A Checklist of Tax Considerations for Trust and Will Modifications and Reformations
There are myriad valid reasons to modify a trust or reform a Will that may result in a seemingly favorable outcome for all involved. However, as the saying goes, if it seems too good to be true, it probably is. Practitioners must be alert to potential unwanted tax consequences that may be triggered by modifying or reforming estate planning documents.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
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A Checklist of Tax Considerations for Trust and Will Modifications and ReformationsNot yet rated
Hooked on CLE: May 2026
THIS MONTH: Storytelling in Advocacy • Taxation of Crytpocurrency and Digital Assets • Workplace Accommodations: In-Depth Review and Recent Developments • The Geothermal Market of Today: New Opportunities, New Risks • Avoiding Ethical and Sanctions Risks using AI-Based Legal Research
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 4.00 hrs | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2027
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Hooked on CLE: May 20264.45 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.
First Friday Ethics: April 2026
Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day! Session 1: Deal Ethics - In the high-stakes world of M&A, deal lawyers must balance the interests of their clients with the demands of professional conduct, navigating the maze that is confidentiality, conflicts of interest, and the ever-present temptation to push boundaries. Explore more real-world ethical challenges that can make or break a deal—all while keeping you from being the target of a disciplinary investigation. Session 2: Ethical Obligations for Lawyers Using AI - AI has been in use for more than 50 years, but not everyone realized they were using Machine Learning with search engines. In 2026, all lawyers will rely on some form of AI while working trials and transactions, so it imperative that all lawyers understand their ethical obligations using AI. Session 3: What You Need to Know About the IRS Office of Professional Responsibility and Circular 230 - Join Sharyn Fisk, the former Director of the IRS Office of Professional Responsibility, for an insider’s view of OPR, including a discussion of recent developments, current trends, and how these changes will affect your practice.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 3.00 hrs | 3.00 Ethics
- Credit Info
- TX, CA, OK, PA
- TX MCLE credit expires: 3/31/2027
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First Friday Ethics: April 20264.1 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.
No comments, The presentations were excellent and the format and session processes worked well.
2025 Estate Planning Workshop
The panel addresses practical concerns commonly faced by practitioners in the estate planning area, including hot-button issues stemming from recent cases, rulings, and regulations. Gain insight into how current "hot" estate planning techniques are being used in the trenches.
Includes: Video Captions Audio Transcript Paper
- Total Credit Hours:
- 1.50 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
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2025 Estate Planning Workshop4.47 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.
Advanced Section 1031 Problems
Current strategies for addressing the most challenging problems when planning for and structuring Section 1031 transactions, including partnership split ups, exchanges of underwater properties, and a comparison of the pros and cons of drop and swaps versus Delaware Statutory Trusts.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
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Advanced Section 1031 Problems5 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.
Estate Planning for Real Estate Investors
Focus on the income tax and wealth transfer tax planning opportunities (and pitfalls) associated with planning for real estate investors including a discussion of non-tax considerations and obstacles. Also explore planning strategies for specific types of assets and ownership structures typically found in real estate deals.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
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Estate Planning for Real Estate Investors5 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.
Federal Tax Legislative Update (2025)
Hear about the current tax policy landscape, including recently enacted legislation and the prospects for additional legislation.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
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Federal Tax Legislative Update (2025)Not yet rated
How the IRS is Using AI and Other Advanced Tools to Improve Compliance and Increase Efficiency
Former IRS Commissioner Charles P. Rettig will discuss how the IRS is leveraging artificial intelligence and sophisticated data analytics to curtail abuse, drive innovation, and increase efficiency at all levels of the IRS.
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- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
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How the IRS is Using AI and Other Advanced Tools to Improve Compliance and Increase Efficiency4.38 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 to Be an Excellent Trustee
Being a trustee involves more than knowing how to invest funds, make distributions, and keep records. Learn the skills that every trustee should know, not just to fulfill fiduciary duties, but to develop and maintain excellent relationships with trust beneficiaries.
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- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
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How to Be an Excellent Trustee4.56 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.
Into the Depths of Grayness: Navigating State Income Taxation of Nonresident Individuals
Under well-established constitutional principles, states are allowed to tax resident taxpayers on all of their income, wherever derived, whereas nonresident taxpayers are subject to tax only on their income derived from sources in the nonresident state. But it's not as simple as that. The scope of nonresident taxation can be surprisingly broad. Address a number of potential challenges that nonresident taxpayers face.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Into the Depths of Grayness: Navigating State Income Taxation of Nonresident Individuals4.13 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.
Partnership Taxation: New Rules Governing the Allocation of Debt Among Partners
Discuss recently issued final regulations regarding the allocation of debt among partners, including the changes made to the core rules governing recourse liabilities.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Partnership Taxation: New Rules Governing the Allocation of Debt Among Partners4 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.
Recent Case Law and Legislative Developments Affecting Estate Planning (2025)
Highlight planning implications of recent federal cases, rulings, important proposed regulations, and legislative developments that affect our estate planning clients.
Includes: Video Captions Audio Transcript Paper
- Total Credit Hours:
- 1.25 hrs
- Credit Info
- TX, TX, CA, CA, PA, PA
- TX MCLE credit expires: 3/31/2027
-
Recent Case Law and Legislative Developments Affecting Estate Planning (2025)3.64 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.
Recent Developments in Taxation (2025)
A review of significant court decisions, rulings, and statutory and regulatory developments from the past year.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
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Recent Developments in Taxation (2025)Not yet rated
Responding to Administrative Summonses and Grand Jury Subpoenas
Learn best practices for minimizing adverse consequences to your client’s business and personal life when faced with one of these investigative tools. Explore what to do both before and after an IRS Special Agent shows up with a summons or grand jury subpoena; the ethical implications surrounding representing a client who has received one of these notices, and responding when one of these documents has been issued to the client’s business, related parties, and third party contacts.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr | 0.50 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Responding to Administrative Summonses and Grand Jury SubpoenasNot yet rated
Startup Financing: The Tax Aspects of SAFEs and Convertible Notes
Startup companies often need to raise capital between priced financing rounds. Doing so by entering into convertible notes or a Simple Agreement for Future Equity ("SAFE") is popular, but comes with substantial uncertainty regarding tax treatment and outcomes. This presentation covers common structures for SAFEs and convertible notes, key tax considerations, strategies to mitigate adverse outcomes, and other related matters.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Startup Financing: The Tax Aspects of SAFEs and Convertible NotesNot yet rated
Tax Refund Claims: A Field Guide
A practical guide to the rules, strategies, and best practices for handling a refund claim with an emphasis on avoiding traps for the unwary. Address the administrative prerequisites to filing suit, choice of forum, the variance doctrine, the full payment rule, offsets, abatements, statutes of limitations, and other common pitfalls.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.50 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Tax Refund Claims: A Field GuideNot yet rated
Taxation of Cryptocurrency and Digital Assets
A review of the tax considerations and concerns associated with acquiring, holding, and transacting in cryptocurrency and digital assets.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Taxation of Cryptocurrency and Digital AssetsNot yet rated
Texas Tax Updates (2025)
An update on Texas tax cases, new legislation, and rulings from the past year.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
Texas Tax Updates (2025)5 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.
The 2025 Texas Estate and Trust Legislative Update
Learn the latest about recent Texas legislation affecting decedents’ estates, guardianships, trusts, powers of attorney, and other related matters.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
The 2025 Texas Estate and Trust Legislative Update4.56 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.
Excellent
The Latest Tax Court Jurisdictional Disputes and Other Rolling Topics (2025)
Tax Court litigation continues to evolve. Discuss challenges created by recent developments including the effect of Jarkesy v. SEC on penalty assessments and the National Taxpayer Advocate's recent recommendations to subject assessable penalties to the deficiency procedures and to extend the Court's jurisdiction to refund cases.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
-
The Latest Tax Court Jurisdictional Disputes and Other Rolling Topics (2025)Not yet rated