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First Friday Ethics (July 2024)

STUDIO WEBCAST – Jul 5, 2024

10:00 a.m. to 1:30 p.m. (3.00 hr | 3.00 hr ethics)  Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: 10:00 a.m. to 11:00 a.m. (1.00 hr | 1.00 hr ethics) Let’s Chat About ChatGPT: Ethical Considerations in the Use of Generative AI (Replay) Since the introduction of ChatGPT and other generative AI tools, lawyers around the country have been getting into ethical hot water over their misuse of generative AI. Courts have responded with mandatory AI disclosures and certifications by attorneys. What are your ethical obligations in using AI, and how can you stay within the lines? Come find out in this informative and entertaining presentation! Hon. John G. Browning, Of Counsel, The Cole Law Firm, McKinney, Texas and Distinguished Jurist in Residence, Faulkner University School of Law - Plano, TX 11:10 a.m. to 12:10 p.m. (1.00 hr | 1.00 hr ethics) Attorney Wellness: Speaking Up, Reaching Out (Replay) Mental health issues are taboo discussions at the workplace, yet when attorneys consider suicide, it's often a result of work-related stress. Explore real-world tips and information on how to spot a mental health crisis in someone you work with, and what to do once you are aware of a problem. Stephanie Townsend Allala, Townsend Allala, Coulter & Kludt PLLC - El Paso, TX 12:20 p.m. to 1:20 p.m. (1.00 hr | 1.00 hr ethics) How to Avoid Malpractice in a Post-Pandemic Legal World (Replay) Law practice has been forever changed by the Covid-19 pandemic with the widespread adoption of remote work. While “work from home” has been eagerly embraced by many lawyers, it has caused an increase in age-old ethical problems for lawyers. This course is designed to help practitioners avoid conflicts and unintended clients, safeguard client confidentiality, maintain competence, and form better communication habits with their clients, other attorneys and staff. Robert L. Tobey, Johnston Tobey Baruch, P.C. - Dallas, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

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First Friday Ethics (December 2023)

STUDIO WEBCAST – Dec 1, 2023

10:00 a.m. to 1:30 p.m. (3.00 hr | 3.00 hr ethics)  Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day!   This month includes: 10:00 a.m. to 10:45 a.m. (0.75 hr | 0.75 hr ethics) The Grievance Process and Most Common Violations The presentation is intended to provide general information regarding the amendments made to the grievance process in 2018, the proper way to respond to a grievance identifying attorney misconduct, and common problems to avoid in practice. Nicole E. Jackson, Rosenblatt Law Firm - San Antonio, TX   10:55 a.m. to 11:40 a.m. (0.75 hr | 0.75 hr ethics) A Lawyer's Duty in a Democracy Under Attack (Replay) An examination of lawyers' duty to support the Constitution and democratic principles when they are being challenged.  Michael Curry, Attorney-Mediator - Austin, TX 11:50 a.m to 12:50 p.m. (1.00 hr | 1.00 hr ethics) Sign Right Here (Replay) A survey of provisions for your attorney client agreements from “must haves” to “optional” clauses. Claude E. Ducloux, Attorney at Law - Austin, TX 1:00 p.m to 1:30 p.m. (0.50 hr | 0.50 hr ethics) The "Difficult" Clients (Replay) Explore how to define, spot, course correct and terminate “difficult” clients and client relationships. John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

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Working Together: Texas ABLE Accounts and Special Needs Trusts

STUDIO WEBCAST – Feb 16, 2023

1:00 p.m. to 2:00 p.m. (1.00 hr) Working Together: Texas ABLE Accounts and Special Needs Trusts Learn about the tax-advantaged Texas Achieving a Better Life Experience Program (Texas ABLE®), a disability savings program created specifically for Texans with qualifying disabilities. This session covers specifics about Texas ABLE and how it can be used in conjunction with Special Needs Trusts, while helping to preserve state and federal means-tested benefits, including SSI and Medicaid. Learn how recent regulatory and legislative developments have continued to expand the flexibility and impact of ABLE accounts. Linda Fernandez, Texas Comptroller of Public Accounts - Austin, TX Anna Mallett, Texas Comptroller of Public Accounts – Austin, TX Rob Percival, Orion Advisor Solutions - Omaha, NE   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast.  Earn CLE credit (in TX and CA) on your time!

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Essentials for Special Needs Planning (REPLAY)

STUDIO WEBCAST – Jan 24, 2023

This half-day course is a MUST for practitioners entering the realm of special needs planning, or who want a refresher on the core concepts and building blocks of special needs trusts. Starting with a comprehensive overview of public benefits programs both at the federal and state level, the course then walks through the key decisions and stages for setting up a special needs trust. It provides detailed resource materials and takeaways for special needs planners.  Course Faculty: Haley D. Greer, The ARC Of Texas, Austin, TX Stephen W. Dale, The Dale Law Firm, PC, Pacheco, CA Craig C. Reaves, Reaves Law Firm, P.C., Kansas City, MO Peter J. Wall, True Link Financial, Denver, CO   This short webcast is a replay from last year and is the perfect primer to our 19th Annual Changes and Trends Affecting Special Needs Trusts conference, on February 9-10, 2023 in Austin. Be sure to join us!

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Texas Guardianship Essentials (Replay)

STUDIO WEBCAST – Oct 26, 2022

10:00 a.m. to 3:10 p.m. (4.50 hr | 1.50 hr ethics | 4.50 hr guardianship) Texas Guardianship Essentials (Replay) Gain the basics as well as practical tips and current guidance for attorneys ad litem in the state of Texas, including a must-have set of materials and resources.   Role of the Guardian Hon. Polly Jackson Spencer, Senior Statutory Probate Judge, Retired, San Antonio, TX Role of the Ad Litem Hon. Steve M. King, Senior Statutory Probate Judge, Fort Worth, TX Alternatives to Guardianship including Supports and Services Hon. Jason Cox, Harris County Probate Court #3, Houston, TX Taft Robinson, Disability Rights Texas, Houston, TX The Duty of Investment for Guardians of the Estate John B. Henry III, Law Office of John B. Henry, III, PLLC, Bellaire, TX Temporary Guardianships and Other Emergency Relief in a Guardianship Proceeding Kathleen Tanner Beduze, Jackson Walker LLP, Houston, TX If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

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Law Firm Management Reports: Key Information You Should Have to Run Your Firm

STUDIO WEBCAST – Aug 10, 2022

11:40 a.m. to 12:40 p.m. (1.00 hr) Law Firm Management Reports: Key Information You Should Have to Run Your Firm Join Derek Barto as he details how to monitor the health of your practice using law firm management reports including, key figures to monitor and get the information on time and with confidence. Derek Barto, Armanino LLP, Segundo, CA   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!