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First Friday Ethics (November 2024)

STUDIO WEBCAST – Nov 1, 2024

1:00 p.m. to 4:20 p.m. (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!   Join us for a transformative 3-hour CLE session that empowers Texas lawyers to achieve greater wellness and professional success. Kiele Linroth Pace, Lawyer Turned Law Leader Coach, discusses the importance of preventing burnout in the legal field. Marla Mattenson, Founder of The Ethical Sales Institute, introduces neuroscience-backed strategies to shift from stress to serenity, offering practical tools to manage negative thoughts. Kiele and Marla guide you through the inner and outer work necessary to find clarity, focus, and intuitive problem-solving while enhancing your well-being so you can thrive in law, business, and life in general.   1:00 p.m. to 2:00 p.m. (1.00 hr ethics) Introduction: Avoiding Burnout Delve into the crucial importance of wellness and burnout prevention in the legal profession. Discover why safeguarding your well-being is essential for sustaining a successful and fulfilling legal career. Kiele Linroth Pace, Pacefirm Consulting, LLC - Austin, TX 2:10 p.m. to 3:10 p.m. (1.00 hr ethics) Beyond the Red Zone Introduction to the Polyvagal Theory and neuroscience-backed strategies to shift from stress to serenity. Learn practical exercises you can implement immediately to manage negative thoughts and emotions. Marla Mattenson, Mattenson Coaching & Consulting, Inc - Santa Barbara, CA 3:20 p.m. to 4:20 p.m. (1.00 hr ethics) Mindset Mastery Explore the deeper aspects of inner and outer work. From mindfulness and self-empowerment to creative problem-solving and intuitive navigation, this session provides you with the tools to find and maintain peace of mind, clarity, and focus in both your professional and personal life. Marla Mattenson, Mattenson Coaching & Consulting, Inc - Santa Barbara, CA Kiele Linroth Pace, Pacefirm Consulting, LLC - Austin, 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 (August 2024)

STUDIO WEBCAST – Aug 2, 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 10:45 a.m. (0.75 hr | 0.75 hr ethics) Lessons Learned From GCs Behaving Badly (Allegedly) (Replay) It is always better to learn from someone else’s mistakes. Examine examples of in-house counsel allegedly (or admittedly) behaving badly—from alleged assaults and slurs to embezzlement—and what in-house counsel can learn from those situations. Discuss examples of in-house counsel allegedly being punished for doing the right thing, and review applicable Model Rules of Professional Conduct, including Rules 1.13 and 8.4. Joseph T. Clees, Ogletree, Deakins, Nash, Smoak & Stewart, P.C., Phoenix, AZ 10:55 a.m. to 11:40 a.m. (0.75 hr | 0.75 hr ethics) Ethics and Cybersecurity in the Virtual Practice of Law (Replay) Explore some of the ethical hazards associated with practicing law virtually including unauthorized practice of law, confidentiality and cybersecurity, and the challenges of remote supervision. Anthony Hendricks, Crowe & Dunlevy, Oklahoma City, OK Paige A. Masters, Crowe & Dunlevy, Oklahoma City, OK 11:50 a.m. to 12:35 p.m. (0.75 hr | 0.75 hr ethics) Brady v. Maryland, the Michael Morton Act, and the Texas Disciplinary Rules (Replay) The obligation to disclose evidence comes from multiple sources, including constitutional, statutory, and ethical. This presentation discusses each source and recent, significant cases in the area. Carson R. Guy, Texas Court of Criminal Appeals, Austin, TX 12:45 p.m. to 1:30 p.m. (0.75 hr | 0.75 hr ethics) What We Say and Do Matters…(Replay) Discuss the various approaches to ensuring that clients with disabilities are treated with the respect and dignity they deserve and is ethically required. Gain insight on how to approach family members, clients, and other professionals as well as practical dos and don'ts when handling cases where the client has limitations. Amanda E. Carter, Matthew Harris Law, PLLC, Lubbock, TX Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC, El Paso, 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!