Estate Planning


Upcoming events


Friday, July 20: Estate Planning & Probate Section Meeting


Topic:
There's No Place Like Home -- Unless You Give it Away
Speaker
: David Handler, Kirkland & Ellis, Chicago

Location: Austin Bar Association, 816 Congress Ave., Ste. 700
Time: noon

CLE and RSVP information to come.


Friday, May 18: Estate Planning & Probate Section Meeting

Time: Noon
Location: Austin Bar Association, 816 Congress Ave., Suite 700
Topic: Shareholder Oppression Actions
Speaker: Daniel Bitting, Partner, Scott, Douglass & McConnico and Cindy Connolly, Attorney, Scott, Douglass & McConnico
CLE: 1 hour
Cost: $20 for Section Members, $25 for Austin Bar Association and AYLA Members and $25 for Non-Members.
RSVP: Fred Helms, 512-258-4071 or fred.a.helms@gmail.com


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 (Austin Advisors Forum 2012)

Register online at http://giving.utexas.edu/austin-advisors-forum-2012/.
Deadline for registration is Monday, April 16, 2012.


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

Recent Developments Affecting Estate Planning
Stanley M. Johanson, The University of Texas School of Law

Family Limited Partnerships: Not Just a Passing Phase?
John W. Porter, Baker Botts

What You and Your Clients Need to Know about Charitable Planning
Rodney C. Koenig, Fulbright & Jaworski
Susan Wommack, Baylor University

Lunch Speaker
Dr. Nicholas Peppas, The University of Texas at Austin

Matters of Life & Death: Working with Clients at Various Life Stages on their Charitable, Financial, and Estate Planning

Shannon G. Guthrie, Benenati Law Firm

The Prudent Investor Rule Twenty Years On (and After the Financial Crisis)
Robert H. Sitkoff, Harvard Law School

Probate Court Q&A
The Honorable Guy Herman, Austin
Associate Judge Dan Prashner, Austin
Travis County Probate Court
CLE: 6 hours for attorneys, 4 hours continuing education credit for accountants and financial planners

Register online at http://giving.utexas.edu/austin-advisors-forum-2012/.
Deadline for registration is Monday, April 16, 2012.

 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


Friday, March 2: Travis County Probate Court's First Friday CLE


Topic
: Setting up Guardianships of the Estate and Dependent Administrations
Speakers: Associate Judge Dan Prashner and Probate Court Auditor Jana Cotton

Time: Noon to 1:15 p.m. (CLE presentation will start at 12:15p.m.)
Location: Check-in will be in the hall outside Room 217, Travis County Courthouse, 1000 Guadalupe Street

RSVP: Tanya Scanlon, Court Coordinate at  Tanya.Scanlon@co.travis.tx.us

The First Friday CLE is free and open to everyone, but sign-ups are required so as to guarantee enough space for people planning to attend. Contact Tanya Scanlon to RSVP, and she will confirm successful reservations with an email. (To be fair to all who want to attend, the organizers request that you only RSVP is you are fairly certain you will be attending.)




Paper Available from Jan. 20, 2012, CLE

Tricks, Traps, Trials and Tribulations of Fiduciary Representation and Related Litigation
By Sarah Patel Pacheco

 

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 78707
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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