Credit Available - See Credits tab below.
Total Credits: 16.5 Texas
Tags: Current CLE
This program is designed for the new lawyer, CPA, financial planner and trust officer whose primary career focus requires a thorough knowledge of complex estate and tax planning. It is also a great program for experienced lawyers wanting a refresher on planning for taxable estates.
Be prepared for three intense days of lectures—this is a deep dive, not a forms course!
Please be aware that the closed captioning "CC" has been generated by an AI system and may contain errors or inconsistencies. It is provided as-is without any guarantees of accuracy.
Accreditation Status: Approved |
Total Credits: 16.5 |
General Credits: 16.5 |
Ethics Credits: 1.0 |
MCLE credit for this program was only requested from and approved by the State Bar of Texas. This may be because of the subject matter, because of a lack of substantive written material, or because of the audience for the original program. You may still be able to obtain credit in other jurisdictions—either participatory or self-study credit—but the rules vary greatly by jurisdiction. Please review your jurisdiction’s MCLE rules and regulations before purchasing or viewing this program.
Faculty Roster & Bios (1.5 MB) | Available after Purchase |
Availability | Module Title | Speaker | Credits | Course Type | Duration | Course Details | |||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
At the time of purchase |
Basic Principles and Strategies in Estate Planning, Including Marital Deductions & Portability Planning
|
Eric Reis
|
Total Credits: 2.0 Texas | On Demand | 120 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Marital Property Issues in Estate Planning
|
Tom Featherston
|
Total Credits: 1.0 Texas | On Demand | 60 minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Irrevocable Trusts with Emphasis on Life Insurance Planning
|
John Round
|
Total Credits: 1.0 Texas | On Demand | 60 minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Anticipating Will Contests and How to Avoid Them
|
Prof. Gerry Beyer
|
Total Credits: 1.0 Texas | On Demand | 60 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Intestate Succession: What Every Texas Estate Planner Needs to Know
|
Terri Helge
|
Total Credits: 1.0 Texas | On Demand | 60 minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Ethics in Estate Planning
|
Michael Bourland
Darin Digby
|
Total Credits: 1.0 Texas | On Demand | 60 minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Primer on Charitable Planning
|
Megan Sanders
|
Total Credits: 1.0 Texas | On Demand | 60 minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Check Your Tax Blind Spots: What Trusts & Estates Attorneys Should Know About Income Tax
|
Elizabeth Powdrill
|
Total Credits: 1.0 Texas | On Demand | 60 minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Planning for the Family Business, Including FLPs and LLCs; Working with a Client Closing a Business
|
Michael Bourland
|
Total Credits: 2.0 Texas | On Demand | 120 minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
The Generation-Skipping Transfer Tax
|
Darin Digby
|
Total Credits: 2.0 Texas | On Demand | 120 minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Fiduciary Selection
|
Prof. Gerry Beyer
|
Total Credits: 1.0 Texas | On Demand | 60 minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Estate Planning Current Developments and Hot Topics
|
Steve Akers
|
Total Credits: 1.5 Texas | On Demand | 1 Hour 32 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
At the time of purchase |
Artificial Intelligence and Its Impact on Today's Estate Planner
|
Prof. Gerry Beyer
|
Total Credits: 1.0 Texas | On Demand | 60 minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||
Total Conference CE Credits Information |