eConference

2017 Estate Planning, Guardianship, and Elder Law eConference

Contains material from Aug 2017

2017 Estate Planning, Guardianship, and Elder Law eConference
4.39 out of 5 stars
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Great group of speakers and information.

I enjoyed this course... some things not what I do on a regular basis but I learned a few things and go refreshed on many more.

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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. 
  • Get practical guidance on updating key forms to reflect changes to the law
  • Hear the latest developments in Medicaid law and walk through essential forms for Medicaid specialists and non-specialists
  • Hear a panel of corporate trustees discuss how they administer the wills and trusts you draft and with tips for Drafting Wills and Trusts for Efficient Administration
  • Hear a discussion about “pesky” probate issues, including working with creditors and claims, as well as options and alternatives to probating a will
  • Explore key guardianship issues and alternatives—for up to 4.25 hours of Guardianship credit—including The Role of the Guardian, The Role of the Ad Litem, The Fourth Hour—Supports and Services: Underpinning the Less Restrictive Alternatives, and a review of the Texas Estate Code requirements for qualification of personal representative
  • Hear the latest case law, legislative and agency updates, including a presentation by the Health and Human Services Commission (HHSC)
  • Get answers to your questions at the popular Ask the Experts panel
  • Earn up to 3.25 hours of legal ethics credit
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.

Includes: Audio Paper Slides


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1. She Updated Her Forms, and You Won’t BELIEVE What Happens Next (Aug 2017)

Dianne Reis

0.75 0.00 0.00
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(mp3)
42 mins
(pdf)
30 pgs
(pdf)
12 pgs
Session 1 —42 mins
She Updated Her Forms, and You Won’t BELIEVE What Happens Next (Aug 2017)

The legislature meets, a judge writes an opinion, and — OMG! We have new laws to deal with! Find out the SEVEN things you NEED to add to your forms RIGHT NOW!

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Dianne Reis, Attorney at Law - Plano, TX

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2. Medicaid Update (Aug 2017)

H. Clyde Farrell

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(mp3)
53 mins
(pdf)
68 pgs
(pdf)
17 pgs
Session 2 —53 mins
Medicaid Update (Aug 2017)

Learn the latest developments in Medicaid law, including how "block grants" and other proposed changes may affect their practices. Estate planners who are not Medicaid specialists will acquire essential Medicaid-related forms including Qualified Income Trusts, Lady Bird Deeds, Transfer on Death Deeds, LBD/TOD Grantee Trusts and Third-Party Supplemental Needs Trusts.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX

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3. 10 Pesky Probate Problems (Aug 2017)

Gus G. Tamborello

0.50 0.00 0.00
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(mp3)
29 mins
(pdf)
24 pgs
Session 3 —29 mins
10 Pesky Probate Problems (Aug 2017)

Hear 10 tips for new (and not so new) practitioners addressing various problems which arise during the probate process, such as dealing with collection agencies, taking control of estate property from those without authority, properly allocating rights and liabilities associated with jointly owned property, dealing with the IRS, and other “pesky” problems. 

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Gus G. Tamborello, Gus G. Tamborello, P.C. - Houston, TX

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4. Probate Procedures & Alternatives (Aug 2017)

Claire D. East, Gregory Thomas Kimmel, Hon. Steve M. King

0.75 0.00 0.00
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(mp3)
43 mins
(pdf)
75 pgs
Session 4 —43 mins
Probate Procedures & Alternatives (Aug 2017)

A discussion of whom you represent, fee considerations, options and alternatives to probating a will, what to consider when there is no will, what to look for when reviewing a will, the mechanics of getting to the probate hearing, default and lost will issues, and issues in administering a simple estate. Comprehensive forms will also be provided.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Claire D. East, Hopper Mikeska, PLLC - Austin, TX
Gregory Thomas Kimmel, Allen-Lottmann-Kimmel PC - Tyler, TX
Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX

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5. Drafting Wills and Trusts for Efficient Administration  (Aug 2017)

Daniel C. Bitting, Rita Bishop, Thomas A. Horton, Margaret Svoboda

0.75 0.00 0.00
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(mp3)
45 mins
(pdf)
18 pgs
Slides
(pdf)
5 pgs
Session 5 —45 mins
Drafting Wills and Trusts for Efficient Administration  (Aug 2017)

Hear a panel of corporate trustee's discuss how they administer the wills and trusts we draft and what they would like to see in our documents. Learn what to do if a beneficiary is pushing too much. 

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Daniel C. Bitting, Scott Douglass & McConnico LLP - Austin, TX
Rita Bishop, Cadence Bank - Houston, TX
Thomas A. Horton, Bank of Texas - Houston, TX
Margaret Svoboda, American National Bank of Texas - Rockwall, TX

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6. Legislative Update (Aug 2017)

Craig Hopper

0.75 0.00 0.00
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(mp3)
48 mins
(pdf)
175 pgs
(pdf)
22 pgs
Session 6 —48 mins
Legislative Update (Aug 2017)

Hear an update on Texas estate and trust legislation, including probate, guardianships, trusts, powers of attorney, and other related matters.  

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Craig Hopper, Hopper Mikeska, PLLC - Austin, TX

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7. The Role of the Guardian (Aug 2017)

Hon. Polly Jackson Spencer, Ret.

1.00 0.50 1.00
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(mp3)
60 mins
(pdf)
78 pgs
Session 7 —60 mins
The Role of the Guardian (Aug 2017)

Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Hon. Polly Jackson Spencer, Ret., Senior Statutory Probate Judge - San Antonio, TX

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8. Medicaid: The View from the HHSC (Aug 2017)

Allyson Boney Evans, Shari L. Nichols

0.50 0.00 0.00
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(mp3)
29 mins
(pdf)
18 pgs
Session 8 —29 mins
Medicaid: The View from the HHSC (Aug 2017)

Hear the Texas Health and Human Services Commission (HHSC) address current issues in long-term care Medicaid eligibility.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Allyson Boney Evans, Texas Health & Human Services Commission - Austin, TX
Shari L. Nichols, Texas Health and Human Services Commission - Austin, TX

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9. Individual Fiduciaries Gone Wild (Aug 2017)

Trevor Aaron Dobbs

0.75 0.75 0.00
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(mp3)
43 mins
(pdf)
16 pgs
(pdf)
13 pgs
Session 9 —43 mins
Individual Fiduciaries Gone Wild (Aug 2017)

Executors, trustees, and other fiduciaries own the highest duties known to law and are held to strict standards of conduct. Explore the inherent risks of serving as an executor or trustee and hear suggestions for fiduciary risk management, defending breach of fiduciary duty claims, and related causes of action. Hear tips for advising clients on the appointment fiduciaries in an attempt to avoid future fiduciary litigation.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Trevor Aaron Dobbs, Roberts Markel Weinberg Butler Hailey PC - Sugar Land, TX

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10. Bonds, Inventories, and Accountings (Aug 2017)

Hon. Steve M. King

1.00 0.00 1.00
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(mp3)
57 mins
(pdf)
66 pgs
(pdf)
35 pgs
Session 10 —57 mins
Bonds, Inventories, and Accountings (Aug 2017)

Hear a through review of the Texas Estate Code requirements for qualification of personal representatives, the inventory and accounting process (including accountings required of independent executors and agents under powers of attorney,) and numerous practical tips not found in the statutes. Comprehensive forms will also be provided.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX

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11. Hot Topics (Aug 2017)

Mary Alice Jackson

0.50 0.00 0.00
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(mp3)
28 mins
(pdf)
15 pgs
(pdf)
11 pgs
Session 11 —28 mins
Hot Topics (Aug 2017)

Congress is a sizzling moving target in 2017, and the federal Department of Health and Human Services has a new Secretary, Dr. Tom Price. Discuss the winds of change, including a fundamental shift in the Medicaid funding process, potential cuts in state services, and Medicaid eligibility criteria changes. Also, hear an update on ABLE, the Special Needs Trusts Fairness Act, and the ACA Reform and its impact on Elder Law—don’t miss it!

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX

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12. The Fourth Hour—Supports and Services: Underpinning the Less Restrictive Alternatives (Aug 2017)

Leonard W. Woods Jr.

1.00 0.50 1.00
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(mp3)
57 mins
(pdf)
19 pgs
(pdf)
49 pgs
Session 12 —57 mins
The Fourth Hour—Supports and Services: Underpinning the Less Restrictive Alternatives (Aug 2017)

An examination identifying the need for a guardianship and the consideration of appropriate less restrictive alternatives, as often supplemented by supports and services applicable and available to the proposed ward.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Leonard W. Woods Jr., Duggins Wren Mann & Romero, LLP - Austin, TX

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13. The Role of the Ad Litem (Aug 2017)

Hon. Mike Wood

1.00 0.50 1.00
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(mp3)
59 mins
(pdf)
146 pgs
(pdf)
44 pgs
Session 13 —59 mins
The Role of the Ad Litem (Aug 2017)

An overview of the responsibilities of the attorney ad litem and guardian ad litem in guardianship proceedings with an emphasis on practical application of the statutes, conduct in uncontested and contested proceedings, and pointers on applications for fees. The materials include numerous checklists, comprehensive references, and forms.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Hon. Mike Wood, Harris County Probate Court No. 2 - Houston, TX

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14. Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice (Aug 2017)

Elisa Dillard Rainey

0.50 0.00 0.00
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(mp3)
37 mins
(pdf)
16 pgs
(pdf)
16 pgs
Session 14 —37 mins
Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice (Aug 2017)

Discuss recent judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX

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15. Deed Drafting in Estate Planning and Probate Contexts (Aug 2017)

Kristen Quinney Porter

0.75 0.00 0.00
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(mp3)
41 mins
(pdf)
22 pgs
Session 15 —41 mins
Deed Drafting in Estate Planning and Probate Contexts (Aug 2017)

Using the correct deed for a client is essential to prevent future problems. Distinguish the various deeds and which deed is correct in the estate planning or probate context.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Kristen Quinney Porter, Kristen Quinney Porter, LLC - New Braunfels, TX

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16. Ethical Considerations for Fee Applications in Probate Court (Aug 2017)

Hon. Guy Herman

0.75 0.75 0.00
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(mp3)
51 mins
(pdf)
19 pgs
Slides
(pdf)
6 pgs
Session 16 —51 mins
Ethical Considerations for Fee Applications in Probate Court (Aug 2017)

A review of the ethical considerations governing lawyers when seeking fees in Probate Court and practical aspects of fee applications.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Hon. Guy Herman, Travis County Probate Court #1 - Austin, TX

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17. Ask the Experts (Aug 2017)

H. Clyde Farrell, Craig Hopper, Mary Alice Jackson, Elisa Dillard Rainey, Dianne Reis

1.00 0.25 0.25
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(mp3)
54 mins
Session 17 —54 mins
Ask the Experts (Aug 2017)

Hear a panel of seasoned practitioners respond to your frequently—and sometimes infrequently—asked questions including practice, professional and ethical issues in estate planning, probate, guardianship, and elder law.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

H. Clyde Farrell, Farrell & Pak PLLC - Austin, TX
Craig Hopper, Hopper Mikeska, PLLC - Austin, TX
Mary Alice Jackson, Mary Alice Jackson, P.C. - Austin, TX
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
Dianne Reis, Attorney at Law - Plano, TX

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18. Dealing with Mineral Rights: A Practitioners Guide to Oil and Gas (Aug 2017)

Theodore R. Borrego

0.75 0.00 0.00
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(mp3)
46 mins
(pdf)
22 pgs
Session 18 —46 mins
Dealing with Mineral Rights: A Practitioners Guide to Oil and Gas (Aug 2017)

Learn the basics of oil and gas, including mineral rights, royalties, and executive rights, while dealing with Texas issues and problems in probate, trust, elder care, and other areas.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Theodore R. Borrego, Houston, TX

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19. Trust Modifications: Balancing Competing Interests (Aug 2017)

Michael B. Knisely, Jason S. Scott

0.75 0.00 0.00
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(mp3)
44 mins
(pdf)
63 pgs
(pdf)
10 pgs
Session 19 —44 mins
Trust Modifications: Balancing Competing Interests (Aug 2017)

Get practical advice for trustees and beneficiaries on common issues that arise in the context of trust modifications. 

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Michael B. Knisely, Osborne, Helman, Knebel & Scott, LLP - Austin, TX
Jason S. Scott, Osborne, Helman, Knebel & Scott, LLP - Austin, TX