Estate Planning


Upcoming events


Friday, November 19: Estate Planning & Probate Section Meeting

Time: noon

Speaker: TBA

Location: Austin Bar Association, 816 Congress, Ave., Suite 700, Seminar Room


Friday, September 17: Estate Planning & Probate Law Section Meeting

Time: 11:45 a.m.

Location: Austin Bar Association, 816 Congress Avenue, Suite 700

Topic: Will Beneficiaries be IRAte?  A Look at Creditor's Rights in Inherited IRAs

Speaker: Al Golden

CLE: 1 hour

Cost: $20 for Section Members, $25 for Non-Members

RSVP to Kim Thompson Jones at ktjones@bfaustin.com

 


Friday, September 17: Estate Planning & Probate Section Meeting

Time: noon

Speaker: TBA

Location: Austin Bar Association, 816 Congress, Ave., Suite 700, Seminar Room


Tuesday, August 17: Roy Adams Teleconference Series for Estate Planning & Probate Section

Time: 11:45 a.m.

Location: Frost Tower


Tuesday, July 27: Roy Adams Teleconference Series for Estate Planning & Probate

Time: 11:45 a.m.

Location: Wells Fargo Tower


Tuesday, June 15: Roy Adams Teleconference Series for Estate Planning & Probate Section

Time: 11:45 a.m.

Location: Frost Tower




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

D'Ana H. Mikeska, Chair
McGinnis, Lochridge & Kilgore, L.L.P.
600 Congress Ave., Ste. 2100
Austin, TX 78701-2986
Phone: (512) 495-6017
Fax: (512) 495-6093
dmikeska@mcginnislaw.com
Ellen Stewart, Vice-Chair
Barnes & Karisch, P.C.
2901-D Bee Caves Rd.
Austin, TX 78746-5570
Phone: (512) 328-8355
Fax: (512) 328-8413
stewart@texasprobate.com
Jason Flaherty, Treasurer
Bennett Flaherty
7800 N. MoPac.,Ste. 200
Austin, TX 78759
Phone: (512) 407-8888
Fax: (512) 407-8588
JFlaherty@bfaustin.com
Theodora Anastaplo, Secretary
P.O. Box 29286
Austin, TX 78755-6286
Phone: (512) 494-5030
Fax: (512) 233-0081
tmanastaplo@mac.com
JoAnne Wallace McIntosh, Past-Chair
Eccles & McIntosh, PC
506 West 16th Street
Austin, TX 78701
Phone: (512) 617-1974
Fax: (512) 617-1011
jmcintosh@emaustin.com
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