eConference art
Preorder
2022 Special Needs Trusts eConference (Preorder Only)

The 18th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s program includes:   A special luncheon presentation from Thomas Foley, Executive Director of the National Disability Institute. An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, and ABLE updates. Explore the art of focusing client appointments and staying on track, with Initial Client Meeting Guidance and Resources. The Case Law Updates provides an analysis of recent Texas and national cases and legislation involving special needs trusts and ancillary issues. Explore how Third-Party SNTs are taxed and how the failure to plan properly can affect the quality of life of the beneficiary. Gain answers and clarity around the confusion and questions surrounding the benefits available to special needs children of retired, wartime veterans.

  • Total Credit Hours:
  • 0.00 hr
  • Credit Info
  • Available: 4/4/2022 (estimated)
  • TX MCLE credit expires: 3/31/2023
  • show rating
    2022 Special Needs Trusts eConference
    Not yet rated
$575   Preorder
eConference art
Preorder
2021 Stanley M. Johanson Estate Planning eConference (Preorder Only)

Join legendary Texas Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion, and practical advice.   Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Johanson. Explore topics ranging from the new Uniform Fiduciary Income and Principal Act, current issues in estate and gift tax audits, and learning how to draft and interpret trust distribution provisions. Gain insights and hear planning implications in Looking Far (And Not So Far) Ahead: Texas's New Rule Against Perpetuities for Trusts.

  • Total Credit Hours:
  • 0.00 hr
  • Credit Info
  • Available: 2/1/2022 (estimated)
  • TX MCLE credit expires: 1/31/2023
  • show rating
    2021 Stanley M. Johanson Estate Planning eConference
    Not yet rated
$375   Preorder
2021 Estate Planning, Guardianship, and Elder Law eConference

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources. 2021 highlights include: Hear an update on new legislation impacting estate planning, guardianships, trusts and related practice areas.  Insight into Paying for Home Care in the Pandemic and Beyond: Medicaid and VA Benefits. Gain practice tips and discuss forms for the creation of a temporary guardianship and other emergency relief. Explore guardianship essentials, key issues, and alternatives. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel.

  • Total Credit Hours:
  • 14.50 hrs | 2.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2022
  • show rating
    2021 Estate Planning, Guardianship, and Elder Law eConference
    4.35 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    Course was advertised as offering up to 4 hours of guardianship training. I completed the entire course, and there were only 3.75 hours. I raised this with UT CLE, and got a favorable outcome. Because people use these courses to recertify for guardianship cases, I think the course should offer 4 hours -- especially if it advertises that up to 4 are available. In this case, 4 hours were not available. This was a good course.

    excellent - probably the best one ever!!

    Why wasn't Continuing Professional Education (CPE) for Certified Public Accountants (CPAs) listed as an option for econference when it's listed for 16 hours on the face of the course materials???

$445   Add to Cart
2021 Special Needs Trusts eConference

The 17th Annual Changes and Trends Affecting Special Needs Trusts virtually brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s virtual program includes:   An overview of special needs trusts essentials, including information on SNT basics, updates on maximizing public benefits, transfers to pooled trusts, and ABLE updates and basics. SNT Lagniappe – Forms to Support Your SNT Practice. The Masters of SNT—What I Know Now That I Wish I Had Known Back Then. Learn about tax basics of a SNT along with information on planning for the estate tax exemption. Insight on the housing problems and solutions for housing beneficiaries and real estate in trusts. A variety of other SNT topics, including program benefits for family caregivers, guiding family trustees, reporting for trusts, SSI applications process for children and adults, and more.

  • Total Credit Hours:
  • 13.25 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • show rating
    2021 Special Needs Trusts eConference
    4.36 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?
$425   Add to Cart
2020 Stanley M. Johanson Estate Planning eConference

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice.

  • Total Credit Hours:
  • 6.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 12/31/2022
  • show rating
    2020 Stanley M. Johanson Estate Planning eConference
    4.85 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    excellent

$275   Add to Cart
2020 Estate Planning, Guardianship, and Elder Law eConference

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources. This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island! Gain insight into the SECURE Act Hear the latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care in Medicaid Update. Examine an overview of changes and suggested good practices in resolving MERP issues. Review some of the ethical issues created by estate planning for blended families. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. Earn up to 3.50 hours of legal ethics credit  Back by popular demand, join conference faculty and fellow colleagues at the Moody Gardens Aquarium for Thursday Evening's Networking Buffet and Reception. PLEASE NOTE: To claim Texas Guardianship Ad Litem credit for the presentations that include guardianship hours, download the guardianship accreditation documentation (found here) as you claim your general MCLE credit at the end of this course and submit the affidavit to the State Bar of Texas.

  • Total Credit Hours:
  • 15.00 hrs | 3.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2022
  • show rating
    2020 Estate Planning, Guardianship, and Elder Law eConference
    4.31 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    It wasn't bad, all things considered. It's a tough time to do this.

    Excellent as always!

    I thought the topics were very informative and I enjoyed the presentations

    well presented as usual

    Good information


    Comments from the 2020 Elder Law Live Webcast

    Need to have papers that provide specific info to support the presentations including law and statutes

    You did an excellent job with these difficult circumstances. The online conference was well done.

    No suggestions. Hope we can have an in-person conference next year - as does everyone.

    Most informative and appreciate all that was done to put this together and all speaker presentations were excellent; loved the five minute breaks.

    LOVE the live video format and hope its continues! I know folks want to again do onsite, but I would hope this will still be offered. It stays on time better, no travel worries, cheaper with no hotel, not hot/cold all the time, just overall a much better experience than I would have thought. The 5 minutes between each one also very helpful and the live chat is great! So please - please - keep offering this format!!!

$595   Add to Cart
2020 Special Needs Trusts eConference

The 16th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources. This year’s program includes: An overview of special needs trusts essentials, including SNT Basics, Pooled SNTs: Guidelines for Best Practices, Maximizing Public Benefits (Basics), and Emerging Trends in SNTs. Learn about the New POMs Clarification on the Fee Approval Requirements. The SSA’s Regional Trust Leads discuss the regional centralization of the SSI trust review business process, including 2019 POMS updates. Learn tools and specific recommendations of large and small distributions for evaluating requests in part through quality of life considerations. An overview of support issues in divorce cases involving children and spouses with disabilities and the use of SNTs to protect benefits. Interplay of Guardians and Trustees In and Out of Court + Administering SNTs Established in Other States and Other SSA Regions. A variety of other SNT topics, including Protecting and Maximizing Public Benefits (Advanced), Public Benefits for Children, IRA and SNTs, social security fee petitions, and more.

  • Total Credit Hours:
  • 13.50 hrs | 2.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • show rating
    2020 Special Needs Trusts eConference
    4.46 out of 5 stars
    What was the overall quality of the course (presentation, materials, and technical delivery)?
    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
    How would you rate the value of the materials provided as part of the course?

    The last session #20 was a little loose goosy for me. For someone who pays this much money I want to make sure it's not just joking/uncoordinated, though I completely understand it was the last session.

$475   Add to Cart