University of Texas School of Law

eCourse

Estate Planning 101 and Financial Powers of Attorney

Contains material from Aug 2019

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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: â€‹Financial Powers of Attorney: Do You Want Fries With That Will? Drafting a statutory durable power of attorney used to be simple: You ask a couple questions, zap out the form, and bring it to the will signing ceremony with all the other documents. But these days we have to discuss compensation, co-agents, and hot powers. Even the location of the signing matters now. Can we design a form that works for all clients?
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Total Credit Hours:
1.75     Credit Info
Specialization: Estate Planning and Probate Law | Tax Law

TX MCLE credit expires: 9/30/2020

Includes: Video Audio Paper Slides

$85  

Preview Sessions
Credit Hours
1. Estate Planning 101 (Aug 2019)

Bernard E. ("Barney") Jones

1.00 0.00 0.00 1.00  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 54 mins
Audio (mp3) 53 mins
Paper (pdf) 66 pgs
Slides (pdf) 26 pgs

SESSION 1 — 54 mins, credit 1.00

Session 1:

Estate Planning 101 (Aug 2019)

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.

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Bernard E. ("Barney") Jones, Attorney at Law - Houston, TX

2. Financial Powers of Attorney: Do You Want Fries With That Will? (Aug 2019)

Dianne Reis

0.75 0.00 0.00 0.75  

Preview Session Materials

You may download session materials
for offline use.

Video (mp4) 39 mins
Audio (mp3) 38 mins
Paper (pdf) 19 pgs
Slides (pdf) 10 pgs

SESSION 2 — 39 mins, credit 0.75

Session 2:

Financial Powers of Attorney: Do You Want Fries With That Will? (Aug 2019)

Drafting a statutory durable power of attorney used to be simple: You ask a couple questions, zap out the form, and bring it to the will signing ceremony with all the other documents. But these days we have to discuss compensation, co-agents, and hot powers. Even the location of the signing matters now. Can we design a form that works for all clients?

Originally presented at: Aug 2019 Estate Planning, Guardianship and Elder Law Conference

Dianne Reis, Attorney at Law - Plano, TX