University of Texas School of Law

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Trusts and Estates / Probate

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Upcoming Live Conferences View all »
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Texas NAELA Summer Conference

Galveston – Jul 31, 2019 – 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, July 31. In addition to the annual meeting and award presentations, the conference presents topics and issues regarding various aspects in the area of Elder Law.  New This Year! Are you a Texas NAELA member? Are you just beginning your practice in Medicaid planning? Are you overwhelmed or just not quite sure how to get started? Are you without help in putting the pieces together to work a case? There may be help for you this year at the Texas NAELA Summer Conference. Texas NAELA is offering a Workshop track at the Summer Conference for the first 24 registrants who RSVP  to participate in the Workshop when registering for the Conference. It will be a very hands-on, interactive case study from the initial client call to the possible appeal. Come casual and ready to work!   more »

Total Credit Hours:
5.25 | 0.75 ethics    Credit Info
Register
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Estate Planning, Guardianship and Elder Law Conference

Galveston – Aug 1-2, 2019 – 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. ​Review what matters now when drafting a durable power of attorney in Financial Powers of Attorney: Do You Want Fries With That Will?. Hear the latest legislative and agency updates, including a presentation by the Health and Human Services Commission (HHSC). A closer look at investigating allegations of abuse and exploitation; including a bank’s process of reporting fraud, the APS investigation process, and ultimate resolution of and ramifications resulting from exploitation allegations. Explore guardianship essentials, key issues, and alternatives—for up to 4.00 hours of Guardianship credit. Discuss the Medicaid Estate Recovery Program (MERP), its rules, requirements, and exemptions, and hear practical guidance for practitioners facing MERP claims. Get answers to your frequently—and sometimes infrequently—asked questions at the popular Ask the Experts panel. Earn up to 3.00 hours of legal ethics credit. New this year, join conference faculty and fellow colleagues at the Moody Gardens Aquarium for Thursday Evening's Networking Buffet and Reception sponsored by Frost Wealth Advisors. 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 2019 TX NAELA Summer Conference on July 31st!  The Summer Conference is open ONLY to TX NAELA Members.  TX NAELA Members can register for BOTH programs and attend their Summer Conference for free! Click here to get the special Member Rate when you jointly register for both conferences. more »

Total Credit Hours:
15.00 | 3.00 ethics | 4.00 guardianship    Credit Info
Specializations:
Estate Planning and Probate Law
Tax Law
Register
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Estate Planning Workshop

Austin – Dec 6, 2019 – AT&T Conference Center

Join legendary UT Law Professor Stanley M. Johanson as he leads his Estate Planning Workshop, which offers timely topics, lively discussion and practical advice. And come on Wednesday for the 67th Annual Taxation Conference for the latest developments in tax regulations, policy and legislation. more »

Register
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.

eLibrary Visit eLibrary »
Results for 
Trusts and Estates / Probate

Maximizing Public Benefits

H. Clyde Farrell, Christina Lesher
Presented at the 2019 Changes and Trends Affecting Special Needs Trusts

Paper – 214 pgs
$35
Slides – 19 pgs
$15
Audio – 61 mins
$15
Video – 61 mins
$25
Paper – 214 pgs preview Slides – 19 pgs preview Audio preview Video preview

Special Needs Trusts Overview and Third-Party SNTs

Randy Drewett, Wesley E. Wright
Presented at the 2019 Changes and Trends Affecting Special Needs Trusts

Paper – 53 pgs
$35
Slides – 28 pgs
$25
Audio – 44 mins
$15
Video – 45 mins
$25
Paper – 53 pgs preview Slides – 28 pgs preview Audio preview Video preview

Self-Settled SNTs

Elisa Dillard Rainey, Patricia Flora Sitchler
Presented at the 2019 Changes and Trends Affecting Special Needs Trusts

Paper – 58 pgs
$35
Slides – 25 pgs
$25
Audio – 44 mins
$15
Video – 44 mins
$25
Paper – 58 pgs preview Slides – 25 pgs preview Audio preview Video preview

The (c)(2)(B)(iii) Sole Benefit SNT

Marilyn G. Miller
Presented at the 2019 Changes and Trends Affecting Special Needs Trusts

Paper – 18 pgs
$25
Audio – 24 mins
$15
Video – 24 mins
$25
Paper – 18 pgs preview Audio preview Video preview

30 More Apps in 30 Minutes

Leah Cohen, Michael J. Curran
Presented at the 2019 Changes and Trends Affecting Special Needs Trusts

Slides – 17 pgs
$15
Audio – 28 mins
$15
Video – 29 mins
$25
Slides – 17 pgs preview Audio preview Video preview

Pooled Trusts: A Creative Solution for Thorny Problems

Haley D. Greer
Presented at the 2019 Changes and Trends Affecting Special Needs Trusts

Paper – 12 pgs
$25
Slides – 10 pgs
$15
Audio – 24 mins
$15
Video – 24 mins
$25
Paper – 12 pgs preview Slides – 10 pgs preview Audio preview Video preview

Case Law and Legislative Update

Mary Alice Jackson
Presented at the 2019 Changes and Trends Affecting Special Needs Trusts

Paper – 19 pgs
$25
Slides – 14 pgs
$15
Audio – 47 mins
$15
Video – 48 mins
$25
Paper – 19 pgs preview Slides – 14 pgs preview Audio preview Video preview

A View from the HHSC

Shari L. Nichols, Leslea Tate Pickle
Presented at the 2019 Changes and Trends Affecting Special Needs Trusts

Paper – 21 pgs
$25
Slides – 16 pgs
$15
Audio – 27 mins
$15
Video – 27 mins
$25
Paper – 21 pgs preview Slides – 16 pgs preview Audio preview Video preview

SNT Practitioner and ABLE Programs: Working Together

Stephen W. Dale, Linda Fernandez, Doug Jackson, Tresi Weeks
Presented at the 2019 Changes and Trends Affecting Special Needs Trusts

Slides – 28 pgs
$25
Slides – 32 pgs
$25
Slides – 20 pgs
$15
Audio – 60 mins
$15
Video – 61 mins
$25
Slides – 32 pgs preview Slides – 28 pgs preview Slides – 20 pgs preview Audio preview Video preview

Trust Reformation in Texas: The Do's and Don'ts, Hows and Whys, Whens and When Nots for Trust Reformation

Bryn A. Poland
Presented at the 2019 Changes and Trends Affecting Special Needs Trusts

Paper – 20 pgs
$25
Audio – 25 mins
$15
Video – 25 mins
$25
Paper – 20 pgs preview Audio preview Video preview
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