Estate Planning
Upcoming events
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.
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
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
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
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
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
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





