2022 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. 2022 highlights include: Hear the latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care in Medicaid Update. Test your knowledge of ethics rules in estate planning and probate in Ethics Jeopardy. Address strategic planning for attorneys who counsel clients and their families seeking practical resolution of small crimes and misdemeanors related to aging, dementia, and/or mental health issues. Review the rules that require attorneys to preserve client confidentiality and the often-overlooked rules that sometimes authorize and even require attorneys to disclose otherwise, confidential information in To Blab or Not to Blab. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit – including The Duty of Investment for Guardians of the Estate, Alternatives to Guardianship including Support Services, Role of the Guardian, and Role of the Ad Litem. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel.

  • Total Credit Hours:
  • 14.25 hrs | 4.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2023
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    2022 Estate Planning, Guardianship and Elder Law eConference
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$645   Add to Cart
2022 Special Needs Trusts eConference

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:
  • 13.50 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2023
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    2022 Special Needs Trusts eConference
    4.45 out of 5 stars
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    Overall a good CLE course.

$575   Add to Cart
2022 Essentials for Special Needs Planning eConference

This half-day course is a MUST for practitioners entering the realm of special needs planning, or who want a refresher on the core concepts and building blocks of special needs trusts. Starting with a comprehensive overview of public benefits programs both at the federal and state level, the course then walks through the key decisions and stages for setting up a special needs trust. It provides detailed resource materials and takeaways for special needs planners.

  • Total Credit Hours:
  • 4.75 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2023
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    2022 Essentials for Special Needs Planning eConference
    4.5 out of 5 stars
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$195   Add to Cart
2021 Stanley M. Johanson Estate Planning eConference

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:
  • 6.75 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2023
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    2021 Stanley M. Johanson Estate Planning eConference
    3.9 out of 5 stars
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$375   Add to Cart
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: 9/30/2023
  • show rating
    2021 Estate Planning, Guardianship, and Elder Law eConference
    4.33 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???

    I round the speakers to be flat in their presentations. The information was good but it was hard to stay focused because of the "formality" of the speakers. They need to be more personable and energetic.

    Meet live!

$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: 3/31/2023
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    2021 Special Needs Trusts eConference
    4.25 out of 5 stars
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$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