Estate Planning


Upcoming events


Tuesday, April 24: Cannon Estate Planning Teleconference


Topic
: Winning the Battles Between Fiduciaries and Beneficiaries

Time: 11:30 a.m. to 1:30 p.m. (lunch provided)
Location: Frost Bank Tower, 401 Congress Ave., 11th Floor Conference Room, Austin, TX 78701
Cost: Free

Hosted by Frost Bank


Friday, April 20: Estate Planning & Probate Section All Day CLE Seminar


Time: 8:30 a.m. to 4:30 p.m. (lunch provided)
Where: Thompson Conference Center, University of Texas, 2405 East Campus Drive, Austin, TX 78705

Check back for details!

Hosted by the Estate Planning & Probate Section and the University of Texas at Austin Office of Planned Giving 


Tuesday, March 20: Cannon Estate Planning Teleconference


Topic
: Getting Ready for April 15 - Trust Income Tax Issued Faced

Time: 11:30 a.m. to 1:30 p.m. (lunch provided)
Location: Frost Bank Tower, 401 Congress Avenue, 11th Floor Conference Room, Austin, TX 78701
Cost: Free

Hosted by Frost Bank




Papers Available from Aug. 23, 2011 CLE

2011 Texas "Probate and Trust" Legislative Update
by William D. Pargaman


Paper Available from May 21, 2010 CLE

Nonprobate and Probate Dispositions of Community Property
By Thomas M. Featherston, Jr.

 

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

Jason Flaherty, Chair
Bennett Flaherty
7800 N. MoPac.,Ste. 200
Austin, TX 78759
Phone: (512) 407-8888
Fax: (512) 407-8588
JFlaherty@bfaustin.com
Fred A. Helms, Vice-Chair
Wright & Greenhill, P.C.
221 W. 6th St., Ste. 1800
Austin, TX 78701-3495
Phone: (512) 476-4600
Fax: (512) 476-5382
fhelms@w-g.com
Jennifer Vaculik, Treasurer
Osborne, Helman, Knebel & Deleery, L.L.P.
301 Congress Ave., Ste. 1910
Austin, TX 78701-4041
Phone: (512) 542-2000
Fax: (512) 542-2011
jrvaculik@yahoo.com
Julia Grivich Benkoski, Secretary
Attorney and Mediator
Barton Oaks Plaza One
901 S. Mopac Expy., Suite 300, #109
Austin, TX 78746
Phone: (512) 329-2753
Fax: (512) 322-2822
julia@jgblegal.com
Ellen Stewart, Past-Chair
Barnes Lipscomb & Stewart PLLC
Mabry House, Heritage Square
2901-D Bee Caves Rd.
Austin, TX 78746-5570
Phone: (512) 328-8355
Fax: (512) 328-8413
stewart@bls-legal.com
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