CLE On Advanced Estate Planning Strategies In 2016

The State Bar of Texas is co-sponsoring a CLE entitled Advanced Estate Planning Strategies 2016 which will take place on April 28-29, 2016, at the El Dorado Hotel in Santa Fe, New Mexico. Here are some additional details about the event:

A highly interactive conference among panelists and attendees, Advanced Estate Planning Strategies will address four high level estate planning topics you grapple with in your daily practice. Panel discussions include:

• Take out Your HEMS! – Enjoy a lively and interactive discussion regarding the practical application of the health, education, maintenance and support trust distribution standard and alternative distribution standards from the perspective of an estate planner, an asset protection specialist, a probate litigator and a trust officer. Audience participation is strongly encouraged!
• The Balancing of Control – A panel of attorneys who represent diverse wills, trusts and estates law practices will discuss the control issues that a practitioner must consider when crafting an estate plan for clients in today’s world.
• No Good Deed Goes Unpunished – Enjoy (and participate if inclined) a thought provoking discussion of issues and options for a will, trusts and estates practitioner when incorporating charity into the lifetime and testamentary gift and estate plan.
• Thinking About the Grader When You Write Your Paper – Learn from a panel of experts the benefit of viewing a trust merger, a will reformation, a trust modification, a Form 706 from a vantage point of 20/20 hindsight. Members of the panel will share tips to recognize, as well as minimize, unintended consequences of estate planning actions.

Your registration fee includes breakfast both days, lunch on Thursday, complimentary wireless signal and convenient access to powerstrips in the meeting room, and networking socials on Wednesday and Thursday.