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 Trusts and Estates / Probate

Viewing 20 of 82 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.
    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: 9/30/2021
  • 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.
    How would you rate the value of the materials provided as part of the 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: 9/30/2021
  • 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
Answer Bar: Maximizing Technology in Your Law Practice

Session 1: Technology’s Disruption of the Legal Profession - Explore various technologies and emerging platforms that continue to influence the legal industry, including key considerations in implementing these technologies and related ethical concerns. Session 2: Competency, Confidentiality, Conflicts, and Technology - This session covers a wide range of problems that technology has created for lawyers. On the one hand, lawyers are obligated to use technology when it benefits their clients, but on the other, failure to use the technology competently can lead to ethical problems. This session analyzes issues from the mundane to the profound. Session 3: Ethical Issues Presented by Changing Technology - Increasingly technology is integrated into the practice of law. Examine lawyers' current ethical responsibility in relation to the use of technology and how such responsibility may change as technological advances, like artificial intelligence, become more commonplace in the practice of law. Session 4: Data Analytics: The Answer to Your Law Firm's Innovation Efforts - Learn how to easily kick-start your firm’s innovation efforts, close the gender pay gap (for you and your clients), and use data to reduce bias, improve inclusion as part of a diversity and inclusion initiative, and simultaneously use proven scientific methods to improve bottom-line profitability!  Session 5: Avoiding Ethical Issues with Lawyers' Use of Social Media - The world of social media has engulfed us all. Not only has it transformed our society, but it has worked its way into every legal field as well. Discover the ethical issues facing you as attorneys—and that of your clients—in this social media age. Session 6: 30 Apps in 30 Minutes - A quick survey of useful apps and tech tips for lawyers, trust officers, and caregivers. Session 7: 30 More Apps in 30 Minutes - Hear an updated survey of new, useful apps, and tech tips for lawyers, trust officers, and caregivers.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 5.00 hrs | 3.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2021
  • Answer Bar: Maximizing Technology in Your Law Practice
    4.16 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 helpful and clear. Especially enjoyed the panel and speakers for "Ethical Issues Presented by Changing Technology."

    Thank you

$165   Add to Cart
Family Business Entities: Avoiding the Land Mines

Session 1: Family Business Entities: Avoiding the Land Mines - Never has the adage “bad facts make bad law” rung more true than in the use of business entities in the estate planning arena. Because of the importance in this arena, estate planners must understand the benefits and pitfalls associated with using business entities in family succession, business and estate planning. Session 2: When Unplanned Events Impact Partners, How Does the Family Partnership Respond? - Incorporated entities, especially limited partnerships, have long been used to achieve tax planning goals for families and family businesses. Often the limited partners in these family limited partnerships are individuals who will experience divorce, death or mental incapacity. Learn drafting techniques that will better prepare the entity and the other partners to deal with these events.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2021
  • Family Business Entities: Avoiding the Land Mines
    4.13 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 presenter; made complicated tax materials clear and engaging. Thank you.

$75   Add to Cart
Hooked on CLE: July 2020

THIS MONTH: Technology and Ethics: Adapting to the post-COVID Practice of Law • Employee Activism and Workplace Political Speech • Legal Writing: How to Write Plainly • Quality of Life Tools: Bloom Where You are Planted • Telehealth: Before, During, and After COVID

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 6/30/2021
  • Hooked on CLE: July 2020
    3.95 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?

    Presentations were all good; some presenters seem more comfortable with broadcasting from home than others, but all did a good job and showed enthusiasm for the material.

    The Writing course was excellent.

$99   Add to Cart

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