2025 Estate Planning and Elder Law Case Law and Legislative Update
Session 01: Case Law Update - A review of recent cases affecting the practice of estate planning, guardianship, and elder law in Texas and around the country. Session 02: Legislative Update - Update on new legislation impacting estate planning, guardianships, trusts and related practice areas.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 1.25 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 9/30/2026
-
2025 Estate Planning and Elder Law Case Law and Legislative Update4.08 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
2025 Guardianship Bundle for Attorneys Ad Litem
Session 01: Lesser Restrictive Alternatives / Supports and Services to Guardianship: A Guide for a Practical Practice - Learn about lesser alternatives to guardianships including power of attorneys, representative payees, care managers, and 1301 management trusts, and other creative alternatives when dealing with legal issues or assets in other jurisdictions. Session 02: Representing Proposed Wards: How Disorganized is Legally Disorganized? - Hear strategies to employ when your proposed ward has capacity (or partial capacity) and ways to work with the applicant’s attorney to protect the rights of your proposed ward. Session 03: Recognizing Potential Incapacity of a Client - Learn how to recognize potential incapacity in clients and the limitations any such incapacity causes. The discussion includes identifying the varying levels of capacity, steps that can be taken to identify capacity, and the types of incapacity a person may suffer from. Session 04: A Toolkit for Contested Guardianships - This session provides you with guidance, forms, and strategy considerations to help you be successful in your next contested guardianship case. Session 05: The Four-Step Process for Sale of Property - Whether Guardianship, Dependent Administration or Sale of a Ward’s (Minor’s) property without Guardianship, there are legislative requirements and title underwriter requirements in relation to the documents that have to be filed with the courts to obtain permission to sell real property owned. Hear about applications, time limitations, verified accountings, reasons for selling and Deeding requirements. Session 06: Working with Adult Protective Services - Elder Law, Guardianship and Estate Planning attorneys frequently encounter family members who are either alleged victims or alleged perpetrators of abuse, neglect, and/or exploitation. This session provides attorneys with a framework of reference for how Texas Adult Protective Services performs its investigations and recommendations on how to best accomplish successful outcomes when confronted with an APS investigation. PLEASE NOTE: To claim Texas Guardianship Ad Litem credit for the presentations that include guardianship hours, download the guardianship accreditation documentation as you claim your general MCLE credit at the end of this course and submit the affidavit to the State Bar of Texas.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 5.00 hrs | 0.75 Ethics | 4.00 Guardianship
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 9/30/2026
-
2025 Guardianship Bundle for Attorneys Ad Litem4.5 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Estate Planning for Ranch Owners
Does your ranch-owning client plan to liquidate it or keep it in the family for generations to come? Learn practical planning strategies to address multi-generational ownership, liability protection needs, and desired tax treatment of the family ranch.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2026
-
Estate Planning for Ranch Owners4.46 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Ethics and Practical Uses of AI in Your Law Practice
This presentation explores the ethical and practical uses of AI in estate planning, guardianship, and elder law, offering guidance on current AI tools and leveraging AI while upholding professional responsibilities. It examines AI's potential to automate tasks, improve efficiency, and enhance client service while addressing ethical considerations and relevant ABA rules, including billing for AI-related services.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.75 hr | 0.75 Ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2026
-
Ethics and Practical Uses of AI in Your Law Practice4 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Handling Special Assets in Planning and Administration
Explore how to plan for and administer special assets, including minerals, business interests, crypto, cattle, and promissory notes.
Includes: Video Audio Paper
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2026
-
Handling Special Assets in Planning and Administration4 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
How Do We Practice Law?
Have you ever wondered how other attorneys handle the practical aspects of managing clients and cases? Do other attorneys store original documents for clients? Are will-reading ceremonies a thing? This presentation discusses survey results from Texas attorneys in this practice area.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.75 hr | 0.25 Ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2026
-
How Do We Practice Law?3.4 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Medicaid Planning: What You Need to Know (2025)
Session 01: Medicaid Update - Identify and explain recent changes in Medicaid law and policy. Learn about Medicaid advocacy strategies that are “hot,” either because they are new or because they are underutilized but work well. Session 02: Medicaid Asset Protection Trusts - Learn how Medicaid Asset Protection Trusts can be strategically utilized to help your clients qualify for long-term care benefits while preserving assets and avoiding trust-busting traps.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 1.50 hrs
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 9/30/2026
-
Medicaid Planning: What You Need to Know (2025)4.5 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Pitfalls and Problems with Licensed Legal Paraprofessionals
A discussion of the current status of the Texas Supreme Court’s proposed rules regarding Licensed Legal Paraprofessionals, the issues presented by LLPs, and some alternative solutions.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.50 hr | 0.25 Ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2026
-
Pitfalls and Problems with Licensed Legal ParaprofessionalsNot yet rated
Protecting the Client and Their Plan from Interlopers and Do-Gooders
When other advisors, family, and friends involve themselves in the estate planning process they may help or interfere, or both. This presentation addresses the ethical and practical issues that result and offers real world solutions that put the client's interests and goals first.
Includes: Video Audio Paper
- Total Credit Hours:
- 0.75 hr | 0.50 Ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2026
-
Protecting the Client and Their Plan from Interlopers and Do-Gooders4.83 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Really good topic. Ideally suited for our practice.
Recognizing Potential Incapacity of a Client
Learn how to recognize potential incapacity in clients and the limitations any such incapacity causes. The discussion includes identifying the varying levels of capacity, steps that can be taken to identify capacity, and the types of incapacity a person may suffer from.
Includes: Video Audio Paper
- Total Credit Hours:
- 1.00 hr | 0.25 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 9/30/2026
-
Recognizing Potential Incapacity of a Client4.71 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
SECURE Act Final Regulations: Planning for Distribution of Retirement Assets
Hear about notable provisions in the SECURE Act Final Regulations relating to retirement assets from an estate planning perspective. In particular, evaluate naming trusts as beneficiaries of retirement assets.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 1.00 hr | 0.25 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 9/30/2026
-
SECURE Act Final Regulations: Planning for Distribution of Retirement AssetsNot yet rated
The Four-Step Process for Sale of Property
Whether Guardianship, Dependent Administration or Sale of a Ward’s (Minor’s) property without Guardianship, there are legislative requirements and title underwriter requirements in relation to the documents that have to be filed with the courts to obtain permission to sell real property owned. Learn about applications, time limitations, verified accountings, reasons for selling and Deeding requirements.
Includes: Video Audio Paper
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2026
-
The Four-Step Process for Sale of PropertyNot yet rated
The Fundamentals of Fraud-on-the-Community Claims
Explore the fundamentals of fraud-on-the-community claims, including a discussion of the claim’s origins, elements, defenses, remedies, related causes of action, and practical examples from Texas cases.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.75 hr | 0.25 Ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2026
-
The Fundamentals of Fraud-on-the-Community ClaimsNot yet rated
TRS Beneficiary Designations: Simple Rules, Big Consequences
From outdated forms to unintended heirs, TRS beneficiary designations can create surprising pitfalls for your clients. This session covers the essential rules, common mistakes, and smart planning strategies to ensure TRS benefits align with your clients’ estate plans.
Includes: Video Audio Slides
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2026
-
TRS Beneficiary Designations: Simple Rules, Big ConsequencesNot yet rated
When and How to Enroll in Medicare Parts A, B, C, D
This presentation covers when beneficiaries should enroll in Medicare, the differences between Parts A, B, C, and D, and the process and deadlines for enrolling in each.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2026
-
When and How to Enroll in Medicare Parts A, B, C, D5 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Hooked on CLE: August 2025
THIS MONTH: When Employees Go Viral • Vendor Risk Management • It’s 2025—What About SECURE 2.0 and the Estate Tax? • The Future of Water in Texas: Sustainability and Supply Challenges • Bad Facts: Making Lemonade From Lemons
Includes: Video Audio Paper Slides No Materials
- Total Credit Hours:
- 4.00 hrs | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 7/31/2026
-
Hooked on CLE: August 20254.04 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Hooked on CLE: June 2025
THIS MONTH: Anti-SLAPP Case Study: Dealing with Defamation, Business Disparagement, and Social Media • Your Hearing/Deposition Will Be “Remote” But You Can’t Be “Distant” • RWI Update and Negotiating an RWI Policy for Your Deal • Oil & Gas in Estate Planning and Probate • Artificial Intelligence as a Core Competency: An Ethics Lens
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 4.00 hrs | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 5/31/2026
-
Hooked on CLE: June 20254.29 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Two of the videos ended early.
First Friday Ethics: May 2025
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: (1.00 hr | 1.00 hr ethics) Update on Conflicts of Interest (Replay) An overview and analysis of the rules, case law and ethics opinions regarding conflicts of interest rules including simultaneous representation of potentially adverse clients, positional conflicts, conflicts involving the lawyer’s personal interest, imputed disqualification, conflicts involving insurance, conflicts regarding former or prospective clients, and conflicts arising from pre-retention contacts. Dennis P. Duffy, Kane Russell Coleman & Logan PC - Houston, TX (0.75 hr | 0.75 hr ethics) Special Needs Trusts Ethics Jeopardy (Replay) Attorneys and trustees need to clearly understand their ethical obligations. Using the Jeopardy game show format, in this interactive session, the presenters cover various ethical issues encountered in a special needs practice, providing the answers while the audience provides the questions. Mary Alice Jackson, Boyer & Boyer P.A. - Sarasota, FL Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX (0.75 hr | 0.75 hr ethics) Privacy, Cyber, and Ethical Challenges of Data Governance (Replay) Learn about the challenges faced by in-house and outside counsel in harmonizing ethical practices and privacy compliance in data governance programs as new technologies continuously change the way data can be collected and used. Kristy Sambor, SailPoint Technologies - Austin, TX Ken Suh, Troutman Pepper Locke - Chicago, IL (0.50 hr | 0.50 hr ethics) Artificial Intelligence as a Core Competency: An Ethics Lens (Replay) Identify the ethical issues raised under the Texas Disciplinary Rules of Professional Conduct. In further exploring the practical use cases for AI products, platforms, and machine learning technology within an underdeveloped security regime, this presentation will alert practitioners to common pitfalls relating to clients communications, confidentiality, and fees within the rapidly evolving landscape of generative AI usage. Wesley Nute, Walsh Gallegos Treviño Kyle & Robinson, P.C. - Irving, TX
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 3.00 hrs | 3.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2026
-
First Friday Ethics: May 20253.58 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Very good presentations on conflict of interest/client representation and trusts. Privacy Cyber security used too many acronyms making it difficult to follow as easily
Answer Bar: Elder Law and Medicaid Essentials
Session 01: Medicaid Update and Other Hot Topics - This presentation identifies and explains recent changes in Medicaid law and policy. Discuss Medicaid advocacy strategies that are “hot,” either because they are new or because they are underutilized but work really well. 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: Medicaid Planning or Medicaid Avoidance? - Sometimes we can help a relatively wealthy person qualify for Medicaid long-term care. This presentation explores how to help the client determine whether or not they are able to pay privately; and if so, whether they would be better served by doing so or by qualifying for Medicaid. Session 04: MERP Defense - This presentation provides updates on changes in defending against MERP claims and discussion of continuing sticky situations and traps. Discuss where HMS and we disagree and the problems of timelines, statutes of limitations, and the need for legislative change. Session 05: 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 - A discussion of practical considerations in determining whether lesser restrictive alternatives and supports and services are available and feasible in guardianship proceedings. Session 09: Medicaid Planning in Guardianships - A discussion of how government benefits planning for single and married individuals can be accomplished in the context of Guardianships and Community Administrations. Session 10: 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
- Total Credit Hours:
- 7.75 hrs | 2.25 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2026
-
Answer Bar: Elder Law and Medicaid Essentials4.69 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
2025 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.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2026
-
2025 Special Needs Trusts 101: The Basics4.53 out of 5 starsWhat was the overall quality of the course (presentation, materials, and technical delivery)?Rate the overall teaching effectiveness and presentation skills of faculty for the course.How would you rate the value of the materials provided as part of the course?
Thank you!