University of Texas School of Law

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.

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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

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Results for Trusts and Estates / Probate

Hooked on CLE: July 2020 (Contains material from Mar 2020 to Jun 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 more »

Total Credit Hours:
4.00 | 1.00 ethics    Credit Info
TX, CA

TX MCLE credit expires: 6/30/2021

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Includes: Video Audio Paper Slides

$99  

Estate Planning in the Time of the Coronavirus Pandemic (Contains material from May 2020)

Our three expert panelist will walk you through what you need to be considering in estate planning, tax planning, and charitable giving in light of the coronavirus pandemic. The discussion will explore: basic estate planning documents, new rules in Texas regarding executing documents, and the recently passed SECURE and CARES Act. more »

Total Credit Hours:
1.00    Credit Info
TX, CA

TX MCLE credit expires: 5/31/2021

Preview
Includes: Video Paper Slides

$55  

Hooked on CLE: May 2020 (Contains material from Jan 2020 to Apr 2020)

THIS MONTH: Ethics of Freelance Legal Services- Hiring and Being Hired as a Contract Attorney • School Safety from the School and Parent Point of View • Quality of Life Tools: Bloom Where You Are Planted • Outlook for Energy: A Perspective to 2040 • Opening Statements: How to Use A Proven Marketing Formula to Clarify Your Story to the Jury more »

Total Credit Hours:
4.00 | 1.00 ethics    Credit Info
TX, CA

TX MCLE credit expires: 4/30/2021

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Includes: Video Audio Paper Slides

$99  

Administering Special Needs Trusts Established in Other States (Contains material from Feb 2020)

Complexities abound with SNTs involving multiple decision makers and multiple states. Learn creative solutions using ABLE accounts, automated distribution plans facilitated by True Link, experienced corporate trustees, and pooled trusts. more »

Total Credit Hours:
1.00    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2021

Preview
Includes: Video Audio Paper Slides

$55  

Answer Bar: Considering a Special Needs Trust (Contains material from Feb 2017 to Feb 2020)

Session 1: SNT Basics - Take a look at special needs trusts and things to consider when selecting the appropriate option. Gain insight on the intersection of trusts with governmental benefits and delve into the types of special needs trust with case examples. Session 2: Special Needs Trusts: Decision Tree Analysis - Learn how to utilize a decision tree approach to ask and answer key questions concerning a client's need for a special needs trust, and if one is needed, which type of special needs trust is the best choice. Session 3: Maximizing Public Benefits - Make note of top tips for establishing and maintaining public benefits, especially SSI, Medicaid, Medicare Savings Programs, Disabled Adult Child; and an update on the latest and greatest recent changes in public benefits. Session 4: Emerging Trends in SNTs - Imagine that you are a parent of a 17-year-old child named Kathy who has been diagnosed with Autism, and expected to live until she is 87 years old. Learn about challenges that Kathy’s trustee would need to address if her parents passed away over the next 70 years including current and future laws and regulations, ABLE Accounts, support systems and government aid. Highlight current challenges in different Social Security Administration Regions across the nation, and how those trends could affect the Texas Special Needs Trust practitioners. Session 5: 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 6: Pooled Trusts: A Creative Solution for Thorny Problems - Situations come up where a traditional special needs trust isn’t the best option and Pooled Trusts can provide a beneficial alternative. Not sure if there is a trustee available? Too much for an ABLE account? No viable family members available to serve? Pooled Trusts can serve as a your solution! Learn about the creative solutions The Arc of Texas and other pooled trusts can provide. Session 7: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including 2019 POMS updates. In addition, hear about drafting errors, including case examples. Session 8: Working with the Social Security Administration: Appeals, Overpayments and ISM Charges - Gain a better understanding of the timeline and process of appeals, options for managing overpayments, and strategies to eliminate in-kind support and maintenance charges. Session 9: View from CMS - A discussion with a representative of the Centers for Medicare & Medicaid Services of current issues related to the Medicare Secondary Payer provisions. What's new, what's not. more »

Total Credit Hours:
7.50 | 0.75 ethics    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2021

Preview
Includes: Video Audio Paper Slides

$265  

Answer Bar: Elder Law and Medicaid Essentials (Contains material from Aug 2016 to Sep 2019)

Session 1: Medicaid Update - Current status of the Texas Medicaid Program's policy of treating some (but not all) tax-deferred retirement accounts as exempt from counting as "resources"; and other recent changes in Medicaid law and policy that Texas attorneys planning estates of older clients need to know about. Session 2: Medicaid-Friendly Estate Planning - Learn forms and strategies for preparing your clients (and sometimes their parents and children) to protect assets in case the need for long-term care arises. Forms will be provided and explained for Lady Bird Deeds, Transfer on Death Deeds, Revocable Trust as Grantee (of either type deed), and Medicaid-Friendly Contingent Trust. 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: 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 7: Alternatives to Guardianship Including Supports and Services - An examination of strategies on how to limit or obviate the need to create a guardianship. Session 8: Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation - Hear a review of the most recurring scams targeting the elderly. Learn about legal recourses available for preventing an elderly individual from losing their entire estate to a scam. Session 9: 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. more »

Total Credit Hours:
6.25 | 1.75 ethics    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2021

Preview
Includes: Video Audio Paper Slides

$215  

Best Practices for Working with the Social Security Administration (2020) (Contains material from Feb 2020)

Session 1: Nuts and Bolts of Preparing a Fee Petition for Social Security Representation - After winning the case there are additional steps needed to finally get paid. Learn what is required in the client contract, how our first draft is prepared, terms to avoid, addressing the Judge’s concerns, getting clients assistance, where to send the completed fee petition, expected time needed for follow-up, and additional insight. Session 2: Working with the Social Security Administration: Appeals, Overpayments and ISM Charges - Gain a better understanding of the timeline and process of appeals, options for managing overpayments, and strategies to eliminate in-kind support and maintenance charges. Session 3: SSA Regional Trust Leads Presentation Regarding SSI Trusts - A discussion with the Regional Trust Leads on the regional centralization of the SSI trust review business process, including 2019 POMS updates. In addition, hear about drafting errors, including case examples. more »

Total Credit Hours:
2.25 | 0.25 ethics    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2021

Preview
Includes: Video Audio Paper Slides

$105  

Letters of Intent for SNTs (Contains material from Feb 2020)

Letters of intent are pivotal in future planning and are invaluable in administrating a trust. A letter of intent ensures the trustee knows the abilities, limitations, likes, dislikes, interests, routines, history, future, hopes and dreams of the beneficiary. Gain insight on the important aspects that should be included in a useful letter of intent. more »

Total Credit Hours:
0.50    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2021

Preview
Includes: Video Audio Paper Slides

$45  

Noncitizens and Public Benefits (Contains material from Feb 2020)

Learn about noncitizens' eligibility for public benefits and how various statuses may affect sponsors, recipients and family members in a “deterrence only” policy environment. more »

Total Credit Hours:
0.50 | 0.25 ethics    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2021

Preview
Includes: Video Audio Paper Slides

$45  

Public Benefits Updates Affecting Special Needs Cases (Contains material from Feb 2020)

Session 1: A View from the HHSC - A discussion of current issues and trends from the Texas Health and Human Services Commission. Session 2: Protecting and Maximizing Public Benefits (Advanced) - Learn about recent changes in laws and policies affecting benefits. Hear the latest developments and strategies for protecting and maximizing benefits. Session 3: New POMs Clarification on the Fee Approval Requirements - Learn more about POMS GN 03920.007 and the questions it raised, the legislative and administrative advocacy that followed its release, and what may happen now that it has been archived. more »

Total Credit Hours:
2.25 | 0.75 ethics    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2021

Preview
Includes: Video Audio Paper Slides

$105  

Special Issues in Special Needs Trusts: IRAs, Powers of Appointment, Home Ownership and more (Contains material from Feb 2020)

Session 1: IRAs and SNTs - Many parents’ IRAs and 401(k)s are a significant part of their estate, and they may want to leave it to their child with disabilities to provide for his or her future care. Explore various issues that arise when incorporating retirement benefits into special needs planning, including taxation and SSI/Medicaid disqualification. Whether the distribution is outright, over a period of years, or to a conduit or accumulation special needs trust, proper planning can maximize the benefit to the child with special needs. Session 2: Powers of Appointment in Special Needs Planning: Mystical Authority Made Magical! - Learn the role and use of powers of appointment in the context of public benefits, tax, and dispositive wishes so that problems can be solved rather than created. Session 3: Home Sweet Home? - Hear common considerations and unusual issues surrounding the ownership and maintenance of a house for a trust beneficiary.  more »

Total Credit Hours:
1.75    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2021

Preview
Includes: Video Audio Paper Slides

$85  

Special Needs Trusts and Special Considerations for Children (Contains material from Feb 2020)

Session 1: Public Benefits for Children - Review public benefits and Medicaid programs for children. Learn tips on navigating clients through the various programs and bypassing wait lists. Session 2: Divorce and Disability / Child Support - An overview of support issues in divorce cases involving children and spouses with disabilities and the use of SNTs to protect benefits. more »

Total Credit Hours:
1.00    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2021

Preview
Includes: Video Audio Paper Slides

$55  

Special Needs Trusts Basics and Best Practices (Contains material from Feb 2020)

Session 1: SNT Basics - Take a look at special needs trusts and things to consider when selecting the appropriate option. Gain insight on the intersection of trusts with governmental benefits and delve into the types of special needs trust with case examples. Session 2: Pooled SNTs: Guidelines for Best Practices - Examine the best practices guidelines developed as part of a recent Life Passages Planning Project. Hear a discussion about the various guidelines, why those were included, and review examples of their application. Session 3: Maximizing Public Benefits (Basics) - Hear an overview of public benefits and Medicaid programs for clients, including "waiver" programs and how to use them to provide long-term care services for clients. Learn practice tips for new practitioners. Session 4: Emerging Trends in SNTs - Imagine that you are a parent of a 17-year-old child named Kathy who has been diagnosed with Autism, and expected to live until she is 87 years old. Listen to challenges that Kathy’s trustee would need to address if her parents passed away over the next 70 years including current and future laws and regulations, ABLE Accounts, support systems and government aid. Highlight current challenges in different Social Security Administration Regions across the nation, and how those trends could affect the Texas Special Needs Trust practitioners. more »

Total Credit Hours:
2.75 | 0.50 ethics    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2021

Preview
Includes: Video Audio Paper Slides

$125  

Special Needs Trusts Ethics Jeopardy (Contains material from Feb 2020)

Cover various categories of ethical issues SNT attorneys, using the Texas Disciplinary Rules of Professional Conduct, where the answers are in the form of questions.   more »

Total Credit Hours:
1.00 | 1.00 ethics    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2021

Preview
Includes: Video Audio Slides

$60  

How the Texas ABLE® Program Works with a Special Needs Trust (Contains material from Mar 2020)

Learn about the tax-advantaged Texas Achieving a Better Life Experience (Texas ABLE) Program—a savings program created just for Texans with disabilities. This session covers the basics of Texas ABLE and highlights how an ABLE account can be used in conjunction with a Special Needs Trust (SNT) to help Texans with disabilities save and plan for the future and keep certain public benefits. more »

Total Credit Hours:
0.75    Credit Info
TX, CA

TX MCLE credit expires: 2/28/2021

Preview
Includes: Video Slides

$55  

Answer Bar: Dealing with Mineral Rights in Estate Planning and Probate (Contains material from Aug 2016 to Sep 2019)

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: The Collision Between Real Estate and Elder Law - Elder law and real estate attorneys prepare documents from different points of view and for different purposes. Explore the different perspectives and learn to solve issues that can arise when dealing with these differences. Session 3: 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 4: 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 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. more »

Total Credit Hours:
6.50 | 0.75 ethics    Credit Info
TX, CA

TX MCLE credit expires: 2/28/2021

Preview
Includes: Video Audio Paper Slides

$225  

Hooked on CLE: March 2020 (Contains material from Jun 2019 to Jan 2020)

THIS MONTH: Litigating in a Divided Nation: Handling Strong Political Views During Trial • Video, Table Top and Card Gaming Law • Alternative Fee Arrangements: One Model that Works • Trustee/Guardian Resignation: How to Jump Ship • Tips for Avoiding Legal Malpractice and Surviving Grievances more »

Total Credit Hours:
4.00 | 1.00 ethics    Credit Info
TX, CA

TX MCLE credit expires: 2/28/2021

Preview
Includes: Video Audio Paper Slides

$99  

eSupplement to the 16th Annual Special Needs Trusts Conference (Contains material from Oct 2019 to Nov 2019)

Session 1: Medicaid for Kids - An overview of Medicaid programs for minors in Texas, including challenges, strategies, and planning opportunities. Session 2: Attorney Website Do's and Don'ts - Learn about key issues to consider when designing and maintaining your legal services website as to not run afoul of rules outlined by the State Bar. more »

Total Credit Hours:
2.00 | 0.25 ethics    Credit Info
TX, CA

TX MCLE credit expires: 1/31/2021

Preview
Includes: Video Slides

$95  

Dos and Don’ts of Estate Planning for Millennials (Contains material from Jan 2020)

Millennials are taking over. They now make up the largest portion of the U.S. labor force, and it is time we started paying attention to them. Learn about some of the differences that distinguish millennials from prior generations and learn which estate planning strategies are particularly relevant for millennial clients.  more »

Total Credit Hours:
1.00    Credit Info
TX, CA

TX MCLE credit expires: 1/31/2021

Preview
Includes: Video Audio Paper Slides

$55  

Practice Tips for IRS Estate and Gift Tax Inquiries from Cradle to Grave (Contains material from Jan 2020)

Learn the latest trends in dealing with the IRS from the examination level through litigation. Discover procedural matters, issues currently being raised by the IRS in audits, little-known procedural anomalies, and traps for the unwary. more »

Total Credit Hours:
0.75    Credit Info
TX, CA

TX MCLE credit expires: 1/31/2021

Preview
Includes: Video Audio Slides

$50  

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