eCourses

On-demand learning in shorter curated bundles. Stream the best presentations with renowned speakers from our live conferences and webcasts—including audio/video and all supporting materials—and fulfill MCLE requirements at your convenience.

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These eCourses are CLE accredited in Texas and California. 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 upon completion.

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Results for Elder Law and Guardianship

Viewing 20 of 38 records

Hooked on CLE: June 2021

Session 1: Building a Disaster Plan for Your Law Practice - Join Hannah Dyal as she explores: is your law firm ready for a disaster and how to prepare. This presentation will give firms and solo practitioners tips for how to begin building a disaster plan for their law practice.  Session 2: Dram Shop Cases: When the Bar Causes the Crash - There’s an extra party that often belongs in the car crash case—a dram shop that overserved one of the drivers. Session 3: 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. Session 4: Analyzing Your Contract Through the Eyes of a Litigator and Jury - Examine the common causes of action coming out of a breach of contract, review the state statutory and case law regarding common contract provisions, and understand different perspectives of the transactional attorney and the litigator on the same agreement so that you can ask and answer important questions that may change the drafting of the agreement in the first place. Session 5: Too Many Entities - As more “deals” are put together, more entities are used to facilitate the “deal." Assess the huge liability risk for clients and lawyers if litigation is the end result.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 5/31/2022
  • Hooked on CLE: June 2021
    4.07 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?

    on point and delivered effectively

    The supporting materials for "too many entities" was lacking. The real estate fixes was an excellent program. Disaster Planning was a bit more general, but having rebuilt my practice after Harvey in Rockport, my knowledge is a bit more in depth in some areas. I also was on the State Bar FEMA committee back when we had one in the mid 1990s. Learned a lot from the tornado in Fort Worth and the Houston floods.

$99   Add to Cart
Answer Bar: Elder Law and Medicaid Essentials

Session 1: 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 2: Overview of Medicaid Planning - What non-elder law attorneys need to know about planning for long-term care.    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: 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. Session 7: 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 8: 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 9: 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. Session 10: 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:
  • 7.00 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2022
  • Answer Bar: Elder Law and Medicaid Essentials
    4.63 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 got a lot out of it

$245   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: 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: 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. 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:
  • 6.00 hrs | 0.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Answer Bar: Dealing with Mineral Rights in Estate Planning and Probate
    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?
$215   Add to Cart
Hooked on CLE: March 2021

THIS MONTH: The Ins and Outs of Conflicts of Interest • Data Theft, Doxing, and the Sinister New Age of Ransomware • Fundamental Concepts in Contract Drafting • Judges Panel—Technology and the Courtroom Before and After COVID-19 • Estate Planning For Blended Families 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2022
  • Hooked on CLE: March 2021
    4.01 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 liked the variety of subjects!

$99   Add to Cart
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
    4.22 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?

    Excellent

    Generally well done. The Escrow and Title Theft presentation was especially well done and helpful

    Presentations were very well done - truly a cut above typical CLE. And I was surprised this "grab bag" of courses had more relevance to my practice than I expected. Well done!

    Very interesting and timely discussions concerning cyber security.

$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
    4.23 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?

    Excellent information, very knowledgeable speakers, great format

$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: 9/30/2022
  • Common Drafting Mistakes and the Consequences for Trustees
    4.75 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?

    Informative and engaging presentation

    Good job

$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: 9/30/2022
  • E-Signing of Wills and Other Documents
    3.84 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?
$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: 9/30/2022
  • Estate Planning for Blended Families
    4.69 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?

    Excellent

    Funny guy! Helpful course.

$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: 9/30/2022
  • Fixing Real Estate Headaches: Deeds, Trusts and Title Issues
    4.37 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?

    Good summary type of course

$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: 9/30/2022
  • Hooked on CLE: October 2020
    3.99 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...

    Enjoyed the variation in topics presented

$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: 9/30/2022
  • Independent Administration Checklist for New Practitioners
    4.56 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?

    Good experience

$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: 9/30/2022
  • Leaving IRAs to a Trust and the Impact of the SECURES Act on Beneficiary Designations
    4.66 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?

    Good information. Thank you for including the changes of the Secure Act.

$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: 9/30/2022
  • Out of the Woodwork: Unethical Practices by Geriatric Professionals
    4.17 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
    4.38 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: 9/30/2022
  • Probate Avoidance: Non-Testamentary Planning Choice
    4.65 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?

    Excellence

$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: 9/30/2022
  • Reasons to “Live in Sin” After 65
    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?

    Great primer

    Interesting topic, wild story about the scamming spouse in the end

$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: 9/30/2022
  • Recent Cases Impacting Wills, Probate and Trust Practice (2020)
    4.54 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

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