2023 Special Needs Trusts eConference
The 19th 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: Thomas Foley, Executive Director of the National Disability Institute, presents Changing Expectations that reviews the cutting-edge programs that have helped people on SSI and SSDI earn more. An overview of special needs trusts essentials, including Special Needs Trusts 101, and Redlining the Basics of a SNT. What Happens When the Public Health Emergency Ends?, explores what to expect when the COVID-19 health emergency ends. Gain insight into resources in the legal, business development and practice management areas that may be helpful for building and growing a special needs planning practice Explore strategies for using a SNT to preserve means tested benefits for a minor child receiving child support. 3.00 hours of expected ethics credit, including Hazards of the Special Needs Trust Fairness Act – Assessing Beneficiary Capacity to Establish a SNT; Who Pays the Attorney’s Fees in Trust Litigation?
- Total Credit Hours:
- 13.75 hrs | 3.00 Ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 3/31/2024
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2023 Special Needs Trusts eConference4 out of 5 starsWhat 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?
2022 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.
- Total Credit Hours:
- 6.50 hrs
- Credit Info
- TX, CA
- TX MCLE credit expires: 12/31/2023
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2022 Stanley M. Johanson Estate Planning eConference4.57 out of 5 starsWhat 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 and informative
Appreciated annual Estate Planning Update.
Great presenters and great material. Very useful for my estate planning and small business clients.
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. 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:
- 14.25 hrs | 4.75 Ethics | 4.00 Guardianship
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2023
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2022 Estate Planning, Guardianship and Elder Law eConference4.39 out of 5 starsWhat 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?
Wonderful course content.
This course was not as relevant to me, but then, I’m mostly retired and am only interested in probate and not guardianship.
The jeopardy one should have included answers after each question section vs waiting until another session to get explanations.
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: 3/31/2024
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2022 Special Needs Trusts eConference4.44 out of 5 starsWhat 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?
Overall a good CLE course.
This course was very well rounded.
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: 3/31/2024
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2022 Essentials for Special Needs Planning eConference4.44 out of 5 starsWhat 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?
More written materials would be helpful in remembering all the complicated information
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 eConference4.28 out of 5 starsWhat 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!