Hooked on CLE: September 2022

THIS MONTH: Employee Raiding: The Evolving Standard • ESG Investing • Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever (If You’re Not Doing Estate Planning Now, What Are You Waiting For?) • Managing Generational Differences • Drafting Contracts to Protect Your Company

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 8/31/2023
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    Hooked on CLE: September 2022
    4.05 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?

    Tax planning session was particularly good.

    Interesting and helpful to a retiring lawyer with a changing practice.

    great presentation with excellent content. Loved it!

$99   Add to Cart
Law Firm Management Reports: Key Information You Should Have to Run Your Firm

Join Derek Barto as he details using law firm management reports and discussing key information you need to run your firm.

Includes: Video Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 7/31/2023
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    Law Firm Management Reports: Key Information You Should Have to Run Your Firm
    4 out of 5 stars
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$65   Add to Cart
Law Firm Trust Accounts – How to Adopt Best Practices to Make Sure You Stay in Compliance

This course explores an overview of trust accounting rules and how to review your trust accounts to quickly spot issues, including, tips and recommendations for maintaining best practices around this critically important function.

Includes: Video Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 7/31/2023
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    Law Firm Trust Accounts – How to Adopt Best Practices to Make Sure You Stay in Compliance
    5 out of 5 stars
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    Very helpful!

$65   Add to Cart
Hooked on CLE: August 2022

THIS MONTH: Guardianships: Ripped from the Headlines • Title IX: The First 50 Years • When the FBI Comes Knocking (or No-knocking) • Beyond Contract Negotiation: Assessing Risk and Asking the Right Questions • ​Initial Client Meeting Guidance and Resources

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 7/31/2023
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    Hooked on CLE: August 2022
    3.95 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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$99   Add to Cart
Guardianships: Ripped from the Headlines

An exploration of the development of the law regarding conservatorships and protective proceedings. This presentation explores lessons learned from recent and famous guardianship/conservatorships in the news with practical considerations for Texas guardianship practitioners.

Includes: Video Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 6/30/2023
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    Guardianships: Ripped from the Headlines
    4 out of 5 stars
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    excellent presenstation-shows that there are alternatives to guardianships

$65   Add to Cart
Hooked on CLE: July 2022

THIS MONTH: The Duty of Technology Competence • Estate Planning for Retirement Plans in View of the SECURE Act • Bad Facts: Making Lemonade From Lemons • Handbooks / Employment Policies • What's New? Developments Affecting the Renewable Energy Market

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 6/30/2023
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    Hooked on CLE: July 2022
    4 out of 5 stars
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    How would you rate the value of the materials provided as part of the course?

    I really enjoyed the mix of topics and it held my interest and is very useful in professional and private ways.

    First time I've tried a "Hooked On" package... such a diverse set of topics it was hard to find one I really wanted to try, but at the same time interesting to learn about areas far outside my practice area. But quality of each presentation excellent.

$99   Add to Cart
Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever

In 2021, Congress shined a spotlight on many of the best tools in our toolbox that we use to avoid estate tax. Previously, many of these techniques were flying under the radar. Now that the general public is aware, there is a growing outcry to shut down these benefits. This is a wake-up call that, sooner or later, the tax landscape will likely drastically change. Now is the time to engage in “Golden Age” tax planning. Explore key provisions of the various tax proposals still on the table, the Biden Administration’s latest tax proposals, and what kinds of planning clients should be putting in place before it’s too late.

Includes: Video Paper Slides

  • Total Credit Hours:
  • 1.00 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 6/30/2023
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    Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever
    4.67 out of 5 stars
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    really great topic.

$65   Add to Cart
2022 SNT Case Law and Litigation Updates

Session 1: Case Law Update - An exploration and analysis of recent Texas and national cases and legislation involving special needs trusts and ancillary issues. Session 2: Fiduciary Litigation Update 2020-2021 - Cover recent statutory changes and case law updates. Discuss extending the rule against perpetuities, de jure versus de facto status as trustee, modifications to trusts, trust construction, temporary injunctions against trustees, trustee authority to sell real estate, trust management of closely held businesses, co-trustee management, exculpatory clauses, acceptance-of-the-benefits doctrine, will reformation, and more.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.50 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2023
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    2022 SNT Case Law and Litigation Updates
    4.43 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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$85   Add to Cart
Answer Bar: Considering a Special Needs Trust

Session 1: Public Benefits Overview and Key Concepts - Hear an overview of the different public benefits programs that may impact a special needs client, and explore Texas-specific waivers as well as federal and state regulations. Session 2: Special Needs Trusts 101: The Basics - An overview of the basics of special needs trusts and public benefits including selection of appropriate trust option, pitfalls to avoid and case examples.  Session 3: Maximizing Public Benefits - Review the basics of SSI, Medicaid and other disability benefits that trustees must know and protect; and catch up on recent changes and trends affecting trust beneficiaries who depend on those benefits. Session 4: ABLE: Updates and Real-Life Application - Find an overview of Achieving a Better Life Experience (ABLE) accounts and their utility in trust administration and planning. In coordination with Special Needs Trusts (SNTs) ABLE accounts can provide autonomy and expansion of permissible purchases for beneficiaries. Hear real life examples of how SNTs and ABLE accounts work together. Session 5: Initial Client Meeting Guidance and Resources - Exploring the art of focusing client appointments and staying on track. Session 6: Making Sense of Structured Settlements - Structured settlements are often used to fund court-created SNTs in the personal injury context. Drafting attorneys and trustees need an understanding of the fundamental concepts of a structured settlement annuity and the effects one will have on the funding and administration of a trust.   Session 7: Reporting a Trust - Address practical steps in determining when, how, and to whom special needs trusts should be reported. Session 8: Pooled Trusts: Your Answer to Transfers and Over 65 Strategies - Is the size of a trust no longer economically feasible? Are you worried about a transfer of assets penalty? A pooled trust sub-account be a better fit! Discuss transfers from a D4A to a D4C, the authority, the pitfalls and the successes. Solutions for people over 65 who need a self-settled SNT are limited but a pooled trusts and the “half-a-loaf” strategy may be considered as an appropriate option. Session 9: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the SSI trust review business process, including field office technician and Office of the General Counsel roles. Hear the latest information regarding recurring drafting mistakes. Session 10: SSI Application Process for Children and Adults - The SSI application process is deceptively simple. However, there are several things applicants should keep in mind to possibly strengthen their claim or at a minimum make the process as efficient as possible. Explore the basics about the SSI process getting a claim started. Session 11: Masters of SNT—What I Know Now That I Wish I Had Known Back Then - Four of our most experienced SNT attorneys share what they have learned that they don’t usually talk about on microphones: how they have found the work they love; developed a passion for forms and systems; attracted and selected the best clients; built supportive and inspiring networks; and learned from their mistakes.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 8.50 hrs | 1.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2023
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    Answer Bar: Considering a Special Needs Trust
    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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$305   Add to Cart
Best Practices for Working with the Social Security Administration (2022)

Session 1: The SSI Program and the POMS - Past, Present and Future - In order to have a successful trust practice, you have to be conversant in the SSA Program Operations Manual System (POMS). But do you really understand what the POMS are and why they are important? The Supplemental Security Income Restoration Act brings significant proposed changes to the SSI rules, including removing in-kind support and maintenance rules and raising exempt asset levels. This session will provide an overview of the POMS, POMS provisions that are important to know, and tips on getting the most out of SSI benefits when using a trust. Then we will do some future-casting on the most difficult and quirky SSI rules that need to change and the provisions of the SSI Restoration Act. Session 2: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the SSI trust review business process, including field office technician and Office of the General Counsel roles. Hear the latest information regarding recurring drafting mistakes.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 2.00 hrs
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2023
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    Best Practices for Working with the Social Security Administration (2022)
    5 out of 5 stars
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$105   Add to Cart
Hooked on CLE: May 2022

THIS MONTH: GC Roundtable: Diversity, Equity and Inclusion • The View from 30, 000 feet – Medicaid Myths All Attorney's Should Know • Navigating Privilege Considerations in Implementing Effective Corporate Compliance Programs • Dealing with Digital Detractors: What You Need to Know About Responding to Negative Online Reviews

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2023
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    Hooked on CLE: May 2022
    4.2 out of 5 stars
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$99   Add to Cart
Mineral Estate Issues in Solar Projects

Analyze mineral, title, and site control considerations in solar projects and provide a general overview of some of the mineral and title issues faced in these projects. Hear an update from a Texas case addressing the accommodation doctrine with mineral owners in Texas, risk mitigation factors to address mineral and title issues, and best practices to keep in mind in dealing with these issues.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2023
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    Mineral Estate Issues in Solar Projects
    3.5 out of 5 stars
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$60   Add to Cart
Promoting Continuing of Care

People, processes and documents to promote continuity of care in changing circumstances.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2023
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    Promoting Continuing of Care
    5 out of 5 stars
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$55   Add to Cart
Quality of Care and Choices for People with Disabilities

Session 1: Quality of Care and Choices for People with Disabilities - Persons with disabilities often have social, physical and mental health care needs that affect their quality of life. In this session, a Care Manager and a special needs planning attorney will address where and how to find resources to meet those needs, how to pay for those resources, and ethical and family dynamics concerns involved in obtaining quality care. Session 2: Nothing About Us Without Us - Gain insight into the independent living movement and how the SNT practitioner can integrate the concepts of independent living into planning and administration of SNTs. Learn how the SNT practitioner can and should do more than just maintain eligibility for public benefits, but instead use the trust funds to help the beneficiary build financial stability and independence in their own lives. Focus on inclusion of the beneficiary in how the trust is managed to focus on their objectives – not necessarily what the trustee thinks is best for the beneficiary. Session 3: Financial Projections for Quality of Life Possible When Factoring in Public and Private Resources - Focus on the importance of financial projections within the expected public and private resources available in maintaining the quality of life for a person with a disability. In many cases resources are limited and hard choices must be made especially when it becomes apparent that a special needs trust will not last for the rest of the beneficiary’s life unless the rate of expenditures are limited. How should the funds be invested? Which expenditures should be encouraged, and which discouraged? How does the trustee deal with the beneficiary, family and providers? What tools such as online calculators are available and how to do you use them?

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 2.50 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2023
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    Quality of Care and Choices for People with Disabilities
    5 out of 5 stars
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$125   Add to Cart
SNT Trustee Pitfalls: Making Proper Distributions; Plus Acting as a Successor Trustee

Session 1: How to Evaluate Requests/Make Proper Distributions from an SNT - Assuring that distributions are properly made from an SNT is key to protecting the interests of the beneficiary and preserving the trust as an exempt asset for purposes of SSI and Medicaid qualification. Whether you are advising a beneficiary regarding his or her rights or acting as a trust officer in weighing requests for particular distributions, it is important to understand the limitations upon and strategies for trust distributions. Session 2: Pitfalls of Acting as a Successor Trustee: Taking Over a Disaster - Counseling SNT beneficiaries looking for successor trustees or advising potential successor trustees comes with its own unique set of challenges. Difficulties ranging from public benefits issues, confidentiality and privilege, prior and future accounting complications, investment considerations, beneficiary expectations, and tax filings (among other issues) can derail proper administration from the onset of a relationship and may expose a successor trustee to heightened liability. Such issues may also prove problematic for the SNT beneficiary. Speakers will provide insights and case studies from personal experiences while providing best practice tips for practitioners. 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 1.50 hrs | 0.25 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2023
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    SNT Trustee Pitfalls: Making Proper Distributions; Plus Acting as a Successor Trustee
    3.92 out of 5 stars
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    Wow was this good. And interesting. And funny.

$85   Add to Cart
Special Needs Trusts Basics and Best Practices (2022)

Session 1: Special Needs Trusts 101: The Basics - An overview of the basics of special needs trusts and public benefits including selection of appropriate trust option, pitfalls to avoid and case examples. Session 2: ABLE: Updates and Real-Life Application - Find an overview of Achieving a Better Life Experience (ABLE) accounts and their utility in trust administration and planning. In coordination with Special Needs Trusts (SNTs) ABLE accounts can provide autonomy and expansion of permissible purchases for beneficiaries. Hear real life examples of how SNTs and ABLE accounts work together.  Session 3: Maximizing Public Benefits - Review the basics of SSI, Medicaid and other disability benefits that trustees must know and protect; and catch up on recent changes and trends affecting trust beneficiaries who depend on those benefits. Session 4: Initial Client Meeting Guidance and Resources - Exploring the art of focusing client appointments and staying on track.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 3.25 hrs | 0.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2023
  • show rating
    Special Needs Trusts Basics and Best Practices (2022)
    4.17 out of 5 stars
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    All excellent. Last speaker good on how to interview clients but really didn’t need a CLE for this.

$155   Add to Cart
Taxation of Third-Party Special Needs Trusts

Special needs planning attorneys must have a basic knowledge of the income taxation of SNTs. Explore through case studies how Third-Party SNTs are taxed, as grantor or non-grantor, complex, IRA or qualified disability trusts, and how the taxation can affect the trustee’s duties and the quality of life of the beneficiary.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2023
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    Taxation of Third-Party Special Needs Trusts
    4 out of 5 stars
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$55   Add to Cart
The Effects of Isolation During the Covid-19 Pandemic for Older Adults

Review the impacts of isolation during the COVID-19 pandemic for older adults and their caregivers, such as depression, functional decline, disruption to services, and resilience. Discuss innovative services being delivered during the pandemic and implications for the future, including expansion of remote and hybrid services for socialization, health promotion, and well-being.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 1.00 hr | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2023
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    The Effects of Isolation During the Covid-19 Pandemic for Older Adults
    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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$70   Add to Cart
Understanding the Cross-Section of Survivor’s Benefits, VA Pension, and Special Needs Trusts

Gain answers and clarity around the confusion and questions surrounding the benefits available to special needs children of retired, wartime veterans. Does SBP negatively affect survivor's pension and can SBP be put into an SNT? Be sure not to miss this session.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2023
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    Understanding the Cross-Section of Survivor’s Benefits, VA Pension, and Special Needs Trusts
    Not yet rated
$60   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 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: Overview of Medicaid Planning - What non-elder law attorneys need to know about planning for long-term care.  Session 3: The View from 30, 000 feet – Medicaid Myths All Attorney's Should Know - Join Stephanie as she explains Medicaid and Medicare mythbusting and challenges common misconceptions about: MERP, Medicaid, and Medicare, as well as protecting the home and other assets with Transfer on Death Planning and Couples Planning for Medicaid. Session 4: 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 5: 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 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: Alternatives to Guardianship Including Support Services - 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, including an update on capacity assessment tools. 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: Medicaid Matters and Probate Proceedings - Join Stephanie as she explores how to protect homes from the Medicaid Estate Recovery Program [MERP] through probate proceedings, in addition to understanding the basics of protecting homes from the reach of MERP in the first place. Independent administrations may not always be the best choice, particularly in cases where no statutory waivers apply. 

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 7.50 hrs | 2.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 3/31/2023
  • show rating
    Answer Bar: Elder Law and Medicaid Essentials
    3.81 out of 5 stars
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    Highly focused on MERP. Maybe add a bit more on other topics.

    Excellent presentations, great variety

$265   Add to Cart