Estate Planning, Probate, and Guardianship Seminar

The San Antonio Estate Planners Council is sponsoring a two-day estate planning, probate, and guardianship seminar entitled Docket Call in Probate Court on February 10-11 at The Westin Riverwalk Hotel in San Antonio. The program is below:

Thursday, February 10, 2011

• 7:45 –8:20       Registration & Welcome
• 8:20 – 9:05      Local Practices in Probate Court – David Brem, Bexar County Probate Courts
• 9:05 – 9:50      Multi-Party Accounts & Non Probate Assets– Glenn M. Karisch, The Karisch Law Firm
• 9:50 – 10:05    Morning Break
• 10:05 – 10:55  Drafting for the Dysfunctional Family – Glen A. Yale, Yale Law Firm, P.C.
• 10:55 – 11:45  Probate Litigation – Boxy Hornberger, Hornberger Sheehan Fuller & Beiter Incorporated
• 11:45 – 1:00    Lunch Break (on your own)
• 1:00 – 2:00      Drafting to Avoid Malpractice – Jack W. Lawter, Jr., Attorney at Law
• 2:00 – 2:40      Estate Tax Developments – Harry W. Wolff, Jr., Cox, Smith & Matthews Incorporated
• 2:40 – 2:55      Afternoon Break
• 2:55 – 3:40      Powers of Attorney – David Stanush, Oppenheimer, Blend, Harrison & Tate, Inc.
• 3:40 – 4:20      Effect of Drafting on Action/Inaction – R. Hal Moorman, Moorman, Tate, Moorman, Urquhart & Haley
• 4:20 – 5:00      Cy Pres & Charitable Beneficiaries – Judge Polly Jackson Spencer, Bexar County Probate Court #1
• 5:00                Adjourn

Friday, February 11, 2010

• 8:30 – 9:15      Tradtnl Estate Planning vs. Planning for Gov’tal Benefits – Deborah Green, Law Offices of Deborah Green
• 9:15 – 10:00    Alternatives to Administration – Mary Galligan, Galligan & Manning
• 10:00 – 10:15  Morning Break
• 10:15 – 11:00  Planning for Unmarried/Same Sex Couples – Holly Gilman, Gilman & Associates
• 11:00 – 11:45  Making a Graceful Exit – Ann Foster, Attorney, State Bar of Texas
• 11:45 – 1:30    Luncheon Presentation – Texas Caselaw Update – Professor Gerry W. Beyer, Governor Preston E. Smith Regents Professor of Law, Texas Tech University School of Law

Concurrent Session: Attorney Ad Litem Certification Course

• 1:30 – 2:15      Section 687 Letters – Dr. Jason Schillerstrom, UTHSCSA & K.T. Whitehead, Law Offices of K.T. Whitehead
• 2:15 – 3:00      Basic Guardianship & Alternatives – Amy Scheiber, Attorney At Law
• 3:00 – 3:15      Afternoon Break
• 3:15 – 4:00      Role of the Ad Litem – Honorable Steve M. King, Tarrant County Probate Court No. 1
• 4:00 – 4:45      Panel on Access to Services – Monica Bonilla, Moderator, Attorney
• 4:45                Adjourn

Concurrent Session: Advanced Estate Planning

• 1:30 – 2:25      Preparing Gift Tax Returns – Scott Carter, Mincey Carter
• 2:25 – 3:20      Charitable Planning Toolbox – Toby Eisenberg, Bisignano & Harrison, LLP
• 3:20 – 3:35      Afternoon Break
• 3:35 – 4:30      Income Taxation of Trusts & Estates – John K. Round, Strasburger & Price
• 4:30                Adjourn