University of Texas School of Law

eCourse

Answer Bar: Dealing with Mineral Rights in Estate Planning and Probate (Jul 2017)

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Session 1: The Collision Between Real Estate and Elder Law - Elder law and real estate attorneys prepare documents from different points of view and for different purposes. Explore the different perspectives and learn to solve issues that can arise when dealing with these differences.

Session 2: Dealing with Mineral Rights: A Practitioners Guide to Oil and Gas 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.

Session 3: 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 4: 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 5: 10 Pesky Probate Problems 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.

Session 6: Probate Procedures & Alternatives - 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.

Session 7: Deed Drafting in Estate Planning and Probate Contexts - 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.

Session 8: Individual Fiduciaries Gone Wild 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.
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Total Credit Hours:
5.75 | 0.75 ethics     Credit Info

TX MCLE credit expires: 1/31/2019

Includes: Audio Paper Slides

$195  

Preview Sessions
Credit Hours
1. The Collision Between Real Estate and Elder Law (Aug 2016)

Kristen Quinney Porter

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 44 mins
Paper (pdf) 53 pgs

SESSION 1 — 44 mins, credit 0.75

Session 1:

The Collision Between Real Estate and Elder Law (Aug 2016)

Elder law and real estate attorneys prepare documents from different points of view and for different purposes. Explore the different perspectives and learn to solve issues that can arise when dealing with these differences.

Originally presented at: Aug 2016 Estate Planning, Guardianship and Elder Law Conference

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

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

Theodore R. Borrego

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 46 mins
Paper (pdf) 22 pgs

SESSION 2 — 46 mins, credit 0.75

Session 2:

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 at: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Theodore R. Borrego, Houston, TX

3. 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 0.75  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 45 mins
Paper (pdf) 18 pgs
Slides (pdf) 5 pgs

SESSION 3 — 45 mins, credit 0.75

Session 3:

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 at: 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

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

Dianne Reis

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 42 mins
Paper (pdf) 30 pgs
Slides (pdf) 12 pgs

SESSION 4 — 42 mins, credit 0.75

Session 4:

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 at: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Dianne Reis, Attorney at Law - Plano, TX

5. 10 Pesky Probate Problems (Aug 2017)

Gus G. Tamborello

0.50 0.00 0.00 0.50  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 29 mins
Paper (pdf) 24 pgs

SESSION 5 — 29 mins, credit 0.50

Session 5:

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 at: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

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

6. Probate Procedures & Alternatives (Aug 2017)

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

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 43 mins
Paper (pdf) 75 pgs

SESSION 6 — 43 mins, credit 0.75

Session 6:

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 at: 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

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

Kristen Quinney Porter

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 41 mins
Paper (pdf) 22 pgs

SESSION 7 — 41 mins, credit 0.75

Session 7:

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 at: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

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

8. Individual Fiduciaries Gone Wild (Aug 2017)

Trevor Aaron Dobbs

0.75 0.75 0.00 0.75 | 0.75 ethics  

Preview Session Materials

You may download session materials
for offline use.

Audio (mp3) 43 mins
Paper (pdf) 16 pgs
Slides (pdf) 13 pgs

SESSION 8 — 43 mins, credit 0.75 | 0.75 ethics

Session 8:

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 at: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

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