Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Friday, May 13, 2016

CLE On Texas Advanced Estate Planning Strategies

CLEThe State Bar of Texas is hosting a CLE entitled, Advanced Estate Planning And Probate 2016, which will take place on June 22-24, 2016 at the La Cantera Hill Country Resort in San Antonio. Provided below is a description of the event:

Many issues that arise in a practice involving wills, trusts, and estates fall somewhere in between the basic “mom and pop” will or independent estate administration and the more sophisticated matters such as GRIT’s and GRAT’s. The goal of the intermediate course is to offer practitioners practical advice on either less-routine matters or those which may be beyond the basics but not as challenging as topics covered by the advanced course. This course will teach you how to dissect a will, so that you will be able to recognize (and avoid) the deficiencies of the Office Max or Legal Zoom form wills. For those with a probate practice, the course will cover from head to toe the still very common heirship proceeding, and will also address the sometimes difficult task of collecting assets in the administration of estates, including one talk devoted specifically to handling real estate in planning and administrations. For those whose practice is more geared to estate planning, the course will address marital property agreements and dealing with international assets. In addition, the course will address the ever-growing area of special needs planning and incapacity planning. This course is designed to be both a “stand-alone” training ground to propel your practice to the next level and also an ideal complement and primer to the Advanced Course which follows it.


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