info - texasbarcle
TRANSCRIPT
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
1130 Break - Lunch Provided
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
Register by July 24 and save $50
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
1215 Break - Lunch Provided
TBCLEestate
Course
TexasBarCLE presents the
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
245 Ice Cream Break Sponsored by STOUT RISIUS ROSS INC (Houston site only)
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
530 Adjourn to Social Sponsored by BANK OF TEXAS (Houston site only)
Friday 55 hours including 5 hour ethics
745 Continental Breakfast Sponsored by CADENCE
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
21 HOURS (225 ETHICS)MCLE COURSE NO 901262165Applies 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
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
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
1130 Break - Lunch Provided
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
Register by July 24 and save $50
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
1215 Break - Lunch Provided
TBCLEestate
Course
TexasBarCLE presents the
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
245 Ice Cream Break Sponsored by STOUT RISIUS ROSS INC (Houston site only)
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
530 Adjourn to Social Sponsored by BANK OF TEXAS (Houston site only)
Friday 55 hours including 5 hour ethics
745 Continental Breakfast Sponsored by CADENCE
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
21 HOURS (225 ETHICS)MCLE COURSE NO 901262165Applies 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
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
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
1130 Break - Lunch Provided
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
Register by July 24 and save $50
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
1215 Break - Lunch Provided
TBCLEestate
Course
TexasBarCLE presents the
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
245 Ice Cream Break Sponsored by STOUT RISIUS ROSS INC (Houston site only)
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
530 Adjourn to Social Sponsored by BANK OF TEXAS (Houston site only)
Friday 55 hours including 5 hour ethics
745 Continental Breakfast Sponsored by CADENCE
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
21 HOURS (225 ETHICS)MCLE COURSE NO 901262165Applies 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
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
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
245 Ice Cream Break Sponsored by STOUT RISIUS ROSS INC (Houston site only)
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
530 Adjourn to Social Sponsored by BANK OF TEXAS (Houston site only)
Friday 55 hours including 5 hour ethics
745 Continental Breakfast Sponsored by CADENCE
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
21 HOURS (225 ETHICS)MCLE COURSE NO 901262165Applies 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
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
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
21 HOURS (225 ETHICS)MCLE COURSE NO 901262165Applies 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
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
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
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
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