University of Texas School of Law

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Trusts and Estates / Probate

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When Personal Injury Settlements Meet Special Needs Planning

STUDIO WEBCAST – Nov 13, 2018

Personal injury settlements may be complicated when your client, and the recipient of those payments, is or could be on public benefits. It is critical to understand the possible loss of SSI and/or Medicaid program benefit eligibility that would stretch the personal injury recovery funds over the beneficiary’s lifetime. Thus, due diligence requires a discussion of the options available to your client through special needs planning. This series walks through the key stages and key players that should be involved when advising a client after a personal injury settlement. more »

Total Credit Hours:
4.50 | 3.00 ethics    Credit Info
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Estate Planning Workshop

Austin – Nov 16, 2018 – AT&T Conference Center

Join legendary UT Law Professor Stanley M. Johanson’s as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Johanson. Review Ten Tools Every Estate Planner Should Know, including a discussion of when and how to use them, what to watch out for, and how to explain them to your client. Explore topics ranging from “tangential relationships” to elder financial abuse, and learn what they can mean for your practice. Come on Wednesday for the 66th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation. more »

Total Credit Hours:
6.50    Credit Info
Specializations:
Estate Planning and Probate Law
Tax Law
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Special Needs Trusts

Austin – Feb 7-8, 2019 – DoubleTree by Hilton Hotel Austin

The 15th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language and resources. This year’s program includes: An overview of special needs trusts, including an examination of different types of SNTs—third-party, self-settled, and sole benefit SNTs—and their potential uses and benefits. Case law and legislative updates. A special presentation from the SSA’s Regional Trust Leads with must-have insight on the review process; plus tips on submitting your trust review for approval and avoiding the appeal. Considerations and best practices in working with ABLE programs across the country. Discussion on the increasing importance of preparing Medicaid assessments and appeals, and advice for navigating that process. An examination of trustee obligations and best practices, including an opportunity to ask your questions during an “Ask the Experts” portion of the panel. A variety of other SNT essentials, including trust reformation do’s and don’ts, divorce actions and SNTs, understanding SSI work incentive programs and CLASS, and more. Earn up to 15.00 hours of Texas MCLE credit, with 3.25 hours of ethics. Plus, interact with program faculty, colleagues, and exhibitors at the Thursday Evening Reception. more »

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eConferences
Missed a live conference? Experience the full conference online and earn CLE credits—on your time.


Includes audio, papers and slides.

eCourses
On-demand learning. Stream or download the best presentations from our live conferences—for MCLE credit.


Includes audio, papers and slides.

Materials
Comprehensive audio and binders from live conferences—for research and self-study.


Available for download and shipping.

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Results for 
Trusts and Estates / Probate

IRA, UTMA, SNT, RMD… OMG!  Special Considerations When Planning With Retirement Benefits For Minors and Incapacitated Individuals.  

Katherine C. Akinc
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 26 pgs
$25
Slides – 26 pgs
$15
Audio – 50 mins
$15
Video – 48 mins
$25
Paper – 26 pgs preview Slides – 26 pgs preview Audio preview Video preview

Medicaid-Friendly Estate Planning

H. Clyde Farrell
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 70 pgs
$35
Slides – 13 pgs
$15
Audio – 43 mins
$15
Video – 43 mins
$25
Paper – 70 pgs preview Slides – 13 pgs preview Audio preview Video preview

Durable Power of Attorney Update

Lora G. Davis, Patricia F. Sitchler, Donald L. Totusek
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 29 pgs
$35
Audio – 46 mins
$15
Video – 46 mins
$25
Paper – 29 pgs preview Audio preview Video preview

Advising Clients Nearing 65

Pi-Yi Mayo
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 21 pgs
$25
Slides – 17 pgs
$15
Audio – 47 mins
$15
Video – 47 mins
$25
Paper – 21 pgs preview Audio preview Video preview

After 65: Second Chances for Inheritance and Long-Term Care Planning

Renée C. Lovelace
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 47 pgs
$35
Slides – 31 pgs
$25
Audio – 45 mins
$15
Video – 45 mins
$25
Paper – 47 pgs preview Slides – 31 pgs preview Audio preview Video preview

View from the HHSC

Shari L. Nichols
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Slides – 18 pgs
$15
Audio – 31 mins
$15
Video – 31 mins
$25
Slides – 18 pgs preview Audio preview Video preview

Role of the Guardian

Stephen Jody Helman, Craig Hopper
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 78 pgs
$35
Audio – 58 mins
$15
Video – 58 mins
$25
Paper – 78 pgs preview Audio preview Video preview

Role of the Ad Litem

Steve M. King
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 132 pgs
$35
Slides – 48 pgs
$25
Audio – 64 mins
$15
Video – 62 mins
$25
Paper – 132 pgs preview Slides – 48 pgs preview Audio preview Video preview

Heirship Determination

Guy Herman, Steve M. King
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 65 pgs
$35
Slides – 45 pgs
$15
Audio – 64 mins
$15
Video – 64 mins
$25
Paper – 65 pgs preview Slides – 45 pgs preview Audio preview Video preview

The State of Ethics

Theresa A. Clarke, Randy Drewett, James A. Ehler, Wesley E. Wright
Presented at the 2018 Estate Planning, Guardianship and Elder Law Conference

Paper – 39 pgs
$35
Paper – 20 pgs
$25
Slides – 14 pgs
$15
Slides – 18 pgs
$15
Slides – 8 pgs
$15
Audio – 74 mins
$25
Video – 74 mins
$35
Paper – 39 pgs preview Paper – 20 pgs preview Slides – 18 pgs preview Slides – 8 pgs preview Slides – 14 pgs preview Audio preview Video preview
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