Hooked on CLE: November 2021

THIS MONTH: Substantive Legal Issues Being Created by the Use of AI • Granny Had A Gun: Firearms in Estate Planning and Administration • Investigating Sensitive Employment Complaints​ • Trial Preparation 101 • Lawyer Well-Being: TLAP in the Coronavirus Era

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Hooked on CLE: November 2021
    4.75 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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    Excellent presentations.

$99   Add to Cart
2021 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: Temporary Guardianships and Other Emergency Relief in a Guardianship Proceeding - Practice tips and forms for the creation of a temporary guardianship and other emergency relief. Session 5: Ask the Experts - Hear a panel of seasoned experts 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: 10/31/2022
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    2021 Guardianship Bundle for Attorneys Ad Litem
    3.92 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
2021 Medicaid Updates and Navigating the Medicaid Exclusion

Session 1: Medicaid Update - Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care, including policies exempting certain retirement accounts from countable assets, how to deal with barriers to Medicaid home care, and status of Lady Bird Deeds and Transfer on Death Deeds Session 2: All things Medicare - Open discussion about any and all Medicare issues from application, coverage, costs, Medigap policies, or appeals of denial of benefits. If you have questions or issues about anything dealing with Medicare come join our discussion of all things Medicare. Session 3: The Medicaid Exclusion for Business Property: Protecting Clients’ Farms, Ranches and Other Businesses - Analyze how the attorney can become an invaluable guide in helping the client to traverse the often complicated rules regarding business property and the exemption of same in Medicaid cases.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 2.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    2021 Medicaid Updates and Navigating the Medicaid Exclusion
    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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    I am specialized in Immigration Law with almost no experience in social security nor elder law. THe first two presentations were surprisingly relevant for many clients. Learned a lot of useful stuff. Business property not so relevant for my clients.

$95   Add to Cart
Adult Protective Services: Getting Action

Attorneys who practice in Estate Planning, Elder Law, and Guardianship Law will invariably encounter situations that will involve or otherwise implicate the involvement of the Texas Department of Family and Protective Services – Adult Protective Services. The presenter and attendees will discuss various options available to facilitate protection of adults who may be at risk of abuse, neglect and/or exploitation.

Includes: Audio Paper

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Adult Protective Services: Getting Action
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$45   Add to Cart
Avoiding Fraud in Public Benefit Eligibility

Learn the ethical and legal obligations of the attorney to avoid assisting fraud in public benefits eligibility. Consider ethical standards governing this area and criminal sanctions that could apply both to the client and the attorney involved in public benefits fraud. Also, explore different planning scenarios where fraud may be an issue and hear a practical discussion of practices intended to prevent assisting fraud.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr | 0.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Avoiding Fraud in Public Benefit Eligibility
    4 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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$45   Add to Cart
Customizing Ancillary Planning Documents for Death and Incapacity

A practical guide to drafting the “ancillary” documents usually provided by Texas estate planning attorneys: Statutory Durable Power of Attorney, Medical Power of Attorney, Directive to Physicians, Declaration of Guardian, Appointment for Disposition of Remains, and HIPAA Release. Know the many options that should be offered and how to explain them to clients. Also, learn how to present the great debate on “will-based” vs. “trust-based” planning.    

Includes: Video Audio Paper

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Customizing Ancillary Planning Documents for Death and Incapacity
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$50   Add to Cart
Granny Had a Gun: Firearms in Estate Planning and Administration

Session 1: Granny Had A Gun: Firearms in Estate Planning and Administration - Explore legal issues, executor liability, transferring Title I and II weapons and discuss penalties. Session 2: Getting Started Drafting Gun Trusts, and Avoiding Lethal Pitfalls - Discuss any aspects of drafting gun trusts for clients, from getting started in this area all the way to adding advanced features to your trusts. Talk about trusts formed to own ordinary guns, and those intended to own firearms regulated by the National Firearms Act.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Granny Had a Gun: Firearms in Estate Planning and Administration
    4.73 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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$55   Add to Cart
I’m Responsible for What?! Counseling Your Clients About Utilizing a Corporate Fiduciary as a Trustee or Executor

Selecting a fiduciary to administer a trust or estate is a decision that can have a lasting impact for your clients and their loved ones or intended beneficiaries. In many instances, utilizing a corporate fiduciary can provide several benefits and resources that a private fiduciary simply may not have at their disposal. Review common considerations for clients in deciding whether to appoint a corporate fiduciary or reserve the option to appoint a corporate fiduciary in the future.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    I’m Responsible for What?! Counseling Your Clients About Utilizing a Corporate Fiduciary as a Trustee or Executor
    Not yet rated
$45   Add to Cart
Legislative Update 2021: Estate Planning and Trusts

Update on new legislation impacting estate planning, guardianships, trusts and related practice areas. 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
  • show rating
    Legislative Update 2021: Estate Planning and Trusts
    4.75 out of 5 stars
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    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
Paying for Home Care in the Pandemic and Beyond: Medicaid and VA Benefits

A primer on the Medicaid programs that pay for home care (Star+Plus Waiver and Community Attendant Services) and on VA benefits that can help with home care (VA pension, Extended Care, Comprehensive Assistance for Family Caregivers).

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Paying for Home Care in the Pandemic and Beyond: Medicaid and VA Benefits
    Not yet rated
$50   Add to Cart
Remote Execution of Documents: Lessons Learned from the Pandemic

Review minimum execution requirements for common estate planning documents and why most can’t be signed electronically.  Also, the temporary orders allowing remote notarization of documents and logistics of getting the documents signed.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Remote Execution of Documents: Lessons Learned from the Pandemic
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$45   Add to Cart
Trusts as Beneficiaries: Estate Planning Tips and Retirement Plans in View of the SECURE Act

Session 1: Estate Planning for Retirement Plans in View of the SECURE Act - Understand the provisions of the SECURE Act that became effective January 1, 2020, and how the SECURE Act is likely to affect estate planning with respect to qualified employee benefit plans and IRAs. Session 2: What the Estate Planner Needs to Know About Trusts as Beneficiaries - How does a practitioner draft for persons with disabilities when so much of the future is unknown?  This presentation will provide suggestions for building in flexibility for a beneficiary who may improve, decompensate, or do both.  Sample drafting provisions will be provided, including the use of stand-alone trusts; the authority to create contingent trusts, trust modification and reformation, and decanting provisions.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.25 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    Trusts as Beneficiaries: Estate Planning Tips and Retirement Plans in View of the SECURE Act
    Not yet rated
$65   Add to Cart
What Every Estate Planner Needs to Know About Pooled Trusts

Learn how special needs planning differs from elder law planning, the intersection of the two, and why a pooled trust might be an option for special needs beneficiaries. Explore what to consider when investigating pooled trusts and what differs about the remainder policies. Drafting tips will include how to give your clients the option to use a pooled trust even when creating a special needs trust as a part of the estate plan.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2022
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    What Every Estate Planner Needs to Know About Pooled Trusts
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$50   Add to Cart
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
  • show rating
    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
  • show rating
    Answer Bar: Elder Law and Medicaid Essentials
    4.75 out of 5 stars
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    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
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    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
  • show rating
    Hooked on CLE: March 2021
    3.96 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: 11/30/2022
  • show rating
    Hooked on CLE: December 2020
    4.19 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
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
  • show rating
    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
  • show rating
    E-Signing of Wills and Other Documents
    3.86 out of 5 stars
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    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