University of Texas School of Law

Practice Area

Trusts and Estates / Probate

Explore our live Conferences, In-House, eCourses, eLibrary, and Materials by your practice area

Upcoming Live Conferences View all »
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Texas NAELA Summer Conference

Galveston – Aug 2, 2017 – Moody Gardens

The Texas Chapter of NAELA will have its annual meeting and conference in conjunction with the UT Law’s Estate Planning, Guardianship and Elder Law Conference at Moody Gardens in Galveston on Wednesday, August 2. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law.   Dealing with Difficult Behavior Family Fusion: Estate Planning Beyond the Nuclear Unit Preventing & Recovering from Elder Financial Fraud Unauthorized Practice of Law: How Clients are Being Harmed The Tension Between Legal Documents and Medical Practice The Future of Elder Law and Estate Planning: Policy & Technology Networking and renewing friendships with your fellow Elder Law attorneys from across the state in a relaxed and informal setting while you (and your family) enjoy Galveston Island. Special discount for TX NAELA members attending both conferences. more »

Total Credit Hours:
5.00    Credit Info
Register
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Estate Planning, Guardianship and Elder Law Conference

Galveston – Aug 3-4, 2017 – Moody Gardens

The Estate Planning, Guardianship and Elder Law Conference presents current developments and practical tips for estate planners and elder law attorneys, offers essential information for guardians ad litem, and provides a must-have set of materials and resources.  Get practical guidance on updating key forms to reflect changes to the law Hear the latest developments in Medicaid law and walk through essential forms for Medicaid specialists and non-specialists Hear a panel of corporate trustees discuss how they administer the wills and trusts you draft and with tips for Drafting Wills and Trusts for Efficient Administration Discuss “pesky” probate issues, including working with creditors and claims, as well as options and alternatives to probating a will Explore key guardianship issues and alternatives—for up to 4.25 hours of Guardianship credit—including The Role of the Guardian, The Role of the Ad Litem, The Fourth Hour—Supports and Services: Underpinning the Less Restrictive Alternatives, and a review of the Texas Estate Code requirements for qualification of personal representative Hear the latest case law, legislative and agency updates, including a presentation by the Health and Human Services Commission (HHSC) Get answers to your questions at the popular Ask the Experts panel Earn up to 3.25 hours of legal ethics credit Join conference faculty and fellow colleagues at the Thursday Evening Networking Reception and then join us at the pool for an evening cookout This conference is informative and informal—attendees and faculty are encouraged to dress “beach casual” and bring the family to enjoy Moody Gardens on Galveston Island! Are you a TX NAELA Member?  Come a day early and attend the 2017 TX NAELA Summer Conference on August 2!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and SAVE! Click here to get the special Member Rate when you jointly register for both conferences. more »

Total Credit Hours:
14.75 | 3.25 ethics | 4.25 guardianship    Credit Info
Specializations:
Estate Planning and Probate Law
Tax Law
Register
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Estate Planning Workshop

Austin – Dec 15, 2017 – DoubleTree by Hilton Hotel Austin

The tradition continues—Professor Stanley M. Johanson’s popular one-day Estate Planning Workshop offers timely topics, lively discussion, and practical advice.  Join us two days earlier for the 65th Annual Taxation Conference for the latest developments in tax regulations, policy, and legislation. more »

Register
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Special Needs Trusts

Austin – Feb 15-16, 2018 – DoubleTree by Hilton Hotel Austin

In-House
Bring the conference in-house. Audio presentations, papers, and slides for learning with your colleagues—for MCLE credit.

Includes audio plus a binder for each participant.
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.

eLibrary Visit eLibrary »
Results for 
Trusts and Estates / Probate

A HIPAA Compliance Survival Guide

Aleida Villarreal
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 89 pgs
$25
Slides – 17 pgs
$5
Audio – 26 mins
$10
Paper – 89 pgs preview Slides – 17 pgs preview Audio preview

Case Law Update

Elisa Dillard Rainey
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 16 pgs
$25
Slides – 11 pgs
$5
Audio – 39 mins
$10
Paper – 16 pgs preview Slides – 11 pgs preview Audio preview

Representing Parties in Supported Decision-Making Agreements

Richard Lavallo, Tresi Moore Weeks
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 45 pgs
$25
Audio – 46 mins
$10
Paper – 45 pgs preview Audio preview

Getting It from the Source: SSA Regional Trust Lead Presentation Regarding SSI Trusts 

Amanda Flood, Pi-Yi Mayo, Bryn Poland
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Slides – 14 pgs
$5
Audio – 60 mins
$10
Slides – 14 pgs preview Audio preview

Working with SSA Part II: Updates, Practice Tips, and More

Neal Winston
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 29 pgs
$25
Slides – 6 pgs
$5
Audio – 53 mins
$10
Paper – 29 pgs preview Audio preview

Advising and Distribution Plans

Stephen W. Dale
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 12 pgs
$25
Slides – 26 pgs
$25
Audio – 46 mins
$10
Paper – 12 pgs preview Slides – 26 pgs preview Audio preview

Decanting and SNTs

Robert B. Fleming
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 20 pgs
$25
Slides – 9 pgs
$5
Audio – 46 mins
$10
Paper – 20 pgs preview Audio preview

Crowdfunding: Manna from Heaven, or Disaster in the Making?

Kristina B. Ferguson, Mary Alice Jackson
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 46 pgs
$25
Slides – 15 pgs
$5
Audio – 43 mins
$10
Paper – 46 pgs preview Slides – 15 pgs preview Audio preview

ABLE: Practical Applications

Stephen W. Dale
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 32 pgs
$25
Slides – 31 pgs
$25
Audio – 29 mins
$10
Paper – 32 pgs preview Slides – 31 pgs preview Audio preview

Transitioning the Adult Disabled Child

Pi-Yi Mayo, Bryn A. Poland
Presented at the 2017 Changes and Trends Affecting Special Needs Trusts

Paper – 12 pgs
$25
Slides – 11 pgs
$5
Audio – 26 mins
$10
Paper – 12 pgs preview Slides – 11 pgs preview Audio preview
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