University of Texas School of Law

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If you need credit for an eConference in other states please read through the disclaimer before purchasing an eConference to make sure you will be able to self-report your MCLE credit after completion of the eConference.

Sessions and available hours may vary from live conference. Review the credit hours next to each eConference to verify the number of hours available. eConferences are available 6-8 weeks after the live conference.

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Results for Trusts and Estates / Probate
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Preorder

2018 Stanley M. Johanson Estate Planning eConference

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion and practical advice.

Total Credit Hours:
(Expected)    Credit Info

Available: 1/7/2019 (estimated)
TX MCLE credit expires: 12/31/2019

$325  

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Preorder

2018 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.

Total Credit Hours:
(Expected)    Credit Info

Available: 9/1/2018 (estimated)
TX MCLE credit expires: 8/31/2019

$525  

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2018 Special Needs Trusts eConference

The 14th Annual Changes and Trends Affecting Special Needs Trusts eConference 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: Special needs trusts basics including current trends and pitfalls with Craig. C. Reaves, plus an overview and understanding of available of public benefits programs. A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process; plus updates, advice, practice tips for practitioners from Mary E. O’Byrne and Kenneth Brown. Case law and legislative updates from Mary Alice Jackson. The latest developments in the use of ABLE accounts; plus practical discussion on using (or not using) ABLE with Stephen W. Dale, Haley D. Greer, and Nancy Sosa. Practical applications in the intersection of real estate and special needs trusts. Current issues and trends from the Texas Health and Human Services Commission (HHSC) and the Centers for Medicare & Medicaid Services (CMS). Discussion on a variety of other SNT essentials, including decanting and SNTs; understanding structured settlements; and more. more »

Total Credit Hours:
12.75 | 2.50 ethics    Credit Info
TX, CA

TX MCLE credit expires: 2/28/2019

Includes: Audio Paper Slides

$445  

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2017 Special Needs Trusts eConference

The Changes and Trends Affecting Special Needs Trusts eConference 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: Essentials for special needs trusts decision-making, including a practical “decision tree” analysis for determining the need for and type of SNT from Craig. C. Reaves, plus the fundamental rules for protecting your client’s eligibility for SSI and Medicaid A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process and opinions on amending trusts; plus Neal Winston with advice and tips for practitioners in handling the trust review process Strategies and best practices for maintaining SSI eligibility once an SNT is created with Patricia F. Sitchler and Nancy Sosa Practical applications and case studies demonstrating the use of ABLE Accounts and special needs trusts from Stephen W. Dale A HIPAA Compliance Survival Guide to protect you and your practice from fines and penalties after the expansion of Texas House Bill 300 Tips and challenges in planning for the crowdfunding beneficiary from Mary Alice Jackson Supported Decision-Making Agreements and understanding key issues and pitfalls in representing parties using these agreements Current issues and trends from the Texas Health and Human Services Commission (HHSC) Discussion on a variety of other SNT essentials, including Decanting and SNTs; SNT Modification and Reformations; and more A presentation on the Ethics of Joint Representation with Rebecca C. Morgan If you work with special needs trusts—or want to learn how to use, draft, fund and administer them—don't miss this program! more »

Total Credit Hours:
13.50 | 2.50 ethics    Credit Info
TX, CA

TX MCLE credit expires: 2/28/2019

Includes: Audio Paper Slides

$375  

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2016 Stanley M. Johanson Estate Planning eConference

Professor Stanley M. Johanson’s popular Estate Planning eConference offers timely topics, lively discussion and practical advice, including: Recent Developments Affecting Estate Planning and related trending issues, taught by Professor Johanson. Learn the latest about the basis consistency rules and best practices for completing Form 8971 and reporting values on related Schedules A. Practical tips on transfer-on-death and Lady Bird Deeds. Updates on the federal legislative and regulatory environment, with a special focus on finalizing the proposed section 2704 valuation regulations. How to address practical and ethical concerns, including those raised by recent cases, rulings and regulations, in the Estate Planning Workshop. more »

Total Credit Hours:
6.75 | 0.75 ethics    Credit Info
TX, CA

TX MCLE credit expires: 1/31/2019

Includes: Audio Paper Slides

$275  

conference art

2017 Stanley M. Johanson Estate Planning eConference

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning eConference offers timely topics, lively discussion, and practical advice. more »

Total Credit Hours:
6.50    Credit Info
TX, CA

TX MCLE credit expires: 12/31/2018

Includes: Audio Paper Slides

$325  

conference art

2017 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.  Get practical guidance on updating key forms to reflect changes to the law Hear the latest developments in Medicaid law and walk through essential forms for Medicaid specialists and non-specialists Hear a panel of corporate trustees discuss how they administer the wills and trusts you draft and with tips for Drafting Wills and Trusts for Efficient Administration Hear a discussion about “pesky” probate issues, including working with creditors and claims, as well as options and alternatives to probating a will Explore key guardianship issues and alternatives—for up to 4.25 hours of Guardianship credit—including The Role of the Guardian, The Role of the Ad Litem, The Fourth Hour—Supports and Services: Underpinning the Less Restrictive Alternatives, and a review of the Texas Estate Code requirements for qualification of personal representative Hear the latest case law, legislative and agency updates, including a presentation by the Health and Human Services Commission (HHSC) Get answers to your questions at the popular Ask the Experts panel Earn up to 3.25 hours of legal ethics credit 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. more »

Total Credit Hours:
14.50 | 3.25 ethics | 4.25 guardianship    Credit Info
TX, CA

TX MCLE credit expires: 8/31/2018

Includes: Audio Paper Slides

$525  

conference art

2016 Estate Planning, Guardianship, and Elder Law eConference

The Estate Planning, Guardianship and Elder Law eConference 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. Review key considerations and sample language in drafting wills and trusts, including The Anatomy of a Will and Best Practices in Drafting Revocable and Irrevocable Trusts. Listen to a discussion on key probate issues, including working with creditors and claims, as well as procedures for “changing course” during the administration of an estate. Understand the scope of public benefits as it affects the elderly, and get tips on filing the perfect Medicaid application. Explore key guardianship issues and alternatives—for up to 4.75 hours of Guardianship credit—including Resolving Guardianship Disputes, Alternatives to Guardianship, and a discussion of the recently enacted Supported Decision-Making Agreement Act.  Hear the latest case law and agency updates, including presentations by the Health and Human Services Commission (HHSC) and Disability Rights Texas. Review tips and traps in managing your estate planning and elder law cases, including engagement letters, avoiding conflicts and information management; plus, hear a discussion on standards and best practices for determining a client’s level of capacity. more »

Total Credit Hours:
14.75 | 2.75 ethics    Credit Info
TX, CA

TX MCLE credit expires: 8/31/2018

Includes: Audio Paper Slides

$525