eCourses

eCourses are individual online courses from renowned presenters at our live conferences. Learn via audio or video, receive the supporting materials, and fulfill MCLE requirements at your convenience with the best content available!

These courses are CLE accredited in Texas and California, with some accredited in Oklahoma.

Other States
If you need credit for an eCourse in other states please read through the disclaimer before purchasing an eCourse to make sure you will be able to self-report your MCLE credit after completion of the eCourse

Results for Elder Law and Guardianship

Viewing 20 of 46 records

Hooked on CLE: December 2020

THIS MONTH: Counterfeits, Knockoffs, and Knockdowns: Controlling your Company and Product Image on E-commerce Platforms • Parallel Civil and Criminal Proceedings • How to Ethically Build Diverse Relationships in the Legal Profession • Feeling Insecure About Beneficiary Designations? • Cybersecurity and Data Protection Considerations in Work-From-Home Policies • Escrow and Title Theft

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 11/30/2021
  • Hooked on CLE: December 2020
    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?
$99   Add to Cart
2020 Guardianship Bundle for Attorneys Ad Litem

Session 1:  Role of the Guardian - 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. Session 2: Role of the Ad Litem - A review 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. Session 3: Did I Do That? Understanding Supports and Services and Alternatives to Guardianship - Exploring the range of supports and services and alternatives to guardianship and a decision tree to determine the necessity of a guardianship in the continuum of care. Session 4: Waltzing Guardianships Across Texas - Learn the 5 W’s of transferring a guardianship within the boundaries of Texas. Session 5: Ask the Experts - 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.  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: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.75 hrs | 1.75 Ethics | 4.00 Guardianship
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • 2020 Guardianship Bundle for Attorneys Ad Litem
    5 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
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$205   Add to Cart
Bonds, Inventories, and Accountings in Probate and Guardianship Proceedings

A practical overview of the statutory requirements for bonds, inventories and accountings, both annual and final, in supervised probate and guardianship proceedings.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Bonds, Inventories, and Accountings in Probate and Guardianship Proceedings
    Not yet rated
$50   Add to Cart
Common Drafting Mistakes and the Consequences for Trustees

Examine common drafting mistakes seen by trustees.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr | 0.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Common Drafting Mistakes and the Consequences for Trustees
    4.5 out of 5 stars
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    Informative and engaging presentation

$50   Add to Cart
E-Signing of Wills and Other Documents

On-Line Notary, Unsworn Declarations, and Remote signings during a pandemic and after. Examine how to get client documents signed in light of COVID-19 and beyond.  

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • E-Signing of Wills and Other Documents
    4.33 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.
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$45   Add to Cart
Estate Planning for Blended Families

We live in a time when many estate planning clients don’t fit into the mold of the “traditional family” with one marriage and children from that marriage. Many clients are in second marriages with his kids, her kids, their kids, etc. It provides a challenging planning landscape. Review some of the ethical issues created by this planning, explore various planning techniques, as well as techniques to avoid, and techniques that might be better to address the potential conflicts associated with this situation.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Estate Planning for Blended Families
    Not yet rated
$45   Add to Cart
Fixing Real Estate Headaches: Deeds, Trusts and Title Issues

An overview of how to identify and address real estate issues unique to estate planners such erroneous deeds (possibly from years ago), chain of title errors, lost trusts, and more.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Fixing Real Estate Headaches: Deeds, Trusts and Title Issues
    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.
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$45   Add to Cart
Hooked on CLE: October 2020

THIS MONTH: Ethics of Technology in Law Practice: What Lawyers Need to Know • Student Loans In and Out of Bankruptcy • Overview of Medicaid Planning • Briefing Beyond the Words • Is Reasonable Security Achievable in the Corporation? • Family Business Entities: Avoiding the Land Mines

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Hooked on CLE: October 2020
    4.04 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?

    Very good stuff, but the "ah" and "um," and "uh," that ALL THE SPEAKERS constantly do is extremely distracting from their message and very poor speaking...

$99   Add to Cart
How Clients Can Reduce Risks to Burdens on Their Children as Caregivers

When a client's children serve as caregivers, care coordinators, and fiduciaries, they face costs and risks not faced by a client’s other family members. Explore ways in which clients may be able to reduce risks or burdens to devoted children while protecting their own care and control.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • How Clients Can Reduce Risks to Burdens on Their Children as Caregivers
    Not yet rated
$45   Add to Cart
Independent Administration Checklist for New Practitioners

A guide to opening an independent administration in both testate and intestate estates. Explore of the benefits and detriments of an independent administration in the post-COVID-19 world.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Independent Administration Checklist for New Practitioners
    5 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
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$50   Add to Cart
Leaving IRAs to a Trust and the Impact of the SECURES Act on Beneficiary Designations

Session 1: Leaving IRAs to a Trust - Many clients have significant IRAs and 401(k)s, which we must plan for when preparing their estate plans. Learn the basic rules for naming a trust for children as a beneficiary of IRAs and 401(k)s, including Designated Beneficiary and Stretch IRA rules. Explore the requirements and impact of various trust options, including see-through, conduit, accumulation and special needs trusts. Session 2: Feeling Insecure About Beneficiary Designations? - The SECURE Act took away the stretch-out for many IRA beneficiaries, while making it even harder to use what few options are left. Join us for a guide to the impossible.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Leaving IRAs to a Trust and the Impact of the SECURES Act on Beneficiary Designations
    4 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?
$55   Add to Cart
Out of the Woodwork: Unethical Practices by Geriatric Professionals

With the increase of an aging population, comes an increase in service providers willing and wanting to help older adults. Not every professional has the client's best interest in mind. A summary of professionals that may take advantage of clients and how to spot them will be discussed, as well as what type of credentialing the professionals should have.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr | 0.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Out of the Woodwork: Unethical Practices by Geriatric Professionals
    4.1 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?
$50   Add to Cart
Overview of Medicaid Planning and 2020 Medicaid Updates

Session 1: Overview of Medicaid Planning - What non-elder law attorneys need to know about planning for long-term care.  Session 2: Medicaid Update - Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including new COVID-19 policies, new policies exempting certain retirement accounts from countable assets, status of Lady Bird Deeds and Transfer on Death Deeds, current Medicare and Medicaid eligibility numbers, summary of all 109 Texas Medicaid programs (and 9 other means-tested benefits). Session 3: Top Ten Medicaid Estate Recovery Issues - 2019 and Forward - Texas Health and Human Services Commission and Office of Inspector General-MERP resolved several MERP issues in 2019 and early 2020 but there are still outstanding issues that must be addressed by practitioners. The author will provide an overview of changes and suggested good practices in resolving MERP issues.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 2.00 hrs | 0.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Overview of Medicaid Planning and 2020 Medicaid Updates
    4.67 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?
$95   Add to Cart
Probate Avoidance: Non-Testamentary Planning Choice

Examine possible replies when your client says “I don’t want my family to suffer through a probate”. What options are available? Is probate ever the better choice?

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Probate Avoidance: Non-Testamentary Planning Choice
    Not yet rated
$45   Add to Cart
Reasons to “Live in Sin” After 65

Getting married later in life comes with a number of potentially negative consequences. Explore the bigger threats and possible solutions. 

Includes: Video Audio Paper

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Reasons to “Live in Sin” After 65
    Not yet rated
$45   Add to Cart
Recent Cases Impacting Wills, Probate and Trust Practice (2020)

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

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr | 0.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • Recent Cases Impacting Wills, Probate and Trust Practice (2020)
    4.58 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?
$50   Add to Cart
When the Best Defense is Good Offense: Avoiding Potential Problems in Drafting Wills and Trusts

Has a client ever told you “it not complicated, I just need a simple will”? Explore some potential problems that might be avoided with careful drafting and what to do if you need to defend your client’s position. 

Includes: Video Audio Paper

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 9/30/2021
  • When the Best Defense is Good Offense: Avoiding Potential Problems in Drafting Wills and Trusts
    Not yet rated
$50   Add to Cart
Estate Planning in the Time of the Coronavirus Pandemic

Our three expert panelist will walk you through what you need to be considering in estate planning, tax planning, and charitable giving in light of the coronavirus pandemic. The discussion will explore: basic estate planning documents, new rules in Texas regarding executing documents, and the recently passed SECURE and CARES Act.

Includes: Video Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 5/31/2021
  • Estate Planning in the Time of the Coronavirus Pandemic
    4.29 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?

    I didn't realize it would be so focused on charitable giving, which is not of much interest to me. But the presenters were interesting and fairly engaging (esp the moderator and the woman lawyer).

$55   Add to Cart
Answer Bar: Elder Law and Medicaid Essentials

Session 1: Medicaid Update - Current status of the Texas Medicaid Program's policy of treating some (but not all) tax-deferred retirement accounts as exempt from counting as "resources"; and other recent changes in Medicaid law and policy that Texas attorneys planning estates of older clients need to know about. Session 2: Medicaid-Friendly Estate Planning - Learn forms and strategies for preparing your clients (and sometimes their parents and children) to protect assets in case the need for long-term care arises. Forms will be provided and explained for Lady Bird Deeds, Transfer on Death Deeds, Revocable Trust as Grantee (of either type deed), and Medicaid-Friendly Contingent Trust. Session 3: Drafting for Incapacity Definition in Trusts and Powers of Attorney - Examine the commonly-used definitions of incapacity, individually-created definitions of incapacity, and the pros and cons of using common definitions versus creative language. Session 4: Advising Clients Nearing 65 - Turning 65 can be a watershed event in our client's lives. They face many decisions about retirement, concerning Medicare, Social Security, and estate planning. Get tips to help you prepare to advise your clients about some of these important decisions. Session 5: In Quest of the Perfect Medicaid Application - Although it may not be possible to guarantee that every Medicaid application will be accepted upon the first filing, learn time-tested tips to improve the odds. Session 6: Role of the Guardian - 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. Session 7: Alternatives to Guardianship Including Supports and Services - An examination of strategies on how to limit or obviate the need to create a guardianship. Session 8: Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation - Hear a review of the most recurring scams targeting the elderly. Learn about legal recourses available for preventing an elderly individual from losing their entire estate to a scam. Session 9: Defensive Case Management for Elder Law Attorneys - Learn a systematic approach to capturing data and using the system to defend against attempts by your clients' family members who want to involve you in disputes they have with other family members.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.25 hrs | 1.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2021
  • Answer Bar: Elder Law and Medicaid Essentials
    4.35 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?
$215   Add to Cart
Answer Bar: Dealing with Mineral Rights in Estate Planning and Probate

Session 1: Estate Planning 101 - A very practice oriented nuts & bolts overview / how-to / to-do for basic estate planning, from the initial contact, planning conference & terms of engagement, to the signing ceremony, exit letter & beyond, with forms, options and insights for what is and is not appropriate depending on the circumstances. Session 2: 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 3: 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 4: 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 5: Real Estate Owned with Others - An overview of the newly passed Uniform Partition of Heirs Property Act (UPHPA) and how it can impact the severance of jointly owned property. Session 6: 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 7: 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 8: 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 9: 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.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 6.50 hrs | 0.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2021
  • Answer Bar: Dealing with Mineral Rights in Estate Planning and Probate
    4.83 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?
$225   Add to Cart

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