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

  • Total Credit Hours:
  • 2.75 hrs | 0.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2025
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    eSupplement to the 2024 Conference on Criminal Appeals
    Not yet rated
$135   Add to Cart

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) Techniques for Negotiating With Difficult Counterparties (Replay) Hear advice on how to negotiate contracts with difficult counterparties, and explore the importance of our own mindset and how to manage our emotions in these situations. Walk through five types of outrageous negotiation positions and effective responses to defuse and reset the tone of the discussions. Laura Frederick, How to Contract - Austin, TX (0.75 hr | 0.75 hr ethics) The Grievance Process and Most Common Violations (Replay) 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 (0.50 hr | 0.50 hr ethics) Practical Uses of AI in M&A: Large Language Models to Create New Realities (Replay) What if you could review thousands of contracts, determine the potential risk of anti-assignment clauses, and have a first draft of a memo in under 15 minutes? Over the past year, the legal profession has seen incredible advances in the use of artificial intelligence that are making these possibilities a reality. Large Language Models, such as those fueling ChatGPT, have introduced incredible transformational potential for M&A work. Learn more about what is possible, including ethical considerations, in this new reality. Kenton S. Brice, University of Oklahoma College of Law - Norman, OK (1.00 hr | 1.00 hr ethics) Work Product and Attorney-Client Privilege after In Re Grand Jury: Where Do We Go From Here? (Replay) The law regarding when privileges and protections apply to tax advice was anything but clear leading up to the Supreme Court oral argument in In re: Grand Jury; the Court’s decision to dismiss the case as “improvidently granted” dashed the hopes of tax professionals hoping for a nationwide standard! Hear a review of the current state of the law post-In re: Grand Jury with an emphasis on the Fifth Circuit and how the law there differs from others around the country. Melissa L. Wiley, Lowenstein Sandler LLP - Washington, DC

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 3.00 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2025
  • show rating
    First Friday Ethics (May 2024)
    3.73 out of 5 stars
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    Melissa Wiley presentation/presenter was one of best in a long time.

    This was one of the best ethics bundles I have ever watched.

$155   Add to Cart

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

  • Total Credit Hours:
  • 7.00 hrs | 1.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 4/30/2025
  • show rating
    Answer Bar: Elder Law and Medicaid Essentials
    Not yet rated
$305   Add to Cart

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

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 1/31/2025
  • show rating
    Hooked on CLE: February 2024
    4.22 out of 5 stars
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    Always love these.

    Keep subject matter in similar areas of expertise. Administrative Law grouping, Criminal Law grouping, Health Care Law grouping etc.

$99   Add to Cart

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

  • Total Credit Hours:
  • 3.00 hrs | 3.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 12/31/2024
  • show rating
    First Friday Ethics (December 2023)
    3.95 out of 5 stars
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$155   Add to Cart

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.

Includes: Video Paper Slides

  • Total Credit Hours:
  • 0.75 hr | 0.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 12/31/2024
  • show rating
    The Grievance Process and Most Common Violations
    4.13 out of 5 stars
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    Very good pragmatic advice, very understandably presented. Thanks

$70   Add to Cart

THIS MONTH: Legislative Update: New Texas Business Courts • EPA’s Latest Grid-Impacting Regulations • Mediation Strategies, Solutions and Lessons Learned • Accessing and Managing Digital Assets After Death • Deal Ethics

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 4.00 hrs | 1.00 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 12/31/2024
  • show rating
    Hooked on CLE: January 2024
    4.23 out of 5 stars
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    The ethics presentation was one of the best that I have seen.

$99   Add to Cart

Explore how to define, spot, course correct and terminate “difficult” clients and client relationships.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr | 0.75 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    “Difficult” Clients 
    4.17 out of 5 stars
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    Good presentation.

    All good advice.

$70   Add to Cart

Session 01: 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 02: Role of the Ad Litem - A review of the responsibilities of the attorney ad litem and guardian ad litem in guardianship proceedings with an emphasis on practical application of the statutes, conduct in uncontested and contested proceedings, and pointers on applications for fees. Session 03: 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 04: Guardianships During Divorce - Two of the most difficult legal proceedings a person can go through in life are divorces and guardianships. Explore how to handle the challenges that arise when these two practice areas collide. Session 05: Things Every Texas Estate Planner Should Know About Advising New to Texas Clients, Including Transfer of Guardianship from Another State - An overview of common issues for Texas Estate Planners to address when working with clients who have moved to Texas from another state, such as identifying tax issues and updating estate planning documents. Also hear a discussion of the steps for transferring a guardianship case from another state, from closing the case in the sending state to acceptance in Texas. PLEASE NOTE: To claim Texas Guardianship Ad Litem credit for the presentations that include guardianship hours, download the guardianship accreditation documentation (found here) 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:
  • 4.50 hrs | 1.50 Ethics | 4.00 Guardianship
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    2023 Guardianship Bundle for Attorneys Ad Litem 
    4.51 out of 5 stars
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    How would you rate the value of the materials provided as part of the course?

    The statistics provided at the intro were very informative. The presenter clearly knew her field very well.

    I am very impressed at the level of knowledge of these participants.

    Seemed more geared to people already familiar with guardianship, which isn't a problem in itself, but I took the course for guardianship certification. Anyone similarly situated might be better served by a more basic "here's how to do guardianships" type of course. (Myself, I'm not even looking to be a guardian ad litem, just to assist clients in obtaining guardianships).

    Very well suited for general practitioner.

    Exceptional helpful as this is my first guardianship.

$205   Add to Cart

Update on trust, estate and guardianship legislation passed during the 88th legislative session. 

Includes: Video Audio Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    2023 Legislative Update: Trust, Estate, and Guardianship Legislation 
    3.92 out of 5 stars
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    Presentation was clear and concise. I found the inclusion of what the old law was compared to legislative changes very helpful.

$60   Add to Cart

Latest developments affecting planning and applications for Medicaid to pay for nursing home care and home care.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    2023 Medicaid Update
    3.84 out of 5 stars
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$60   Add to Cart

Texas adopted its trust decanting statute in 2013. Ten years (and several amendments) later, practitioners are still grappling with when and how to decant a trust. Hear an overview of trust decanting in Texas, with a specific focus on decanting in response to unanticipated elder law and special needs issues.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    A Decade of Trust Decanting in Texas 
    4.4 out of 5 stars
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    well done - actually enjoyed the absence of slides

$55   Add to Cart

Gain insight on basic information about digital assets to estate planners and attorneys representing executors or administrators of estates, while also providing practical advice for how to access and manage those assets before and after death.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    Accessing and Managing Digital Assets After Death 
    3.47 out of 5 stars
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    simply presented; learned a lot I did not know

$60   Add to Cart

Explore 20 drafting ideas to help the trustee in the administration of a trust and to minimize their liability. The materials include “Trustee Boot Camp: A Checklist for New Trustees.”

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr | 0.50 Ethics
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    Drafting for the Trustee in a Challenging Environment 
    4.73 out of 5 stars
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$65   Add to Cart

A review of an executor’s powers and fiduciary duties relating to the administration of real estate in probate proceedings, including the interplay between a beneficiary’s vested ownership interest and an executor’s right of possession, whether a power of sale is really all that powerful, and dealing with a surviving spouse’s homestead rights.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    How Executors Can Navigate the Drama of Administering Estates with Real Property 
    3.81 out of 5 stars
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    Very good, but the topic merits more time

$55   Add to Cart

We’ve seen a lot of changes in how IRA’s and retirement plans are taxed after the participant’s death, especially when left in trust. Here’s what you need to know when planning an estate with significant tax-deferred assets.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    IRAs in Estate Planning: What You Need to Know
    4.09 out of 5 stars
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$55   Add to Cart

Gain insight into why clients purchase life insurance and confirm that life insurance is an asset that (i) requires and can benefit from active management as the contract matures, (ii) can be sold similar to other financial assets and (iii) may have a value to the policyowner that is significantly greater than the cash surrender value. Review the various types of insurance commonly used in estate planning, the evolution of universal life insurance that has contributed to the development of the life settlement market, the tax treatment of life settlements should a policy be sold in a life settlement, options for working with a life settlement for clients who need additional funds for retirement and a discussion of trust owned life insurance and how the life settlement option is of particular importance for fiduciaries to understand to avoid potential liability for a policy surrender or lapse.

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.75 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    Life Insurance Settlements: Why Clients Don’t Have to Die or Be Terminally Ill to Get Value 
    4.25 out of 5 stars
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    great speaker!

$60   Add to Cart

The federal estate tax return is often not mentioned to the client in the course of a probate attorney’s representation of an executor or administrator of a decedent’s estate. Given such factors as the looming sunset of the current gift and estate tax exemption, the opportunity for portability of a married decedent’s unused exclusion to a surviving spouse, and negative consequences that can result from failing to file a federal estate tax return, this presentation offers some steps for the probate attorney to consider when deciding whether to include a discussion of the federal estate tax return when representing an executor or administrator of a decedent's estate.  

Includes: Video Audio Paper Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    Not So Fast! Deciding Whether and How to Discuss Federal Estate Tax Returns with Personal Representatives 
    4.63 out of 5 stars
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$55   Add to Cart

How to find, use, and compare pooled trusts for older clients, including clients  for themselves, spouses, and other family members. Whether clients have substantial or modest resources, there are a variety of pooled trust strategies to consider suggesting to older clients who are seeking to protect care options throughout the future.

Includes: Video Audio Paper

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    Pooled Trusts for Older Clients 
    4 out of 5 stars
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$55   Add to Cart

The Corporate Transparency Act of 2020 mandates that certain business entities disclose beneficial ownership information to FinCEN to combat illegal activities such as money laundering, terrorism financing, and tax fraud. Estate planners who use business entities for asset holding or wealth structuring should be aware of the CTA's reporting requirements and possible penalties for noncompliance, as some of these entities may fall under the Act's purview.

Includes: Video Audio Slides

  • Total Credit Hours:
  • 0.50 hr
  • Credit Info
  • TX, CA
  • TX MCLE credit expires: 10/31/2024
  • show rating
    The Corporate Transparency Act: YES, It Impacts Estate Planners!
    4.91 out of 5 stars
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    Rate the overall teaching effectiveness and presentation skills of faculty for the course.
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$55   Add to Cart