Estate Planning


Upcoming events


Friday, February 19: Estate Planning & Probate Law Day Long CLE

Time: 8:30 a.m. to 4:30 p.m.

Location: Austin Bar Association, 816 Congress Avenue, Suite 700

Topic: Recent Developments / Tax Law Update
Speaker: Professor Stanley M. Johanson

Topic: Representing Clients Before the IRS
Speaker: JoAnne Wallace

Topic: Creditors Rights
Speaker: Lisa H. Jamieson

Topic: Evidence Issues in Probate Court-Panel Discussion
Speaker: Judge Laura Jacks & Barbara J. Lipscomb

Topic: Planning for Individuals with Diminished Life Expectancy
Speaker: Eric G. Reis

Topic: Intersections of Family Law and Estate Planning and Probate
Speaker: Kelly Capps

Topic: Moral from the Courthouse: A Study of Recent Cases Impacting the Wills of Probate and Trust Practice
Speaker: Gerry W. Beyer

Topic: Practicing in Travis County Probate Court No. 1
Speaker: Honorable Guy Herman

CLE: 6.75 hours

Cost:   For registration by February 15 - Section Members $125, Austin Bar & AYLA Members $135, Students $100, Non-Members $150
For registration after February 15 - Section Members $135, Austin Bar & AYLA Members $145, Students $100, Non-Members $160

RSVP to Michelle McFadyen at (512) 472-0279 or michelle@austinbar.org.  Please note if you would prefer to receive your materials in the traditional paper form or on a flash drive.


Friday, January 15: Estate Planning & Probate Law Section Meeting

Time: Noon

Location: Austin Bar Association, 816 Congress Avenue, Suite 700

Topic: Update on Estate Planning & Probate Law

Speaker: Steve Akers

CLE: 1 hour

Cost: $20 for Members, $25 for Non-Members

RSVP to Ellen Stewart at (512) 328-8355 or stewart@bls-legal.com

 




Papers Available from Feb. 19, 2010 CLE

The Intersection of Family Law and Estate Planning and Probate
By Kelly J. Capps

Sample Creditor Letter

 

Papers Available from Jan. 15, 2010 CLE

Petter v. Commissioner, T.C. Memo. 2009-280
By Steve R. Akers

Estate of Samuel Black v. Commissioner, 133 T.C. No. 15
By Steve R. Akers

Estate Planning in Light of One-Year "Repeal" of Estate and GST Tax in 2010
By Steve R. Akers

 

Paper Available from Nov. 20 CLE

Evaluating and Litigating Fiduciary Duty Claims
By Steve McConnico & Robyn Hargrove


Paper Available from Sept. 18 CLE

WANTED (again)!:  Family Limited Partnerships (Dead or Alive?)
By Stephanie Loomis-Price


Paper Available from Aug. 19 CLE

2009 Legislative Update: Summary of Changes Affecting Texas Probate, Guardianship, and Trust Law
By William D. Pargaman, Brown McCarroll

 

Papers Available from April 10 CLE


Recent Estate Planning Developments
By Stanley M. Johanson, The University of Texas School of Law

Top Ten Things Estate Planners/Guardians Need To Know About Medicaid
By H. Clyde Farrell, Attorney At Law

Ethical Traps for the Estates and Trusts Attorney
By William R. (Butch) Korb, Jr., Bourland, Wall & Wenzel

2009 Legislative Preview: Proposed Changes Affecting Texas Probate, Guardianship, and Trust Law
By William D. Pargaman, Brown McCarroll

Contractual Wills and Other Options for Equal Distribution
By Amanda M. Gyeszly, Fizer, Beck, Webster, Bentley & Scroggins

Characterization and Tracing: Divorce Style
By Lea C. Noelke, Noelke English Maples St. Leger

Texas Case Law Update
By Gerry W. Beyer, Texas Tech University School of Law

 

News:


Officers

D'Ana H. Mikeska, Chair
McGinnis, Lochridge & Kilgore, L.L.P.
600 Congress Ave., Ste. 2100
Austin, TX 78701-2986
Phone: (512) 495-6017
Fax: (512) 495-6093
dmikeska@mcginnislaw.com
Ellen Stewart, Vice-Chair
Barnes & Karisch, P.C.
2901-D Bee Caves Rd.
Austin, TX 78746-5570
Phone: (512) 328-8355
Fax: (512) 328-8413
stewart@texasprobate.com
Jason Flaherty, Treasurer
Winstead
401 Congress Ave., Suite 2100
Austin, TX 78701-3798
Phone: (512) 370-2800
Fax: (512) 370-2850
jflaherty@winstead.com
Theodora Anastaplo, Secretary
P.O. Box 29286
Austin, TX 78755-6286
Phone: (512) 494-5030
Fax: (512) 233-0081
tmanastaplo@mac.com
JoAnne Wallace McIntosh, Past-Chair
Eccles & McIntosh, PC
506 West 16th Street
Austin, TX 78701
Phone: (512) 617-1974
Fax: (512) 617-1011
jmcintosh@emaustin.com
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