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 75 records

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
    Not yet rated
$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
    Not yet rated
$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
    4.04 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?

    I liked the variety of subjects!

$99   Add to Cart
2020 Estate Planning Workshop: Practical Concerns and Hot Button Issues

Address practical concerns commonly faced by practitioners in the estate planning area, including hot-button issues stemming from the recent elections, as well as recent cases, rulings, and regulations. Gain insight into how current "hot" estate planning techniques are being used in the trenches.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • 2020 Estate Planning Workshop: Practical Concerns and Hot Button Issues
    4.08 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 class

    VERY GOOD!!!

$75   Add to Cart
2020 Recent Developments Affecting Estate Planning

Hear Professor Johanson's popular and always-informative review of the latest cases, regulations, rulings, and other "hot" estate planning topics!

Includes: Video Audio Paper

  • Total Credit Hours:
  • 1.25 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • 2020 Recent Developments Affecting Estate Planning
    4.45 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?

    As always, super-informative and interesting

    Very Good

$65   Add to Cart
Estate Planning for the 2020 Election

Review ideas that estate planners should consider as they advise clients on how to respond to the 2020 elections! Consider best uses for expiring gift exclusions and GST exemptions, while providing clients with control in an uncertain environment through the use of trusts. Evaluate the use of powers of appointments to provide basis step-up, planning flexibility, and more.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • Estate Planning for the 2020 Election
    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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$50   Add to Cart
From Here to Eternity: Designing Trusts for the Long Haul

Trusts are typically designed to last for decades and often generations. They need to be clear and comprehensive enough to be understood and administered by many parties over the years, and flexible enough to adapt to changing economics, personal circumstances, and tax and trust laws. Learn key terms and features of trusts that will meet the test of time.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • From Here to Eternity: Designing Trusts for the Long Haul
    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?

    Excellent range of trust topics in perfectly digestible, extremely useful segments.

$50   Add to Cart
Supplemental Needs Trusts: Planning for Beneficiaries with Disabilities

Supplemental Needs Trusts have been a recognized estate planning tool for more than a quarter-century, yet for many practitioners, they are still mysterious. Learn the vocabulary and reasoning behind Supplemental Needs Trusts, when they are best used, and essential strategies to keep in mind when creating and administering these important trusts. 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • Supplemental Needs Trusts: Planning for Beneficiaries with Disabilities
    4.25 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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    confusing area for regular lawyers.

$50   Add to Cart
The SECURE Act and Charitable Planning Ideas Your Client Can Use

Session 1: The SECURE Act: What Estate Planners Need to Know - The SECURE Act is the biggest estate planning change impacting retirement plans in two decades. Learn how the Act changes the way we plan for clients who have significant retirement plan assets, including changes to how we use trusts as retirement plan beneficiaries, and special planning that might need to be done for clients who want to name disabled, chronically ill, minor children, or close-in-age beneficiaries for their retirement assets. Session 2: Charitable Planning Ideas Your Clients Can Use - Understand common charitable estate planning tools and learn to explain them in ways your clients will understand. Explore using donor-advised funds vs. private foundations, designing split-interest trusts to fit your clients’ needs, and using charitable trusts to mimic stretch IRA’s after the SECURE Act.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2022
  • The SECURE Act and Charitable Planning Ideas Your Client Can Use
    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?
$75   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
    4.21 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

$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
    4.22 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?
$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
    4.75 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: 9/30/2021
  • 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: 9/30/2021
  • Estate Planning for Blended Families
    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?

    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: 9/30/2021
  • 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: 9/30/2021
  • Hooked on CLE: October 2020
    3.98 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
    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?

    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: 9/30/2021
  • Leaving IRAs to a Trust and the Impact of the SECURES Act on Beneficiary Designations
    4.45 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

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