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.
If you need credit for an eCourse in other states please read through the disclaimerbefore purchasing an eCourse to make sure you will be able to self-report your MCLE credit after completion of the eCourse
Trusts and Estates / Probate
Session 1: 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 2: After 65: Second Chances for Inheritance and Long-Term Care Planning - Address planning options that become unavailable or difficult after age 65 and some of the valuable options for planning that remain available. Key planning options include planning by parents and other family, as well as the modification of wills and trusts to improve beneficial interests. more »
PLEASE NOTE: To claim Texas Guardianship Ad Litem credit, you must complete the entire course. At the end of the course, download the guardianship accreditation documentation (found here) as you claim your general MCLE credit and submit the affidavit to the State Bar of Texas.
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 - An overview 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: Alternatives to Guardianship and Supports and Services - An examination of strategies on how to limit or obviate the need to create a guardianship.
Session 4: Practical Ways for Guardians and Caregivers to Prevent Scams and Exploitation - Hear a review of the most recurring scams targeting the elderly. Listen to a discussion about legal recourses available for preventing an elderly individual from losing their entire estate to a scam.
Session 5: The Conundrums: When Guardianship Administration Turns Into Litigation - Make note of litigation matters that can arise relating to the administration and settlement of a guardianship estate including, divorce, child support, turn over, breaches of fiduciary duty, and more. more »
Session 1: Heirship Determination - Listen to a discussion regarding issues involving heirship determination with or without an administration.
Session 2: The State of Texas Unclaimed Property Program: Come and Get It - Highlight facts about the agency program and discuss best practices for probate attorneys to advise their clients about unclaimed property. Gain insights into the duty of executors/administrators to escheat unclaimed probated funds to the State, steps elderly clients should take to avoid property being deemed abandoned and reported to the Comptroller as unclaimed property, and the claims process for individuals both before and after death. more »
Session 1: Medicaid-Friendly Estate Planning - Listen to a discussion about 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 2: View from the HHSC - Hear the Texas Health and Human Services Commission (HHSC) address current issues in long-term care Medicaid eligibility. more »
Session 1: Traffic Jam: The Intersection of Community Property, Probate, and Bankruptcy - Explore how community property law, probate law, and bankruptcy law interact.
Session 2: Recent Developments in Home Equity Litigation - Listen to a discussion about the 2017 Constitutional Amendments and the highlights of what has changed. Also, take a look at Wood, Garofolo, and Alexander, whether there is a statute of limitations for equity loan violations, and if so, when does it start. more »
Session 1: Legislative Update - Hear an update on Texas estate and trust legislation, including probate, guardianships, trusts, powers of attorney, and other related matters.
Session 2: Morals From the Courthouse: A Study of Recent Texas Cases Impacting the Wills, Probate, and Trust Practice - Hear a discussion about recent judicial developments relating to the Texas law of intestacy, wills, estate administration, trusts, and other estate planning matters. more »
Congress is a sizzling moving target in 2017, and the federal Department of Health and Human Services has a new Secretary, Dr. Tom Price. Listen to a discussion about the winds of change, including a fundamental shift in the Medicaid funding process, potential cuts in state services, and Medicaid eligibility criteria changes. Also, hear an update on ABLE, the Special Needs Trusts Fairness Act, and the ACA Reform and its impact on Elder Law—don’t miss it! more »
Session 1: 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 2: Medicaid: The View from the HHSC - Hear the Texas Health and Human Services Commission (HHSC) address current issues in long-term care Medicaid eligibility. more »
An ideal refresher on key practice points and drafting strategies as well as discussion of ethical issues faced by estate planners. This presentation includes an updated version of the classic paper, Anatomy of a Will. more »
Session 1: Technology’s Disruption of the Legal Profession - Explore various technologies and emerging platforms that continue to influence the legal industry, including key considerations in implementing these technologies and related ethical concerns.
Session 2: Cyber Ethics: Ensuring Compliance with Evolving Technology - Lawyers today find that keeping client information safe is more challenging when using today’s technology tools. You don’t have to have a degree in computer science to understand how to avoid ethical missteps related to technology. Lawyer-friendly information on cyber ethics is provided.
Session 3: Artificial Intelligence and its Effect on the Legal Industry - AI is getting a lot of attention, creating fears and in many cases unrealistic expectations. Explore the reality of AI, how it practically can impact legal work flows, and how it can be a positive force that enables lawyers to do their jobs faster, cheaper and better for their clients.
Session 4: Data Analytics: The Answer to Your Law Firm's Innovation Effort - Learn how to easily kick-start your firm’s innovation efforts, close the gender pay gap (for you and your clients), and use data to reduce bias, improve inclusion as part of a diversity and inclusion initiative, and simultaneously use proven scientific methods to improve bottom-line profitability!
Session 5: Avoiding Ethical Issues with Lawyers' Use of Social Media - The world of social media presents a multitude of pitfalls for practitioners and judges alike. Hear from pioneers in the field on how to make the most of social media's advantages without running afoul of applicable disciplinary rules. Listen to a discussion about cutting edge issues not yet addressed under Texas law and proposed disciplinary rules currently under consideration by the Texas Supreme Court.
Session 6: 30 Apps in 30 Minutes - A quick survey of useful apps and tech tips for lawyers, trust officers, and caregivers.
Session 7: Law Firm Data Security and the Ethical Duty of Technology Competence - As clients demand attorneys deliver legal services more efficiently by using technology it increases pressure to have technical knowledge and proficiency. Further, the American Bar Association and 28 states have created a model rule for the ethical duty of technology competence. Hear an overview of the significant material risks and impact on a law firm following a breach and the potential consequences from an ethics and disciplinary perspective. more »
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 »
Session 1: Best Practices in Drafting Revocable and Irrevocable Trusts - Trust drafting practices continue to evolve with changes in the industry. Address the basic framework for trusts, time-honored principles of drafting, situation-specific adjustments, and trends that indicate the need for new approaches.
Session 2: Provisions in Powers of Attorney for Different Levels of Gifting - Review the common gifting authorizations used in durable powers of attorney. more »
Session 1: 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 2: She Updated Her Forms, and You Won’t BELIEVE What Happens Next - The legislature meets, a judge writes an opinion, and — OMG! We have new laws to deal with! Find out the SEVEN things you NEED to add to your forms RIGHT NOW! more »