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Course Materials

TexasBar

800.204.2222 x1574

CLE.com

Education by the Bar,

for the Bar

26

th

Annual Course

MCLE CREDIT

13 Hours (3 Ethics)

LIVE

Houston

October 8-9, 2015

The Westin Houston Memorial City Hotel

VIdEO

dallas • November 19-20, 2015 •

Cityplace Events

Estate Planning

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MCLE CREdIT

Wednesday

6:00 - 7:00 p.m.

Welcoming Social – Check in for the course and meet your colleagues

Sponsored by FROST

Thursday

7.75 hours including .75 ethics

8:00 Registration

Continental Breakfast

Sponsored by CADENCE TRUST 8:25 Welcoming Remarks

Course Director

Amanda Gyeszly, Houston Fizer Beck Webster Bentley & Scroggins

8:30 The Family Game of Thrones: A Planner’s Guide to Drafting Effective Business Succession Plans 1 hr

Brett T. Berly, Houston Chamberlain, Hrdlicka, White, Williams & Aughtry

Habeeb (Hobbs) Gnaim, Houston Chamberlain, Hrdlicka, White, Williams & Aughtry

9:30 Special Needs Trusts: Drafting Person-Centered Plans .75 hr Renee C. Lovelace, Austin The Lovelace Law Firm 10:15 Networking Break

Sponsored by FROST

10:30 Don’t Let the Door Hit You on the Way Out: Funding Agreements, Receipts and Releases, and All That Jazz.75 hr (.25 ethics) Arielle Prangner, Houston Davis & Willms

11:15 Top 10 Considerations for Drafting to Avoid Litigation .75 hr (.25 ethics)

William D. Houser, Dallas Jordan, Houser & Flournoy 12:00 Break - Lunch Provided 12:15 Luncheon Presentation:

2015 Texas Estate and Trust Legislative Update .75 hr William D. Pargaman, Austin Saunders, Norval, Pargaman & Atkins 1:00 Break

TexasBarCLE presents the 26th Annual Course

Sponsored by the Real Estate, Probate & Trust Law Section of the State Bar of Texas

LIVE

Houston

October 8-9, 2015

The Westin Houston

Memorial City Hotel

Register by September 24

and

save $50!

Real Estate, Probate & Trust Law

Section Members can

save up to $100

($25 of it provided by REPTL)

VIDEO

dallas

November 19-20, 2015

Cityplace Events

Register by November 5

and

save $50!

Real Estate Probate & Trust Law

Section Members can

save up to

$100

($25 of it provided by REPTL)

#TBCLE

13 HOURS (3 ETHICS)

MCLE COURSE NO: 901319658

Applies to the Texas Bar College and to the Texas Board of Legal Specialization in Estate Planning and Probate Law and Tax Law.

Purpose and Scope

This program will identify, analyze, and discuss issues that arise in drafting

documents in the areas of estate planning, probate, and fiduciary litigation,

and will provide drafting examples and forms for the practitioner to utilize

to adequately and comprehensively address these issues. Although many

seasoned estate planners and probate practitioners will find much to interest

and challenge them in this course, the program’s goal is to deliver papers

and presentations that are relevant, thoughtful, and creative for attorneys at

all levels of practice in these fields, and to include updates and a discussion

of trends in the changing areas of the law. Overall, the course is designed

to help attendees recognize and address issues that continue to arise and

evolve in our practices, with helpful tools to take back to their offices and

utilize immediately.

& Probate Drafting

Estate Planning

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THANk YOU

TO OUR SPONSORS

Sponsored by the Real Estate, Probate & Trust Law Section of the State Bar of Texas

1:15 Drafting CLTs – What You Can and Can’t Do .75 hr

Laurel Stephenson, Dallas Davis Stephenson

2:00 It Toggles the Mind: Thoughts on Grantor Trusts and How to Switch Them on and Off .75 hr

Brian D. Cororve, Houston Campbell & Riggs

2:45 Is It Fair to Be Equal? Working with Equalization Provisions .5 hr Paul D. Strug, Houston

Weycer, Kaplan, Pulaski & Zuber 3:15 Break

3:30 Grammar vs. Garrulous: The Effective Use of Privileges in Drafting Audit Responses .75 hr Stephanie Loomis-Price, Houston Winstead

4:15 The Agent Can Do WHAT?! Drafting Tips to Empower Agents While Protecting Principals Under Powers of Attorney

1 hr (.25 ethics)

Nikki L. Laing, Texarkana Capshaw Green

Nikki Wolff, Dallas Wolff Law

Wendy Yates, Brenham

Moorman Tate Haley Upchurch & Yates

5:15 Adjourn to Social

Sponsored by CADENCE TRUST

Friday

5.25 hours including 2.25 ethics

8:00 Continental Breakfast

Sponsored by CADENCE TRUST 8:25 Announcements

8:30 Marital Property Issues in Drafting Planning Documents .75 hr Paige Ben-Yaacov, Houston Baker Botts

Randall B. Wilhite, Houston Fullenweider Wilhite

9:15 Practical Considerations for Drafting Arbitration Clauses .75 hr (.25 ethics)

Cameron McCulloch, Houston MacIntyre, McCulloch, Stanfield, Young

10:00 Break

10:15 Drafting Settlement Agreements at Mediation .75 hr (.25 ethics) Catherine H. Goodman, Fort Worth Shannon, Gracey, Ratliff & Miller Craig Hopper, Austin

Hopper Mikeska

11:00 Powers of Appointment .75 hr R. Glenn Davis, El Paso

ScottHulse

11:45 Break - Lunch Provided 12:00 Luncheon Presentation:

Practicing Law and Wellness .75 hr ethics

Pamela Powell, Houston Cenatiempo & Ditta 12:45 Break

1:00 Disclaimers .75 hr (.25 ethics) Glenn Karisch, Austin

The Karisch Law Firm

1:45 Avoiding Fiduciary Liability for Tax and Probate Lawyers .75 hr ethics

Gregg S. Weinberg, Houston Roberts Markel Weinberg Butler Hailey PC 2:30 Adjourn

Sponsor of

Internet access

in the meeting

rooms:

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Ways to Save on This Course!

fyi

Course Director

Amanda Gyeszly ... Houston

Planning Committee

Brett T. Berly ...Houston Lora G. Davis ... Dallas Darin N. Digby ... San Antonio Catherine H. Goodman ... Fort Worth William D. Houser ...Dallas Cameron McCulloch. ... Houston Cory McDowell ... Midland Melissa J. Willms ...Houston Wendy Yates ... Brenham

TexasBarCLE Planning Team

Hedy Bower ... Director of Program Planning Katherine Korrodi ... Program Coordinator Sheena Taylor ...Written Materials Coordinator Tiffany Clay ...Meeting Planner

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

William D. Pargaman ...Chair Roland Love ... Chair Elect/Secretary Tina G. Green ... Treasurer Richard Spencer ... Immediate Past Chair

State Bar of Texas

Allan K. DuBois ...President David E. Chamberlain ... Chair of the Board Frank Stevenson ... President-Elect Trey Apffel ... Immediate Past President C. Barrett Thomas ...TYLA President Mark D. White ...Chair, CLE Committee Susan Nelson ...Chair, Board PDP Committee Michelle E. Hunter ...Executive Director Patrick A. Nester ... Director, TexasBarCLE

Reserve Your Hotel Room Early

Hotel 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.

LIVE

Houston

Westin Memorial City

945 Gessner Rd. Houston, TX 77024 281-501-4300

$189 single or double

Hotel Deadline: September 17

The reserved block of rooms may fill up before the deadline. Act now!

VIDEO

dallas

Cityplace Events

2711 N. Haskell Ave. Dallas, TX 75204 214-515-5100

No rooms have been blocked for this replay.

Meet the “Register By” 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 & Trust Law Section Members Can Save $100 ($25 of it provided by REPTL)

by registering by the “Register by” date (thereafter, save $25). Not a member? To join, e-mail sections@texasbar.com or phone 800-204-2222, x1425. Please do not send Section membership payment with your registration fee.

Earn discounts by Registering Five or More

from your firm or agency. Contact Firm & Group Sales Manager Laura Angle at 512-263-2802 or laura.angle@texasbar.com.

Need Financial Assistance to Attend?

TexasBarCLE offers a limited number of scholarships to attend a live course, video replay, archived online class, or webcast, or to subscribe to our Online Library. To apply or to learn more, call Mon-Fri 8am-5pm CT to Sara at 800-204-2222, x1490. Please apply at least four weeks prior to the CLE event.

Active State, County, and Texas-Area Federal Judges, Administrative Law Judges, Hearing Examiners, and Judge’s Staff Attorneys May Attend for Free, Provided:

(1) the course directly relates to the judge’s tribunal’s jurisdiction, (2) the judge is a full-time judge or retired under a judicial retirement system and (3) space is available for all paying registrants. This privilege does not extend to prosecutors, receivers, trustees, other court staff, or persons serving part-time in a judicial capacity. Actual attendance is required to receive course materials.

Parking Information

is subject to change and does not guarantee available space.

HOUSTON: Self-parking for $9/day in parking garage and valet parking for $22/

overnight; Overflow parking is available across Gessner Street in the Memorial City Mall lot and is free. Please see staff at State Bar registration desk for details on how to secure your discount.

DALLAS: Self-parking in the underground Cityplace garage is complimentary by

picking up a validation ticket from the State Bar staff onsite.

If You Need Special Accommodations to Attend,

please contact us as soon as possible at 800-204-2222, x1748. For Cityplace Events in Dallas, please call us in advance of your arrival so that assisted parking can be arranged for drivers of handicap-designated vehicles.

Registered But Can’t Attend? Still Earn MCLE Credit

and 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 you’ll automatically be sent the course materials. 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 REGISTRANTS! Online Videos and MP3s of the Topics

will 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.) There’s no extra charge; as a registrant, you’re already entitled!

Interested in Sponsoring or Exhibiting at This Course or Others?

Contact Julie Marshall at 512-427-1797 or julie.marshall@texasbar.com.

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

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5

Registration

Form

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

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

1

2

4

3

†Plus 8.25% sales tax on total course book sales only. Please include sales tax or attach an exemption certificate. Book orders are shipped separately 4-6 weeks after the live program. A bill will be sent unless a credit card charge is authorized on this form. For information on audio CDs of course topics, contact our DVD CLE service at 800-204-2222, x1575. MP3 files of topics will be downloadable from TexasBarCLE.com 6-8 weeks after the course.

QUESTIONS?

800-204-2222, x1574 • 512-427-1574

My total is $_____________. I am paying by:

q 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 Name/Court ________________________________________________________________ Address for Bar-Related Mail _______________________________________________________ City/State ____________________________________ Zip _______________________________ Phone ( ) ___________________________ Fax ( ) _____________________________ E-Mail (required for registrant’s PDF download option): _________________________________

A confirmation of your registration will be sent to the e-mail address you provide.

Section members can save up to $100!

Online

TexasBarCLE.com credit card only

Phone

8

00-204-2222, x1574 during business hours credit card only

Fax

512-427-4443 credit card only

Mail

State Bar of Texas LB# 972298 P.O. Box 972298 Dallas, TX 75397-2298 check or credit card

Registering

five or more?

E-mail Laura Angle at laura.angle@texasbar.com for group discount information.

Estate Planning & Probate Drafting Course

[5055]

Houston LIVE, October 8-9, 2015

q Regular Registrant. . . .$645 Take $50 OFF:Register by September 24

q Licensed 5 years or less, HALF OFF . . . . .$322.50* *No discounts in section 3 may be taken.

Dallas VIDEO, November 19-20, 2015

q Regular Registrant. . . .$545 Take $50 OFF:Register by November 5

q Licensed 5 years or less, HALF OFF . . . . .$272.50* *No discounts in section 3 may be taken.

I may attend complimentary because I am a (see p. 4):

q Qualifying judge q Judge’s staff attorney

Your registration includes:

• Continental breakfast provided each morning • Lunch provided both days

• Complimentary wireless internet connection in the meeting room • Convenient access to electrical connections - Bring your laptop! • Networking Social on Thursday night (Houston site only)

I want my course materials format to be:

q Hard copy book as well as a PDF download of same (both formats included in registration fee)

q PDF download ONLY so I’ll take $25 OFF

I can’t attend. Just send course materials. FREE Shipping & Handling

q Hard copy book $155 (plus tax; see footnote)

To order a discounted PDF download of course materials (available 4-6 weeks after the course), search Publications at TexasBarCLE.com. I’m entitled to 1 or 2 discounts:

q $50 OFF because I’m registering by the “Register by” date at the left. (If by mail, date of postmark will be determinative.)

q $50 OFF because I’m a member of the Real Estate Probate and Trust Law Section ($25 of it provided by REPTL)

$25 OFF because (choose 1 box only) I’m a member of the

q Texas Bar College q Paralegal Division

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Enjoy mEmbErship in

LIVE Houston Oct. 8-9, 2015 VIdEO dallas Nov. 19-20 2015

Estate Planning

& Probate Drafting

26th Annual Course

State Bar of Texas P.O. Box 12487 Austin, TX 78711-2487

NON PROFIT ORG U.S. POSTAGE

PAID

PERMIT NO. 1804 AUSTIN, TEXAS

Over 8,400 of the lawyers licensed in Texas are members

of the Real Estate, Probate and Trust Law Section, making

it the largest section of the State Bar.

Membership is available to all Texas-licensed

attorneys and (on a non-voting basis) to all law

students for just $30 per year.

Members receive the official online quarterly, The REPTL

Reporter, containing case law summaries, feature articles, and

news. They also enjoy access to the Section’s online collection

of CLE materials from recent real estate, probate and trust law

seminars, as well as access to the latest work product of REPTL

committees. Another member benefit is a $100 discount off

the annual subscription price to TexasBarCLE’s Online Library

(regularly $295). Lastly, membership in REPTL allows for a

discount on numerous publications from Thomson West.

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