Recorded Program

54th Annual Program Short Course on Estate Planning

Recorded Program in Webinar

Missed our live January 2019 program 54th Annual Short Course on Estate Planning? Some presentations are available to view online for a limited time!

Registration Open

Credits:MCLE credit available

Overview

Missed our live January 2019 program 54th Annual Short Course on Estate Planning? Some presentations are available to view online for a limited time!

Recorded Program Options:

  • Estate Planning Package
  • Hot Topics in Estate Planning
  • Ethics

Each option includes online access to the program materials and videos.

! Accreditation for each course will expire. If you take any of these courses, you must complete them and report your MCLE credit to the State Bar of Texas on or before 3/31/2020 to receive credit.  

Estate Planning Package

An 8-hour collection of estate planning topics (time includes 1 hour of ethics). 

Estate Planning Package includes:

  • Hot Topics in Estate Planning
  • Life Insurance Planning and Irrevocable Life Insurance Trusts
  • Estate Planning Ethics
  • Marital Deduction Planning & Portability
  • Income Taxation of Trusts and Estates

Duration: 8 hrs

Tuition

  • CAIL Member Registration $395
  • Regular Registration $475

Speakers

Hot Topics in Estate Planning - A discussion of estate planning current developments that are of practical importance to estate planning practices.

Stephen R. Akers (Bio)
Bessemer Trust Company
Dallas, Texas

Life Insurance Planning and Irrevocable Life Insurance Trusts - Review of income, gift, and estate taxation of life insurance, use of irrevocable life insurance trusts to provide estate liquidity and to solve other common (and not so common) problems, “Crummey” clauses and the advantages and disadvantages of each, problems with poorly administered “Crummey” trusts and solutions to those trusts.

John K. Round (Bio)
Clark Hill Strasburger
Frisco, Texas

Estate Planning Ethics - Ethical issues and conflict of interest concerns in estate planning for multiple members of the same family, as well as for the family’s business interests; conflict of interest and confidentiality problems in planning for spouses, siblings, and other family members; client conflict letters and other documentation; malpractice concerns; quality control procedures; privity issues.

Michael V. Bourland (Bio)
Bourland, Wall & Wenzel, P.C.
Fort Worth, Texas

Darin N. Digby (Bio)
Conference Co-Chair
Schoenbaum, Curphy & Scanlan, P.C.
San Antonio, Texas

Marital Deduction Planning & Portability - Basic Strategies and current problem areas in estate planning for spouses, QTIP trusts and the QTIP election, drafting problems and their solutions. Analysis of types of marital deduction formula clauses (true worth, minimum worth, fairly representative) and advantages and disadvantages of each, discussion of fractional share clauses and comparison with pecuniary formulas. How portability has impacted marital deduction planning and its problems and benefits.

Lora G. Davis (Bio)
Davis Stephenson PLLC
Dallas, Texas

Income Taxation of Trusts and Estates - Explore how income tax rules for individuals differ from those applicable to trusts and estates and how those rules can affect an estate plan, including strategies to implement. Learn the obligations of fiduciaries that arise as a result of someone’s death and how death creates unique income tax issues such as basis adjustment. Explore complex issues that estate planners need to know to help fiduciaries avoid income tax traps they may encounter when administering trusts and estates. Discover how language in governing documents and steps taken during administration can minimize unexpected income tax liabilities and secure special income tax planning benefits for decedents, trusts, and estates.

Melissa J. Willms (Bio)
Davis & Willms, PLLC
Houston, Texas

Hot Topics in Estate Planning

Hot topics in estate planning and a discussion of estate planning current developments that are of practical importance to estate planning practices.

Duration: 2 hrs

Tuition

  • CAIL Member Registration $100
  • Regular Registration $120

Speaker

Stephen R. Akers (Bio)
Bessemer Trust Company
Dallas, Texas

Estate Planning Ethics

Ethical issues and conflict of interest concerns in estate planning for multiple members of the same family, as well as for the family’s business interests; conflict of interest and confidentiality problems in planning for spouses, siblings, and other family members; client conflict letters and other documentation; malpractice concerns; quality control procedures; privity issues. 

Duration: 1 hr

Tuition

  • CAIL Member Registration $50
  • Regular Registration $60

 Speakers

Michael V. Bourland (Bio)
Bourland, Wall & Wenzel, P.C.
Fort Worth, Texas

Darin N. Digby (Bio)
Conference Co-Chair
Schoenbaum, Curphy & Scanlan, P.C.
San Antonio, Texas

CLE Credit

These programs are approved by the State Bar of Texas as indicated below. The Center for American and International Law (CAIL) will not be filing this course with any state or country CLE/CPD organization apart from the State Bar of Texas. All recordings must be watched and CLE must be filed by March 31, 2020.

  • Bundled 5 Videos: Approved for 8 hours, including 1 hour of ethics
  • Estate Planning Ethics: Approved for 1 hour, including 1 hour of ethics
  • Hot Topics in Estate Planning: Approved for 2 hours, no ethics

Other Information

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