CLE on 42nd Annual Course: Advanced Estate Planning & Probate

February 28, 2018

The TexasBarCLE and the Real Estate, Probate and Trust Law Section of the State Bar of Texas are co-hosting a conference entitled, 42nd Annual Course: Advanced Estate Planning & Probate , which will take place from June 13 through 15, 2018, at the Sheraton Dallas Hotel in Dallas, TX. Provided below is a description of the event:

Tentative Program: Hours and topics are subject to change. Check back in March for more complete information.

Tentative Topics

• Case Law Update
• Estate Planning Gems
• The View from Washington
• The Largest Probate Damage Award in Texas History
• Property Characterization of Trust/Partnership Distributions
• Management Trusts from Start to Finish
• Planning with Retirement Accounts in 2018 and Beyond
• Divorce-Proofing the Estate Plan
• Recent Developments in Estate Planning
• Tips on How to Prepare for the TBLS Estate Planning & Probate Exam
• Of Mice and Metadata – Ethics, Client Confidentiality, and the Duty of Competence in the Digital Age
• What’s the Meaning of All This? “Supports and Services” and Alternatives to Guardianship
• Probate Matters: A View from Both Sides of the Bench
• Fiduciary Duties in Limited Partnerships
• Highlights of the New and Improved Texas Durable Power of Attorney Act: A Panel Discussion
• Planning for the Quality of Life in the Last Quarter of Life
• What Every Estate Planner Needs to Know About International Law
• Planning and Administration Issues Associated with Private Foundations and Other Charitable Vehicles
• How to Document Charitable Gifts to Make Sure Donor Intent Is Carried Out
• Fiduciary Compensation
• Ethical Issues in the Transition of a Law Practice in Life or Death
• Will Contests Update
• How to Read Appraisals for Estate & Gift Tax Purposes
• What Planners Need to Know About Defending the Estate Plan

Tax Breakout:
• How to Blow It and Not Know It: Inadvertent Termination of a Corporation’s S Election by Ineligible Shareholders
• BDIT/678, Grantor, QSST
• Representing Fiduciaries After Death
• Basis for Comparison: How Income Tax Management Is Changing the Face of Estate Planning

Litigation Breakout:
• Standing, Capacity and Necessary Parties in Trust Litigation
• Caught Between a Rock and a Hard Place: Fiduciaries Caught Between Conflicting Beneficiaries
• Duties of Guardian/Attorney Ad Litem in Non-Guardianship Litigation
• Temporary Relief Options in Trust Litigation

Posted in:

Conferences & CLE, Current Events, Estate Planning - Generally, Trusts and Wills