eCourse
Best Practices and Tips for the Estate Planner
Contains material from Sep 2024
Best Practices and Tips for the Estate Planner
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Session 01: Estate Planning Best Practices - Practical advice on how to avoid contests and other litigation related to estate planning drafting.
Session 02: When All Else Fails...Avoiding the Dreaded Certified Mail Return Receipt Requested! What Exactly Does a Qualified Delivery Method Mean for Probate and Guardianship? - Certified mail has become increasingly unreliable. Discuss recent changes to the Estates Code regarding alternative service options in probate and guardianship cases.
Session 03: Execution of Documents - It is said that more documents fail due to improper execution rather than improper drafting. Proper effective execution rules are not difficult, but they can be draconian. Mistakes can be fatal (to the document), especially when one person is signing in a capacity for another.
Session 04: Characterization of Marital Property - Learn about the various estates in a Texas marriage (i.e. separate estate and community estate), tracing and characterization of assets, and calculation of reimbursement claims. Hear about the intersection of probate and characterization and discuss the impact of various estate planning transactions and mechanisms on the characterization of assets.
Session 05: Proper Preparation of Form 706 - Practical advice for preparing and filing the United States Estate (and Generation-Skipping Transfer) Tax Return, including considerations and tips when filing for portability purposes.
Session 02: When All Else Fails...Avoiding the Dreaded Certified Mail Return Receipt Requested! What Exactly Does a Qualified Delivery Method Mean for Probate and Guardianship? - Certified mail has become increasingly unreliable. Discuss recent changes to the Estates Code regarding alternative service options in probate and guardianship cases.
Session 03: Execution of Documents - It is said that more documents fail due to improper execution rather than improper drafting. Proper effective execution rules are not difficult, but they can be draconian. Mistakes can be fatal (to the document), especially when one person is signing in a capacity for another.
Session 04: Characterization of Marital Property - Learn about the various estates in a Texas marriage (i.e. separate estate and community estate), tracing and characterization of assets, and calculation of reimbursement claims. Hear about the intersection of probate and characterization and discuss the impact of various estate planning transactions and mechanisms on the characterization of assets.
Session 05: Proper Preparation of Form 706 - Practical advice for preparing and filing the United States Estate (and Generation-Skipping Transfer) Tax Return, including considerations and tips when filing for portability purposes.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 2.75 | 0.25 ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 10/31/2025
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1.
Estate Planning Best Practices (Sep 2024)
Jessica Newill
0.50
0.00
0.00
0.50
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Session 1
—30 mins
0.50
Estate Planning Best Practices (Sep 2024)
Practical advice on how to avoid contests and other litigation related to estate planning drafting.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Jessica Newill,
Gardener Law Firm - San Antonio, TX
Show session details
2.
When All Else Fails...Avoiding the Dreaded Certified Mail Return Receipt Requested! What Exactly Does a Qualified Delivery Method Mean for Probate and Guardianship? (Sep 2024)
Joy Eckelkamp, Victor Santana
0.50
0.25
0.25
0.50 | 0.25 ethics | 0.25 guardianship
Preview Materials
Download session materials for offline use
Session 2
—25 mins
0.50 | 0.25 ethics | 0.25 guardianship
When All Else Fails...Avoiding the Dreaded Certified Mail Return Receipt Requested! What Exactly Does a Qualified Delivery Method Mean for Probate and Guardianship? (Sep 2024)
Certified mail has become increasingly unreliable. Discuss recent changes to the Estates Code regarding alternative service options in probate and guardianship cases.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Joy Eckelkamp,
Rapp and Krock, PC - Houston, TX
Victor Santana,
Rapp & Krock PC - Houston, TX
Show session details
3.
Execution of Documents (Sep 2024)
Rhonda S. Jolley
0.50
0.00
0.00
0.50
Preview Materials
Download session materials for offline use
Slides
(pdf)
6 pgs
Session 3
—30 mins
0.50
Execution of Documents (Sep 2024)
It is said that more documents fail due to improper execution rather than improper drafting. Proper effective execution rules are not difficult, but they can be draconian. Mistakes can be fatal (to the document), especially when one person is signing in a capacity for another.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Rhonda S. Jolley,
Branscomb Law, PLLC - Hondo, TX
Show session details
4.
Characterization of Marital Property (Sep 2024)
Haran Levy
0.75
0.00
0.00
0.75
Preview Materials
Download session materials for offline use
Session 4
—43 mins
0.75
Characterization of Marital Property (Sep 2024)
Learn about the various estates in a Texas marriage (i.e. separate estate and community estate), tracing and characterization of assets, and calculation of reimbursement claims. Hear about the intersection of probate and characterization and discuss the impact of various estate planning transactions and mechanisms on the characterization of assets.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Haran Levy,
BDO USA, P.C. - Houston, TX
Show session details
5.
Proper Preparation of Form 706 (Sep 2024)
Katherine J. Dickinson
0.50
0.00
0.00
0.50
Preview Materials
Download session materials for offline use
Session 5
—30 mins
0.50
Proper Preparation of Form 706 (Sep 2024)
Practical advice for preparing and filing the United States Estate (and Generation-Skipping Transfer) Tax Return, including considerations and tips when filing for portability purposes.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Katherine J. Dickinson,
Locke Lord LLP - Houston, TX