Building Blocks of Wills, Estates and Probate Course

13th Annual
Building Blocks of Wills,
Estates and Probate Course
2012
Live Webcast or
Telephone Seminar
January 13, 2012
Attend from the comfort of your own home
or office.
Video Replays
DALLAS
February 10, 2012
HOUSTON
February 17, 2012
FORT WORTH
February 24, 2012
14 Local Bar Video Replays on January 27 at These Locations:
Amarillo • Arlington • Austin • Castroville • Corpus Christi • Corsicana • El Paso
• Georgetown • Laredo • Lubbock • McAllen • Midland • Stephenville • Tyler
MCLE CREDIT | 6. 75 HOURS (3.5 ETHICS)
Course materials available on a USB flash drive
TexasBarCLE presents the 13th Annual
Cosponsored by the Real Estate, Probate & Trust Law Section of the State Bar of Texas
Live Webcast Friday
Friday, January 13, 2012
6.75 hrs (3.5 hours ethics)
Watch from your home or office
computer.
8:50 Welcoming Remarks
Live Phone
seminar Friday, January 13, 2012
Video Replays
Dallas - February 10
Houston - February 17
Fort Worth - February 24
Local BARs - Video
Replays
Friday, January 27
Sponsored by Local Bars
(see page 4 for details)
MCLE CREDIT
6.75 HOURS (3.5 ETHICS)
MCLE COURSE NO: 901221041
Applies to the College of the State
Bar of Texas and to the Texas Board
of Legal Specialization in Estate
Planning and Probate 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.
Course Director
Sarah Patel Pacheco, Houston
Crain Caton & James, P.C.
“Whether you’re a new lawyer just
starting out or an experienced lawyer
transitioning your practice or wanting
a refresher, this is the course for you.
“Seasoned practitioners will take you
through the legal, practical and ethical
issues often encountered in an estate
and trust practice, even drawing upon
your questions emailed during the
program.
“You’ll leave with invaluable reference
materials on the current state of the law
as it applies to basic estate planning,
Medicaid, and administration.“
9:00 Basic Estate Planning
1.5 hrs (.75 hr ethics)
• Fees and Fee Agreements
• Professional Liability to Clients
and Others
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• 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
Moderator
Mickey R. Davis, Houston
Bracewell & Giuliani
Amanda Gyeszly, Houston
Fizer Beck Webster Bentley &
Scroggins
Sam K. Hildebrand, Austin
Jackson Walker
Majorie J. Stephens, Dallas
Smith & Stephens
10:30 Break
10:45 Elder Law Planning and Issue
Spotting 1.5 hrs (.75 hr ethics)
• Estate Planning for the Elderly
and Disabled
• Public Benefits Programs
• Planning with Trusts
• Veterans Benefits Basics
• Recent Developments
• Medicaid
• Nursing Home Planning
• Special Needs Trusts
Moderator
Pi-Yi Mayo, Baytown
Law Offices of Pi-Yi Mayo
Patricia F. Sitchler, San Antonio
Schoenbaum, Curphy & Scanlan
Molly Dear Abshire, Bellaire
Wright Abshire
12:15 Break
12:30 Starting an Estate and Trusts
Law Office .75 hr (.5 hr ethics)
• Office/Staffing Options
• How Paperless Should You Be?
• PC or Mac?
• Smartphones (and not-so-smart phones) and Tablets
• What Software Do You Absolutely Have to Have?
• Document Production
• Cloud Computing: Ethical and Security Issues
• Timekeeping/billing/bookkeeping Options
Matthew J. White, Houston
Matthew J. White PLLC
Glenn M. Karisch, Austin
The Karisch Law Firm
1:15 Break
1:30 Probate Procedures and
Alternatives
1.5 hrs (.75 hr ethics)
• Who Do You Represent?
• Probate Options: Procedures and Alternatives
• Intestacy Options and Procedures
• Administration Filing Requirements and Deadlines
• Preparing Inventories or Affidavits
• Independent and Dependent Administrations
• Lost Will Problems
• Notice Requirements Before and After Letters Are Issued
• Qualification of Personal Representatives
Moderator
J. Craig Hopper, Austin
Hopper & Associates
Tina R. Green, Texarkana
Capshaw Green
Hon. Steve M. King, Fort
Worth
Judge, Tarrant County Probate
Court #1
Omar J. Leal, Corpus Christi
Branscomb PC
3:00 Break
3:15 Administration and
Settlement of Estates 1.5
hrs (.75 hr ethics)
• Duties of Personal
Representatives
• Spousal Issues and Rights
• Administering the Estate
• Addressing Creditor Issues
and Claims
• Defending and Removing an Executor or Administrator
• Beneficiary Issues and Rights
• Accountings, Releases and
Discharges
• Partial and Final Distributions
• Funding Issues
Moderator
Craig S. Adams, Tyler
Adams & Coker
Lisa H. Jamieson, Fort Worth
Shannon Gracey Ratliff & Miller
Joyce W. Moore, San Antonio
Langley & Banack
Laura Upchurch, Brenham
Moorman, Tate, Urquhart,
Haley, Upchurch & Yates
4:45 Adjourn
Course Director
Sarah Patel Pacheco.......................................... Houston
Planning Committee
Craig Adams........................................................... Tyler
Mickey R. Davis................................................. Houston
Tina R. Green................................................. Texarkana
J. Craig Hopper................................................... Austin
Pi-Yi Mayo........................................................Baytown
TexasBarCLE Planning Team
Hedy Bower ......................Director of Program Planning
Mary McDonald.............................Program Coordinator
Laura Washington........... Written Materials Coordinator
Real Estate, Probate & Trust Law Section
of the State Bar of Texas
Craig S. Adams...................................................... Chair
Robert Allen “Doc” Watson............Chair-Elect/Secretary
Lisa H. Jamieson...............................................Treasurer
David Allen Weatherbie.................Immediate Past Chair
State Bar of Texas
Bob Black........................................................ President
Beverly Godbey..................................Chair of the Board
Buck Files.................................................President-Elect
Terry Tottenham.......................Immediate Past President
Natalie Cobb Koehler.............................. TYLA President
Deborah Bullion........................... Chair, CLE Committee
Allan DuBois...................... Chair, Board PDP Committee
Michelle E. Hunter.............................. Executive Director
Patrick A. Nester............................Director, TexasBarCLE
Live Webcast or Phone Seminar January 13, 2012 Online Registration Only
Webcast/Phone Seminar Registration Fee & Course Material
Registration admits only the registrant.
The fee is $225 per registrant. Course materials are included as PDFs
for viewing, downloading, or printing during and after the webcast. A
hard copy version may be purchased separately using this brochure’s
registration form.
For group viewings of a webcast,
Webcast registrants are expressly prohibited from allowing
non-registrants access to the program.
contact Firm & Group Sales Manager Laura Angle of
TexasBarSolutions at 512-250-5575 or [email protected].
How to Register for the Webcast/Phone Seminar
Registration is only available online and by using a credit card. Go to
TexasBarCLE.com and click on the “Webcasts/Phone”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.
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Replaying the Webcast or Phone Seminar Later
About a week after the webcast, webcast and phone semiar
registrants will have 9-12 months to finish viewing, listening or
reviewing the program online.
Have a smart phone?
Use this QR code
to register for the
webcast now.
State Bar Video Replays
Dallas — February 10, 2012
Cityplace Conference Center
2711 N. Haskell
Dallas, TX 75204
214-515-5100
www.chgcityplace.com
Self parking is complimentary in the Cityplace parking garage with staff validation.
Local Bar Video Replays
Amarillo — January 27
Eagle Center Basement Training Center
112 West 8th Avenue (zip: 79101)
Contact Jo Ann Holt: 806-371-7226
[email protected]
Sponsor: Amarillo Area Bar Association
Arlington — January 27
Law Office of Roger “Rocky” Walton
2310 W. Interstate 20, Suite 200 (zip: 76017)
Contact Deanne Schmidt: 817-548-1000
[email protected]
Sponsor: Arlington Bar Association
Austin — January 27
Texas Law Center
1414 Colorado, 1st floor (zip: 78701)
Contact DVD CLE: 800-204-2222, Ext. 1575
[email protected]
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.
Castroville — January 27
Sammy’s Restaurant
202 Old U.S. Highway 90 East (zip: 78009)
Contact John Ashley Chunn: 830-426-3911
[email protected]
Sponsor: Medina County Bar Association
YOU CAN PRE-REGISTER FOR THESE 3 VIDEO REPLAYS. See page 5.
Houston — February 17, 2012
Crowne Plaza River Oaks Hotel
2712 Southwest Freeway
Houston, TX 77098
713-523-8448
www.crowneplaza.com
Self parking is complimentary in the Crowne
Plaza parking garage with staff validation.
Fort Worth — February 24, 2012
Texas Wesleyan University Law School
1515 Commerce Street
Fort Worth, TX 76102
817-212-4000
www.law.txwes.edu
There is paid metered parking around the school and a
paid convention center garage located at 1301
Commerce Street, two blocks from the school.
Daily rate $10.00
For THESE 14 LOCAL Bar video replays, REGISTER AT THE DOOR.
Corpus Christi
Lubbock — January 27
Date and location to be determined
Contact Dick King: 361-883-4022
[email protected]
Sponsor: Corpus Christi Bar Association
916 Main Street, Room 306 (zip: 79401)
Contact Lisa Harden: 806-775-1389
[email protected]
Sponsor: Lubbock County Bar Association
McAllen — January 27
First National Bank (4th Floor Board Room)
7201 N. 10th Street (zip: 78504)
Contact Jeri Worthington: 956-380-1691
[email protected]
Sponsor: Hidalgo County Bar Association
Corsicana — January 27
Keathley & Keathley
412 W. 3rd Avenue (zip: 75110)
Contact Sarah Keathley: 903-872-4244
[email protected]
[email protected]
Sponsor: Navarro County Bar Association
Midland — January 27
Midland County Courthouse
Location to be determined
500 North Loraine, 8th Floor Conference Room
Contact Nancy Gallego: 915-532-7052
(zip: 79701)
[email protected]
Contact Judge John Hyde: 432-688-4380
Sponsor: El Paso Bar Association
[email protected]
Sponsor: Midland County Bar Association
Georgetown — January 27
Williamson County Courthouse Annex
Stephenville — January 27
Jury Empanelling Room
Lewellen Law Firm
405 S. Martin Luther King Street (zip: 78626)
157 South Graham Street (zip: 76401)
Contact Terence Davis: 512-244-3302
Contact Bethany Espinoza: 254-965-5023
[email protected]
[email protected]
Sponsor: Williamson County Bar Association Sponsor: Erath County Bar Association
Laredo — January 27
Tyler — January 27
Rodeo Bar & Grill
Tyler Area Chamber of Commerce, Genecov Room
720 Convent Avenue (zip: 78040)
315 N. Broadway Avenue (zip: 75702)
Contact Estella Rodriguez: 956-523-4103
Contact Cristy Keul: 903-526-2700
[email protected]
[email protected]
Sponsor: Laredo-Webb County Bar Association Sponsor: Smith County Bar Association
El Paso — January 27
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Registration Form
Online
TexasBarCLE.com
credit card only
REPTL Section Members
Save
$25!
w a y s
Phone
Fax
Mail
512-427-4443
credit card only
800-204-2222, x1574
during business hours
credit card only
State Bar of Texas - CLE
LB #972298
P. O. Box 972298
Dallas, TX 75397-2298
check or credit card
t o
r e g i s t e r
Registering
five or more?
E-mail Laura Angle at
[email protected]
for group discount
information.
Building Blocks of Wills, Estates and Probate Course
1 State Bar Video Replays
5110
2
I want my course materials format to be:
3
I’m entitled to 1 or 2 discounts:
You may pre-register for the video sites listed below.
For all other video replays, register at the door.
q DALLAS, Feb. 10, Cityplace Conference Center . . . . . . . $245
q HOUSTON, Feb. 17, Crowne Plaza River Oaks . . . . . . . . $245
q FORT WORTH, Feb. 24, TX Wesleyan Univ. Law School . $245
Local Bar Video Replays
For additional video replays (sponsored by local bar
associations) see page 4 for location and registration
information.
5110
q Electronic materials (PDFs on a USB drive)
q Hard-copy materials (1 notebook)
q BOTH so I’ll ADD $80
$25 OFF because (choose 1 box only) I’m a member of the
q State Bar Real Estate, Probate & Trust Law Section
q State Bar College Classic membership
q Legal Administrators or Paralegal Division
OR q I am licensed 2 years or less.
$ ___________ is my total for the course and materials.
q As a judge, I AFFIRM I qualify under §7.03.06 (State Bar
Policy Manual) for complimentary admission (see p. 6).
q State Bar College Gold Membership (complimentary admission)
Questions? Visit texasbarcollege.com
(This registration option is not available online..)
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I can’t attend. Just send course materials.*
FREE Shipping & Handling
q Course books . . . . . . . . . . . . . . . . . . . . . . . . . . $155 each†
q Course materials on USB drive . . . . . . . . . . . . . . . $155 each†
For information on audio CDs of the course topics, contact our DVD CLE
service at 800-204-2222, x1575. MP3 files of the course topics will be
downloadable from TexasBarCLE.com 6-8 weeks after the course.
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. ___ ___ ___ ___ ___ ___ ___ ___
Name __________________________________________________
Firm Name/Court _________________________________________________________________
Address for Bar-Related Mail ________________________________________________________
City/State_____________________________________ Zip________________________________
Phone (
) ___________________________ Fax (
) ______________________________
E-Mail:__________________________________________________________________________
A confirmation of your registration will be sent to the e-mail address you provide.
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*PDFs of course materials will be available
for purchase 6-8 weeks after the course
in the Online Library at TexasBarCLE.com.
Registrants receive access to the PDFs at
no additional charge (see “Free to Our
Registrants” on p. 6).
†Plus 8.25% sales tax on total. Please include
sales tax or attach an exemption certificate.
Book and USB orders are shipped separately
and filled 4-6 weeks after the live program. A
bill will be sent unless a credit card charge is
authorized on this form.
QUESTIONS?
800-204-2222, x1574 • 512-427-1574
State Bar of Texas
P.O. Box 12487
Austin, TX 78711-2487
13th Annual Building Blocks of Wills, Estates and Probate Course
Webcast January 13, 2012
Video Replays
see page 4 for dates and locations
fyi
NON PROFIT ORGANIZATION
U.S. POSTAGE
PAID
PERMIT NO. 1804
AUSTIN, TEXAS
I N F O R M A T I O N
Real Estate, Probate & Trust Law Section Members Can Save $25
See the registration form. Not a member? To join, email [email protected] or phone 800-204-2222, 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 512-250-5575 or [email protected].
State Bar Policy §7.03.06 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.
Parking Information for Video Replays
Dallas: Self parking is complimentary in the Cityplace parking garage with staff validation.
Houston: Self parking is complimentary in the Crowne Plaza parking garage with staff validation.
Ft. Worth: There is paid metered parking around the school and a paid convention center garage located at 1301 Commerce Street, two blocks from
the school. Daily rate $10.00 .
If You Need Special Accommodations to Attend,
please contact us as soon as possible at 800-204-2222, x1797. For the Cityplace Conference Center in Dallas, please call us at 800-2042222, x1797 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 800-204-2222, 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. However, if
you wish a refund instead, mail or fax (512-427-4111) 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, as Well as PDFs of Course Materials,
will be available to registrants of the live webcast, phone seminar and the Dallas, Houston, and Ft. Worth video showings 6-8 weeks
after the course. (Registrants for local bar video replays on p. 4 do not qualify for free online benefits.) Provide us your e-mail address
when preregistering and we’ll alert you when these benefits are available and how to access them. (Note: Presentation lengths may vary
from that which was advertised.) 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.
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