eCourses

Session 01: Public Benefits Overview and Key Concepts - Hear an overview of the different public benefits programs that may impact a special needs client, and explore Texas-specific waivers as well as federal and state regulations. Session 02: Special Needs Trusts 101: The Basics - An overview of the basics of special needs trusts and public benefits including selection of appropriate trust option, pitfalls to avoid and case examples. Session 03: The Ethics of SNT Administration - In this session, the presenters review the decisions a trustee makes in administering a trust, the standards a trustee should use in making decisions, and a framework to make sure the trustee’s decisions and actions are ethical. Session 04: Redlining the Basics with 1st Party SNT - Dissect a basic first-party SNT to highlight best practices with various key provisions, a walk-through relevant POMS provisions, and other practical tips in evaluating the use(s) of a first-party SNT. Session 05: Maximizing Public Benefits: Overview - Planning for public benefits can be daunting. This presentation walks attendees through the paper, with stops along the way for basics, practice tips, and hidden gems in the paper. Session 06: Working Together: Texas ABLE Accounts and Special Needs Trusts - Learn about the tax-advantaged Texas Achieving a Better Life Experience Program (Texas ABLE®), a disability savings program created specifically for Texans with qualifying disabilities. This session covers specifics about Texas ABLE and how it can be used in conjunction with Special Needs Trusts, while helping to preserve state and federal means-tested benefits, including SSI and Medicaid. Learn how recent regulatory and legislative developments have continued to expand the flexibility and impact of ABLE accounts. Session 07: Initial Client Meeting Guidance and Resources - Exploring the art of focusing client appointments and staying on track. Session 08: A Quick Trust Tax Tutorial - You don’t need to be a tax lawyer, but every special-needs planner should know at least the basics of trust income tax. Explore key rules in an accessible way for non-tax practitioners. Session 09: SSA Regional Trust Leads Presentation Regarding SSI Trusts - For trusts established with the assets of an individual on or after 01/01/00, the Social Security Administration follows specific policy regarding disbursements from the trust, earnings on and additions to the trust, and posteligibility changes in the trust’s resource status. This session provides a summary of the policy for trust principal that is not a resource and for trust principal that is a resource, including examples. Session 10: Masters of SNT—What I Know Now That I Wish I Had Known Back Then - Four of our most experienced SNT attorneys share what they have learned that they don’t usually talk about on microphones: how they have found the work they love; developed a passion for forms and systems; attracted and selected the best clients; built supportive and inspiring networks; and learned from their mistakes. 

Includes: Video Audio Paper Slides

Session 1: The Grievance Process and Most Common Violations - The presentation is intended to provide general information regarding the amendments made to the grievance process in 2018, the proper way to respond to a grievance identifying attorney misconduct, and common problems to avoid in practice. Session 2: So You Think You Know Your Evidence and Procedure? - An interactive and entertaining presentation testing your knowledge of the Texas Rules of Evidence and Procedure. Session 3: Research on Legal Writing - Get information about empirical research on legal writing techniques. Research supports plainer writing, reduced use of intensifiers, reduced use of “emotional” words, and use of narrative. Research also supports “connectives” (transitions), priming, and the value of resources, i.e. money. Session 4: Dealing With the Problem of Opposing Counsel - How to avoid intimidation and manage the disruptive, disreputable, and overly zealous opposing counsel in an ethical, civil, and professional manner.

Includes: Video Audio Paper Slides

Session 01: Medicaid Update - Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care. Session 02: What All Estate and Probate Attorneys Need to Know About Medicaid Planning and Drafting - Issue-spotting and discussion highlighting elder law issues for which every estate planner and probate attorney should be on the lookout. Session 03: The View from 30, 000 feet – Medicaid Myths All Attorney's Should Know - Join Stephanie as she explains Medicaid and Medicare mythbusting and challenges common misconceptions about: MERP, Medicaid, and Medicare, as well as protecting the home and other assets with Transfer on Death Planning and Couples Planning for Medicaid. Session 04: When Your Client May Have Diminished Capacity - In estate planning and elder law, attorneys often have clients that may be in some stage of diminished capacity. This creates ethical and legal issues for the attorney that can’t be ignored. Explore those issues and ways the attorney can navigate these turbulent waters. Session 05: Real Estate Issues in Elder Law - Review issues to better protect your clients, including homestead and agricultural exemptions; recent changes; to inspect or not, what could possibly go wrong; easements; and transactions with an affidavit of heirship within four years of date of death.  Session 06: Role of the Guardian - Examine the duties and responsibilities of a guardian under Texas law and guardianship administration, from initiation to closing, including the code requirements of selling and leasing property, ethical issues, and more. Session 07: Alternatives to Guardianship Including Supports and Services - An examination and discussion from the perspectives of the bench and in practice on lesser restrictive alternatives and available supports and services in guardianship. Which work? Which do not? And, how, in every case, the answer is, "It depends." Session 08: Medicaid Matters and Probate Proceedings - Join Stephanie as she explores how to protect homes from the Medicaid Estate Recovery Program [MERP] through probate proceedings, in addition to understanding the basics of protecting homes from the reach of MERP in the first place. Independent administrations may not always be the best choice, particularly in cases where no statutory waivers apply.

Includes: Video Audio Paper Slides

THIS MONTH: ChatGPT Ethics • On The Road Again: Legal Issues with Music Touring • Arbitration is NOT Litigation • Leasing and Real Estate Issues - Are We Prepared for the Office Apocalypse? • Leasing and Real Estate Issues - Are We Prepared for the Office Apocalypse? • What You Need to Know About the Corporate Transparency Act

Includes: Video Audio Paper Slides

Does your ranch-owning client plan to liquidate it at death or keep it in the family for generations to come? Learn key planning ideas to deal with this Texas estate planning icon.

Includes: Video Audio Paper Slides

The panel addresses practical concerns commonly faced by practitioners in the estate planning area, including hot-button issues stemming from recent cases, rulings, and regulations. Gain insight into how current "hot" estate planning techniques are being used in the trenches.

Includes: Video Audio Paper

Discuss the highlights of planning implications of recent federal cases, rulings, important proposed regulations, and legislative developments that affect our estate planning clients

Includes: Video Audio Paper Slides

Explore the latest recent Texas legislation affecting decedents’ estates, guardianships, trusts, powers of attorney, and other related matters.

Includes: Video Audio Slides

Starting next year, the Corporate Transparency Act will require virtually every business entity formed or registered to do business in the U.S. to provide information about the people who ultimately own or control the entity. Be prepared to help your clients (and yourself!) comply with this important legislation.

Includes: Video Audio Paper Slides

THIS MONTH: Name, Image, and Likeness (NIL) in College Sports, Year Three • Humanitarian Relief & Border Issues • Dealing with Loans in the Context of Divorces, Death, and other Family Disruptions • Licensure with a Criminal Record • Ethics Issues for Transactional Practice

Includes: Video Audio Paper Slides

Session 1: Intro to AI: Registering Works that Incorporate Artificial Intelligence - The last year has seen a dramatic expansion in the use of generative AI technologies, which has prompted questions about the copyrightability of AI-generated works. Get up to speed on the U.S. Copyright Office’s AI initiative, walk through the Office’s views on registering works generated in whole or in part by AI, and answer some frequently asked questions. Session 2: Navigating the Minefield of AI-Generated Content - The spread of generative artificial intelligence has raised a host of questions in areas of law spanning copyright, right of publicity, privacy and others. Hear perspectives on those emerging questions and where the law may be headed. Session 3:Chatting ChatGPT - Get a fast-paced introduction to emerging AI technologies that lawyers need to know about, including a demonstration of these breakthroughs with a focus on the risks of using these technologies without understanding how they work.

Includes: Video Audio Paper Slides

What do clearance attorneys need to think about when drafting opinion letters regarding rights issues for their clients? Hear from an expert who has written rights clearance opinion letters for hundreds of projects, ranging from true crime documentaries to scripted films based on or inspired by true stories. Learn what clients, insurance companies, distributors and other stakeholders come to expect when reviewing an opinion letter for films and television programs.

Includes: Video Audio Paper Slides

Session 1: Case Law Update - An annual roundup of notable court rulings, including Texas judicial decisions, that impact the practice of entertainment law. Session 2: LIVE EDITION! Entertainment Law Update Podcast - Join us for a special live edition of the Entertainment Law Update Podcast, where you'll get an exclusive behind-the-scenes look as co-hosts Tamera Bennett and Gordon Firemark produce the November episode of our groundbreaking podcast. Don't miss this unique opportunity to see the magic happen and stay up-to-date on the latest legal developments in the entertainment industry! Session 3: Tales from the Trenches: Recurring Litigation Practice Minefields in Entertainment Law Cases - Enjoy tales of litigation in entertainment and media cases including net profits in motion pictures and TV, theft of idea and copyright infringement cases, libel, and class actions against record companies, talent unions and movie studios.

Includes: Video Audio Paper Slides

Gordon Firemark, The Podcast Lawyer™ provides an in-depth analysis of the legal landscape, issues and considerations that arise when producing true crime podcasts, including intellectual property, plagiarism, defamation, privacy concerns, and more. Gain valuable insights that can be applied to your practice and clients in the podcasting industry.

Includes: Video Audio Slides

A discussion of where things stand in the world of NIL and where they could be headed. Topics include NCAA policy, state and federal legislation, IRS and tax issues, international student-athletes, donor collectives, group licensing, and more.

Includes: Video Audio Slides

The realm of termination and recapture rights under the U.S. Copyright Act presents a labyrinth full of pitfalls for practitioners which can result in their clients losing their "second bite at the apple." Hear an overview of Sections 203 and 304 of the Copyright Act, discuss the termination process in the context of music from providing notice to potentially settling and negotiating new deals with publishers and labels, and examine the results of recent court cases in this ever-evolving area of copyright law practice.

Includes: Video Audio Slides

Whether they’re taking an Econoline van or a Gulfstream private jet, your music clients are bound to have questions relating to their tours. From insurance coverage to crew agreements to immigration issues and more, discover what you need to know to advise your clients properly.

Includes: Video Audio Paper Slides

Discover the untold consequences of neglecting estate and IP succession planning as a recording artist/songwriter and delve into the complex web of copyrights, trademarks, and publicity rights arising posthumously. Hear practical steps and real-world examples to make a plan and to tackle a failure to plan.

Includes: Video Audio Paper Slides

THIS MONTH: Contracting with Third-Party Vendors: Top Risk and Privacy Law Considerations • IRAs In Estate Planning, or Trust Me, I'm an EDB for RMDs After the RBD • Beating the Expert • Running Your Law Firm as a Business • The Unruly Client

Includes: Video Audio Paper Slides

Need ethics credit? We’ve got you covered! UT Law CLE’s First Friday Ethics streams live every first Friday of the month, and features some of our best ethics speakers and presentations for a total of 3.00 hrs ethics credit. Fulfill your entire annual ethics requirement in Texas in one day! This month includes: (0.75 hr | 0.75 hr ethics) The Grievance Process and Most Common Violations The presentation is intended to provide general information regarding the amendments made to the grievance process in 2018, the proper way to respond to a grievance identifying attorney misconduct, and common problems to avoid in practice. Nicole E. Jackson, Rosenblatt Law Firm - San Antonio, TX   (0.75 hr | 0.75 hr ethics) A Lawyer's Duty in a Democracy Under Attack (Replay) An examination of lawyers' duty to support the Constitution and democratic principles when they are being challenged.  Michael Curry, Attorney-Mediator - Austin, TX (1.00 hr | 1.00 hr ethics) Sign Right Here (Replay) A survey of provisions for your attorney client agreements from “must haves” to “optional” clauses. Claude E. Ducloux, Attorney at Law - Austin, TX (0.50 hr | 0.50 hr ethics) The "Difficult" Clients (Replay) Explore how to define, spot, course correct and terminate “difficult” clients and client relationships. John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX

Includes: Video Paper Slides