eCourse art

eCourse

Legislative and Case Law Updates

Contains material from Feb 2016

Legislative and Case Law Updates
4.5 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?

Most excellent.

Technical Questions?
512.475.6700
service@utcle.org



Session 1: Legislative Update: The New Landscape in Texas - Legislative update, focusing on developments directly affecting trusts and trustees.
 
Session 2: Supported Decision Making: What the New Law Could Mean for Your Clients - A look at recently-enacted Texas Estates Code Chapter 1357, the Supported Decision-Making Agreement Act, with a discussion of the potential benefits as well as the possible concerns or risks that the law introduces.
 
Session 3: The Texas Able Act: What You Need to Know - Explore the ABLE Act with illustrations on useful opportunities to combine this type of savings tool with an SNT. Review the recently passed Texas ABLE Act statute with a focus on the opportunities for SNT practitioners to educate their communities on the need for, and the range of, additional estate planning vehicles. Lastly, in light of the Texas ABLE Act providing SNT practitioners with an unprecedented opportunity to collaborate with key disability organizations in Texas on practical implementation and policy issues, hear from a staff member of one of Texas's largest and oldest cross-disability organizations—available to answer questions and to provide practitioners with guidance and opportunities for disability community involvement.
 
Session 4: Case Law Update - A review of significant cases from the past year, including trends represented in those cases and suggestions for attorneys working with special needs clients.

Includes: Audio Paper Slides


Preview mode. You must be signed in, have purchased this eCourse, and the eCourse must be active to have full access.
Preview Sessions

Show session details

1. Legislative Update: The New Landscape in Texas (Feb 2016)

Craig Hopper

0.75 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
39 mins
(pdf)
21 pgs
Session 1 —39 mins
Legislative Update: The New Landscape in Texas (Feb 2016)

Legislative update, focusing on developments directly affecting trusts and trustees.

Originally presented: Feb 2016 Special Needs Trusts

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX

Show session details

2. Supported Decision-Making: What the New Law Could Mean for Your Clients (Feb 2016)

Tresi Moore Weeks, Renée C. Lovelace

0.50 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
34 mins
(pdf)
24 pgs
(pdf)
21 pgs
Session 2 —34 mins
Supported Decision-Making: What the New Law Could Mean for Your Clients (Feb 2016)

A look at recently-enacted Texas Estates Code Chapter 1357, the Supported Decision-Making Agreement Act, with a discussion of the potential benefits as well as the possible concerns or risks that the law introduces.

Originally presented: Feb 2016 Special Needs Trusts

Tresi Moore Weeks, The Weeks Law Firm - Plano, TX
Renée C. Lovelace, The Lovelace Law Firm, P.C. - Austin, TX

Show session details

3. The Texas ABLE Act: What You Need to Know (Feb 2016)

Stephen W. Dale, Chris Masey

0.75 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
46 mins
(pdf)
262 pgs
(pdf)
52 pgs
Session 3 —46 mins
The Texas ABLE Act: What You Need to Know (Feb 2016)

Explore the ABLE Act with illustrations on useful opportunities to combine this type of savings tool with an SNT. Review the recently passed Texas ABLE Act statute with a focus on the opportunities for SNT practitioners to educate their communities on the need for, and the range of, additional estate planning vehicles. Lastly, in light of the Texas ABLE Act providing SNT practitioners with an unprecedented opportunity to collaborate with key disability organizations in Texas on practical implementation and policy issues, hear from a staff member of one of Texas's largest and oldest cross-disability organizations—available to answer questions and to provide practitioners with guidance and opportunities for disability community involvement.

Originally presented: Feb 2016 Special Needs Trusts

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Chris Masey, Coalition of Texans with Disabilities - Austin, TX

Show session details

4. Case Law Update (Feb 2016)

Rebecca C. Morgan, Elisa Dillard Rainey

0.75 0.00 0.00
Preview Materials

Download session materials for offline use

(mp3)
44 mins
(pdf)
12 pgs
Slides
(pdf)
6 pgs
Session 4 —44 mins
Case Law Update (Feb 2016)

A review of significant cases from the past year, including trends represented in those cases and suggestions for attorneys working with special needs clients.

Originally presented: Feb 2016 Special Needs Trusts

Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX