eCourse
Drafting Wills and Trusts
Contains material from Aug 2017
Drafting Wills and Trusts
4.18 out of 5 stars
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excellent
Diane Reis was excellent as always,as were her materials. The panel and ridiculous video clips were a waste of time. Also, I was offended by the slur/slander against the University of Texas
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512.475.6700
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Session 1: Drafting Wills and Trusts for Efficient Administration - 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.
Session 2: She Updated Her Forms, and You Won’t BELIEVE What Happens Next - 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!
Session 2: She Updated Her Forms, and You Won’t BELIEVE What Happens Next - 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!
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1.
Drafting Wills and Trusts for Efficient Administration (Aug 2017)
Daniel C. Bitting, Rita Bishop, Thomas A. Horton, Margaret Svoboda
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Slides
(pdf)
5 pgs
Session 1
—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
Show session details
2.
She Updated Her Forms, and You Won’t BELIEVE What Happens Next (Aug 2017)
Dianne Reis
0.75
0.00
0.00
Preview Materials
Download session materials for offline use
Session 2
—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