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Answer Bar: Dealing with Mineral Rights in Estate Planning and Probate

Contains material from Aug 2017 to Sep 2020

Answer Bar: Dealing with Mineral Rights in Estate Planning and Probate
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Session 1: Estate Planning 101 - A very practice oriented nuts & bolts overview / how-to / to-do for basic estate planning, from the initial contact, planning conference & terms of engagement, to the signing ceremony, exit letter & beyond, with forms, options and insights for what is and is not appropriate depending on the circumstances.

Session 2: 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:
  • 6.25 | 0.75 ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 2/28/2023

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1. Estate Planning 101 (Aug 2019)

Bernard E. ("Barney") Jones

1.00 0.00 0.00 1.00
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(mp4)
54 mins
(mp3)
53 mins
(pdf)
66 pgs
(pdf)
26 pgs
Session 1 —54 mins
1.00
Estate Planning 101 (Aug 2019)

A very practice oriented nuts & bolts overview / how-to / to-do for basic estate planning, from the initial contact, planning conference & terms of engagement, to the signing ceremony, exit letter & beyond, with forms, options and insights for what is and is not appropriate depending on the circumstances.

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

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

Show session details

2. Dealing with Mineral Rights: A Practitioners Guide to Oil and Gas (Aug 2017)

Theodore R. Borrego

0.75 0.00 0.00 0.75
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Download session materials for offline use

(mp3)
46 mins
(pdf)
22 pgs
Session 2 —46 mins
0.75
Dealing with Mineral Rights: A Practitioners Guide to Oil and Gas (Aug 2017)

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.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Theodore R. Borrego, Houston, TX

Show session details

3. Drafting Wills and Trusts for Efficient Administration  (Aug 2017)

Daniel C. Bitting, Rita Bishop, Thomas A. Horton, Margaret Svoboda

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp3)
45 mins
(pdf)
18 pgs
Slides
(pdf)
5 pgs
Session 3 —45 mins
0.75
Drafting Wills and Trusts for Efficient Administration  (Aug 2017)

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. 

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Daniel C. Bitting, Scott Douglass & McConnico LLP - Austin, TX
Rita Bishop, Cadence Bank - Houston, TX
Thomas A. Horton, Bank of Texas - Houston, TX
Margaret Svoboda, American National Bank of Texas - Rockwall, TX

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4. Fixing Real Estate Headaches: Deeds, Trusts, and Title Issues (Sep 2020)

Christopher D. Jones

0.50 0.00 0.00 0.50
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(mp4)
28 mins
(mp3)
28 mins
(pdf)
33 pgs
(pdf)
10 pgs
Session 4 —28 mins
0.50
Fixing Real Estate Headaches: Deeds, Trusts, and Title Issues (Sep 2020)

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.

Originally presented: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Christopher D. Jones, Sprouse Shrader Smith PLLC - Amarillo, TX

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5. Real Estate Owned with Others (Sep 2019)

Rishi Batra

0.50 0.00 0.00 0.50
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(mp4)
30 mins
(mp3)
30 mins
(pdf)
25 pgs
Slides
(pdf)
7 pgs
Session 5 —30 mins
0.50
Real Estate Owned with Others (Sep 2019)

An overview of the newly passed Uniform Partition of Heirs Property Act (UPHPA) and how it can impact the severance of jointly owned property.  

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

Rishi Batra, Texas Tech University School of Law - Lubbock, TX

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6. 10 Pesky Probate Problems (Aug 2017)

Gus G. Tamborello

0.50 0.00 0.00 0.50
Preview Materials

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(mp3)
29 mins
(pdf)
24 pgs
Session 6 —29 mins
0.50
10 Pesky Probate Problems (Aug 2017)

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. 

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Gus G. Tamborello, Gus G. Tamborello, P.C. - Houston, TX

Show session details

7. Probate Procedures & Alternatives (Aug 2017)

Claire D. East, Gregory Thomas Kimmel, Hon. Steve M. King

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp3)
43 mins
(pdf)
75 pgs
Session 7 —43 mins
0.75
Probate Procedures & Alternatives (Aug 2017)

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.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Claire D. East, Hopper Mikeska, PLLC - Austin, TX
Gregory Thomas Kimmel, Allen-Lottmann-Kimmel PC - Tyler, TX
Hon. Steve M. King, Tarrant County Probate Court One - Fort Worth, TX

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8. Deed Drafting in Estate Planning and Probate Contexts (Aug 2017)

Kristen Quinney Porter

0.75 0.00 0.00 0.75
Preview Materials

Download session materials for offline use

(mp3)
41 mins
(pdf)
22 pgs
Session 8 —41 mins
0.75
Deed Drafting in Estate Planning and Probate Contexts (Aug 2017)

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.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Kristen Quinney Porter, Kristen Quinney Porter, LLC - New Braunfels, TX

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9. Individual Fiduciaries Gone Wild (Aug 2017)

Trevor Aaron Dobbs

0.75 0.75 0.00 0.75 | 0.75 ethics
Preview Materials

Download session materials for offline use

(mp3)
43 mins
(pdf)
16 pgs
(pdf)
13 pgs
Session 9 —43 mins
0.75 | 0.75 ethics
Individual Fiduciaries Gone Wild (Aug 2017)

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.

Originally presented: Aug 2017 Estate Planning, Guardianship and Elder Law Conference

Trevor Aaron Dobbs, Roberts Markel Weinberg Butler Hailey PC - Sugar Land, TX