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

Answer Bar: Considering a Special Needs Trust (Feb 2018)

Session 1: 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 2: SNT Basics and Beyond – Top Trends and Pitfalls - Special needs trusts have been part of our lives for many years and have been adapting to law changes and agency interpretations since the beginning. Review this evolution up to the current status of what works, and what doesn’t, when designing and drafting these trusts. Session 3: Maximizing Public Benefits - Clients and trust beneficiaries come to us to solve their current care needs and plan for the future. Often where a client or trust beneficiary lives determines what public benefits programs are available now and could be available later. Hear an overview of the continuum of care settings and what public benefit programs can help pay for care in each setting, as well as an update of recent changes to public benefits. Session 4: Seven Timeless Principles of SNT Planning - While laws, regulations, and rules impacting public benefits and trusts change frequently, certain planning principles do not change. Discuss steps in the SNT design process to address individual circumstances, including basic program types, budgets, grantor and beneficiary expectations, and distribution planning. 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: 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 key players and their roles. Plus, hear SNT drafting errors "Top 10 List" and the latest policy and procedures regarding SNT reviews, including a Q&A session. Session 7: Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More - Hear an overview of the new trust POMS, strategies for presenting trusts for review, and for responding to adverse agency decisions regarding trusts. Session 8: 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:
7.25 | 0.75 ethics    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2019

Preview
Includes: Audio Paper Slides

$325  

Answer Bar: Elder Law and Medicaid Essentials (Aug 2016)

Session 1: Understanding Public Benefits Affecting the Elderly - Paying for care, medications, and deductibles is a challenge for many older adults. Find out how Long-Term Care Medicaid (nursing home and home care), Medicare, Medicare Savings Programs (QMB, SLMB, QI-1) and Supplemental Security Income (SSI) can increase the quality of life for your clients. Learn about these benefits and their eligibility requirements, and gain useful practice tips. Session 2: Medicaid Update - Learn the latest developments in Medicaid law, including how "block grants" and other proposed changes may affect their practices. Estate planners who are not Medicaid specialists will acquire essential Medicaid-related forms including Qualified Income Trusts, Lady Bird Deeds, Transfer on Death Deeds, LBD/TOD Grantee Trusts and Third-Party Supplemental Needs Trusts. Session 3: 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 4: Powers of Attorney: Best Practices and Provisions - A discussion of suggested solutions to potential issues when drafting powers of attorney, including avoiding potential exploitation, dealing with financial institutions and title companies, attorney-client privilege when representing the agent named in a power of attorney and other timely issues. Session 5: 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:
3.50 | 1.00 ethics    Credit Info
TX, CA

TX MCLE credit expires: 3/31/2019

Preview
Includes: Audio Paper Slides

$155  

30 Useful Apps for Lawyers, Trust Officers, and Caregivers (Feb 2018)

A quick survey of useful apps and tech tips for lawyers, trust officers, and caregivers. more »

Total Credit Hours:
0.50    Credit Info
TX, CA, OK

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Slides

$45  

A View from HHSC and CMS (Feb 2018)

Session 1: View from HHSC - A discussion of current issues and trends from the Texas Health and Human Services Commission. Session 2: 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:
1.00    Credit Info
TX, CA, OK

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$55  

ABLE: Updates and Ways You Should and Should Not Use It (Feb 2018)

Session 1: ABLE Act Update - An update on the ABLE Act, with strategies about how to use this new tool to enhance your practice including case studies to illustrate how to use ABLE Accounts, as well as how to educate your clients and community. Session 2: Ways You Should and Shouldn’t Use ABLE - The ABLE Act is a new tool that opens up new possibilities and challenges in providing quality of life for persons with disabilities. Examine the practical do’s and don’ts, from the viewpoint of a trustee of a special needs trust, that will assist planners in meeting their clients objectives. more »

Total Credit Hours:
1.50    Credit Info
TX, CA, OK

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$75  

Borrowed Trouble: Common Conflicts and Mistakes to Avoid in Your Estate Planning Practice (Feb 2018)

Practical advice from a fiduciary litigator on avoiding conflicts and mistakes in your estate planning practice, with a focus on attorney-client privilege and work product privilege issues in special needs trust representations. more »

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

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$60  

Decanting: A Solution for Defective or Problematic Trusts (Feb 2018)

Recent legislative changes have made it easier to use the Texas decanting statutes to fix problems with defective or problematic trusts, but decanting is still far from being the solution for every trust dilemma. Learn how and when decanting can be used effectively and what risks or potential problems may arise in the process. more »

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

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$45  

Disabled Military Child Protection Act (Feb 2018)

The recently enacted statute allows members of the military to name a special needs trust for their child as a beneficiary of their survivor benefit plan. Listen to a discussion about the procedures required in order to name the trust as a beneficiary, as well as issues regarding the certification that the drafting attorney must sign before the designation is accepted. more »

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

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$45  

Making Sense of Structured Settlements (Feb 2018)

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. more »

Total Credit Hours:
0.75    Credit Info
TX, CA, OK

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$50  

SNT Case Law Update and Legislative Update (Feb 2018)

Review significant cases from the past year, including trends represented in those cases and suggestions for attorneys working with special needs clients. more »

Total Credit Hours:
0.75    Credit Info
TX, CA, OK

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Slides

$50  

The Arc of Texas Master Pooled Trusts: Differences and Resources (Feb 2018)

Dive into which of the four options from The Arc of Texas Master Pooled Trust is right for your client or your situation, which ones are recommended as well as the distinct characteristics and advantages of each trust. Learn more about the new Toolkit for beneficiaries and their representatives so that you can better educate your clients on the ins and outs of the Master Pooled Trust. more »

Total Credit Hours:
0.50    Credit Info
TX, CA, OK

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$45  

The Basics of Special Needs Trusts (Feb 2018)

Session 1: SNT Basics and Beyond – Top Trends and Pitfalls - Special needs trusts have been part of our lives for many years and have been adapting to law changes and agency interpretations since the beginning. Review this evolution up to the current status of what works, and what doesn’t, when designing and drafting these trusts. Session 2: Maximizing Public Benefits - Clients and trust beneficiaries come to us to solve their current care needs and plan for the future. Often where a client or trust beneficiary lives determines what public benefits programs are available now and could be available later. Hear an overview of the continuum of care settings and what public benefit programs can help pay for care in each setting, as well as an update of recent changes to public benefits. Session 3: Seven Timeless Principles of SNT Planning - While laws, regulations, and rules impacting public benefits and trusts change frequently, certain planning principles do not change. Listen to a discussion about the steps in the SNT design process to address individual circumstances, including basic program types, budgets, grantor and beneficiary expectations, and distribution planning. more »

Total Credit Hours:
2.75 | 0.75 ethics    Credit Info
TX, CA, OK

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$125  

The Intersection of Real Estate and SNTs (Feb 2018)

Real estate plays an important role in special needs trusts. Learn to deed property into and out of a trust, as well as other practical applications when real estate and special needs trusts intersect. more »

Total Credit Hours:
0.50    Credit Info
TX, CA, OK

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper

$45  

When Immigration Issues and SNTs Collide (Feb 2018)

What options might trustees and attorneys have when their trust beneficiaries or their families face immigration issues? This panel discussion will cover views from a trustee, public benefits attorney, and an immigration attorney. more »

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

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Slides

$45  

Working with SSA: Regional Trust Leads, Updates to the SSA POMS, and more (Feb 2018)

Session 1: 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 key players and their roles. Plus, hear SNT drafting errors "Top 10 List" and the latest policy and procedures regarding SNT reviews, including a Q&A session. Session 2: Working with SSA Part II: Updates to the SSA POMS regarding trusts, Practice Tips, Reporting and More - Hear an overview of the new trust POMS, strategies for presenting trusts for review, and for responding to adverse agency decisions regarding trusts. more »

Total Credit Hours:
2.00    Credit Info
TX, CA, OK

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$95  

A HIPAA Compliance Survival Guide (Feb 2017)

Texas House Bill 300 expands the definition of “a covered entity” to any person who comes into possession of protected health information. Review the top issues and problems in previous investigated cases and explore the corrective actions taken to avoid fines and penalties from the Department of Justice and/or the Texas Attorney General’s Office. more »

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

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$50  

Decanting, Trust Modification and Trust Reform for Special Needs Trusts (Feb 2017)

Session 1: Decanting and SNTs - The trust instrument actually governing administration in a particular instance may be less than ideal. Whether it is important to add specific “special needs” provisions, or to limit trustee discretion, or to provide for trustee succession—or any of a host of other changes that need to be considered—decanting, trust modification, and trust reform are often helpful concepts to master and apply capably. Session 2: SNT Modifications and Reformations - Discuss the objective of avoiding SNT modifications when possible, the reasons why modifications or reformations promote a trust grantor’s intent, and how an attorney should proceed with the analysis and steps. more »

Total Credit Hours:
1.25    Credit Info
TX, CA, OK

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$65  

Ethical Issues in Joint Representation (Feb 2017)

Examine the ethical issues that occur with multiple clients. Through hypothetical scenarios, learn how to spot issues and determine a resolution with client identification, conflicts of interest, and clients with diminished capacity. more »

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

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$55  

Maintaining SSI Eligibility Once the SNT is Created (Feb 2017)

Session 1: Maintaining SSI Eligibility Once the SNT is Created - Mission control: We have a trust!  And the beneficiary has certain disabilities. How do you maintain eligibility and still provide quality of life distributions? Explore best practices and strategies for you and your client, including an initial meeting to set goals and control expectations, documenting the file with court orders and agency correspondence regarding payment of subrogation liens, obtaining a copy of the notice of change of circumstance (e.g., existence of a trust) that was filed with the relevant agencies, tips for establishing “safety nets” prior to reporting, sample notice language, potential distributions, and much more.   Session 2: SSA Ethical Rules: Mountains or Molehills - Hear a discussion on the Social Security Administration's real-life approach to whether fee approval is needed for preparing SNTs (a molehill) and whether trustees can pay family members to care for their beneficiaries (a mountain). more »

Total Credit Hours:
1.25    Credit Info
TX, CA, OK

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper Slides

$65  

Representing Parties in Supported Decision-Making Agreements (Feb 2017)

Hear about practical issues attorneys and individuals face when using the new Supported Decision-Making Agreement as an alternative to guardianship. Learn about the types of clients who have not only signed but used a Supported Decision-Making Agreement (“SDMA”), and in what situations SDMA’s worked or did not work. Explore ideas about using the SDMA to deal with third parties, and what releases may enhance third parties’ cooperation. Review ethical issues, such as identifying the client, determining client capacity, and whether the supporter owes a fiduciary duty toward the individual with disabilities. more »

Total Credit Hours:
0.75 | 0.25 ethics    Credit Info
TX, CA, OK

TX MCLE credit expires: 2/28/2019

Preview
Includes: Audio Paper

$50  

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