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36th AnnualAdvanced Estate Planning& Probate CourseHyatt Hill Country Resort and SpaSan AntonioHIGHLIGHTS: Decanting Irrevocable TrustsStay all week and attend Digital AssetsEstate Planning & Probate 101and Intermediate Estate Planning Beneficiary Grantor Trusts Collaborative LawLIVE SAN ANTONIOJune 27-29, 2012MCLE CREDIT 20.25 HOURS (3 ETHICS)VIDEO HOUSTONAugust 1-3, 2012Course materials available on a USB driveVIDEO DALLASAugust 22-24, 2012
TexasBarCLE presentsEstate Planning& Probate 101SAN ANTONIO SITE ONLY !(Separate registration required)Monday10:00Registration10:40Welcoming RemarksCourse DirectorOmar Javier Leal, Corpus ChristiiBranscomb, P.C.10:45Client Interview/Engagement.75 hr (.25 ethics)11:30Estate Planning 1.5 hr (.25 ethics)1:00Break - Lunch Served1:15Lunch Presentation: Question andAnswer .25 hr1:30Probate Process 1.5 hr (.25 ethics)3:00Guardianships .75 hr (.25 ethics)3:45Question and Answer .25 hr4:00AdjournIntermediate Estate Planning & ProbateLIVE SAN ANTONIOVIDEO HOUSTONJUNE 26, 2012July 31, 2012Jason Flaherty, AustinBennett FlahertyColin L. Murchison, Fort WorthJackson WalkerMCLE CREDIT5 HOURS (1 ETHICS)MCLE COURSE NO: 901239391Applies to the College of the State Barof Texas and to the Texas Board of LegalSpecialization in Estate Planning andProbate Law and Tax Law.August 21, 2012Depending on what Congress does (or, more aptly, does not do) in the coming year, manyestate planners who have not historically needed to incorporate tax planning into theirpractices may suddenly need to add some tax-planning vehicles to their toolboxes comeJanuary 1, 2013. This course addresses the ins and outs of taking that next step from basicwills to more sophisticated planning techniques and approaches.Tuesday1:30Break8:00RegistrationCoffee & Pastries Provided1:458:45Welcoming RemarksCourse DirectorBrooke Hardie, AustinSaunders, Norval, Nichols & AtkinsCharitable Planning for ClientsWho Aren’t Wealthy .75 hrBrooke Hardie, AustinSaunders, Norval, Nichols & Atkins2:30The 123s of GST .75 hrBrett Berly, HoustonChamberlain, Hrdlicka, White,Williams & Aughtry3:15Break3:30Key Provisions in Wills & TrustsThat Can Make or Break You .75 hrFrances Bennett, AustinBennett Flaherty9:00Disclaimer Bypass Trusts .75 hrMichael Johnson, AustinCook Brooks Johnson9:45Irrevocable Life Insurance Trusts.75 hrWesley L. Bowers, HoustonFizerBeckArielle Prangner, HoustonDavis & Willms10:30Break10:45Family Limited Partnerships &Other Entity Planning .75 hrClaiborne L. Cowan, AustinMalish & Cowan11:30GRATs .75 hrAmanda R. Doslich, HoustonWinsteadCatherine H. Goodman, Fort WorthShannon, Gracey, Ratliff & MillerKaren Hogan, San AntonioBexar County Probate Court #1VIDEO DALLASSo you have the basics down the “mom and pop wills,” all the ancillary documents youeven know how to draft a living trust and a pour over will. But where do you go from therein order to expand your practice capabilities and keep up with the changing estate tax laws?You know acronyms like: ILIT, GRAT, GST, and CLT but .what do they actually mean?FACULTYCourse DirectorOmar Javier Leal, Corpus ChristiBranscomb, P.C.(Separate registration required)Hazel Sanchez, AustinLaw Offices of Rhonda H. Brink4:1512:15Break - Lunch Served12:45Luncheon Presentation: “Can YouDo It? Yes You CAN! (But ShouldYou?)” .75 hr ethicsKatherine C. Akinc, AustinIkard Golden JonesDeborah Green, AustinThe Law Offices of Deborah GreenFarren Smith, PflugervilleLaw Office of Farren Smith2Coordination of Non-ProbateAssets .75 hrShelli A. Harveson, Fort WorthThe Law Office of Shelli A. HarvesonOlin Ragsdale, Fort WorthCLU, AEP, CES—Estate Analyst5:00AdjournMCLE CREDIT6.75 HOURS (.75 ETHICS)MCLE COURSE NO: 901241615Applies to the College of the StateBar of Texas and to the Texas Board ofLegal Specialization in Estate Planningand Probate Law and Tax Law.
TexasBarCLE presents the 36th AnnualAdvanced Estate Planning & Probate CourseCosponsored by the Real Estate, Probate and Trust Law Section of the State Bar of TexasReal Estate, Probate and Trust Law Section members can save 75!LIVE SAN ANTONIOJune 27-29, 2012VIDEO HOUSTONAugust 1-3, 2012VIDEO DALLASAugust 22-24, 2012Register by June 13, 2012and save 50!Register by July 18, 2012and save 50!Register by August 8, 2012and save 50!TexasBarCLE Advanced Courses are sponsored by LexisNexis, a division of Reed Elsevier Inc.Wednesday8 hours including 1 ethics8:00RegistrationContinental Breakfast Sponsoredby Encore Trust8:50Welcoming RemarksCourse DirectorTina R. Green, TexarkanaCapshaw Green9:0010:00Jeffrey T. Knebel, AustinOsborne, Helman, Knebel & Deleery10:45Break11:00To Apply for Guardianship orNot .75 hr (.25 ethics)Lisa H. Jamieson, Fort WorthShannon Gracey Ratliff & Miller Breakfast each day sponsored byEncore Trust (San Antonio only)Laura Upchurch, BrenhamMoorman, Tate, Urquhart, Haley,Upchurch & Yates Lunch each day Networking social sponsoredby Frost Financial ManagementGroup (San Antonio only) Ice Cream Break sponsored byHFBE, Inc. (San Antonio only)Trustee Disclosure .75 hr (.5 ethics)ModeratorGlenn M. Karisch, AustinThe Karisch Law FirmBreak - Lunch Provided12:50Luncheon Presentation: DigitalAssets .75 hrProf. Naomi Cahn, Washington, D.C.George Washington University LawSchool, John Theodore Fey ResearchProfessor of Law1:35Break1:45Property Taxes and Title Insurance:Issues and Answers for the EstateLawyer .75 hrMichael A. Wren, AustinMcGinnis, Lochridge & Kilgore2:30Creditors’ Claims in Dependent andIndependent Administrations .75 hrM. Keith Branyon, Fort WorthJackson Walker3:15Planning in a Cross-border World .75 hrGavin F. Leckie, New York, NYManaging Director, JP Morgan Chase4:00Break4:15What Texas Lawyers Need to KnowAbout Louisiana Law .75 hrW. Deryl Medlin, Shreveport, LAMcMichael, Medlin, D’Anna,Wedgeworth & Lafargue5:00Tax Law Update 1 hrProf. Stanley M. Johanson, AustinUniversity of Texas School of Law,Fannie Coplin Regents Chair6:00Adjourn to Social Sponsored byFrost Financial Management Group(San Antonio only)Mary E. Haught, AustinIkard Golden JonesRegistrants for the AdvancedCourse will receive thesebenefits: Complimentary online registrationfor the Guardianship Ad LitemCertification CourseCase Law Update 1 hr (.25 ethics)Prof. Gerry W. Beyer, LubbockTexas Tech University School of Law,Governor Preston E. Smith RegentsProfessor of Law12:3011:45Choice of Entity: Issues forEstate Planners .75 hrDavid Peter Dunning, Fort WorthBourland, Wall & Wenzel3
Thursday12:357 hours including 1.75 ethics8:00Continental Breakfast Sponsored by Encore Trust8:55Announcements9:00Estate Planning Issues with Intra-family Loans .75 hrStephen R. Akers, DallasBessemer Trust Company9:45New Rules in an Independent Administration andHow to Deal With Them .75 hrC. Boone Schwartzel, HoustonAttorney at Law10:30Break10:45Decanting Irrevocable Trusts .75 hr (.25 ethics)Melissa J. Willms, HoustonDavis & Willms11:30The Power to Appoint or Disappoint: Anatomy ofPower of Appointment .75 hrGene Wolf, El PasoKemp Smith12:15Break - Lunch ProvidedLunch Presentation: A New Model for Alternative DisputeResolution in Trust and Estate Practice .75 hr (.5 ethics)ModeratorRhonda H. Brink, AustinLaw Offices of Rhonda H. BrinkAngeline Lindley Bain, DallasGoranson, Bain, Larsen, Greenwald, Maultsby & MurphyHarry L. Munsinger, San AntonioMunsinger & Munsinger1:20Privilege Issues in the Estate Planning Arena .75 hr ethicsStephanie Loomis-Price, HoustonWinstead2:05Current Issues Related to Estate Planning with IRAs andQualified Plans .75 hrKaren Gerstner, HoustonKaren S. Gerstner & Associates2:50Ice Cream Networking BreakSponsored by Howard Frazier Barker Elliot, Inc.3:25Beneficiary Defective Trusts: Drafting the Dream Trust .75 hrLora G. Davis, DallasK&L Gates4:10Business Succession Planning 1 hr (.25 ethics)Louis A. Mezzullo, Rancho Santa Fe, CAMcKenna Long & Aldridge5:10AdjournSPONSORSTexasBarCLE would like to thank the following sponsors for their contributions to the36th Annual Advanced Estate Planning and Probate Course.4
MCLE CREDIT20.25 HOURS (3 ETHICS)MCLE COURSE NO: 901216341Applies to the College of the State Bar of Texasand to the Texas Board of Legal Specialization inEstate Planning and Probate Law and Tax Law.Friday5.25 hours including .25 ethics8:00Continental Breakfast Sponsored by Encore Trust8:55Announcements9:00Gift Planning in 2012 .75 hrR. Eric Viehman, HoustonYtterberg Deery Knull9:45CPA CreditWe have registered with the Texas State Boardof Public Accountancy as a CPE sponsor. Thisregistration does not constitute an endorsementby the Board as to the quality of our program(Sponsor I.D. 135).Texas Departmentof InsuranceTexasBarCLE is recognized by the TexasDepartment of Insurance as a qualified sponsorof insurance related continuing education(Sponsor I.D. 32398). A certificate of attendanceis available upon request at the course.Farm and Ranch Properties – Family Legacyor Liability? .75 hrModeratorSusan Armstrong, AustinArmstrong LawDavid Braun, Dripping SpringsBraun & GreshamBruce T. Morrison, AustinLaw Offices of Bruce Morrison10:30Break10:45Options for Closing the Estate Administration:What They Are and When They Should/ShouldNot Be Used .75 hr (.25 ethics)Sarah Patel Pacheco, HoustonCrain Caton & James11:30The Top Ten Things an Estate PlannerShould Know About Elder Law .75 hrMolly Dear Abshire, BellaireWright Abshire12:15Break - Lunch Provided12:30Luncheon Presentation: Proposed UniformPower of Attorney Act .75 hrCraig S . Adams, TylerAdams & CokerCourse DirectorTina R. Green . TexarkanaAdvanced Planning CommitteeMolly Dear Abshire. BellaireMichael Keith Branyon.Fort WorthRhonda H. Brink.AustinMary C. Burdette. DallasBenjamin Garrett Carter. DallasDarin N. Digby. San AntonioKristin N. Elsom. HoustonAlvin J. Golden.AustinShannon G. Gunthrie. BedfordMichael W. Johnson.AustinR. Hal Moorman.BrenhamJeffrey N. Myers.Fort WorthSarah Patel Pacheco. HoustonWilliam D. Pargaman.AustinC. Stephen Saunders.AustinMarjorie J. Stephens. DallasR. Eric Viehman. HoustonGene Wolf.El PasoIntermediate Planning CommitteeFrank Z. Ruttenburg, San AntonioWinsteadBrooke Hardie.AustinShelli A. Harveson.Fort WorthFarren Smith.PflugervilleDonald L. Totusek, DallasFrancis, Orr & Totusek1:15Break1:30Fiduciaries Within Fiduciaries .75 hrMary C. Burdette, DallasCalloway, Norris, Burdette & Weber2:15TexasBarCLE Planning TeamHedy Bower.Director of Program PlanningEdith Alexis Galvan. Program CoordinatorHeather Armstrong. Program Coordinator AssistantState Bar of TexasBob Black. PresidentBeverly Godbey. Chair of the BoardBuck Files. President-ElectTerry Tottenham. Immediate Past PresidentNatalie Cobb Koehler. TYLA PresidentDeborah Bullion. Chair, CLE CommitteeAllan K. DuBois. Chair, Board PDP CommitteeMichelle E. Hunter. Executive DirectorPatrick A. Nester. Director, TexasBarCLETop Ten Things to Take Away .75 hrShannon G. Guthrie, BedfordBenenati Law FirmC. Stephen Saunders, AustinSaunders, Norval, Nichols & Atkins3:00Adjourn5
fyiWays to Save on This Course!Reserve Your Hotel Room EarlyMeet 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 pre-registrants until the start of the first topic.Real Estate, Probate and Trust Law Section Members Can Save 75by registering no later than the “Register by” date for that course (thereafter,save 25); see the registration form. Not a member? To join, email sections@texasbar.com or phone 800-204-2222, x1425. Please do not send Sectionmembership payment with your registration fee.Earn Discounts by Registering Five or Morefrom your firm or agency. Contact Firm & Group Sales Manager Laura Angle ofTexasBarSolutions at 512-250-5575 or laura.angle@texasbar.com.Active State and Texas-Area Federal Judges andTheir Court Staff Attorneys May Attend for Freeprovided (1) the course is directly related to the judge’s tribunal’s jurisdiction,(2) the judge is a full-time judge or retired under the Texas Judicial RetirementSystem and (3) space is available for all paying registrants. This privilege doesnot extend to receivers, trustees, other court staff, or persons serving part-timein any judicial capacity. NOTE: Actual attendance is required in order to receivecourse materials.Parking Information for Attendeesis subject to change without notice and is not a guarantee of available space.San Antonio: Self-parking is complimentary. Houston: Self-parking in thegarage is complimentary for registrants of the State Bar seminar. Dallas: Selfparking is complimentary.If You Need Special Accommodations to Attend,please contact us as soon as possible at 800-204-2222, x1797.Hotel 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.LIVE - San AntonioJune 27-29, 2012Hyatt Hill Country Resortand Spa9800 Hyatt Resort DriveSan Antonio, TX 78251(210) 647-1234 215 single/doubleHotel deadline: May 25, 2012The reserved block of rooms may fill up before thedeadline. Act now!VIDEO - HoustonAugust 1-3, 2012Crowne Plaza River Oaks2712 Southwest FreewayHouston, TX 77098(713) 523-8448No rooms have been blocked for this video.VIDEO - DallasRegistered But Can’t Attend? Still Earn MCLE Creditand receive course materials by (1) calling 800-204-2222, x1574 to transferyour registration to a later presentation or (2) taking the course online later, inwhich case you’ll automatically be sent the course materials; see “FREE TO OURREGISTRANTS!,” below. However, if you wish a refund instead, mail or fax (512427-4443) your request so that we receive it at least one business day beforethe program.FREE TO OUR REGISTRANTS!Online Videos and MP3s of the Topics, as Well as PDFs of Course Materials,will be available to registrants 6-8 weeks after the course. Provide us your emailaddress when registering and we’ll alert you when these benefits are availableand how to access them. (Note: Presentation lengths may vary from thatwhich was advertised.) There’s no extra charge; as a registrant, you’re alreadyentitled!Interested in Sponsoring or Exhibiting at This Course or Others?Contact Kanice Spears at 512-427-1404 or kanice.spears@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.6August 22-24, 2012Doubletree by Hilton4099 Valley View LaneDallas, TX 75244(972) 385-9000 109 single/doubleHotel deadline: July 21, 2012The reserved block of rooms may fill up before thedeadline. Act now!
Registration FormOnlineTexasBarCLE.comcredit card onlyw a y sPhoneMail512-427-4443credit card onlyduring business hourscredit card onlyOn the Advanced Coursesave up toState Bar of Texas - CLELB #972298P. O. Box 972298Dallas, TX 75397-2298check or credit cardRegister me for:Advanced Estate Planning & Probate CourseIntermediate Estate Planning & ProbateI’m entitled to the following discounts:4I can’t attend. Just send course materials.*[5003]Estate Planning and Probate 101[5001](San Antonio site only. No discounts under section 3 apply.)q San Antonio, June 25 . . . . . . . . . . . . . . . 145I may attend complimentary because:q I am a qualifying judge or court staff attorney (see p. 6).q I am a State Bar College Gold Member(Questions? Visit texasbarcollege.com)q Electronic materials (PDFs on a USB drive)q Hard-copy materials (2 notebooks)q BOTH so I’ll ADD 115q 100 OFF because I’m registering for both the Advanced andIntermediate courses.q 50 OFF because I’m registering by the “Register by” date atthe left. (If by mail, date of postmark will be determinative.) 25 OFF because (choose 1 box only) I am a member of theq Real Estate, Probate and Trust Law Sectionq State Bar College Classic Membershipq Legal Administrators / Paralegal Div.OR q I’m licensed 2 years or less.FREE Shipping & HandlingAdvanced Course materials q Book set q USB drive . . 230 each†Intermediate Estate Planning & Probate q Book q USB . 85 each†Estate Planning & Probate 101 q Book q USB . . . . . . . 85 each†For audio CDs of the course topics, contact our DVD CLE service at 800204-2222, x1575. MP3 files of the topics will be downloadable fromthe Online Classroom at TexasBarCLE.com 6-8 weeks after the course.My total is . I am paying by:q Check (enclosed) payable to the State Bar of Texas for q AMEXq DiscoverPLEASE PRINT LEGIBLY Account No. Exp. DateName on card (Please print)SignatureState Bar Membership No.Registrant Name Badge NameFirm Name/CourtAddress for Bar-Related MailCity/State ZipPhone () Fax (50003Register for both the Advanced and Intermediate coursesand take an additional 100 off! See section 3 at right.(Discount not available online; must register by mail, fax, or phone.)q MasterCardE-mail Laura Angle atlaura.angle@texasbar.comfor group discountinformation.I want my Advanced Course materials format to be:q San Antonio LIVE, June 26 . . . . . . . . . . . 245q Houston VIDEO, July 31 . . . . . . . . . . . . . 195q Dallas VIDEO, August 21 . . . . . . . . . . . . 195q VisaRegisteringfive or more?2[5000]q San Antonio LIVE, June 27-29 . . . . . . . . 745Take 50 OFF: Register by June 13, 2012q Houston VIDEO, August 1-3 . . . . . . . . . . 645Take 50 OFF: Register by July 18, 2012q Dallas VIDEO, August 22-24 . . . . . . . . . . 645Take 50 OFF: Register by August 8, 20125r e g i s t e rAdvanced Estate Planning & Probate Course 175!1Fax800-204-2222, x1574t o)E-Mail:A confirmation of your registration will be sent to the e-mail address you provide.7*PDFs of course materials will be availablefor purchase 6-8 weeks after the coursein the Online Library at TexasBarCLE.com.Registrants receive access to the PDFs atno additional charge (see “Free to OurRegistrants” in this brochure).†Plus 8.25% sales tax on total. Please includesales tax or attach an exemption certificate.Book and USB orders are shipped separatelyand filled 4-6 weeks after the live program. Abill will be sent unless a credit card charge isauthorized on this form.QUESTIONS?800-204-2222, x1574 512-427-1574
State Bar of TexasP.O. Box 12487Austin, TX 78711-248736th Annual Advanced Estate Planning & Probate CourseLIVE June 27-29, 2012 San AntonioVIDEO August 1-3, 2012 HoustonVIDEO August 22-24, 2012 DallasNON PROFIT ORGANIZATIONU.S. POSTAGEPAIDPERMIT NO. 1804AUSTIN, TEXASWork Smarterwith FormsBuilderBased on the classic Texas Probate System, thenew Forms Builder Document Assembly Systemis a program that will probably pay for itself beforeyou even complete your first probate matter. FormsBuilder saves time by allowing you to enter the requiredinformation only once for each case, automaticallypopulating every other necessary document.Texas Probate Forms Builder Document Assembly System is only available online.Learn more by visiting http://texasbarbooks.net/formsbuilder/.Because Forms Builder is sure to be particularly beneficial for newattorneys who are just beginning their probate practices, young lawyerslicensed in Texas for five years or less are eligible for a special discount.For legal updates, interviews, and free forms, go to TexasBarBooks.net.
Advanced Estate Planning & Probate Course LIVE SAN ANTONIO June 27-29, 2012 HIGHLIGHTS: Decanting Irrevocable Trusts Digital Assets . wills to more sophisticated planning techniques and approaches. TexasBarCLE presents LIVE SAN ANTONIO JUNE 26, 2012 VIDEO HOUSTON July 31, 2012 DALLAS August 21, 2012. 3
