Building Blocks of Wills, Estates and Probate

Transcription

1 11th Annual Building Blocks of Wills, Estates and Probate C o u r s e Watch from your computer this Studio-Produced Webcast Friday, January 15, 2010 OR Thursday, January 21, 2010 Earn discounts by registering 5 or more from your firm or agency. See inside for details. Video Replays January 29, 2010 Coming to 13 locations via video replay Amarillo Austin Burnet Corpus Christi Del Rio El Paso Giddings Granbury Hondo Midland Nacogdoches Orange Tyler Course materials available on a USB flash drive MCLE CREDIT 6.75 HOURS (3.5 ETHICS)

2 TexasBarCLE presents the 11th Annual Building Blocks of Wills, Estates Cosponsored by the Real Estate, Probate & Trust Law Section of the State Bar of Texas a STUDIO-PRODUCED Webcast Friday, January 15, 2010 OR Thursday, January 21, 2010 WATCH FROM YOUR PERSONAL COMPUTER. MCLE CREDIT 6.75 HOURS (3.5 ETHICS) MCLE COURSE NO: Applies to the College of the State Bar of Texas and to the Texas Board of Legal Specialization in Estate Planning and Probate Law and Tax Law. CPA CREDIT We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our program. The State Bar s continuing education sponsor I.D. number is 135. Webcast: Friday, January 15 -OR- Thursday, January hours including 3.5 hours ethics 8:45 Welcoming Remarks & Announcements Course Director R. Hal Moorman, Brenham Moorman, Tate, Moorman, Urquhart & Haley MORNING SESSION 9:00 Basic Estate Planning 1.5 hrs (.75 ethics) Fees and Fee Agreements Professional Liability to Clients and Others Wayward Clients Joint Representation Marital Property Simple Wills Trusts Ancillary Documents Coordinating Non-Probate Assets Life Insurance Retirement Annuities Rights of Survivorship Document Storage Evaluating the Client 10:30 Break Mickey R. Davis, Houston Bracewell & Giuliani R. Hal Moorman, Brenham Moorman, Tate, Moorman, Urquhart & Haley Marjorie J. Stephens, Dallas Law Offices of Marjorie J. Stephens 10:45 Elder Law Planning and Issue Spotting 1.5 hrs (.75 ethics) Estate Planning for the Elderly and Disabled Public Benefits Programs Planning with Trusts 12:15 Break Veterans Benefits Basics Recent Developments Randy E. Drewett, Beaumont Attorney at Law Molly Dear Abshire, Bellaire Wright Abshire Pi-Yi Mayo, Baytown Law Offices of Pi-Yi Mayo 12:30 Office Technology and Administration: Kicking and Screaming into the 21st Century.75 hr (.5 ethics) Issues facing solo and small-firm practitioners beginning an estate planning and probate practice, including: Document Assembly Products and Practices Working With (and Without) Support Staff Paperless Office Strategies What Software and Products to Buy (and What NOT to Buy) Backing Up Your System Disaster Recovery Issues 1:15 Break Glenn M. Karisch, Austin Barnes & Karisch Thomas C. Baird, Temple Baird, Crews, Schiller, & Whitaker 2

3 and Probate Course AFTERNOON SESSION 1:30 Probate Procedures and Alternatives 1.5 hrs (.75 ethics) Who Do You Represent? Resources Fee Arrangements Probate and Non-Probate Assets Probate Procedures and Will Filing Independent and Dependent Administrations Alternatives to Probate Lost Will Problems Family Settlement Agreements Qualification and Removal of Personal Representatives Notice Requirements Inventories and Other Filing Requirements Family Allowances and Exempt Property Will Contests 3:00 Break J. Craig Hopper, Austin Hopper & Associates, P.C. Tina R. Green, Texarkana Patton, Roberts, McWilliams & Capshaw Hon. Steve M. King, Fort Worth Judge, Tarrant County Probate Court #1 3:15 Administration Issues 1.5 hrs (.75 ethics) Duties of Personal Representatives Collection of Assets Administration and Disposition Filing Requirements and Deadlines Preparing Inventories Handling Creditor Claims Closing the Estate Dealing with Beneficiaries o Rights o Distribution Disclaimers Receipts and Releases Funding Issues Sarah Patel Pacheco, Houston Crain Caton & James Craig S. Adams, Tyler Adams & Coker Lisa H. Jamieson, Fort Worth Shannon Gracey Ratliff & Miller 4:45 Adjourn Our thanks to our sponsor State Bar of Texas Insurance Trust TexasBarBooks Texas Probate System (3rd rev. ed.) James E. Brill, Editor and Project Director Close the estate and distribute the assets to the family as quickly and as inexpensively as possible with the Texas Probate System. Intended for use by lawyers and administrative staff, the Texas Probate System will allow you to conclude the process with the least amount of activity with: - Aids for assembling information - Resources for determining significant dates - Checkplans, forms, and letters Texas Probate System on Disk CD-ROM) containing the entire System as a hyperlinked PDF file and selected segments as separate Word, WordPerfect, and PDF files, is included with purchase of the printed manual. Special 25% discount for registrants of this course: $214 (regular price $285). To order, visit TexasBarCLE.com/CLE/AABuy0.asp?sProductType=PM&lID=619&Code=

4 Webcast January 15 and January 21 Registration Fee and Course Material The fee is $225 for each registrant. Online versions of the course material are included in this registration fee and will be available as PDFs for viewing, downloading, or printing during and after the webcast. How to Register Webcast registration is only available online and by using a credit card. Go to TexasBarCLE.com and click on the Webcasts tab. Under the listing for Building Blocks of Wills, Estates and Probate click Register for Webcast. Registration by mail, fax or phone will not be accepted. State Bar Policy Allows Active State and Texas-Area Federal Judges to Attend for Free provided (1) the course is directly related to their tribunal s jurisdiction, (2) they are full-time judges or judges retired under the Texas Judicial Retirement System and (3) space is Local Video Replays January 29 available for all paying registrants. This privilege does not extend to receivers, trustees, court staff, or persons serving part-time in any judicial capacity. Claiming MCLE Credit Please note the webcast and the video replays each have different MCLE numbers. For the webcast, the MCLE number will be provided to you online at the conclusion of your viewing, along with instructions on how to claim your participatory MCLE credit while still online. Replaying the Webcast on Your Computer About a week after the webcast, all webcast registrants will have 9 to 12 months to finish viewing or reviewing this program online. Corpus Christi date change to February 5 FOR ANY OF THE SHOWINGS BELOW, REGISTER AT THE DOOR ON THE DAY OF THE PROGRAM. These video replays will all be held on JANUARY 29, Registrants for video replays below do not earn Free to Our Webcast Registrants benefits described on the back of this brochure. Amarillo January 29 Eagle Center Basement Training Center 112 W. 8th Avenue (zip: 79101) Contact Jo Ann Holt: director@amarillobar.org Sponsor: Amarillo Area Bar Association Austin January 29 Texas Law Center 1414 Colorado, Suite 101 (zip: 78701) Contact DVD CLE: , Ext ptrevino@texasbar.com Sponsor: DVD CLE Validated Parking at Wells Fargo Bank Bldg. 400 West 15th - Enter at 16th & Guadalupe. Bring ticket to the Law Center for validation Burnet January 29 Burnet County Courthouse Burnet County Courthouse Annex 1701 E. Polk also known as Hwy. 29 (zip: 78611) Contact Linda Bayless: linda.bayless@co.llano.tx.us Sponsor: Highland Lakes Bar Association Corpus Christi February 5 new date Contact Dick King: dking@corpusbar.com Sponsor: Corpus Christi Bar Association Del Rio January 29 Ramada Inn 2101 Veterans Blvd. (zip: 78840) Contact Jacques De La Mota: delamota@stx.rr.com Sponsor: Val Verde County Bar Association El Paso January 29 Contact Nancy Gallego: ngallego.epba@sbcglobal.net Sponsor: El Paso Bar Association Giddings January 29 Lee County District Court Building - Jury Rm. 289 S. Main (zip: 78942) Contact Tim Kleinschmidt: kleinschmidt@cmaaccess.com Sponsor: Lee County Bar Association Granbury January 29 Contact James Winegardner: james@winegardners.com Sponsor: Hood County Bar Association Hondo January 29 Hermann Sons Steak House 577 U.S. Hwy. 90 East (zip: 78861) Contact John Ashley Chunn: jac@johnchunnlaw.com Sponsor: Medina County Bar Association Midland January 29 Midland County Courthouse 238th District Courtroom 200 W. Wall (zip: 79701) Contact Judge John Hyde: hyde@co.midland.tx.us or Cindy Hall cindy_hall@co.midland.tx.us Sponsor: Midland County Bar Association 4 Nacogdoches January N. Street (zip: 75961) Contact Albert Weatherly: aweatherly@sbcglobal.net Sponsor: Nacogdoches County Bar Assn. Orange January 29 Contact Mike Marion: mmarion@co.orange.tx.us Sponsor: Orange County Bar Association Tyler January 29 Tyler Chamber of Commerce Genecov Room 407 N. Broadway Ave. (zip: 75702) Contact Cristy Keul: cristy@smithcountybar.com Sponsor: Smith County Bar Association

5 Enjoy the benefits of a TexasBarCLE S t u d i o - P r o d u c e d WEBCAST High-quality streaming picture and audio produce a vivid viewing experience. Downloadable materials allow for quick, word-searchable reference and easy storage. Attend the webcast from the comfort and privacy of your office. questions to the speakers and receive a response within 24 to 48 hours. Claim MCLE participatory credit online right after the program. TexasBarSolutions Registrants may view the webcast again at their convenience and at no additional charge after it is archived in the Online Classroom at TexasBarCLE.com. Registering five or more from your firm or agency? Do so at a discount! Contact Laura Angle with TexasBarSolutions Firm & Group Sales Representative langle@texasbar.com fyi I N F O R M A T I O N State Bar Policy Allows Active State and Texas-Area Federal Judges to Attend for Free provided (1) the course is directly related to their tribunal s jurisdiction, (2) they are full-time judges or judges retired under the Texas Judicial Retirement System and (3) space is available for all paying registrants. This privilege does not extend to receivers, trustees, court staff, or persons serving part-time in any judicial capacity. NOTE: Judges must actually attend to receive course materials. FREE TO OUR WEBCAST REGISTRANTS! An Archive of the Webcast & PDFs of the Course Materials will be available to registrants 6-8 weeks after the course. Providing your address will give us a way to alert you when these benefits are available and how to access them. There s no extra charge; as a registrant, you re already entitled! 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. Course Director R. Hal Moorman...Brenham Planning Commitee Mickey R. Davis...Houston Randy E. Drewett...Beaumont J. Craig Hopper...Austin Real Estate, Probate and Trust Law Section of the State Bar of Texas Harry W. Wolff, Jr...Chair David A. Weatherbie... Chair-Elect/Secretary Craig S. Adams... Treasurer David W. Tomek... Immediate Past Chair TexasBarCLE Planning Team Adriana Resendez... Sr. Planning Attorney Michelle Townley...Sr. Program Coordinator State Bar of Texas Roland Johnson...President David Fisher... Chair of the Board Terry Tottenham... President-Elect Harper Estes... Immediate Past President Cori Harbour...TYLA President F. R. Buck Files, Jr...Chair, CLE Committee John Sloan...Chair, Board PDP Committee Michelle E. Hunter... Executive Director Patrick A. Nester... Director, TexasBarCLE

6 State Bar of Texas P.O. Box Austin, TX th Annual Building Blocks of Wills, Estates and Probate Course Webcast - January 15, 2010 Webcast - January 21, 2010 Video Replays - January 29, 2010 NON PROFIT ORGANIZATION U.S. POSTAGE PAID PERMIT NO AUSTIN, TEXAS More options than any other Texas provider TexasBarCLE.com Seminars Over 300 days each year. Choose from over 20 multi-day, advancedlevel courses for experienced lawyers, as well as other institutes on a full spectrum of basic, intermediate, and specialized topics. Webcasts The hottest CLE, as it happens. Studio-quality webcasts include cutting-edge topics, recent case decisions, and practical, how-to discussions. Attend one from any computer, then use the online form to claim participatory MCLE credit. The Online Library Treatises at your fingertips. SEARCH THOUSANDS of course articles for free. Buy as needed or subscribe to download all you want. Articles are $29 each; an annual subscription is just $295 plus tax. The Online Classroom Need MCLE credit right now? CHOOSE FROM HUNDREDS of recent CLE presentations online, most with downloadable materials. DVD CLE CLE events at our lowest prices. SELECT FROM HUNDREDS of recent DVDs and articles to plan CLE for your office. We can arrange participatory MCLE and Legal Specialization credit. Keep the DVDs and materials for your library. TexasBarSolutions Earn discounts and cut costs. FIRM AND GROUP Sales Consultant Laura Angle can help identify your firm s CLE needs and suggest ways to keep up to date, efficiently and affordably. TexasBarBooks For your desk and your desktop. OUR LEGAL EDITORS collaborate with volunteer committees of experts in various practice areas. Order books, practice manuals, and forms in hard copy or on CD-ROM, including works updated regularly to reflect legislative changes. Law Practice Management Streamline your practice. DISCOVER RESOURCES to help start a practice, or use the online tool to assess your operations. the FREE stuff Free Legal Research OPEN TO ALL Texas attorneys, this service allows keyword searches of primary law for free. Use Casecheck to access later cases citing the one you re reading. Free to Our Registrants REGISTRANTS may review course videos as often as they like in the Online Classroom. Similarly, seminar materials become available to registrants in the Online Library both, at no extra charge. Free CLE Videos & Articles EVERY OTHER MONTH TexasBarCLE.com offers a new half-hour topic for free. Watch at your convenience and claim participatory MCLE credit. Browse course listings for dozens of free CLE articles. Ten Minute Mentor A COPRODUCTION of TexasBarCLE and the Texas Young Lawyers Association, Ten Minute Mentor houses hundreds of free instructive videos by leading lawyers.