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First Friday Ethics (June 2024)

STUDIO WEBCAST – Jun 7, 2024

10:00 a.m. to 1:30 p.m. (3.00 hr | 3.00 hr ethics)  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: 10:00 a.m. to 11:00 a.m. (1.00 hr | 1.00 hr ethics) Ted Lasso and Lawyer Ethics (Replay) What can a fictional soccer coach, goldfish, and biscuits teach us about attorney ethics? Lace up your cleats and find out.   Christie L. Hobbs, Northwest ISD - Fort Worth, TX 11:10 a.m. to 11:55 a.m. (0.75 hr | 0.75 hr ethics) Ten Rules for Ethical and Effective Negotiating (Replay) Most real estate deals are like water, and if things are handled correctly they will generally find their own level. This presentation provides ten (10) principles for handling negotiations correctly, which by necessity means ethically, and which will result in more effective negotiation. Richard A. Crow, Greenberg Traurig, LLP - Houston, TX 12:05 p.m. to 12:50 p.m. (0.75 hr | 0.75 hr ethics) Wellness in the Practice of Law: What Every Lawyer Should Know (Replay) A look at statistics on lawyer wellness and explore evidence-based tips on how to manage stress and anxiety to avoid losing enthusiasm for the practice of law. Michelle Fontenot, Texas Lawyers' Assistance Program - Austin, TX 1:00 p.m. to 1:30 p.m. (0.50 hr | 0.50 hr ethics) Social Media, Ethics, and TMI: Why you won't be ROFL (Replay) Refresher on maintaining client confidences and other rules of professional conduct in a world influenced by social media.  Priscilla de Mata, Ysleta ISD - El Paso, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

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State Bar Election Results and New Disciplinary Rules

STUDIO WEBCAST – Jun 14, 2024

10:00 a.m. to 10:30 a.m. (0.50 hr | 0.50 hr ethics) State Bar Election Results and New Disciplinary Rules In a referendum from April 1-30, the members of the State Bar of Texas voted on proposed amendments and additions to the Texas Disciplinary Rules of Professional Conduct. The Bar approved the Rules and the Texas Supreme Court gave final approval to them. This presentation gives an overview of the new Rules. Robert L. Tobey, Johnston Tobey Baruch, P.C. - Dallas, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast.  Earn CLE credit (in TX and CA) on your time!

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FTC Update: Non-Competes

STUDIO WEBCAST – Jun 14, 2024

10:45 a.m. to 11:45 a.m. (1.00 hr) FTC and Non-Compete Updates This presentation covers the details on the recent FTC ruling about a comprehensive ban on new noncompetes with all workers, including senior executives.  Elisaveta (Leiza) Dolghih, Dolghih Law Group PLLC - Dallas, TX Zach Wolfe, Zach Wolfe Law Firm - Houston, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast.  Earn CLE credit (in TX and CA) on your time!

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Lessons From the Kennedy Assassination for Cross-Examination (Replay)

STUDIO WEBCAST – Jun 14, 2024

12:00 p.m. to 12:45 p.m. (0.75 hr) Lessons From the Kennedy Assassination for Cross-Examination (Replay) If ever there was an event about which witnesses should have agreed, the assassination of President John F. Kennedy was that event, but the eyewitnesses could not agree about even the most basic details of what happened in plain view in Dealey Plaza. Why and how do eyewitnesses fail to remember correctly even the most basic details of what they observed? What can trial lawyers learn from discrepancies in witness accounts of famous historical events, including the Kennedy assassination and the sinking of the Titanic? Quentin Brogdon, Crain Brogdon Rogers, LLP - Dallas, TX   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

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Previous Studio Webcasts Now Available On Demand

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First Friday Ethics (December 2023)

STUDIO WEBCAST – Dec 1, 2023

10:00 a.m. to 1:30 p.m. (3.00 hr | 3.00 hr ethics)  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: 10:00 a.m. to 10:45 a.m. (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   10:55 a.m. to 11:40 a.m. (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 11:50 a.m to 12:50 p.m. (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 1:00 p.m to 1:30 p.m. (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   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

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Working Together: Texas ABLE Accounts and Special Needs Trusts

STUDIO WEBCAST – Feb 16, 2023

1:00 p.m. to 2:00 p.m. (1.00 hr) 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. Linda Fernandez, Texas Comptroller of Public Accounts - Austin, TX Anna Mallett, Texas Comptroller of Public Accounts – Austin, TX Rob Percival, Orion Advisor Solutions - Omaha, NE   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast.  Earn CLE credit (in TX and CA) on your time!

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Essentials for Special Needs Planning (REPLAY)

STUDIO WEBCAST – Jan 24, 2023

This half-day course is a MUST for practitioners entering the realm of special needs planning, or who want a refresher on the core concepts and building blocks of special needs trusts. Starting with a comprehensive overview of public benefits programs both at the federal and state level, the course then walks through the key decisions and stages for setting up a special needs trust. It provides detailed resource materials and takeaways for special needs planners.  Course Faculty: Haley D. Greer, The ARC Of Texas, Austin, TX Stephen W. Dale, The Dale Law Firm, PC, Pacheco, CA Craig C. Reaves, Reaves Law Firm, P.C., Kansas City, MO Peter J. Wall, True Link Financial, Denver, CO   This short webcast is a replay from last year and is the perfect primer to our 19th Annual Changes and Trends Affecting Special Needs Trusts conference, on February 9-10, 2023 in Austin. Be sure to join us!

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Texas Guardianship Essentials (Replay)

STUDIO WEBCAST – Oct 26, 2022

10:00 a.m. to 3:10 p.m. (4.50 hr | 1.50 hr ethics | 4.50 hr guardianship) Texas Guardianship Essentials (Replay) Gain the basics as well as practical tips and current guidance for attorneys ad litem in the state of Texas, including a must-have set of materials and resources.   Role of the Guardian Hon. Polly Jackson Spencer, Senior Statutory Probate Judge, Retired, San Antonio, TX Role of the Ad Litem Hon. Steve M. King, Senior Statutory Probate Judge, Fort Worth, TX Alternatives to Guardianship including Supports and Services Hon. Jason Cox, Harris County Probate Court #3, Houston, TX Taft Robinson, Disability Rights Texas, Houston, TX The Duty of Investment for Guardians of the Estate John B. Henry III, Law Office of John B. Henry, III, PLLC, Bellaire, TX Temporary Guardianships and Other Emergency Relief in a Guardianship Proceeding Kathleen Tanner Beduze, Jackson Walker LLP, Houston, TX If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

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Law Firm Management Reports: Key Information You Should Have to Run Your Firm

STUDIO WEBCAST – Aug 10, 2022

11:40 a.m. to 12:40 p.m. (1.00 hr) Law Firm Management Reports: Key Information You Should Have to Run Your Firm Join Derek Barto as he details how to monitor the health of your practice using law firm management reports including, key figures to monitor and get the information on time and with confidence. Derek Barto, Armanino LLP, Segundo, CA   If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

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Guardianships: Ripped from the Headlines

STUDIO WEBCAST – May 12, 2022

10:30 a.m. to 11:30 a.m. (1.00 hr) Guardianships: Ripped from the Headlines John B. Henry, III, Law Office of John B. Henry, III, PLLC, Bellaire, TX An exploration of the development of the law regarding conservatorships and protective proceedings. This presentation explores lessons learned from recent and famous guardianship/conservatorships in the news with practical considerations for Texas guardianship practitioners.  If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!

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Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever

STUDIO WEBCAST – May 12, 2022

9:00 a.m. to 10:00 a.m. (1.00 hr) Last Chance Tax Planning: The Golden Age of Estate Planning Won’t Last Forever (If You’re Not Doing Estate Planning Now, What Are You Waiting For?) Marvin Blum, The Blum Firm, Fort Worth, TX   In 2021, Congress shined a spotlight on many of the best tools in our toolbox that we use to avoid estate tax. Previously, many of these techniques were flying under the radar. Now that the general public is aware, there is a growing outcry to shut down these benefits. This is a wake-up call that, sooner or later, the tax landscape will likely drastically change. Now is the time to engage in “Golden Age” tax planning. Explore key provisions of the various tax proposals still on the table, the Biden Administration’s latest tax proposals, and what kinds of planning clients should be putting in place before it’s too late. If you cannot watch the entire webcast at its scheduled time, register now and view the recording and eCourse when it is available in “Your Briefcase” after the webcast. Earn CLE credit (in TX and CA) on your time!