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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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. Examine Recent Developments Affecting Estate Planning and the most current updates and “hot” estate planning topics with Professor Stanley M. Johanson. Learn the best practices to make distributions from trusts and estates while making sure the fiduciary is protected and the files are complete. Explore Non-Probate Transfers of All Kinds with Steven D. Baker, Giordani, Swanger, Ripp & Jetel Analyze practical and ethical concerns faced by practitioners, and discuss the hot-button issues stemming from recent cases, rulings, and regulation in the Estate Planning Workshop featuring all Workshop faculty Come on Wednesday for the 65th 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 15-16, 2018 – DoubleTree by Hilton Hotel Austin

The 14th 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: Special needs trusts basics including current trends and pitfalls with Craig C. Reaves, plus an overview and understanding of available public benefits programs. A special presentation from the Social Security Administration’s Regional Trust Review Team with must-have insight on the review process; plus updates, advice, and practice tips for practitioners from Mary E. O’Byrne and Kenneth Brown. Case law and legislative updates from Mary Alice Jackson. The latest developments in the use of ABLE accounts; plus practical discussion on using (or not using) ABLE with Stephen W. Dale, Haley D. Greer, and Nancy Sosa. Practical applications in the intersection of real estate and special needs trusts. Current issues and trends from the Texas Health and Human Services Commission (HHSC) and the Centers for Medicare & Medicaid Services (CMS). Discussion on a variety of other SNT essentials, including decanting and SNTs, understanding structured settlements, and more. Up to 2.50 hours of ethics, plus opportunities to network with program faculty and attendees at the Thursday Evening Reception. If you work with special needs trusts—or want to learn how to use, draft, fund, and administer them—don't miss this program! more »

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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

She Updated Her Forms, and You Won’t BELIEVE What Happens Next

Dianne Reis
Presented at the 2017 Estate Planning, Guardianship and Elder Law Conference

Paper – 30 pgs
$25
Slides – 12 pgs
$5
Audio – 42 mins
$10
Paper – 30 pgs preview Slides – 12 pgs preview Audio preview

Medicaid Update

Bliss Burdett Pak, H. Clyde Farrell
Presented at the 2017 Estate Planning, Guardianship and Elder Law Conference

Paper – 68 pgs
$25
Slides – 17 pgs
$5
Audio – 53 mins
$10
Paper – 68 pgs preview Slides – 17 pgs preview Audio preview

10 Pesky Probate Problems

Gus G. Tamborello
Presented at the 2017 Estate Planning, Guardianship and Elder Law Conference

Paper – 24 pgs
$25
Audio – 29 mins
$10
Paper – 24 pgs preview Audio preview

Probate Procedures & Alternatives

Claire D. East, Gregory Thomas Kimmel, Steve M. King
Presented at the 2017 Estate Planning, Guardianship and Elder Law Conference

Paper – 75 pgs
$25
Audio – 43 mins
$10
Paper – 75 pgs preview Audio preview

Drafting Wills and Trusts for Efficient Administration 

Rita Bishop, Daniel C. Bitting, Aaron Collins, Thomas A. Horton, Cynthia Saiter, Margaret Svoboda
Presented at the 2017 Estate Planning, Guardianship and Elder Law Conference

Paper – 18 pgs
$25
Slides – 5 pgs
$5
Audio – 45 mins
$10
Paper – 18 pgs preview Audio preview

Legislative Update

Craig Hopper, William Pargaman
Presented at the 2017 Estate Planning, Guardianship and Elder Law Conference

Slides – 22 pgs
$5
Audio – 48 mins
$10
Slides – 22 pgs preview Audio preview

Medicaid: The View from the HHSC

Allyson Boney Evans, Shari L. Nichols
Presented at the 2017 Estate Planning, Guardianship and Elder Law Conference

Slides – 18 pgs
$5
Audio – 29 mins
$10
Slides – 18 pgs preview Audio preview

Individual Fiduciaries Gone Wild

Kelley Bentley, Trevor Aaron Dobbs
Presented at the 2017 Estate Planning, Guardianship and Elder Law Conference

Paper – 16 pgs
$25
Slides – 13 pgs
$5
Audio – 43 mins
$10
Paper – 16 pgs preview Slides – 13 pgs preview Audio preview

Bonds, Inventories, and Accountings

Steve M. King
Presented at the 2017 Estate Planning, Guardianship and Elder Law Conference

Paper – 66 pgs
$25
Slides – 35 pgs
$5
Audio – 57 mins
$10
Paper – 66 pgs preview Slides – 35 pgs preview Audio preview

The Role of the Guardian

Stephen Jody Helman, Polly Jackson Spencer, Ret.
Presented at the 2017 Estate Planning, Guardianship and Elder Law Conference

Paper – 78 pgs
$25
Audio – 60 mins
$10
Paper – 78 pgs preview Audio preview
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