info - texasbarcle

LIVE HoustonJune 26-28 2013

Westin Galleria Hotel

Course Amenities

bull Complimentary registration for the 2013 online class for Guardianship Attorney Ad Litem Certification

bull $100 discount when registering for both the Advanced and Intermediate Courses

bull Continental breakfast provided each day

bull Lunch provided on Wednesday and Thursday

bull Socials on Wednesday and Thursday night (Houston site only)

MCLE CREDIT | 21 HOURS (225 ETHICS)Course materials available on a USB drive

Highlights Tax Case Law and Legislative Updates Back by Popular Demand Tax and Litigation Breakouts

Oil and Gas Issues in Estate Planning Hot Topics Estate Administration and Elder Law

Malpractice Issues for Estate and Probate Attorneys

VIDEO DallasJuly 31-August 2 2013

DoubleTree Galleria

VIDEO San Antonio August 7-9 2013

Hyatt Hill Country Resort

Come a day early and attend Intermediate Estate Planning amp Probate

2

MCLE CREDIT

Intermediate Estate Planning Probate Course

TBCLEestate

1215 Break - Lunch Provided

1230 Luncheon Presentation Get by with a Little Help from My Friends - Trust Drafting Tips from Corporate Trustees 5 hr Moderator Lara A Aman Dallas US Trust

Karen G Ashworth Austin Cumberland Trust amp Investment Company

Sherry A McGillicuddy Austin Frost Bank

100 Break

115 Portability - Boom or Bust for Your Bailiwick 75 hr Lora G Davis Dallas The Blum Firm

200 Benefits for Beginners What Retirement Benefits Are out There and What You Should Be Doing with Them 75 hr Katherine C Akinc Austin Ikard Golden Jones

245 Break

300 Creditor Claims 75 hr Gus G Tamborello Houston Gus G Tamborello PC

675 HOURS (5 ETHICS)MCLE COURSE NO 901262899Applies to the College of the State Bar of Texas and to the Texas Board of Legal Specialization in Estate Planning and Probate Law and Tax Law

LIVE Houston June 25 2013 Westin Galleria Hotel

VIDEO DallasJuly 30 2013 DoubleTree Galleria

VIDEO San AntonioAugust 6 2013 Hyatt Hill Country Resort

omewhere between basic ldquoMom and Poprdquo will drafting and the complexities of rolling GRATS is where a lot of estate planning attorneys sometimes get stuck This course is focused on giving you the information you need to know to move to the next level all presented in a straightforward easy to grasp format Speakers will provide practical advice on

topics such as recent income tax developments portability retirement benefits and creative probate techniquesalong with strategies for applying a variety of these new tactics in your daily practice for those clients who require slightly more complex planning

Tuesday 675 hours including 5 hour ethics

800 Registration - Coffee amp Pastries Provided

855 Welcoming Remarks Course Director Shelli A Harveson Fort Worth Brown Pruitt Wambsganss Ferrill amp Dean

900 To Probate or Not to Probate 75 hr Brandy Baxter-Thompson Dallas Calloway Norris Burdette amp Weber

945 What You Donrsquot Know Can Hurt You Important Statutes for Estate Planners Beyond the Probate Code 75 hr (25 ethics) Farren Sheehan Smith Pflugerville Law Office of Farren Smith

1030 Break

1045 Income Tax Issues Every Estate Planner Should Know 75 hr Jason R Mahon Southlake The Mahon Firm

1130 Fiduciary Pitfalls Under Powers of Attorney 75 hr (25 ethics) Nicole P Wolff Dallas Calloway Norris Burdette amp Weber

345 Pulling It All Together Strategies for Intermediate Planning 1 hr Real world examples of how various estate planning tools can fit together to create a comprehensive planning strategy for the slightly more sophisticated client

Wesley L Bowers Houston Fizer Beck Webster Bentley amp Scroggins

Brooke Hardie Austin Saunders Norval Pargaman amp Atkins

Hazel A Sanchez Austin Law Offices of Rhonda H Brink

445 Adjourn

TexasBarCLE presents the

Separate registration required

32

Cosponsored by the Real Estate Probate and Trust Law Section of the State Bar of Texas

Real Estate Probate and Trust Law Section members can save $75

TexasBarCLE Advanced Courses are sponsored by LexisNexis a division of Reed Elsevier Inc

1230 Luncheon Presentation Non-lawyer Spousersquos Rights to Your Law Practice 75 hr (25 ethics) James E Brill Houston James E Brill PC

Warren Cole Houston The Law Office of Warren Cole

115 Break

130 Between Death and Probate - Practical Items of Esoterica 75 hr Melissa J Willms Houston Davis amp Willms

215 Hot Topics in Elder Law 75 hr Molly Dear Abshire Bellaire Wright Abshire Attorneys

300 Conflicts of Law 75 hr Jerry Frank Jones Austin Ikard Golden Jones

Laurie Ratliff Austin Ikard Golden Jones

345 Break

400 Marital Property Liability 75 hr Thomas M Featherston Jr Waco Mills Cox Professor of Law Baylor University School of Law

445 Tax Law Update 1 hr Stanley M Johanson Austin James A Elkins Centennial Chair in Law University of Texas School of Law

545 Adjourn to Social Sponsored by FROST (Houston site only)

Thursday 775 hours including 75 hour ethics

745 Continental Breakfast Sponsored by CADENCE

810 Announcements

815 Oil amp Gas for Estate Planning amp Probate Attorneys 75 hr Dustin G Willey Fort Worth Bourland Wall amp Wenzel

900 Whatrsquos the Encore Correcting andor Amplifying Family Wealth Transfers 75 hr Steve R Akers Dallas Bessemer Trust

945 Whorsquos Your Client 5 hr ethics Justin M Campbell III Houston Campbell Harrison amp Dagley

1015 Break

1030 Realistic Solutions to Complex Guardianships 75 hr (25 ethics) Jeannine C Flynn Houston Law Office of Jeannine C Flynn

Catherine H Goodman Fort Worth Shannon Gracey Ratliff amp Miller

1115 REPTL Distinguished Probate Lawyers Lifetime Achievement Award Presentation


1145 Luncheon Presentation Estate and Wealth Transfer Planning from a Family Point of View - Lessons from Successful Families 75 hr David Lansky PhD Chicago IL The Family Business Consulting Group

1230 Break

LIVE Houston June 26-28 2013Westin Galleria Hotel

Register by June 12 and save $50

VIDEO DallasJuly 31-August 2 2013 DoubleTree Galleria

Register by July 17 and save $50

VIDEO San AntonioAugust 7-9 2013 Hyatt Hill Country Resort


Wednesday 775 hours including 1 hour ethics

800 Registration and Continental Breakfast Sponsored by CADENCE

845 Welcoming Remarks Course Director Jeffrey N Myers Fort Worth Bourland Wall amp Wenzel

900 Case Law Update 1 hr (25 ethics) Gerry W Beyer Lubbock Governor Preston E Smith Regents Professor of Law Texas Tech University School of Law

1000 Malpractice Issues for Estate Planning and Probate Attorneys 5 hr ethics Gregg S Weinberg Houston Roberts Markel Weinberg PC

1030 Break

1045 Legislative Update Out with the Old [Probate Code] and in with the New [Estates Code] 75 hr William D Pargaman Austin Saunders Norval Pargaman amp Atkins

1130 The Unexpected Complexities of Tragedy (Fundraising Special Needs Trusts Medicaid amp Tax Deductions) 75 hr Wesley E Wright Bellaire Wright Abshire Attorneys


TBCLEestate

Course


Advanced Estate Planning Probate

44

1245 Program Introductions Moderator Jeffrey N Myers Fort Worth Bourland Wall amp Wenzel

100 Have You Ever WonderedhellipPLR TAM GCM Etc 75 hr Tina R Green Texarkana Capshaw Green

Nikki L Laing Texarkana Capshaw Green

145 Doing Business with Family Related Party Transactions 1 hr Gene Wolf El Paso Kemp Smith

245 Ice Cream Break Sponsored by STOUT RISIUS ROSS INC (Houston site only)

300 Wealth Transfers - The Effects of Valuation Criteria 75 hr Charles E King Amarillo Sprouse Shrader Smith

345 FLP Audits 1 hr John W Porter Houston Baker Botts

445 Taxes for Trusts and Estates - New Taxes New Rates New Challenges 75 hr Mickey R Davis Houston Davis amp Willms

530 Adjourn to Social Sponsored by BANK OF TEXAS (Houston site only)

1245 Program Introductions Moderator Sarah Patel Pacheco Houston Crain Caton amp James

100 How to Show Them Keeping the Juryrsquos Attention from Opening to Closing 1 hr Trey Cox Dallas Lynn Tillotson Pinker and Cox

Rusty Hardin Houston Rusty Hardin amp Associates

Sarah Patel Pacheco Houston Crain Caton amp James

Hon Mike Wood Houston Judge Harris County Probate Court No 2

200 Remedies for Breach of Fiduciary Duties 75 hr Mary C Burdette Dallas Calloway Norris Burdette amp Weber

Scott D Weber Dallas Calloway Norris Burdette amp Weber


300 Standing Capacity Jurisdiction 75 hr Lauren K Davis Austin Ikard Golden Jones

345 Shifting Burden of Proof in Fiduciary and Probate Litigation 5 hr David Goodman Fort Worth Bourland Wall amp Wenzel

415 Spoliation 5 hr Dale Jefferson Houston Martin Disiere Jefferson amp Wisdom

445 Attorneysrsquo Fees ndash Claims amp Contests 75 hr M Keith Branyon Fort Worth Jackson Walker


Friday 55 hours including 5 hour ethics


810 Announcements

815 Hot Topics in Estate Administration 75 hr Omar J Leal Corpus Christi Branscomb PC

900 Yet Another Paradigm Shift The 2012 Act Resets Our Plans Forms and Practices 1 hr bull high thresholds set new models bullportabilitysetsnewpractices bulloldstandbysgetretooled bulldevelopingthepracticetools forms and procedures to deal with a new permanent transfer tax regime Rhonda H Brink Austin Law Offices of Rhonda H Brink

Shyla R Buckner Amarillo Sprouse Shrader Smith

Alvin J Golden Austin Ikard Golden Jones

1000 Estate Planning for Unmarried Committed Couples 75 hr Wendy S Goffe Seattle WA Stoel Rives LLP

1045 Break

1100 Decanting with Benefits 75 hr Shannon G Guthrie Bedford Benenati Law Firm

1145 Mostly Dead Disappearance and the Presumption of Death 75 hr (25 ethics) Hon Steve M King Fort Worth Judge Tarrant County Probate Court No 1

1230 Lunch on your own

200 Premarital Agreements from a Family Law Attorneyrsquos Perspective 75 hr (25 ethics) Stewart W Gagnon Houston Fulbright amp Jaworski

R Hal Moorman Brenham Moorman Tate Urquhart Haley Upchurch amp Yates

245 Top 10 Things to Take Away 75 hr C Stephen Saunders Austin Saunders Norval Pargaman amp Atkins

330 Adjourn

TAX BREAKOUT LITIGATION BREAKOUT

4 5

Ways to Save on This Course

TexasBarCLEcom fyi

Reserve Your Hotel Room EarlyHotel Rooms have been blocked at special rates on a space available basis To make a reservation contact the hotel and indicate that you will be attending this State Bar of Texas course

HOUSTON LiveWestin GalleriaJune 26-28 20135060 W Alabama StHouston TX 77056713-960-8100$179 singledoubleHotel Deadline June 3

DALLAS VideoDoubleTree Near the Galleria July 31-August 2 20134099 Valley View LnDallas TX 75244972-385-9000$99 singledoubleHotel Deadline July 1

SAN ANTONIO Video Hyatt Hill Country ResortAugust 7-9 20139800 Hyatt Resort Dr San Antonio TX 78251210-647-1234$210 singledoubleHotel Deadline July 9

Meet the ldquoRegister Byrdquo Deadline and Save $50 because early registrations help us ensure that sufficient course books seating and refreshments are available Course materials and seating will be reserved for preregistrants until the start of the first topic

Real Estate Probate and Trust Law Section Members Can Save $75by registering by the ldquoRegister byrdquo date (thereafter save $25) Not a member To join e-mail sectionstexasbarcom or phone 800-204-2222 x1425 Please do not send Section membership payment with your registration fee

Earn Discounts by Registering Five or Morefrom your firm or agency Contact Firm amp Group Sales Manager Laura Angle of TexasBarSolutions at 512-250-5575 or lauraangletexasbarcom

HALF OFF for Attorneys Licensed 5 Years or LessYou read that right See the registration form

Need Financial Assistance to AttendTexasBarCLE makes a limited number of scholarships available for attendance at live courses and selected video replays To learn more call Mon-Fri 8am-5pm CT to Sara at 800-204-2222 x1490 Please apply at least 4 weeks prior to the event

Active State and Texas-Area Federal Judges and Their Court Staff Attorneys May Attend for Free Provided(1) the course directly relates to the judgersquos tribunalrsquos jurisdiction (2) the judge is a full-time judge or retired under the judicial retirement system and (3) space is available for all paying registrants This privilege does not extend to receivers trustees other court staff or persons serving part-time in a judicial capacity Actual attendance is required in order to receive course materials

Parking Information is subject to change and does not guarantee available space HOUSTON Self-parking at the Westin is complimentary in the Galleria parking garage and valet parking is $27 per day DALLAS Self-parking is complimentary and valet parking is not available SAN ANTONIO Self-parking is complimentary and valet parking is $17 per day

If You Need Special Accommodations to Attendplease contact us as soon as possible at 800-204-2222 x1748

Registered But Canrsquot Attend Still Earn MCLE Creditand receive course materials by (1) calling 800-204-2222 x1574 to transfer your registration to a later presentation or (2) taking the course online later in which case yoursquoll automatically be sent the course materials see ldquoFREE TO OUR REGISTRANTSrdquo below If you wish a refund instead mail or fax (512-427-4443) your request so that we receive it at least one business day before the program

FREE TO OUR REGISTRANTSOnline Videos and MP3s of the Topics as Well as PDFs of Course Materialswill be available to registrants 6-8 weeks after the course Provide your e-mail address when preregistering to be notified when and how these benefits may be accessed (Note Presentation lengths may vary from that which was advertised) Therersquos no extra charge as a registrant yoursquore already entitled

Interested in Sponsoring or Exhibiting at This Course or OthersContact Julie Marshall at 512-427-1797 or juliemarshalltexasbarcom

Policy of Impartiality The State Bar of Texas does not endorse political candidates When a candidate for public office is included in promotion for or participates in a TexasBarCLE event the State Bar is not taking a position for or against anyonersquos candidacy Tweet About This Course Include hashtag TBCLEestate

MCLE CREDIT


CPE CreditWe have registered with the Texas State Board of Public Accountancy as a CPE sponsor This registration does not constitute an endorsement by the board as to the quality of our program

The State Barrsquos continuing education sponsor ID number is 135

Texas Department of Insurance CreditTexasBarCLE is recognized by the Texas Department of Insurance as a qualified sponsor of insurance related continuing education (sponsor ID 0375) A certificate of attendance is available upon request at the seminar

5

2

4

3

1

6

OnlineTexasBarCLEcomcredit card only

Phone800-204-2222 x1574during business hourscredit card only

Fax512-427-4443credit card only

MailState Bar of Texas - CLELB 972298P O Box 972298Dallas TX 75397-2298check or credit card

Registeringfive or moreE-mail Laura Angle at lauraangletexasbarcom for group discount information

Registration Form W A Y S T O R E G I S T E R

PDFs of course materials will be available for purchase 6-8 weeks after the course in the Online Library at TexasBarCLEcom Registrants receive access to the PDFs at no additional charge (see ldquoFree to Our Registrantsrdquo on p 5)daggerPlus 825 sales tax on total Please include sales tax or attach an exemption certificate Book and USB orders are shipped separately and filled 4-6 weeks after the live program A bill will be sent unless a credit card charge is authorized on this form

QUESTIONS 800-204-2222 x1574 bull 512-427-1574

LB

My total is $_____________ I am paying byq Check (enclosed) payable to the State Bar of Texas for $__________ q Visa q MasterCard q AMEX q Discover

PLEASE PRINT LEGIBLY Account No _____________________________ Exp Date _______

Name on card (Please print) ________________________________________________________

Signature _______________________________________________________________________

State Bar Membership No ___ ___ ___ ___ ___ ___ ___ ___

Registrant Name _________________________________________________________________

Firm NameCourt ________________________________________________________________

Address for Bar-Related Mail _______________________________________________________

CityState ____________________________________ Zip _______________________________

Phone ( ) ___________________________ Fax ( ) _____________________________

E-Mail __________________________________________________________________________A confirmation of your registration will be sent to the e-mail address you provide

Advanced Estate Planning amp Probate Course [5000]

Houston LIVE June 26-28 2013 q Regular Registrant $745 Take $50 OFF Register by June 12 2013 q Licensed 5 years or less HALF OFF $37250

Dallas VIDEO July 31-August 2 2013 q Regular Registrant $645 Take $50 OFF Register by July 17 2013 q Licensed 5 years or less HALF OFF $32250

San Antonio VIDEO August 7-9 2013 q Regular Registrant $645 Take $50 OFF Register by July 24 2013 q Licensed 5 years or less HALF OFF $32250

Intermediate Estate Planning amp Probate Course [5003]

Houston LIVE June 25 2013 q Regular Registrant $295 Take $50 OFF Register by June 11 2013 q Licensed 5 years or less HALF OFF $14750

Dallas VIDEO July 30 2013 q Regular Registrant $245 Take $50 OFF Register by July 16 2013 q Licensed 5 years or less HALF OFF $12250

San Antonio VIDEO August 6 2013 q Regular Registrant $245 Take $50 OFF Register by July 23 2013 q Licensed 5 years or less HALF OFF $12250

I may attend complimentary because I amq a qualifying judge or q court staff attorney (see p 5)

No other discounts in section 3 apply

I want my Advanced course materials format to beq Electronic materials (PDFs on a USB drive)q Hard-copy materials (2 notebooks) q BOTH for the Advanced Course so Irsquoll ADD $115

I want my Intermediate course materials format to beq Electronic materials (PDFs on a USB drive)q Hard-copy materials (1 notebook) q BOTH for the Intermediate Course so Irsquoll ADD $45

I canrsquot attend Just send course materials FREE Shipping amp HandlingAdvanced Course q Book set q USB drive $230 eachdagger

Intermediate Course q Book q USB drive $85 eachdagger

For information on audio CDs of course topics contact our DVD CLE service at 800-204-2222 x1575 MP3 files of the topics will be downloadable from TexasBarCLEcom 6-8 weeks after the course

Irsquom entitled to these discounts(Lawyers licensed 5 years or less should skip this section)

q $100 OFF because Irsquom registering for both the Advanced and Intermediate courses (This discount is not available online)

q $50 OFF because Irsquom registering by the ldquoRegister byrdquo date at the left (If by mail date of postmark will be determinative)

$25 OFF because (choose 1 box only) Irsquom a member of the q Real Estate Probate and Trust Law Section q State Bar Collegeq Legal Administrators or Paralegal Division

Advanced Estate Planning amp Probate Course 5000Save $100 Register for BOTH courses (See section 3)

State Bar of TexasPO Box 12487Austin TX 78711-2487

NON PROFIT ORGANIZATION

US POSTAGEPAID

PERMIT NO 1804AUSTIN TEXAS

8

37th Annual Advanced Estate Planning amp Probate CourseLIVE June 26-28 2013 Houston

VIDEO July 31-August 2 2013 DallasVIDEO August 7-9 2013 San Antonio

Intermediate Course Planning CommitteeCourse Director Shelli A Harveson Fort WorthWesley L Bowers HoustonClaiborne L ldquoClayrdquo Cowan AustinElizabeth H Fry San AntonioBrooke Hardie AustinJason R Mahon SouthlakeMary E Mason HoustonArielle M Prangner HoustonHazel A Sanchez AustinFarren Sheehan Smith Pflugerville

Advanced Course Planning CommitteeCourse Director Jeffrey N Myers Fort Worth Molly Dear Abshire BellaireM Keith Branyon Fort WorthRhonda H Brink AustinMary C Burdette DallasKristi N Elsom HoustonAlvin J Golden AustinCatherine H Goodman Fort WorthTina R Green TexarkanaShannon G Guthrie BedfordBrooke Hardie AustinJeannine C Flynn HoustonCharles E King AmarilloOmar J Leal Corpus ChristiR Hal Moorman BrenhamSarah Patel Pacheco HoustonMelissa J Willms HoustonGene Wolf El PasoHon Mike Wood Houston

TexasBarCLE Planning TeamHedy Bower Director of Program PlanningKatherine Korrodi Program CoordinatorHeather Armstrong Written Materials CoordinatorMary Galarza Meeting Services Coordinator

Real Estate Probate and Trust Law Section of the State Bar of Texas

Robert Allen ldquoDocrdquo Watson ChairLisa H Jamieson Chair-ElectSecretaryRichard L Spencer TreasurerJ Mark McPherson Reporter EditorCraig S Adams Immediate Past Chair

State Bar of TexasBuck Files PresidentFrank E Stevenson II Chair of the BoardLisa M Tatum President-ElectBob Black Immediate Past PresidentCE Rhodes TYLA PresidentDeborah Bullion Chair CLE CommitteeSylvia Cardona Chair Board PDP CommitteeMichelle E Hunter Executive DirectorPatrick A Nester Director TexasBarCLE

Our thanks to the following sponsors

Sure online CLE can be high-quality and convenient saving you time and travel But it canrsquot replace the benefits of attending CLE in person

At live CLE you can meet leaders in your practice area judges colleagues and other professionalsmdashmany with the same concerns and issues that you may have Guidance insights and referrals you could gain from speakers and attendees can be just as valuable to your career as the CLE event itself (At many TexasBarCLE seminars yoursquoll find a special area for QampAmdasha ldquospeakers bullpenrdquo with time for informal give-and-take)

CLE not only educates and trains it can inspire and motivate through contact with others Knowledge is key to practicing law of course but knowing people is vital as well

CLE at a resort or out-of-town location offers even more opportunities Take time with colleagues for coffee a meal or a game of golf or tennis Or bring your family and enjoy some well-deserved downtime together

In other words if you get all your CLE online you could be shortchanging yourself Attending CLE in person offers you more ways to strengthen relationships and build your careermdashwhich almost certainly will make you a better lawyer

And thatrsquos the goal of CLE isnrsquot it

Getting all your CLE online

TexasBarCLEEducation by the Bar for the Bar

TM

TexasBarCLEcom

Get personal with in-person CLETM

Then somethingrsquos missing

2

MCLE CREDIT

Intermediate Estate Planning Probate Course

TBCLEestate


1230 Luncheon Presentation Get by with a Little Help from My Friends - Trust Drafting Tips from Corporate Trustees 5 hr Moderator Lara A Aman Dallas US Trust

Karen G Ashworth Austin Cumberland Trust amp Investment Company

Sherry A McGillicuddy Austin Frost Bank

100 Break

115 Portability - Boom or Bust for Your Bailiwick 75 hr Lora G Davis Dallas The Blum Firm

200 Benefits for Beginners What Retirement Benefits Are out There and What You Should Be Doing with Them 75 hr Katherine C Akinc Austin Ikard Golden Jones

245 Break

300 Creditor Claims 75 hr Gus G Tamborello Houston Gus G Tamborello PC


LIVE Houston June 25 2013 Westin Galleria Hotel

VIDEO DallasJuly 30 2013 DoubleTree Galleria

VIDEO San AntonioAugust 6 2013 Hyatt Hill Country Resort

omewhere between basic ldquoMom and Poprdquo will drafting and the complexities of rolling GRATS is where a lot of estate planning attorneys sometimes get stuck This course is focused on giving you the information you need to know to move to the next level all presented in a straightforward easy to grasp format Speakers will provide practical advice on

topics such as recent income tax developments portability retirement benefits and creative probate techniquesalong with strategies for applying a variety of these new tactics in your daily practice for those clients who require slightly more complex planning

Tuesday 675 hours including 5 hour ethics

800 Registration - Coffee amp Pastries Provided

855 Welcoming Remarks Course Director Shelli A Harveson Fort Worth Brown Pruitt Wambsganss Ferrill amp Dean

900 To Probate or Not to Probate 75 hr Brandy Baxter-Thompson Dallas Calloway Norris Burdette amp Weber

945 What You Donrsquot Know Can Hurt You Important Statutes for Estate Planners Beyond the Probate Code 75 hr (25 ethics) Farren Sheehan Smith Pflugerville Law Office of Farren Smith

1030 Break

1045 Income Tax Issues Every Estate Planner Should Know 75 hr Jason R Mahon Southlake The Mahon Firm

1130 Fiduciary Pitfalls Under Powers of Attorney 75 hr (25 ethics) Nicole P Wolff Dallas Calloway Norris Burdette amp Weber

345 Pulling It All Together Strategies for Intermediate Planning 1 hr Real world examples of how various estate planning tools can fit together to create a comprehensive planning strategy for the slightly more sophisticated client

Wesley L Bowers Houston Fizer Beck Webster Bentley amp Scroggins

Brooke Hardie Austin Saunders Norval Pargaman amp Atkins

Hazel A Sanchez Austin Law Offices of Rhonda H Brink

445 Adjourn


Separate registration required

32






115 Break





345 Break






810 Announcements




1015 Break






1230 Break












1030 Break




TBCLEestate

Course



44

























810 Announcements






1045 Break







330 Adjourn


4 5


TexasBarCLEcom fyi

















MCLE CREDIT





5

2

4

3

1

6








QUESTIONS 800-204-2222 x1574 bull 512-427-1574

LB




Signature _______________________________________________________________________


Registrant Name _________________________________________________________________

Firm NameCourt ________________________________________________________________


CityState ____________________________________ Zip _______________________________

Phone ( ) ___________________________ Fax ( ) _____________________________
























US POSTAGEPAID


8


















TM

TexasBarCLEcom



32






115 Break





345 Break






810 Announcements




1015 Break






1230 Break












1030 Break




TBCLEestate

Course



44

























810 Announcements






1045 Break







330 Adjourn


4 5


TexasBarCLEcom fyi

















MCLE CREDIT





5

2

4

3

1

6








QUESTIONS 800-204-2222 x1574 bull 512-427-1574

LB




Signature _______________________________________________________________________


Registrant Name _________________________________________________________________

Firm NameCourt ________________________________________________________________


CityState ____________________________________ Zip _______________________________

Phone ( ) ___________________________ Fax ( ) _____________________________
























US POSTAGEPAID


8


















TM

TexasBarCLEcom



44

























810 Announcements






1045 Break







330 Adjourn


4 5


TexasBarCLEcom fyi

















MCLE CREDIT





5

2

4

3

1

6








QUESTIONS 800-204-2222 x1574 bull 512-427-1574

LB




Signature _______________________________________________________________________


Registrant Name _________________________________________________________________

Firm NameCourt ________________________________________________________________


CityState ____________________________________ Zip _______________________________

Phone ( ) ___________________________ Fax ( ) _____________________________
























US POSTAGEPAID


8


















TM

TexasBarCLEcom



4 5


TexasBarCLEcom fyi

















MCLE CREDIT





5

2

4

3

1

6








QUESTIONS 800-204-2222 x1574 bull 512-427-1574

LB




Signature _______________________________________________________________________


Registrant Name _________________________________________________________________

Firm NameCourt ________________________________________________________________


CityState ____________________________________ Zip _______________________________

Phone ( ) ___________________________ Fax ( ) _____________________________
























US POSTAGEPAID


8


















TM

TexasBarCLEcom



5

2

4

3

1

6








QUESTIONS 800-204-2222 x1574 bull 512-427-1574

LB




Signature _______________________________________________________________________


Registrant Name _________________________________________________________________

Firm NameCourt ________________________________________________________________


CityState ____________________________________ Zip _______________________________

Phone ( ) ___________________________ Fax ( ) _____________________________
























US POSTAGEPAID


8


















TM

TexasBarCLEcom





US POSTAGEPAID


8


















TM

TexasBarCLEcom











TM

TexasBarCLEcom



info - texasbarcle

Documents