Estate Planning
Upcoming events
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.
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
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





