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20th AnnualAdvanced EstatePlanning StrategiesCourseLIVEDenver, ColoradoThe Brown Palace Hotel and SpaApril 24-25, 2014This highly interactive conference among expert panelists and attendees willaddress four high-level estate planning topics you may struggle with in yourdaily practice.Topics include: Recipes for Income and Estate Tax Planning in 2014 Stop the Bus, I Want to Get Off! - Business Succession Planning in 2014 It Slices; It Dices; It Makes Julienne Fries: Cutting-Edge Trust Tools It’s Too Late to Say You’re Sorry - A Selection of Litigation TopicsSpecial Luncheon Presentation on ThursdayJoin us for a presentation by James E. Hughes, renowned author and expert inestate and trust planning, as he challenges you to think about how you draft.MCLE CREDIT 13 HOURS (3 ETHICS)

TexasBarCLE presents the 20th AnnualAdvanced EstatePlanning StrategiesCourseCosponsored by the Real Estate, Probate and Trust Law Section of the State Bar of Texaslive Denver, ColoradoThe Brown Palace Hotel and SpaApril 24-25, 2014Real Estate, Probate and Trust LawSection members can save 100!#TBCLEepstratWednesday6:15 – 8:00 p.m.Welcoming Social – Check infor the course and meet yourcolleaguesSponsored by CadenceThursday7 hours including 2 hour ethics8:00 RegistrationContinental BreakfastSponsored byStout Risius Ross, Inc.8:30 Welcoming RemarksCourse DirectorShannon G. Guthrie, BedfordBenenati Law Firm8:45 Recipes for Income and Estate TaxPlanning in 2014 3 hrs (.5 ethics)Let’s Dish About Estate Planning,Creating New Concoctions with: Portability Disclaimer trusts QTIPs and Clayton QTIPs General powers and formulas forbasis adjustment planning The Delaware Tax TrapSpecial Ingredients to Consider: Grantor trust planning and othertwists Creative lifetime gift planning Implications of the demise ofDOMAModeratorMickey R. Davis, HoustonDavis & WillmsLora G. Davis, DallasThe Blum FirmStephanie E. Donaho, HoustonLocke LordAlvin J. Golden, AustinIkard Golden Jones11:45 Break - Lunch ProvidedMCLE CREDIT13 HOURS (3 ETHICS)MCLE COURSE NO: 901282502Applies to the College of the StateBar of Texas and to the Texas Boardof Legal Specialization in EstatePlanning and Probate Law and TaxLaw.12:00 Luncheon Presentation:The pilgrim’s journey of a servingprivate client attorney—ourhistory and its destructionin modernity—can it bereconstructed? 1 hr ethicsJames (Jay) E. Hughes Jr, Aspen, COAuthor of Family Wealth: Keeping Itin the Family21:00 Networking Break1:30 Stop the Bus, I Want to Get Off!- Business Succession Planning in2014 3 hrs (.5 ethics) Addressing planning related toall family businesses regardlessof whether the estate is above orbelow the estate tax threshold Outlining structures to position thefamily business for transition Analyzing key issues intransitioning the family businesswithin the family, to key employeesor, to outside parties Examining key estate and incometax implications in the transitionof the family business, includingthe effects of 409A, the 3.8% taxon net investment income, andportability implications Exploring other issues that impactthe family business successionprocess including use of trusts andmaterial participation, funding thebuy-sell agreement/insurance, andoperating covenantsModeratorJeffrey N. Myers, Fort WorthBourland Wall & WenzelI. Scott Carter, DallasMincey-Carter, PCSteven B. Gorin, St. Louis, MOThompson Coburn LLPTina R. Green, TexarkanaCapshaw Green4:30 Adjourn to Cocktail Partyand ReceptionSponsored byFrost Wealth Advisors

Friday6 hours including 1 hour ethics8:00 Continental BreakfastSponsored byStout Risius Ross, Inc.Marjorie J. Stephens, DallasSmith & StephensMelissa J. Willms, HoustonDavis & Willms11:30 Break - Lunch on Your Own8:25 Announcements8:30 It Slices; It Dices; It Makes JulienneFries: Cutting-Edge Trust Tools3 hrs (.5 ethics) Trust protectors, advisors, committees;directed and special trustees When is a trust no longer a trust?,factors affecting fiduciary duties,“secret” trusts Decanting, trust modifications, situs,and choice of law Perpetual trusts Self-settled asset protection trustsBut Wait – There’s More! What to do with “unnecessary” trusts What to discuss with your clientsModeratorWilliam D. Pargaman, AustinSaunders, Norval, Pargaman & AtkinsRonald D. Aucutt, Tysons Corner, VAMcGuireWoods LLP1:00 It’s Too Late to Say You’re Sorry A Selection of Litigation Topics3 hrs (.5 ethics) Causes of action and remedies Estoppel Statutes of limitations Getting information ArbitrationModeratorHal Moorman, BrenhamMoorman,Tate, Haley, Upchurch &Yates, L.L.P.Frank N. Ikard Jr, AustinIkard Golden JonesLisa H. Jamieson, Fort WorthShannon, Gracey, Ratliff & MillerCameron McCulloch, HoustonMacIntyre & McCullochJoyce W. Moore, San AntonioLangley & Banack4:00 AdjournMark Your Calendar!Join us for the38th AnnualAdvancedEstate Planning& Probate CourseLIVE San AntonioHyatt Hill Country Resort and SpaTuesday - ThursdayJune 10-12, 2014VIDEO HoustonCrowne Plaza River OaksJuly 16-18, 2014VIDEO DallasCityplace EventsJuly 23-25, 201425th AnnualEstate Planning &Probate DraftingCOURSEOur thanks to our sponsorsLIVE DallasWestin Galleria DallasOctober 9-10, 2014VIDEO HoustonCrowne Plaza River OaksNovember 20-21, 20143

fyiTexasBarCLE.comWays to Save on This Course!Meet the “Register By” Deadline and Save 50because early registrations help us ensure that sufficient course books, seating,and refreshments are available. Course materials and seating will be reservedfor preregistrants until the start of the first topic.Real Estate, Probate and Trust Law Section Members Can Save 100( 25 of it provided by REPTL)by registering by the “Register by” date (thereafter, save 50). Not a member?To join, e-mail sections@texasbar.com or phone 800-204-2222, x1425. Pleasedo not send Section membership payment with your registration fee.Earn Discounts by Registering Five or Morefrom your firm or agency. Contact Firm & Group Sales Manager Laura Angle at512-250-5575 or laura.angle@texasbar.com.Reserve Your Hotel Room byMarch 28Hotel rooms have been blocked at special rateson a space available basis. To make a reservation,contact the hotel and indicate that you will beattending this State Bar of Texas course.Denver LiveThe Brown Palace Hotel and Spa321 17th StreetDenver, Colorado 80202800-321-2599 209/nightDeadline: March F OFF for Attorneys Licensed 5 Years or Less!You read that right! See the registration form.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 OnlineLibrary. To apply or to learn more, call Mon-Fri 8am-5pm CT to Sara at 800-2042222, x1490. Please apply at least four weeks prior to the CLE event.Active State and Texas-Area Federal Judges, Administrative LawJudges, Hearing Examiners, and Their Court Staff Attorneys MayAttend for 150, Provided:(1) the course directly relates to the judge’s tribunal’s jurisdiction, (2) the judgeis a full-time judge or retired under the judicial retirement system and (3) spaceis 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 for Attendees Not Staying at the Hotelis subject to change without notice and is not a guarantee of available space.Parking at The Brown Palace Hotel and Spa is valet only and is 25 per day.If You Need Special Accommodations to Attend,please contact us as soon as possible at 800-204-2222, x1748.If You Registered But Can’t Attend, You May Request a Refund.Mail or fax (512-427-4443) your request so that we receive it at least onebusiness day before the program.Interested in Sponsoring or Exhibiting at This Course or Others?Contact Julie Marshall at 512-427-1797 or julie.marshall@texasbar.com.Policy of ImpartialityThe State Bar of Texas does not endorse political candidates. When a candidatefor public office is included in promotion for or participates in a TexasBarCLEevent, the State Bar is not taking a position for or against anyone’s candidacy.Tweet About this Course! Include hashtag #TBCLEepstratCourse DirectorShannon G. Guthrie. BedfordPlanning CommitteeCraig S. Adams. TylerArthur H. Bayern. San AntonioLora G. Davis. DallasAlvin J. Golden. AustinTina R. Green. TexarkanaLisa H. Jamieson. Fort WorthR. Hal Moorman. BrenhamJeffrey N. Myers. Fort WorthWilliam D. Pargaman. AustinC. Stephen Saunders. AustinMelissa J. Willms. HoustonReal Estate, Probate and Trust Law Sectionof the State Bar of TexasLisa H. Jamieson.ChairRichard Spencer. Chair Elect/SecretaryWilliam D. Pargaman. TreasurerRobert “Doc” Watson. Immediate Past ChairTexasBarCLE Planning TeamHedy Bower. Director of Program PlanningKatherine Korrodi. Program CoordinatorSheena Taylor.Written Materials CoordinatorMary A. Galarza.Meeting Services CoordinatorState Bar of TexasLisa M. Tatum.PresidentCindy V. Tisdale. Chair of the BoardTrey Apffel. President-ElectBuck Files. Immediate Past PresidentKristy Blanchard.TYLA PresidentDeborah Bullion.Chair, CLE CommitteeGary Nickelson.Chair, Board PDP CommitteeMichelle E. Hunter.Executive DirectorPatrick A. Nester. Director, TexasBarCLE4