MCLE CREDIT HOURS (4.75 ETHICS)

Transcription

1 Advanced Estate 39th Annual Planning & Probate Course LIVE Dallas June 10-12, 2015 Westin Galleria VIDEO San Antonio July 29-31, 2015 Hyatt Regency Hill Country Resort & Spa VIDEO Houston August 26-28, 2015 Crowne Plaza River Oaks Highlights Dealing with Water, Wind, and Mineral Interests in Estate Administration Setting up Your Estate Planning Practice so You Can Retire with Ease Extent and Limits of Spendthrift Protection - Creditors and Divorce Micro-Captives: The Insurance Company You Keep Use and Abuse of Show Cause Motions Come a day early and attend Intermediate Estate Planning & Probate (separate registration required) Course Amenities Breakfast and lunch provided each day Networking socials on Wednesday and Thursday evening Complimentary self-parking at all sites Complimentary wireless signal in the meeting room Complimentary online registration for the Attorney Ad Litem Certification for Guardianship Proceedings MCLE CREDIT HOURS (4.75 ETHICS)

2 TexasBarCLE presents the Intermediate Estate Planning & Probate Course (separate registration required) Purpose and Scope: Somewhere between the basic Mom and Pop will drafting and estate administrations and the more sophisticated matters is where a lot of attorneys get stuck. This course is focused on giving you the information you need to move to the next level, all presented in a straightforward, easy to grasp format. Speakers will provide practical advice on topics such as how to prepare a gift tax return (Form 709), what is involved in the distribution and funding of an estate, asset protection strategies that may be available for everyday clients, and key areas that every estate planning and probate attorney should know about family law. In addition to estate planning and administration topics, speakers will also focus on various litigation components to help round out your practice, including discussions on will contests and how to avoid them, as well as advising trustees with respect to their fiduciary duties (and what the HEMS standard is really all about). Not only is this course designed to be a stand-alone training ground to propel your practice to the next level, but it also serves as the ideal complement and primer to the Advanced Course that continues throughout the week. Tuesday 7 hours including 1.25 ethics 8:00 Registration Continental Breakfast Sponsored by CADENCE 8:55 Welcoming Remarks Course Director Wesley L. Bowers, Houston Fizer Beck 9:00 You Find the Darndest Things When You Read the Code!.5 hr (.25 ethics) Elizabeth Fry, San Antonio Hornberger Fuller & Garza 9:30 GRRR (Gift Return Reporting Requirements): Taming the Wild 709 Tiger.75 hr Christine Wakeman, Dallas The Blum Firm 10:15 Break 10:30 How to Dissect a Trust Agreement Someone Else Drafted.75 hr Robert M. Weylandt, Houston JPMorgan 11:15 What Every Estate Planner Needs to Know About Family Law.75 hr Travis L. Turner, Austin Piper Burnett Turner Bollier Miller 12:00 Break - Lunch Provided 12:15 Luncheon Presentation: Teaching Your Clients to Create a Road Map for Their Family.5 hr Amy Praskac, Austin On the Record Advance Planning 12:45 Break 1:00 Time to Distribute: Music to My Ears Farren Sheehan, Pflugerville Sheehan Law Gus G. Tamborello, Houston Gus G. Tamborello, PC 1:45 Asset Protection for the Not So Wealthy Erin Tuggle, Austin Jackson Walker 2:30 An Overview of Grantor Trusts (and when to use them).75 hr Harry Wolff III, San Antonio Cox Smith 3:15 Break 3:30 But What's an Ascertainable Standard? Clarifying HEMS Distribution Standards and Other Fiduciary Considerations for Trustees Christian S. Kelso, Dallas Malouf, Nakos, Jackson & Swinson 4:15 Avoiding Will Contests: Practical Advice for Your Estate Planning Clients Michael B. Knisely, Austin Osborne, Helman, Knebel & Scott Jason S. Scott, Austin Osborne, Helman, Knebel & Scott 5:00 Adjourn 2 LIVE Dallas June 9, 2015 Westin Galleria VIDEO San Antonio July 28, 2015 Hyatt Regency Hill Country Resort & Spa VIDEO Houston August 25, 2015 Crowne Plaza River Oaks MCLE CREDIT 7 HOURS (1.25 ETHICS) MCLE COURSE NO: Applies to the Texas Bar College and to the Texas Board of Legal Specialization in Estate Planning and Probate Law.

3 TexasBarCLE presents the 39th Annual Advanced Estate Planning & Probate Course Wednesday 8 hours including 1 ethics 7:30 Registration Continental Breakfast Sponsored by CADENCE 8:25 Welcoming Remarks Course Director Laura Upchurch, Brenham Moorman Tate Haley Upchurch & Yates 8:30 Case Law Update 1 hr (.25 ethics) Gerry W. Beyer, Lubbock Governor Preston E. Smith Regents Professor of Law Texas Tech University School of Law 9:30 Legislative Update.75 hr Craig Hopper, Austin Hopper Mikeska 10:15 Break 10:30 Just What Powers and Provisions Should Be Included in Powers of Attorney and Revocable Trusts? Donald L. Totusek, Dallas Francis, Ridgell & Totusek 11:15 To Disclaim or Not to Disclaim: "How?" Is the Real Question Thomas M. Featherston, Jr., Waco Mills Cox Professor of Law Baylor University School of Law Julia E. Jonas, Austin Osborne, Helman, Knebel & Scott Glenn Karisch, Austin The Karisch Law Firm 12:00 Break - Lunch Provided 12:15 Luncheon Presentation: Practical Income Tax Gems for Estate Planners.75 hr Jason R. Flaherty, Austin Brink Bennett Flaherty 1:00 Break 1:15 Income Taxation of Trusts and Estates 1 hr Jeffrey N. Pennell, Atlanta, GA Richard H. Clark Professor of Law Emory University School of Law 2:15 Planning for Digital Assets.5 hr Kerri G. Nipp, Dallas The Blum Firm 2:45 Dealing with Water, Wind, and Mineral Interests in Estate Administration.75 hr William B. Burford, Midland Kelly Hart & Hallman 3:30 Networking Break HAPPY STATE BANK 3:45 Lessons Learned from Trust Officers Julie A. Buschman, Dallas Bessemer Trust Jon K. Daubert, San Antonio Frost Bank Patrick D. Millar, Waco Community Bank & Trust 4:30 Tax Law Update 1 hr Stanley M. Johanson, Austin James A. Elkins Centennial Chair in Law University Distinguished Teaching Professor The University of Texas School of Law 5:30 Adjourn to Social FROST 3 Co-sponsored by the Real Estate, Probate and Trust Law Section Section Members can save up to $100! LIVE Dallas June 10-12, 2015 Westin Galleria Register by May 27 and save $50! VIDEO San Antonio July 29-31, 2015 Hyatt Regency Hill Country Resort & Spa Register by July 15 and save $50! VIDEO Houston August 26-28, 2015 Crowne Plaza River Oaks Register by August 12 and save $50! Sponsor of internet access in the meeting room: #TBCLE

4 Advanced Estate Planning & Probate Course Thursday 6.75 hours including 1.25 ethics 7:45 Breakfast Presentation: Tips on How to Prepare for the TBLS Estate Planning & Probate Exam No MCLE Credit Wendy Yates, Brenham Moorman Tate Haley Upchurch & Yates Continental Breakfast CADENCE 8:10 Announcements 8:15 Gift Tax Returns: Finding and Fixing Problems Celeste C. Lawton, Houston Norton Rose Fulbright 9:00 State of Affairs: A Multistate Comparison of Current Trust Administration Strategies.75 hr decanting/modification statutes rules again perpetuities self-settled spendthrift trusts directed trust statutes Deborah A. Cox, Dallas Managing Director JPMorgan Private Bank Patrick J. Pacheco, Houston Managing Director U. S. Trust 9:45 Staying out of the Rain - Exploring the Breadth of Privilege Umbrellas in the Estate Planning Context.75 hr (.5 ethics) Stephanie Loomis-Price, Houston Winstead 10:30 Break 10:45 Everything Changes: Designing Trusts for Long-Term Flexibility.75 hr Kara Blanco, Wichita Falls Gibson Davenport Anderson 11:30 Post-ATRA Estate Planning.75 hr Jordan Ware, Austin Winstead 12:15 Break - Lunch Provided 12:30 Luncheon Presentation: REPTL Distinguished Probate Lawyers Lifetime Achievement Award 1:00 Break Thursday Afternoon TAX BREAKOUT 1:15 Program Introductions Moderator Jeffrey N. Myers, Fort Worth Bourland, Wall & Wenzel 1:20 Trust Me: Trust Ownership of S-Corp Stock.75 hr Gene Wolf, El Paso Kemp Smith 2:05 Micro-Captives: The Insurance Company You Keep Michael H. Ripp, Jr., Austin Giordani Swanger Ripp & Phillips 2:50 Delaware Tax Trap and How to Spring It.5 hr Les Raatz, Phoenix, AZ Dickinson Wright, PLLC 3:20 Networking Break BANK OF TEXAS 3:35 Practical Difficulties in Estate Planning and Administration with Private Foundations Amanda Gyeszly, Houston Fizer Beck 4:20 Litigation Summary.25 hr Cameron McCulloch, Houston MacIntyre McCulloch Stanfield & Young 4:35 Adjourn to Social THE JAMES STREET GROUP LITIGATION BREAKOUT 1:15 Program Introductions Moderator Linda C. Goehrs, Houston Horrigan & Goehrs 1:20 Injunctive Relief: The Lethal Preemptive Strike in Probate, Trust and Guardianship Litigation Mark Caldwell, Dallas Burdette & Rice 2:05 Charitable Trusts: Modifications, Cy Pres, TUPMIFA, and the Role of the Attorney General Susan K. Staricka, Austin Senior Attorney, Charitable Trusts Financial Litigation, Tax and Charitable Trusts Division Office of the Attorney General Hon. Polly Jackson Spencer, San Antonio Judge (Ret.), Bexar County Probate Court No. 1 William D. Pargaman, Austin Saunders, Norval, Pargaman & Atkins 2:50 Use and Abuse of Show Cause Motions.5 hr Pamela Orsak, Victoria The Law Office of Pamela D. Orsak 3:20 Networking Break BANK OF TEXAS 3:35 Use of Experts in Contested Probate and Trust Matters.75 hr Jack W. Lawter, Jr., Houston Lawter & Lawter The Tax and Litigation breakout sessions will BOTH be videotaped. Registrants may watch the archived sessions later at TexasBarCLE.com at no additional charge! 4 4:20 Tax Summary.25 hr Shannon G. Guthrie, Dallas Stephens-Guthrie 4:35 Adjourn to Social THE JAMES STREET GROUP

5 Friday 7 hours including 2.5 ethics 7:45 Breakfast Presentation: How to Get Involved in ACTEC No MCLE Credit Harry W. Wolff, Jr., San Antonio Cox Smith Continental Breakfast Sponsored by CADENCE 8:10 Announcements 8:15 Setting up Your Estate Planning Practice so You Can Retire with Ease.75 hr ethics Harry W. Wolff, Jr., San Antonio Cox Smith 9:00 SCINs and Private Annuities: Disappearing Value or Disappearing Strategies?.75 hr Stephen R. Akers, Dallas Bessemer Trust 9:45 Administration and Distribution of Closely Held Business Interests/Entities by Personal Representatives and Guardians.5 hr Sarah Patel Pacheco, Houston Crain, Caton & James 10:15 Break 10:30 Old Dogs and Old Tricks, Probate Sales Under the Estate Code.5 hr Paul McNutt, Dallas Title Resources 11:00 IRS Tax Procedure.5 hr Trey Cousins, Dallas Meadows, Collier, Reed, Cousins, Crouch & Ungerman 11:30 Break - Lunch Provided 11:45 Luncheon Presentation: What Were They Thinking!?! The Impact of Family Dynamics on Planning and Administration.75 hr (.5 ethics) Barbara McComas Anderson, Dallas Law Office of Barbara McComas Anderson 12:30 Break Marjorie J. Stephens, Dallas Stephens-Guthrie 12:45 Extent and Limits of Spendthrift Protection - Creditors and Divorce.75 hr James V. Roberts, Dallas Glast, Phillips & Murray 1:30 When Independent Administrations Aren t so Independent.5 hr (.25 ethics) Catherine H. Goodman, Fort Worth Shannon, Gracey, Ratliff & Miller 2:00 Preparing an IRS Ruling Request (and Determining If It s a Good Idea in the First Place).75 hr Ronald D. Aucutt, Tysons Corner, VA McGuireWoods 2:45 Break 3:00 What a Practitioner Should Do If He Suspects Another Lawyer in a Case Is Impaired.5 hr ethics Linda C. Goehrs, Houston Horrigan & Goehrs Hon. Rory Olsen, Houston Judge, Harris County Probate Court No. 3 Chris Ritter, Austin Texas Lawyers Assistance Program State Bar of Texas 3:30 Attorney Serving as Fiduciaries and Guardians.75 hr (.5 ethics) Jett Hanna, Austin Texas Lawyers' Insurance Exchange Gus G. Tamborello, Houston Gus G. Tamborello, PC Hon. Ingrid M. Warren, Dallas Judge, Dallas County Probate Court No. 2 4:15 Adjourn MCLE CREDIT HOURS (4.75 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. CPE 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. Texas Department of Insurance Credit TexasBarCLE is recognized by the Texas Department of Insurance as a qualified sponsor of insurance related continuing education (sponsor I.D ). A certificate of attendance is available upon request at the seminar. 5 Our thanks to the following sponsors

6 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 - CLE LB # P. O. Box Dallas, TX check or credit card Registering five or more? Laura Angle at [email protected] for group discount information. Lawyers licensed 5 years or less take HALF OFF both courses! Estate Planning & Probate Courses 1 ADVANCED Estate Planning & Probate Course [5000] Dallas LIVE, June 10-12, 2015 q Regular Registrant.... $745 $695 by May 27, 2015 q Licensed 5 years or less, HALF OFF... $372.50* 2 INTERMEDIATE Estate Planning & Probate Course [5003] Dallas LIVE, June 9, 2015 q Regular Registrant.... $345 $295 by May 27, 2015 q Licensed 5 years or less, HALF OFF... $172.50* San Antonio VIDEO, July 29-31, 2015 q Regular Registrant.... $645 $595 by July 15, 2015 q Licensed 5 years or less, HALF OFF... $322.50* San Antonio VIDEO, July 28, 2015 q Regular Registrant.... $295 $245 by July 15, 2015 q Licensed 5 years or less, HALF OFF... $147.50* Houston VIDEO, August 26-28, 2015 q Regular Registrant.... $645 $595 by August 12, 2015 q Licensed 5 years or less, HALF OFF... $322.50* Houston VIDEO, August 25, 2015 q Regular Registrant.... $295 $245 by August 12, 2015 q Licensed 5 years or less, HALF OFF... $147.50* I may attend complimentary because I am a (see p. 7): q Qualifying judge q Judge's staff attorney I may attend complimentary because I am a (see p. 7): q Qualifying judge q Judge's staff attorney I want my Advanced course materials format to be: q Hard copy books 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 want my Intermediate 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 *No other discounts below apply. I m entitled to 1 or 2 course discounts: (Lawyers licensed 5 years or less should skip this section.) q $50 OFF because I m registering before the before date above. (If by mail, date of postmark will be determinative.) $25 OFF because (choose 1 box only) I m a member of the q Texas Bar College q Paralegal Division OR q $50 OFF because I m a member of the State Bar of Texas Real Estate, Probate & Trust Law Section ($25 of it provided by REPTL) *No other discounts below apply. I m entitled to 1 or 2 course discounts: (Lawyers licensed 5 years or less should skip this section.) q $50 OFF because I m registering before the before date above. (If by mail, date of postmark will be determinative.) q $25 OFF because I m a member of the State Bar of Texas Real Estate, Probate & Trust Law Section (discount provided by REPTL) 3 I can t attend. Just send course materials. FREE Shipping & Handling Advanced Course q Hard copy set $230 (plus tax; see footnote ) Intermediate Course q Hard copy book $85 (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. 4 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 ( ) A confirmation of your registration will be sent to the address you provide. 6 Plus 8.25% sales tax on total. Please include sales tax or attach an exemption certificate. Book orders are filled and shipped 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 JW

7 fyi TexasBarCLE.com 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 and Trust Law Section Members Can Save $100 ($25 of it provided by REPTL) by registering by the Register by date (thereafter, save $50). Not a member? To join, [email protected] 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 of TexasBarSolutions at or [email protected]. HALF OFF for Attorneys Licensed 5 Years or Less! You read that right! See the registration form. 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 without notice and is not a guarantee of available space. Self-parking is complimentary at all sites. In Houston, parking is complimentary with validation from State Bar of Texas staff. If You Need Special Accommodations to Attend, please contact us as soon as possible at , x1748. 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; see FREE TO OUR REGISTRANTS!, below. If you wish a refund instead, mail or fax ( ) your request so that we receive it at least one business day before the program. 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. DALLAS Live Westin Galleria Dallas Parkway Dallas, TX $179 single/double Make your reservation online: AdvancedEstatePlanningProbate Hotel Deadline: May 11 The reserved block of rooms may fill up before the deadline. Act now! Dallas SAN ANTONIO Video Hyatt Regency Hill Country Resort & Spa 9800 Hyatt Resort Drive San Antonio, TX $210 single/double Make your reservation online: ProbateCourseVideoReplay Hotel Deadline: June 30 FREE TO OUR REGISTRANTS! Online Videos and MP3s of the Topics, as Well as PDFs of Course Materials, 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 [email protected]. 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. HOUSTON Video Crowne Plaza River Oaks 2712 Southwest Freeway Houston, TX No rooms have been blocked for this video. 7

8 State Bar of Texas P.O. Box Austin, TX Advanced Estate Planning & Probate Course Come a day early for Intermediate Estate Planning & Probate LIVE Dallas June 10-12, 2015 VIDEO San Antonio July 29-31, 2015 VIDEO Houston August 26-28, 2015 NON PROFIT ORG U.S. POSTAGE PAID PERMIT NO AUSTIN, TEXAS Texas Probate System, 4th Edition The 4 th edition of the Texas Probate System is based on the Texas Estates Code, which superseded the Texas Probate Code effective January 1, In the Estates Code, sections of the Probate Code relating to decedents have been substantially reorganized and renumbered. Texas Probate System $295 Instant Download! Full Digital Product Meet with Laura Angle, Firm & Group Sales Manager in the lobby to receive a 15% discount. The 4th edition of the Texas Probate System Incorporates Estates Code citations, terminology, and statutory requirements Adds procedures, including necessary forms and letters, for implementing independent administration by agreement in both testate and intestate estates Includes Texas Probate System digital product, containing the entire text of the printed system as a PDF file. It also provides PDF and word-processing files of relevant parts of the System, and a Master Information List designed in Excel for your convenience. (4th ed.) 8 Intermediate Course Planning Committee Course Director, Wesley L. Bowers...Houston Katherine Akinc... Austin Brooke Hardie... Austin Shelli Harveson... Fort Worth Michelle Rosenblatt... Austin Farren Sheehan... Pflugerville Gus G. Tamborello... Houston Christine Wakeman... Dallas Harry Wolff III... San Antonio Advanced Course Planning Committee Course Director, Laura Upchurch... Brenham Barbara McComas Anderson... Dallas Arthur H. Bayern... San Antonio Wesley Bowers... Houston Shyla R. Buckner... Amarillo Mark Caldwell... Dallas Donald F. Carnes... Austin Michael J. Cenatiempo... Houston Erwin Davenport... Wichita Falls Darin N. Digby... San Antonio Kristi N. Elsom... Houston Thomas M. Featherston.... Waco Jason R. Flaherty... Austin Catherine H. Goodman... Fort Worth Shannon G. Guthrie... Dallas Brooke Hardie... Austin Celeste C. Lawton... Houston Jeffrey N. Myers... Fort Worth Kristen Mynar... Waco Pamela Orsak... Victoria William D. Pargaman... Austin Hon. Polly J. Spencer... San Antonio Gene Wolf... El Paso TexasBarCLE Planning Team Hedy Bower... Director of Program Planning Katherine Korrodi...Program Coordinator Sheena Taylor... Written Materials Coordinator Mary A. Galarza...Meeting Planner Real Estate, Probate, and Trust Law Section of the State Bar of Texas Richard Spencer...Chair William D. Pargaman...Chair-Elect/Secretary Roland Love... Treasurer Lisa H. Jamieson...Immediate Past Chair State Bar of Texas Trey Apffel... President Roger A. Key...Chair of the Board Allan K. DuBois...President-Elect Lisa M. Tatum...Immediate Past President Rebekah Steely Brooker... TYLA President Deborah Bullion... Chair, CLE Committee Gary Nickelson...Chair, Board PDP Committee Michelle E. Hunter...Executive Director Patrick A. Nester...Director, TexasBarCLE