Hooked on CLE: June 2026
THIS MONTH: How Do We Practice Law? • Legal Issues for Content Creators and Influencers • Financing Data Centers • Corporate Enforcement by the States • Serving Two Masters: The Ins and Outs of the Tripartite Relationship
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 4.00 hrs | 1.00 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 5/31/2027
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Hooked on CLE: June 20264.34 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.
Really liked the ethics segment
2026 Special Needs Trusts Case Law Update
A review of recent significant, interesting and quirky special needs-oriented cases. Discuss the "One Big Beautiful Bill Act," also known as OBBBA, and implications of this Act for special needs planners.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
-
2026 Special Needs Trusts Case Law Update3.25 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.
I was unaware that no Texas cases would be covered in the presentation
2026 SSI Update
A review of recent SSA policy changes and initiatives from the past year and an alert to the future.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2027
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2026 SSI UpdateNot yet rated
A Checklist of Tax Considerations for Trust and Will Modifications and Reformations
There are myriad valid reasons to modify a trust or reform a Will that may result in a seemingly favorable outcome for all involved. However, as the saying goes, if it seems too good to be true, it probably is. Practitioners must be alert to potential unwanted tax consequences that may be triggered by modifying or reforming estate planning documents.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
-
A Checklist of Tax Considerations for Trust and Will Modifications and ReformationsNot yet rated
ABLE Accounts 101
Gain insight into what Texans need to know about the age adjustment act.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
-
ABLE Accounts 101Not yet rated
Administration of Child Support SNTs
Child support can be ordered for an adult child with disabilities, and when ordered to be paid into a First-Party SNT and administered correctly, the support may not disqualify the beneficiary from government benefits. This presentation covers how to administer the SNT in this unique situation, including who to name as trustee, how to get the payments from the Attorney General’s office to the trust account, reporting the trust, and advising the trustee how to use the monthly funds when there are other children in the home or the parent has no other income. Also, discuss how to keep difficult parents at bay.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
-
Administration of Child Support SNTsNot yet rated
Back to the Basics: Examining Our Biases and Building Better Connections
All professionals working with people with disabilities may carry unrealized assumptions, fears, and biases. This session invites participants to pause and reflect on how those hidden beliefs can shape interactions and the support we provide. Through personal stories, interactive discussion, and honest self-reflection, explore how our experiences and expectations may unintentionally influence the people we serve. By returning to the basics of human connection (curiosity, empathy, and awareness), we can strengthen our ability to see each client as an individual, building a more authentic, person-centered support structure.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 0.50 hr | 0.50 Ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
-
Back to the Basics: Examining Our Biases and Building Better Connections5 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.
Very informative and valuable!
Beneficiaries That Work: Important Questions to Ask and Strategies to Consider
Beneficiaries with special needs often find opportunities that provide meaningful personal benefits and generate income. As trustee managing a special trust for a beneficiary who is receiving income from performing work, it is imperative to understand how to advocate for a beneficiary and help that person remain eligible for government benefits.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
-
Beneficiaries That Work: Important Questions to Ask and Strategies to ConsiderNot yet rated
Forgetting Who Your Client Is
The cooperation between trustees, beneficiaries, and other interested parties often seen in Special Needs Trusts may create a trap for the unwary practitioner. This presentation provides practical guidance and ethical requirements for maintaining appropriate attorney/client relationships, not accidentally forming attorney/client relationships, and keeping in mind the client’s needs and duties in forwarding the progress of a SNT.
Includes: Video Captions Audio Transcript Paper
- Total Credit Hours:
- 0.50 hr | 0.50 Ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
-
Forgetting Who Your Client Is5 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.
Looking Back to Look Forward: Planning for Special Needs Beneficiaries
Many families and individuals with disabilities are asking how the recently enacted "One Big Beautiful Bill Act" will affect their benefits and support programs. This program looks at those concerns through a long-term lens—examining how such changes might impact a 17-year-old with a significant disability who is expected to live another seventy years. By looking back over the past seventy years of disability and social service reform, we can better anticipate the challenges she is likely to face in the decades ahead. The session also highlights best practices for designing and administering special needs trusts that remain flexible, sustainable, and responsive to evolving legal, financial, and care environments.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.75 hr | 0.25 Ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
-
Looking Back to Look Forward: Planning for Special Needs BeneficiariesNot yet rated
Maximizing Public Benefits (2026)
Discuss how to identify what benefits your client has; what additional benefits they may be eligible for; what distributions by a trustee (or anyone) will make them ineligible; and what distributions will keep them eligible for those benefits.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr | 0.25 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2027
-
Maximizing Public Benefits (2026)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.
Medicaid Waivers from Beginning to End
Hear an overview of the Medicaid Waiver process from application through appeals including information on programs and services available in Texas for those with intellectual, developmental and/or mental health disabilities. Gain insight to the appeal process from intake to decision, including issues to spot along the way. Finally, a discussion on outreach strategies and connecting with communities to promote self-advocacy and the use legal assistance with Medicaid denials.
Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 0.50 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
-
Medicaid Waivers from Beginning to EndNot yet rated
Planning for Remainder Beneficiaries and Successor Beneficiaries of Retirement Benefits
In view of the SECURE Act and the July 2024 final Treasury Regulations, this presentation discusses what to consider when planning for the distribution of retirement benefits beyond who should be named as the primary beneficiary of those benefits, including who can (or should) be named as remainder beneficiaries of the trust named as primary beneficiary of the retirement benefits and how should the contingent beneficiary of the retirement benefits be set up in the beneficiary designation form.
Includes: Video Captions Audio Transcript Paper
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2027
-
Planning for Remainder Beneficiaries and Successor Beneficiaries of Retirement Benefits4.25 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.
Practical Legal and Ethical Advice about using AI
In 2026 all lawyers and clients are relying on AI whether they plan it or not, and because of the legal duties that lawyers have to their clients, it is essential that lawyers learn more. Also AI depends on Cloud Computing and related online terms and privacy policies, as a result lawyers need to understand Cloud Computing. Cybercriminals are using AI in 2026 so it is imperative that lawyers better understand Cybersecurity threats. Also, AI is in widespread use in eCommerce so lawyers need to understand how to help clients deal with AI in eCommerce.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.75 hr | 0.50 Ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
-
Practical Legal and Ethical Advice about using AI4.67 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.
Reporting Trusts to Medicaid and Social Security
You just established a new trust for a disabled beneficiary. Does it need to be reported to Social Security and Medicaid? Most likely the answer is “Yes!” This presentation discusses how, when, and where to report.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.50 hr | 0.50 Ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
-
Reporting Trusts to Medicaid and Social SecurityNot yet rated
Special Needs Trusts 101: The Basics (2026)
An overview of the basics of special needs trusts and public benefits including selection of appropriate trust options, pitfalls to avoid, and case examples.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 1.00 hr
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2027
-
Special Needs Trusts 101: The Basics (2026)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.
The Complex Landscape of Housing Options for Individuals with Disabilities
Explore the complex landscape of housing options for individuals with disabilities and beneficiaries who present placement challenges. Discuss practical, legal, and ethical considerations in finding and maintaining appropriate housing solutions when traditional placements are not viable.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 0.75 hr
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
-
The Complex Landscape of Housing Options for Individuals with Disabilities5 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.
Answer Bar: Considering a Special Needs Trust
Session 1: Special Needs Trusts 101: The Basics - An overview of the basics of special needs trusts and public benefits including selection of appropriate trust options, pitfalls to avoid, and case examples. Session 2: 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 3: 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 4: Maximizing Public Benefits - Discuss how to identify what benefits your client has; what additional benefits they may be eligible for; what distributions by a trustee (or anyone) will make them ineligible; and what distributions will keep them eligible for those benefits. Session 5: Beneficiaries That Work: Important Questions to Ask and Strategies to Consider - Beneficiaries with special needs often find opportunities that provide meaningful personal benefits and generate income. As trustee managing a special trust for a beneficiary who is receiving income from performing work, it is imperative to understand how to advocate for a beneficiary and help that person remain eligible for government benefits. Session 6: Looking Back to Look Forward: Planning for Special Needs Beneficiaries - Many families and individuals with disabilities are asking how the recently enacted "One Big Beautiful Bill Act" will affect their benefits and support programs. This program looks at those concerns through a long-term lens—examining how such changes might impact a 17-year-old with a significant disability who is expected to live another seventy years. By looking back over the past seventy years of disability and social service reform, we can better anticipate the challenges she is likely to face in the decades ahead. The session also highlights best practices for designing and administering special needs trusts that remain flexible, sustainable, and responsive to evolving legal, financial, and care environments. Session 7: Sole Benefit Trusts: What, When, and Why - Focus on the uses of Sole Benefit Trusts, including distinguishing them from other types of special needs trusts. It will include practical application, hypothetical situations, and sample language. Session 8: 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 9: ABLE Accounts 101 - Gain insight into what Texans need to know about the age adjustment act. Session 10: Special Needs Trusts Ethics Jeopardy - 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.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 7.50 hrs | 2.50 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2027
-
Answer Bar: Considering a Special Needs TrustNot yet rated
Answer Bar: Elder Law and Medicaid Essentials
Session 1: Medicaid Update - Identify and explain 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 well. Session 2: 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 3: 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 4: 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. Session 5: 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 6: Recognizing Potential Incapacity of a Client - Discuss 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 7: 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 8: 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 9: Lesser Restrictive Alternatives, Including Supports and Services to Guardianship: A Guide for a Practical Practice - Discuss 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 10: 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.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 7.75 hrs | 1.75 Ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 4/30/2027
-
Answer Bar: Elder Law and Medicaid Essentials4.13 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.
Very information and helpful to my practice
First Friday Ethics: May 2026
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! Session 1: Ethics Game Show - Watch shameless appellate practitioners try to outgame each other as they answer ethics questions savvy practitioners need to know. Session 2: What is a Lawyer’s Responsibility in a Democracy Under Duress? - How should lawyers respond to actions that threaten democracy and the rule of law? Session 3: Forgetting Who Your Client Is - The cooperation between trustees, beneficiaries, and other interested parties often seen in Special Needs Trusts may create a trap for the unwary practitioner. This presentation provides practical guidance and ethical requirements for maintaining appropriate attorney/client relationships, not accidentally forming attorney/client relationships, and keeping in mind the client’s needs and duties in forwarding the progress of a SNT. Session 4: Negotiating Tactics in Energy Disputes: From Good to Ugly - Break down negotiation approaches commonly used in energy disputes—the “good” (effective and ethical), the “bad” (ineffective), and the “ugly” (counterproductive and potentially unethical). Using real-world hypotheticals, discuss actionable strategies to avoid wasted leverage, spot ethical pitfalls, and recognize when aggressive negotiation tactics cross the line into ethical violations.
Includes: Video Captions Audio Transcript Paper Slides
- Total Credit Hours:
- 3.00 hrs | 3.00 Ethics
- Credit Info
- TX, CA, OK, PA
- TX MCLE credit expires: 4/30/2027
-
First Friday Ethics: May 20264.14 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.
presentation on identifying client was quite good.