The Grievance Process and Most Common Violations

Nicole E. Jackson
Presented at the 2023 First Friday Ethics (December 2023)

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IRAs In Estate Planning, or Trust Me, I'm an EDB for RMDs After the RBD

Dianne Reis, William D. Pargaman, Meredith N. McIver
Presented at the 2023 Estate Planning, Guardianship and Elder Law Conference

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Things Every Texas Estate Planner Should Know About Advising New to Texas Clients, Including Transfer of Guardianship from Another State

Brian D. Cororve, M. Elizabeth Raxter
Presented at the 2023 Estate Planning, Guardianship and Elder Law Conference

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Drafting for the Trustee in a Challenging Environment 

Dave Folz, Sarah Patel Pacheco
Presented at the 2023 Estate Planning, Guardianship and Elder Law Conference

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Not So Fast! 7 Steps For Deciding Whether and How To Discuss the Federal Estate Tax Return with the Personal Representative

Nikki L. Laing
Presented at the 2023 Estate Planning, Guardianship and Elder Law Conference

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What All Estate and Probate Attorneys Need to Know About Medicaid Estate Recovery

Jennifer L. Coulter
Presented at the 2023 Estate Planning, Guardianship and Elder Law Conference

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