? To join, sections@texasbar.com or phone , x1425. Please do not send Section membership payment with your registration fee. Earn Discounts by Registering Five or More from your firm or agency. Contact Firm & Group Sales Manager Laura Angle at or laura.angle@texasbar.com. Need Financial Assistance to Attend? TexasBarCLE offers a limited number of scholarships to attend a live course, video replay, archived online class, or webcast, or to subscribe to our Online Library. To apply or to learn more, call Mon-Fri 8am-5pm CT to Sara at , x1490. Please apply at least four weeks prior to the CLE event. Active State, County, and Texas-Area Federal Judges, Administrative Law Judges, Hearing Examiners, and Judge s Staff Attorneys May Attend for Free, Provided: (1) the course directly relates to the judge s tribunal s jurisdiction, (2) the judge is a full-time judge or retired under a judicial retirement system and (3) space is available for all paying registrants. This privilege does not extend to prosecutors, receivers, trustees, other court staff, or persons serving part-time in a judicial capacity. Actual attendance is required to receive course materials. Parking Information is subject to change and does not guarantee available space. HOUSTON: Self-parking for $9/day in parking garage and valet parking for $22/ overnight; Overflow parking is available across Gessner Street in the Memorial City Mall lot and is free. Please see staff at State Bar registration desk for details on how to secure your discount. DALLAS: Self-parking in the underground Cityplace garage is complimentary by picking up a validation ticket from the State Bar staff onsite. If You Need Special Accommodations to Attend, please contact us as soon as possible at , x1748. For Cityplace Events in Dallas, please call us in advance of your arrival so that assisted parking can be arranged for drivers of handicap-designated vehicles. Registered But Can t Attend? Still Earn MCLE Credit and receive course materials by (1) calling , x1574 to transfer your registration to a later presentation or (2) taking the course online later, in which case you ll automatically be sent the course materials. If you wish a refund instead, mail or fax ( ) your request so that we receive it at least one business day before the program. FREE TO OUR REGISTRANTS! Online Videos and MP3s of the Topics will be available to registrants 6-8 weeks after the course. Provide your address when preregistering to be notified when and how these benefits may be accessed. (Note: Presentation lengths may vary from that which was advertised.) There s no extra charge; as a registrant, you re already entitled! Interested in Sponsoring or Exhibiting at This Course or Others? Contact Julie Marshall at or julie.marshall@texasbar.com. Policy of Impartiality The State Bar of Texas does not endorse political candidates. When a candidate for public office is included in promotion for or participates in a TexasBarCLE event, the State Bar is not taking a position for or against anyone s candidacy. 4 Reserve Your Hotel Room Early Hotel Rooms have been blocked at special rates on a space available basis. To make a reservation, contact the hotel and indicate that you will be attending this State Bar of Texas course. LIVE Houston Westin Memorial City 945 Gessner Rd. Houston, TX $189 single or double Hotel Deadline: September 17 The reserved block of rooms may fill up before the deadline. Act now! VIDEO Dallas Cityplace Events 2711 N. Haskell Ave. Dallas, TX No rooms have been blocked for this replay. Course Director Amanda Gyeszly... Houston Planning Committee Brett T. Berly...Houston Lora G. Davis... Dallas Darin N. Digby... San Antonio Catherine H. Goodman...Fort Worth William D. Houser...Dallas Cameron McCulloch... Houston Cory McDowell... Midland Melissa J. Willms...Houston Wendy Yates...Brenham TexasBarCLE Planning Team Hedy Bower... Director of Program Planning Katherine Korrodi... Program Coordinator Sheena Taylor...Written Materials Coordinator Tiffany Clay...Meeting Planner Real Estate, Probate and Trust Law Section of the State Bar of Texas William D. Pargaman...Chair Roland Love... Chair Elect/Secretary Tina G. Green... Treasurer Richard Spencer... Immediate Past Chair State Bar of Texas Allan K. DuBois...President David E. Chamberlain... Chair of the Board Frank Stevenson... President-Elect Trey Apffel... Immediate Past President C. Barrett Thomas...TYLA President Mark D. White...Chair, CLE Committee Susan Nelson...Chair, Board PDP Committee Michelle E. Hunter...Executive Director Patrick A. Nester... Director, TexasBarCLE

5 Registration Form W A Y S T O R E G I S T E R Online TexasBarCLE.com credit card only Phone , x1574 during business hours credit card only Fax credit card only Mail State Bar of Texas LB# P.O. Box Dallas, TX check or credit card Registering five or more? Laura Angle at laura.angle@texasbar.com for group discount information. Section members can save up to $100! Estate Planning & Probate Drafting Course 5055 Estate Planning & Probate Drafting Course [5055] 1 2 Houston LIVE, October 8-9, 2015 q Regular Registrant...$645 Take $50 OFF: Register by September 24 q Licensed 5 years or less, HALF OFF...$322.50* *No discounts in section 3 may be taken. Dallas VIDEO, November 19-20, 2015 q Regular Registrant...$545 Take $50 OFF: Register by November 5 q Licensed 5 years or less, HALF OFF...$272.50* *No discounts in section 3 may be taken. I may attend complimentary because I am a (see p. 4): q Qualifying judge q Judge s staff attorney 3 I want my course materials format to be: q Hard copy book as well as a PDF download of same (both formats included in registration fee) q PDF download ONLY so I ll take $25 OFF I m entitled to 1 or 2 discounts: q $50 OFF because I m registering by the Register by date at the left. (If by mail, date of postmark will be determinative.) q $50 OFF because I m a member of the Real Estate Probate and Trust Law Section ($25 of it provided by REPTL) $25 OFF because (choose 1 box only) I m a member of the q Texas Bar College q Paralegal Division Your registration includes: Continental breakfast provided each morning Lunch provided both days Complimentary wireless internet connection in the meeting room Convenient access to electrical connections - Bring your laptop! Networking Social on Thursday night (Houston site only) 4 I can t attend. Just send course materials. FREE Shipping & Handling q Hard copy book $155 (plus tax; see footnote ) To order a discounted PDF download of course materials (available 4-6 weeks after the course), search Publications at TexasBarCLE.com. 5 My total is $. I am paying by: q Check (enclosed) payable to the State Bar of Texas for $ q Visa q MasterCard q AMEX q Discover PLEASE PRINT LEGIBLY Account No. Exp. Date Name on card (Please print) Signature State Bar Membership No. Registrant Name Firm Name/Court Address for Bar-Related Mail City/State Zip Phone ( ) Fax ( ) (required for registrant s PDF download option): A confirmation of your registration will be sent to the address you provide. Plus 8.25% sales tax on total course book sales only. Please include sales tax or attach an exemption certificate. Book orders are shipped separately 4-6 weeks after the live program. A bill will be sent unless a credit card charge is authorized on this form. For information on audio CDs of course topics, contact our DVD CLE service at , x1575. MP3 files of topics will be downloadable from TexasBarCLE.com 6-8 weeks after the course. QUESTIONS? , x

6 State Bar of Texas P.O. Box Austin, TX th Annual Course Estate Planning & Probate Drafting LIVE Houston Oct. 8-9, 2015 video Dallas Nov NON PROFIT ORG U.S. POSTAGE PAID PERMIT NO AUSTIN, TEXAS Enjoy membership in Over 8,400 of the lawyers licensed in Texas are members of the Real Estate, Probate and Trust Law Section, making it the largest section of the State Bar. Members receive the official online quarterly, The REPTL Reporter, containing case law summaries, feature articles, and news. They also enjoy access to the Section s online collection of CLE materials from recent real estate, probate and trust law seminars, as well as access to the latest work product of REPTL committees. Another member benefit is a $100 discount off the annual subscription price to TexasBarCLE s Online Library (regularly $295). Lastly, membership in REPTL allows for a discount on numerous publications from Thomson West. Membership is available to all Texas-licensed attorneys and (on a non-voting basis) to all law students for just $30 per year. 6